MB-300T00 Microsoft Dynamics 365 Finance and Operations Core

dynamics 365 course mb 300,
This is the Microsoft Official Course MB-300T00 Microsoft Dynamics 365 Finance and Operations Core. You will learn the fundamental features and functionality for Dynamics 365 Finance and Supply Chain (previously called Dynamics 365 for Finance and Operations). This course will equip you to set up and maintain core configurations and includes strategies for avoiding the…read more


Last modified: April 7, 2020

What you'll learn

  • Get started with Lifecycle Services for Dynamics 365 for Finance and Operations
  • Core features of Dynamics 365 such as Workspaces, Global Address Book, etc
  • Understand the functionality and tools of Lifecycle Services
  • Use Lifecycle Services for designing and planning implementation
  • Testing tools such as the Regression Suite Automation Tool
  • Best practices towards planning including Functional Design Documents (FDD)
  • High-level reporting features available such as Power BI, Financial Reporting & Reports
  • Configure Power BI to your instance
  • Use Mobile App features that are available within Dynamics 365 for Finance and Operations
  • Working with workflows and automating business processes
  • Setup and configure legal entities
  • Manage and maintain users for daily administration
  • Manage security of users and apply segregation of duties
  • View the security reports and know when to use them
  • Configure alerts and know when to use them
  • Understand the user options and how to apply them
  • Understand how to use record templates
  • Understand how to use personalizations
  • Learn the Office integration and automation functions
  • Learn how to use and maintain email templates
  • Learn how to use Power BI
  • Configure your environments for Network Printing
  • Work with common data services for Apps
  • Configure calendars and date intervals for multiple purposes including reporting
  • Choose a data integration (import/export) strategy
  • Determine when and how to use the data expansion tool.
  • Identify relevant data entities and elements
  • Verify common migration scenarios and tools in Microsoft Dynamics 365 Finance and Operations.
  • Identify and extract source data
  • Identify and import static data that is common between industries
  • Create and review test plans for data migration
  • Configure and check the transition between existing and migrated systems
  • Perform a test migration and validate the process exit
  • Generate field mapping between source and target data structures
  • Understand the bring your own database (BYOD) feature
  • Identify relevant (legacy) systems

Requirements

  • Students taking this course need internet speeds of at least 10 Mbps.
  • At least 2 monitors are recommended with 1920x1080 resolution.

Description

This is the Microsoft Official Course MB-300T00 Microsoft Dynamics 365 Finance and Operations Core. You will learn the fundamental features and functionality for Dynamics 365 Finance and Supply Chain (previously called Dynamics 365 for Finance and Operations). This course will equip you to set up and maintain core configurations and includes strategies for avoiding the most common (and costly) performance pitfalls. Data migrations are a core activity for carrying out a go-live and common day-to-day functionality in Dynamics 365. This course will help with setting up day-to-day migrations and larger ones and understanding how to use the options that are available.

Proprietary Course Enhancements

While all official preparatory information will be covered, we have enhanced this course to include additional exercises and content. We reserve the right to enhance the standard Microsoft course material, both to add value and better prepare our students for real-world situations, as well as to keep our students updated with the latest information.

