MB-300T00 Microsoft Dynamics 365 Finance and Supply Chain Core

MB 300 Dynamics 365 course
This is the enhancement of Microsoft Official Course MB-300T00 Microsoft Dynamics 365 Finance and Supply Chain Core with 40% additional content. This course helps you to prepare for Microsoft Dynamics 365 Finance and Operations Core Exam MB-300 with its valued features like hands-on training labs/extra content/demonstrations/exercises/quizzes, etc. You will learn the fundamental features and functionality…read more


Last modified: June 2, 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 enhancement of Microsoft Official Course MB-300T00 Microsoft Dynamics 365 Finance and Supply Chain Core with 40% additional content. This course helps you to prepare for Microsoft Dynamics 365 Finance and Operations Core Exam MB-300 with its valued features like hands-on training labs/extra content/demonstrations/exercises/quizzes, etc. 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 available options.

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
30 Hands on Labs
  • Module 00: Get Started with Dynamics 365 for Finance and Supply Chain
    This module will help in learning the basics of Dynamics 365 for Finance and Supply Chain 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.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Overview of Finance and Supply Chain functionality
    Lesson 3: Understand and use global address book
    Lesson 4: Navigate in Finance and Supply Chain
    Lesson 5: Use features of Finance and Supply Chain with workspaces
    Demonstration 1: Action Search
    Lesson 6: Understand GDPR compliance in Finance and Supply Chain
    Module 00: Quiz
    LabsDuration
    Configure address books
  • Module 01: Get Started with Lifecycle Services for Dynamics 365 for Finance and Supply Chain
    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 Supply Chain 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.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Understand the functionality and tools of Lifecycle Services for Finance and Supply Chain
    Lesson 3: Reuse existing assets, copy and share data
    Demonstration 1: Upload an asset to the Asset Library
    Demonstration 2: Upload a new version for a specific asset
    Demonstration 3: Import, Copy AND save to the global Asset Library
    Lesson 4: Understand Task Recorder functionality
    Lesson 5: Create a business process model
    Demonstration 4: Send a support request
    Demonstration 5: Product update from LCS
    Lesson 6: Run the LCS Issue Search tool and analyze results
    Lesson 7: Learn how to use Regression Suite Automation Tool
    Module 01: Quiz
    LabsDuration
    Use the task recording
    Create a business process model
    Create a support incident
  • Module 02: Use Lifecycle Services to Design and Plan Implementation for Dynamics 365 for Finance and Supply Chain
    The implementation of the Dynamics 365 for Finance and Supply Chain 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 Supply Chain. After that, predictable, repeatable, and high-quality implementation is done.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Prepare documentation for gathered requirements by using a methodology
    Demonstration 1: Test, deploy and operate
    Lesson 3: Create Functional Design Documents (FDD)
    Module 02: Quiz
  • Module 03: Overview of Reporting and Analytics in Dynamics 365 for Finance and Supply Chain
    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 Supply Chain which helps the user to make informed decisions.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Understand different types of reports and inquiries in Finance and Supply Chain
    Lesson 3: Learn about the financial reporting
    Lesson 4: Use inquiries and reports in Finance and Supply chain
    Lesson 5: Configure Finance and Supply Chain for Power Platform products
    Module 03: Quiz
    LabsDuration
    Generate and explore a financial report
    Add additional account properties to a report design
    Create a multidimensional report using a reporting tree
    Create a consolidated report using an organization hierarchy
    Create a side-by-side departmental report
    Customer and vendor account statements
  • Module 04: Build and Test Mobile Apps for Dynamics 365 for Finance and Supply Chain
    In this module, you will have guidelines and will learn design patterns of a mobile app for Dynamics 365 for Finance and Supply Chain. 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 Supply Chain by changing the forms and mobile app definitions. Mobile apps provide easy-to-use designer experience by offering mobile interactions.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Overview of Microsoft Dynamics 365 Unified Supply Chain mobile app
    Lesson 3: Build and use mobile apps
    Lesson 4: Understand use cases for mobile apps
    Module 04: Quiz
    LabsDuration
    Create and test a mobile app
  • Module 05: Create, Maintain and Use Workflows in Dynamics 365 for Finance and Supply Chain
    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.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Workflows types for business processes
    Lesson 3: Create and setup workflows
    Demonstration 1: Create and setup workflows
    Lesson 4: Use Work items functionality
    Module 05: Quiz
    LabsDuration
    Create a purchase requisition workflow
  • Module 06: Set Up and Configure Legal Entities in Dynamics 365 for Finance and Supply Chain
    This module teaches how to setup and configure legal entities and number sequences in Dynamics 365 for Finance and Supply Chain.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Create a legal entity
    Lesson 3: Create organization hierarchies
    Lesson 4: Apply purposes and policies
    Lesson 5: Configure calendars and date intervals
