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

Microsoft Dynamics 365 for Finance and Operations is a cloud-based software solution for medium-sized and enterprise organizations. This business management solution helps companies automate and manage their financial, customer relationship, and operational processes in a better, faster, and more reliable way. The course is designed to give users a comprehensive introduction to this powerful software solution. It will cover the core functionality and features of Dynamics 365 for Finance and Operations, from accounting basics to advanced reporting

What you will learn

1Understand the architecture and application of Dynamics 365 throughout different industries.
2Understand and configure Dynamics 365 basics including the General Ledger, functional areas, and legal entities.
3. Create, view and modify Dynamics 365 transactions.
4. Create and maintain financial statements and reports.
5. Use and maintain currencies, exchange rates, and fixed assets tables.
6. Utilize automation and security features within Dynamics 365.
7. Manage and create data migration strategies.
8. Follow best practices with Dynamics 365.
9. Monitor and analyze financial performance.
10. Identify areas for cost savings and process improvement.

Course Content:

Module 1: Describe finance and operations UI Elements, Basic Navigation, Apps

• Introduction to Dynamics 365 Finance and Operations
• Basic UI and Navigation
• Dynamics 365 FO features and functionality
  Lab : Work with operational workspace
  Lab : Perform searches and work with filters
  Lab : Create search queries and save for future use
  Lab : Work with record templates
  Lab : Prepare, enable, and use business document management\
  Lab : Work with Saved views
  Lab : Set up Number Sequence
  Lab : Configuring Address Books

Module 2: Configure administrative features and workflows

• Implement Security
• Implement Dynamics 365 Finance and Operations apps workflows and business events
• Plan and implement an organization
• Administer Finance and Operations Apps
• Implement Reporting
  Lab : Creating users and Assigning security roles
  Lab : Setting up segregation of duties
  Lab : Run a security report and analyze the output
  Lab : Create purchase requisition workflow
  Lab : Create a New Legal Entity
  Lab : Create an Operating Unit
  Lab : Create a Batch Job

Module 3: Manage Finance and Operations data

• Managing Finance and Operations Data
• Dynamics 365 apps that integrate with Finance and Operations apps
  Lab : Work with template in the Data Management Workspace
  Lab : Export and Import the data
  Lab : Copy configuration data between legal entities
  Lab : Use Excel workbook designer

Module 4: Validate and support the solution

• Managing Applications in Dynamics 365 Finance and Operations
• Implementing Lifecycle services (LCS) Tools
• Testing solutions in Dynamics 365 Finance and Operations apps

Module5Configure and work with analytics and reporting in finance and operations apps

• Introduction
• Understand different types of reports and inquiries
• Financial reporting
• Find inquiries and reports
• Generate and consume inquiries and reports
• Configure finance and operations apps for Microsoft Power Platform

Module6:Configure and work with analytics and reporting in finance and operations apps

• Introduction
• Understand different types of reports and inquiries
• Financial reporting1
• Find inquiries and reports
• Generate and consume inquiries and reports
• Configure finance and operations apps for Microsoft Power Platform

Course Prerequisites

• Fundamental knowledge of accountancy, financial reporting, and financial management..
• Basic understanding of enterprise resource planning (ERP) systems and their functions.
• Understanding of database management and the process of data integration.
• Experience in the use of Microsoft Dynamics 365 and the Dynamics 365 Business Central software system.
•  Working knowledge of common finance and accounting processes, such as accounts payable and receivable, budgeting and forecasting, cash management, and financial statement preparation.