Course Content
15 Lectures
14 Quizzes
28 Labs
  • Module 1: Get Started with Dynamics 365 for Finance and Operations
    This module will help in learning the basics of Dynamics 365 for Finance and Operations and how it supports various industries in managing their global financial systems for enhancing productivity. This module mainly gives you an overview of other modules and how they are helpful and supportive of the industry-specific areas.
    LessonsDuration
    Overview of Finance and Operations functionality
    Understand and use global address
    Navigation and workspaces
    Get help with Finance and Operations
    Module summary
    Students will be able to
    Understand what Finance and Operations is.
    Understand the industries it supports.
    Be familiar with the modules in Finance and Operations.
    Be familiar with the purpose of the features in those modules.
    LabsDuration
    Creating new Party records
    Navigation and Workspaces
  • Module 2: Get Started with Lifecycle Services
    This module will help you to get started with Microsoft Dynamics Lifecycle Services (LCS) and learn the overall functionality and tools available within LCS. Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that is used to manage Dynamics 365 for Finance and Operations projects by the customers as well as their partners. LCS is used in all the processes from pre-sales to implementation, and finally to the production environment either on the cloud or on-premise. LCS manages the project, methodologies, overall implementation process through its checklists and tools.
    LessonsDuration
    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
    Students will be able to
    Understand the functionality and tools of Microsoft Dynamics Lifecycle Services (LCS) for Finance and Operations.
    Understand Task recorder functionality.
    Identify and analyze gaps using the Business Process Modeler (BPM).
    Create a business process model.
    Reuse existing assets, copy, and share data.
    Run the LCS Issue Search tool and analyze results.
    LabsDuration
    Perform actions in the Asset Library
    Understanding the Task recorder functionality
    Run the LCS Issue Search tool and analyze results
  • Module 3: Use Lifecycle Services to Design and Plan
    The implementation of the Dynamics 365 for Finance and Operations will be successful with the help of proper design and plan. A Functional Consultant’s first task is to manage the application lifecycle once the customer signs the agreement for purchasing licenses for Finance and Operations. After that, predictable, repeatable, and high-quality implementation is done.
    LessonsDuration
    Introduction
    Phases of a cloud implementation
    Phases of an on-premises implementation
    Create Functional Design Documents (FDD)
    Module Summary
    Students will be able to
    Prepare documentation for gathered requirements by using a methodology in LCS.
    Define use case scenarios.
    Participate in the creation of functional requirements documents (FRD).
    Understand the importance of creating and maintaining documented processes.
    Participate in phase-based planning processes and solution design.
    Describe the future state business processes based on a proposed solution.
    Determine when to build versus buy.
    Create functional design documents (FDD).
    LabsDuration
    Test, deploy and operate
  • Module 4: Overview of Reporting and Analytics
    Reporting and analytics have great significance and this module teaches how to do it effectively. A report is a structured presentation of data in Dynamics 365 for Finance and Operations which helps the user to make informed decisions.
    LessonsDuration
    Understand reports and inquiries
    Learn about Financial reporting
    Configure Power BI to the instance
    Practice Labs
    Module Summary
    Students will be able to
    Learn various types of reports and inquiries in Finance and Operations.
    Learn configuring Finance and Operations for the Microsoft Power Platform.
    Learn financial reporting.
    LabsDuration
    Microsoft Office integrations
    Find inquiries and reports
  • Module 5: Build and Test Mobile Apps
    In this module, you will have guidelines and will learn design patterns of a mobile app for Dynamics 365 for Finance and Operations. You will get to know how to build and test mobile apps according to the scenario. The mobile platform helps to do customizations in Finance and Operations by changing the forms and mobile app definitions. Mobile apps provide easy-to-use designer experience by offering mobile interactions.
    LessonsDuration
    Overview of Unified Operations mobile app
    Build and use mobile apps
    Practice Lab
    Module Summary
    Students will be able to
    Learn how to create a mobile app and publish it in Finance and Operations.
    Understand the design considerations for a mobile app helps create the mobile app to match the user experience of a modern application.
    Download the Microsoft Dynamics 365 Unified Operations app.
    Discover how to run the Dynamics 365 Unified Operations app to connect to Finance and Operations.
    Learn how to use the published mobile apps and pull-to-refresh the data.
    LabsDuration
    Navigating in the mobile app
    Walk-through: Mobile app install
    Walk-through: Use new and existing mobile apps
  • Module 6: Create, Maintain and Use Workflows
    A workflow holds great importance as it clearly shows who must complete a task in a particular flow to complete the bigger task while making a decision and approving a document. This module is about creating, maintaining, and using workflows.
    LessonsDuration
    Workflows for business processes
    Create and setup workflows
    Assign users to workflow touchpoints
    Use Work items
    Practice Lab
    Module Summary
    Students will be able to
    Learn how to apply automation by using workflows.
    Learn how to discover that defining a specific type allows a business to control each step in a critical process.
    Modify an existing workflow.
    Learn that these workflow processes can require manual approval, workflow approval, or no approval.
    Learn how to set up, configure, and add a manual/automated task in a workflow.
    Learn how to configure an approval process in a workflow.
    Learn how to assign users to workflow touchpoints.
    Learn how to configure an approval step in a workflow.
    LabsDuration
    Create and setup workflows
    Modify and delete a specific version of a workflow
  • Module 7: Set Up and Configure Legal Entities