    Demonstration 1: Configure Calendars
    Demonstration 2: Generate Working Times
    Module 06: Quiz
    LabsDuration
    Configure a new legal entity
    Create an operating unit
    Create an organization hierarchy
    Set up a number sequence
  • Module 07: Manage users and security in Dynamics 365 for Finance and Supply Chain
    Managing users and security is extremely important and Microsoft Dynamics 365 for Finance and Supply Chain 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.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Understand the security architecture of Finance and Supply Chain
    Lesson 3: Manage users and security
    Lesson 4: Setup and apply segregation of duties
    Lesson 5: Run security reports
    Lesson 6: Setup batch jobs and alerts
    Module 07: Quiz
    LabsDuration
    Create a new user and assign a security role
    Import a user and assign a security role
    Import users in bulk as a batch job
    Assign users to security roles dynamically
    Exclude users from a role assignment
    Set up segregation of duties
    Work with batch jobs and add an alert
  • Module 08: Perform Personalization in Dynamics 365 for Finance and Supply Chain
    Personalization is very helpful in saving time and effort when using the system.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Describe and apply user options
    Lesson 3: Build and use mobile apps
    Lesson 4: Create, export and import personalization
    Module 08: Quiz
    LabsDuration
    Personalize user options
    Create and use a record template
  • Module 09: Implement Common Integration Features in Dynamics 365 for Finance and Supply Chain
    This module is about Microsoft Dynamics 365 integration with other common programs like email, Microsoft Office, and Power BI.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Microsoft Office integration in Dynamics 365 for Finance and Supply Chain
    Lesson 3: Configure email (SMTP/Exchange)
    Demonstration 1: Send mail via a local mail client
    Demonstration 2: Send mail via SMTP
    Lesson 4: Create and maintain email templates
    Lesson 5: Use Power BI in Dynamics 365 for Finance and Supply Chain
    Lesson 6: Setup network printing
    Demonstration 3: Execution sequence & Install the Document Routing Agent
    Demonstration 4: Configure the Document Routing Agent
    Demonstration 5: Register network printers & Administer network printers
    Lesson 7: Integrate data from multiple sources into Common Data Service for Apps
    Module 09: Quiz
    LabsDuration
    Use office integration
    Use workbook designer
  • Module 10: Prepare Data for Migration and Migrate Data to Dynamics 365 for Finance and Supply Chain
    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.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Understand BYOD feature
    Demonstration 1: Configure the entity export
    Lesson 3: Perform a test migration and validate output
    Module 10: Quiz
  • Module 11: Use Data Management in Dynamics 365 for Finance and Supply Chain
    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 Supply Chain by using the Data management workspace. Moreover, asynchronous recurring integration features of the Data management platform are also a part of this module.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Understand data management and integration by using data entities
    Lesson 3: Learn how to work with Data management workspace
    Demonstration 1: Send mail via a local mail client
    Demonstration 2: Regenerate a map
    Demonstration 3: Data import and export tools
    Lesson 4: Templates in Data management
    Lesson 5: Export/Import and copy data into a legal entity
    Module 11: Quiz
    LabsDuration
    Explore the Data management workspace
    Export and import data to Finance and Operations
  • Module 12: Perform User Acceptance Testing (UAT) for Dynamics 365 for Finance and Supply Chain
    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.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Lesson 2: Create and perform test case for User Acceptance Testing in BPM library
    Demonstration 1: Create and save a new task recording
    Demonstration 2: Upload an AXTR file to BPM & Save an existing task recording to BPM
    Demonstration 3: Sync with Azure DevOps
    Demonstration 4: Create a test suite in Azure DevOps
    Module 12: Quiz
    LabsDuration
    Build test scripts to test business functionality
  • Module 13: Preparing for Go-Live
    ‘Prepared to go live’ is the last step of completing the implementation of the solution in Dynamics 365 for Finance and Supply Chain to the production environment. Success cannot be achieved without knowing how to prepare for Finance and Supply Chain go-live.
    Lessons and DemonstrationsDuration
    Lesson 1: Introduction
    Demonstration 1: Understand the go-live process
    Lesson 2: Get ready to go-live
    Module 13: Quiz
  • Module 14: Course Conclusion
    This module includes the summary of the overall content of the course.
    Lessons and DemonstrationsDuration
    Final assessment
    Course summary

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 enhancement of Microsoft Official Course MB-300T00 Microsoft Dynamics 365 Finance and Supply Chain Core with 40% additional content. This course helps you to prepare for Microsoft Dynamics 365 Finance and Operations Core Exam MB-300 with its valued features like hands-on training labs/extra content/demonstrations/exercises/quizzes, etc. 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 available options.

Reviews

There are no reviews yet.

Be the first to review “MB-300T00 Microsoft Dynamics 365 Finance and Supply Chain Core”

Your email address will not be published. Required fields are marked *

Post comment

    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
X