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MB-300 Dynamics 365 Unified Operations Core

This course discusses: Core common features of Dynamics 365 Finance Core configuration in Dynamics 365 Finance Data migration and preparing for go-live with Dynamics 365 Finance Organizations use Dynamics 365 Finance to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals. This course discusses core components and configuration of Microsoft Dynamics 365 Finance, and data migration and preparing for go-live.

Get started with Lifecycle Services for Dynamics 365 for Finance and Operations

Use Lifecycle Services to design and plan implementation for Dynamics 365 for Finance and Operations
Have an overview of reporting and analytics in Dynamics 365 for Finance and Operations
Build and test mobile apps for Dynamics 365 for Finance and Operations
Create, maintain, and use workflows in Dynamics 365 for Finance and Operations
Set up and configure legal entities in Dynamics 365 for Finance and Operations
Manage users and security in Dynamics 365 for Finance and Operations
Perform personalization in Dynamics 365 for Finance and Operations
Implement common integration features in Dynamics 365 for Finance and Operations
Prepare data for migration and migrate data to Dynamics 365 for Finance and Operations
Use data management in Dynamics 365 for Finance and Operations
Perform user acceptance testing for Dynamics 365 for Finance and Operations
Prepare for go-live

Course Outline

1 - GET STARTED WITH DYNAMICS 365 FOR FINANCE AND OPERATIONS

Introduction
Industry focus
Introduction to financial management
Introduction to employee management
Introduction to supply chain management
Module summary

2 - GET STARTED WITH LIFECYCLE SERVICES

Understand the functionality and tools of Lifecycle Services
Reuse existing assets, copy and share data
Understand Task recorder functionality
Create a business process model
Run the LCS Issue Search tool and analyze results
Learn how to use Regression Suite Automation Tool
Practice Labs
Module Summary

3 - USE LIFECYCLE SERVICES TO DESIGN AND PLAN

Introduction
Phases of a cloud implementation
Phases of an on-premises implementation
Create Functional Design Documents (FDD)
Module Summary

4 - OVERVIEW OF REPORTING AND ANALYTICS

Understand reports and inquiries
Learn about Financial reporting
Configure PowerBI to your instance
Practice Labs
Module Summary

5 - BUILD AND TEST MOBILE APPS

Overview of Unified Operations mobile app
Build and use mobile apps
Practice Lab
Module Summary

6 - CREATE, MAINTAIN AND USE WORKFLOWS

Workflows for business processes
Create and setup workflows
Assign users to workflow touchpoints
Use Work items
Practice Lab
Module Summary

7 - SET UP AND CONFIGURE LEGAL ENTITIES

Create a legal entity and generate number sequences
Create a number sequence
Create organization hierarchies
Apply purposes and policies
Configure calendars and date intervals
Practice Labs
Module summary

8 - MANAGE USERS AND SECURITY

Understand the security architecture
Manage users and security
Setup and apply segregation of duties
Run security reports
Setup batch jobs and alerts
Practice labs
Module summary

9 - PERFORM PERSONALIZATION

Describe and apply user options
Create, export and import personalizations
Create and maintain record templates
Practice labs
Module summary

10 - IMPLEMENT COMMON INTEGRATION FEATURES

Microsoft Office integration
Configure email
Create and maintain email templates
Use Power BI
Setup network printing
Integrate data into Common Data Services for Apps
Practice Labs
Module summary

11 - PREPARE DATA FOR MIGRATION AND MIGRATE DATA

Introduction
Understand BYOD feature
Perform a test migration and validate output
Module summary

12 - USE DATA MANAGEMENT

Introduction
Understand data management and integration
Data management workspace
Templates in data management
Import, export and copy data into a legal entity
Practice Labs
Module summary

13 - PERFORM USER ACCEPTANCE TESTING

Introduction
Create and perform test cases for User Acceptance
Practice Lab
Module summary

14 - PREPARE TO GO LIVE

Introduction
Get ready to go live
Module summary

15 - COURSE CONCLUSION

Final assessment
Course summary
Post-course survey

Actual course outline may vary depending on offering center. Contact your sales representative for more information.