    This module teaches how to setup and configure legal entities and number sequences in Dynamics 365 for Finance and Operations.
    LessonsDuration
    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
    Students will be able to
    Learn how to create a legal entity.
    Learn to generate number sequences (manually/by using a wizard).
    Learn to configure calendars and date intervals.
    Learn how to create organization hierarchies, apply purposes, and set up policies.
    LabsDuration
    Create a new legal entity
    Create a new number sequence
    Configure calendars
  • Module 8: Manage users and security
    Managing users and security is extremely important and Microsoft Dynamics 365 for Finance and Operations offer a facility for keeping sensitive data safe with an array of security and configuration options. This way, the system remains streamlined keeping users focused on their roles. Moreover, learning to implement different security options will be helpful for organizations to meet the requirements of security. After developing an understanding of security architecture, security can be easily customized to meet the business requirements.
    LessonsDuration
    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
    Students will be able to
    Understood the security architecture of Finance and Operations.
    Learn to manage users.
    Learn to manage security.
    Learn to apply segregation of duties.
    Run security reports.
    LabsDuration
    Setup batch jobs and alerts
    Run security reports
  • Module 9: Perform Personalization
    Personalization is very helpful in saving time and effort when using the system.
    LessonsDuration
    Describe and apply user options
    Create, export and import personalizations
    Create and maintain record templates
    Practice labs
    Module summary
    Students will be able to
    Learn how to use and apply user options.
    Learn to create and export personalization for making them available for other users.
    Learn the difference between customization and personalization.
    Learn how personalization helps in saving time.
    Learn how personalization allows creating and maintaining the record templates.
    LabsDuration
    Personalization toolbar, workspace, dashboard, and inventory dimensions
    Create, export, and import personalizations
    Explicit personalization
  • Module 10: Implement Common Integration Features
    This module is about Microsoft Dynamics 365 integration with other common programs like email, Microsoft Office, and Power BI.
    LessonsDuration
    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
    Students will be able to
    Learn how to use Microsoft Office integration in Dynamics 365 for Finance and Operations.
    Learn to configure email (SMTP/Exchange) and create and maintain email templates.
    Learn setting up network printing features for using them remotely.
    Learn how to integrate data from multiple sources into Common Data Service for Apps and integrate the data to Dynamics 365 for Finance and Operations using the Data Management workspace.
    LabsDuration
    Excel Workbook Designer
    Configure and send email
  • Module 11: Prepare Data for Migration and Migrate Data
    This module has not included technical details in it related to using and setting up every integration pattern or working with sample code, however, getting to know about available integration tools is a good practice.
    LessonsDuration
    Introduction
    Understand BYOD feature
    Perform a test migration and validate output
    Module summary
    Students will be able to
    Choose a data integration (import/export) strategy
    Identify common migration scenarios and tools in Finance and Operations
    Understand the bring your own database (BYOD) feature
    Identify relevant (legacy) systems
    Identify and import static data that is common between industries
    Create and review test plans for data migration
    Identify and extract source data
    Identify relevant data entities and elements
    Generate field mapping between source and target data structures
    Perform a test migration and validate output
    Support the transition between the existing and migrated systems
  • Module 12: Use Data Management
    This module includes the basic concepts of the Data management platform. It also includes how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. Moreover, asynchronous recurring integration features of the Data management platform are also a part of this module.
    LessonsDuration
    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
    Students will be able to
    Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities
    Work with the Data management workspace
    Export data from a legal entity
    Import data into a legal entity
    Work with data import and export jobs
    Clean up the staging tables
    LabsDuration
    Data management workspace (Import/Export)
    Templates in data management
  • Module 13: Perform User Acceptance Testing
    This module is about creating and performing user acceptance testing. Having a methodology for the creation and testing is very beneficial, as it helps to organize and plan efficiently to test case scenarios.
    LessonsDuration
    Introduction
    Create and perform test cases for User Acceptance
    Practice Lab
    Module summary
    Students will be able to
    Learn How to understand the correlation between test cases and business requirements
    Learn Best practices for recording test cases
    Learn Task recorder
    Learn to create a Scenario Acceptance Testing BPM library
    Learn How to synchronize and configure your test plan in Azure DevOps
    Learn How to execute tests
    LabsDuration
    Create and save a new task recording
    Upload an AXTR file to BPM
    Save an existing task recording to BPM
  • Module 14: Prepare to Go Live
    ‘Prepared to go live’ is the last step of completing the implementation of the solution in Dynamics 365 for Finance and Operations to the production environment. Success cannot be achieved without knowing how to prepare for Finance and Operations go-live.
    LessonsDuration
    Introduction
    Get ready to go live
    Module summary
    Students will be able to
    Prepare for go-live
    Complete the Lifecycle Services (LCS) methodology
    Perform User acceptance testing (UAT) for your solution
    Understand the FastTrack go-live assessment
    Request the production environment
  • Module 15: Course Conclusion
    This module includes the summary of the overall content of the course.
    LessonsDuration
    Final assessment
    Course summary
    Students will be able to
    Conclude the course

About the Instructor


Brandon Ahmad, MCSE

Microsoft Certified Trainer Regional Lead - USA

8.8 out of 9.0 Average Instructor Rating

Top Instructor Award Twice

MCSE Certification in Dynamics 365

Freelances as hands-on Technical Lead with very advanced development scenarios for Day Job

Brandon Teaches D365 for Finance and Operations Programming

Brandon Ahmad is a pre-eminent hands-on Microsoft Dynamics Lead Technical Architect and a passionate instructor. He believes that the best way to teach programming is by example with many custom real-world scenarios. He also believes that anyone can become good at development as long as they have the right teaching, work ethic, and curriculum.

To date he has personally consulted over 60 implementations across the globe while often solving and implementing many very advanced development scenarios.

His biggest secret to teaching is to simply care about the people who take his courses. His best reward is to hear of someone who saved a lot of time and mastered Dynamics while knowing that his course played a part in that success.

Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

  • Use common functionality and implementation tools (20-25%)
    Identify common Microsoft Dynamics 365 Finance features and functionality
    • determine when to use workspaces
    • identify use cases for Power Platform apps including Power Apps, Power BI and Microsoft Flow
    • identify and differentiate between the global address book and other address books
    • demonstrate Work Items functionality
    • demonstrate Microsoft Dynamics 365 Finance navigation techniques
    • identify Inquiry and Report types available in a default installation
    Implement Lifecycle Services (LCS) tools
    • identify opportunities to re-use existing assets
    • analyze Business Process Modeler results and identify gaps in functionality
    • including creating an Acceptance Testing BPM library and analyzing the results
    • use the LCS tools including Issue Search and analyze results
  • Configure security, processes, and options (45-50%)
    Implement security
    • identify and distinguish between the various standard security roles in Finance and Operations
    • distinguish between duties, privileges, and permissions
    • assign users to security roles based on given scenarios
    Design and create workflows
    • identify opportunities for automation and controls based on customer workflows
    • configure workflow properties and elements
    • troubleshoot workflows
    Configure options
    • set up and configure legal entities
    • configure base number sequences
    • import or create all necessary startup data including Zip/Postal Code data, customers, vendors, and products
    • configure the calendars and date intervals
    • configure units of measure and conversions
    • configure posting profiles and definitions
    • create organization hierarchies
    • apply purposes and policies
    • describe and apply user options
    Implement Microsoft Dynamics 365 Finance common features
    • configure Microsoft Office integration with Microsoft Dynamics 365 Finance
    • configure email (SMTP/Exchange)
    • create and maintain email and record templates
    • integrate Power BI with Entity store
    • create, export, and import personalizations
    • set up network printing
    Implement business processes for the solution
    • define use case scenarios
    • participate in phase-based planning processes and the solution design
    • design and create workflows
    • set up batch Jobs and alerts
    • use business process workspaces
  • Perform data migration (15-20%)
    Plan a migration strategy
    • identify common migration scenarios and tools in Microsoft Dynamics 365 Finance
    • determine migration scope
    • identify relevant data entities and elements based on given scenarios
    • establish migration strategy processes including migration scope
    Prepare data for migration and migrate data
    • identify and extract source data
    • generate field mapping between source and target data structures
    • support the transition between the existing and migrated systems
    • perform a test migration and validate output from the process
  • Validate and support the solution (15-20%)
    Implement and validate the solution within Microsoft Dynamics 365 Finance
    • perform user acceptance testing (UAT)
    • prepare and validate to Go live
    • build test scripts to test business functionality
    • automate test case automation by using the Regression Suite Automation Tool (RSAT)
    • demonstrate the correlation between test scripts and business requirements
    • monitor validation test progress and make ad hoc changes during validation testing to correct identified issues
    Support Application Lifecycle Management (ALM) by using LCS
    • perform a solution gap analysis
    • use LCS tools to identify, report, and resolve issues
    • manage Microsoft Dynamics 365 One Version

Frequently Asked Questions

  • Who is the instructor of this course?
    Brandon Ahmad, an advanced senior Dynamics Operations (AX 7) & Data Analytics Architect, is the instructor of this course. For more information, click here.
  • What does this course include?
    This course covers all the standard Microsoft content needed to prepare for the Microsoft MB-300 exam, enhanced by Instructor Brandon© with updated and enhanced content to prepare you for real-world Dynamics 365 Finance and Operations Core success.
  • Which major technologies does this course include?
    This course covers migration tools, data expansion tools, migration scenarios, and migrated systems, Power BI, Lifecycle services, testing tools, mobile apps features, and automating business processes.
  • How long is the course?
    This course is covering 15 modules with our custom-designed labs, enhanced course content, and quizzes.
  • Does this course have any prerequisites?
    Students need to have the following before attending this course:
    • Familiarity with working in the Microsoft Windows environment.
    • Some exposure to basic business processing in Dynamics 365 for Finance and Operations.
    • General understanding of ERP and CRM concepts.
    • Ability to use basic mobile device app features and navigation.
  • Do I need to purchase course materials?
    No. Everything you need for the course will be provided.
  • Is this course graded?
    No. It is primarily designed to train you for the Exam MB-300.
  • Can I receive proof of completion for my course?
    Yes. You will be given a course completion certificate.
  • How do I enroll in this online course?
    To get enrolled in Course MB-300T00, simply click on the enroll now button.
  • What are my system requirements for this course?
    • Students taking this course need internet speeds of at least 10 Mbps.
    • At least 2 monitors are recommended with 1920x1080 resolution.
  • Can I earn certification by getting enrolled in this course?
    No. This course is designed to prepare you for the Exam MB-300 which can lead to having a Dynamics 365: Finance and Operations Apps Developer Associate certification.
  • Will there be any assignments in this course?
    There are no graded assignments in this course, but you will be using our proprietary lab interface to complete custom-designed exercises after each module. These are available to you for 30 days after the course completes.
  • Will there be any quizzes in this course?
    Yes. For each module, we have provided MCQ based quiz. Once you complete a module, you can take a quiz to check your knowledge level.
  • Will I still have access to my completed courses on the website once I complete this course?
    Yes, you will have complete access to your profile on our website even after completing the course.
  • Can I leave the class environment, bookmark the page and return later to continue from the point where I left?
    Yes, you can set a bookmark anywhere in this course. You can access any module at any time and continue from where you left.
  • How does this course help in passing the Exam MB-300?
    This course offers the best content, the most advanced lab environment, the latest learning environment, and a dedicated instructor who is an active industry-leading consultant on the subject matter of the course. It is your best preparation in the market for Exam MB-300 and for real-world scenarios.
  • Will this course cover all the contents that are a part of Exam MB-300?
    Yes. The course content is closely aligned to the requirements of Exam MB-300. Also, additional course material has been designed by us which is independent of the exam content.
  • Is the fee of Exam MB-300 included in the package?
    No. You pay only the cost of the course and materials.
  • How is this course unique as compared to other courses of the same type available on other platforms?
    This course is packed with information and with its own lab interface that aims to develop valuable skillset amongst the individuals who undertake this course. Furthermore, Instructor Brandon is going to teach this course who has extensive knowledge in this field, and he is going to provide hands-on real-world experience. The course aims not only to prepare you for the exam, but also to prepare you for success implementing, updating, tuning and troubleshooting in a real-world Dynamics 365 Finance and Operations instance. This course will help you to pass the Exam MB-300.
  • Will the course content and exam preparation materials be updated in the future?
    Yes. We keep our courses current with exam requirements, and current with the state of the Dynamics 365 technology. Mr. Ahmad will also be able to identify new challenges and solutions in each course.
  • Can I have a refund if I fail the exam?
    No. We guarantee the opportunity for the best available preparation for your exam, but we cannot control your exam results. Mr. Ahmad is deeply invested in giving each of his students every advantage, and he stays current on the exam content to make sure there are no surprises. Note, it’s not unusual to have to take more advanced Microsoft exams more than once when you are taking them for the first time. One retry is usually included in the cost of the exam and remember that you have 30 days’ access to all your course content for study and review.
  • Will I have enough time to complete all the labs in this course?
    Yes, you will have plenty of time to complete labs, and you have 30 days’ access for any re-do or catch-up.
  • What should I do if launching my lab results in a white screen?
    If you encounter a white screen when launching a lab, try to open the lab again in a new tab. This usually resolves this problem. If the problem persists, contact our support team.
  • Does this course include videos only?
    No! In addition to recorded videos, we provide our own customized labs and quizzes for enhanced learning experience.
  • What hours will the course content including labs be available for access?
    You will have 24/7 access to the course content.

Description

This is the Microsoft Official Course MB-300T00 Microsoft Dynamics 365 Finance and Operations Core. You will learn the fundamental features and functionality for Dynamics 365 Finance and Supply Chain (previously called Dynamics 365 for Finance and Operations). This course will equip you to set up and maintain core configurations and includes strategies for avoiding the most common (and costly) performance pitfalls.

Data migrations are a core activity for carrying out a go-live and common day-to-day functionality in Dynamics 365. This course will help with setting up day-to-day migrations and larger ones and understanding how to use the options that are available.

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$1,000

    This course includes
  • Our enhanced, proprietary custom learning environment
  • Custom exercises
  • Enhanced labs for all modules
  • Quizzes for all modules
  • Certificate of completion
  • Mobile learning options
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