Microsoft Dynamics 365 Core Finance and Operations Training (MB-300)

In this module, you will learn how to: 

• Distinguish between roles, duties, privileges, and permissions. 
• Apply security roles to users. 
• Describe the segregation of duties. 
• Run and analyse security reports. 
• Create and use workflow for approval. 
• Configure workflow properties and elements. 
• Set up and configure legal entities and operating units. 
• Configure and troubleshoot number sequences. 
• Create an organisation hierarchy and assign a purpose. 
• Describe and apply user options. 
• Configure document handling for attachments. 
• Configure print management and form setup features. 
• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in. 
• Configure email (SMTP/Exchange). 
• Create and maintain email templates. 
• Use the personalisation feature. 
• Set up and monitor batch jobs and alerts. 

Lessons 

• Introduction 
• Implement security 
• Design and create workflows 
• Configure Organisation administration features 
• Configure System administration features 
• Module Summary 

Lab: Create users and assign security roles 

Lab: Set up segregation of duties 

Lab: Run a security report and analyse the output 

Lab: Create a purchase requisition workflow 

Lab: Configure a new legal entity 

Lab: Create an operating unit 

Lab: Set up number sequences 

Lab: Create an Organisation Hierarchy and assign a purpose 

Lab: Use Excel workbook designer 

Lab: Create a batch job   

You have learned how to: 

• Distinguish between roles, duties, privileges, and permissions. 
• Apply security roles to users. 
• Describe the segregation of duties. 
• Run and analyse security reports. 
• Create and use workflow for approval. 
• Configure workflow properties and elements. 
• Set up and configure legal entities and operating units. 
• Configure and troubleshoot number sequences. 
• Create an organisation hierarchy and assign a purpose. 
• Describe and apply user options. 
• Configure document handling for attachments. 
• Configure print management and form setup features. 
• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add. 
• Configure email (SMTP/Exchange). 
• Create and maintain email templates. 
• Use the personalisation feature. 
• Set up and monitor batch jobs and alerts. 

In this module, you will learn how to: 

• Manage data in Dynamics 365 Finance and Operations apps. 
• Describe Data management concepts. 
• Understand the Data management workspace overview. 
• Work with templates in the Data management workspace. 
• Prepare data for import or create all necessary startup data, including postal code data, customers, vendors, and products. 
• Describe use cases for and types of data entities. 
• Export data from a legal entity. 
• Import data into a legal entity. 
• Copy configuration data between companies or legal entities using the data management framework. 
• Describe use cases for the dual-write feature. 
• Plan a migration strategy. 
• Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps. 
• Determine the scope for migration. 
• Identify relevant data entities and elements based on given scenarios. 
• Establish migration strategy processes, including migration scope. 
• Prepare data for migration and migrate data. 
• Create a checklist for properly planning a given scenario before data migration. 
• Identify and extract source data. 
• Identify available data types for creating source data on a given scenario for data migration. 
• Generate field mapping between source and target data structures. 
• Import or export data by using the data management framework. 
• Support the transition between the existing and migrated systems. 
• Perform a test migration and validate the output from the process. 
• Implement data task automation. 

Lessons 

• Introduction 
• Manage data in Dynamics 365 Finance and Operations apps 
• Plan a migration strategy 
• Prepare data for migration and migrate data 
• Module Summary 

Lab: Work with templates in the Data management workspace 

Lab: Export and import data 

Lab: Copy configuration data between legal entities 

In this module, you learned how to: 

• Manage data in Dynamics 365 Finance and Operations apps. 
• Describe Data management concepts. 
• Understand the Data management workspace overview. 
• Work with templates in the Data management workspace. 
• Prepare data for import or create all necessary startup data and customers, including postal code data. 
• Describe use cases for and types of data entities. 
• Export data from a legal entity. 
• Import data into a legal entity. 
• Copy configuration data between companies or legal entities by using the data management framework 
• Describe use cases for the dual-write feature. 
• Plan a migration strategy. 
• Identify common migration scenarios and tools in Finance and Operations apps. 
• Determine the scope for migration. 
• Identify relevant data entities and elements based on given scenarios. 
• Establish migration strategy processes, including migration scope. 
• Prepare data for migration and migrate data. 
• Create a checklist for properly planning a given scenario before data migration. 
• Identify and extract source data. 
• Identify available data types for creating source data on a given scenario for data migration. 
• Generate field mapping between source and target data structures. 
• Import or export data by using the data management framework. 
• Support the transition between the existing and migrated systems. 
• Perform a test migration and validate the output from the process. 
• Implement data task automation. 

In this module, you will learn how to: 

• Describe the correlation between test cases and business requirements. 
• Use best practices for recording test cases. 
• Use a Task recorder. 
• Create a scenario for acceptance testing and save it in a Business process modeller (BPM) library. 
• Sync and configure your test plan in Azure DevOps. 
• Execute your tests. 
• Use the Regression suite automation tool (RSAT). 
• Create user acceptance tests (UAT) and test plans. 
• Create and work with BPM. 
• Use Issue search. 

Lessons 

• Introduction 
• Test solutions in Dynamics 365 Finance and Operations apps 
• Implement Lifecycle Services tools 
• Module Summary 

In this module, you learned how to: 

• Understand the correlation between test cases and business requirements 
• Build test cases to test business functionality without the need to be a developer 
• Use the Task recorder functionality to create a business process model in Lifecycle Services 
• Identify any missing functionality by identifying and analysing gaps using the BPM 
• Use the Regression suite automation tool (RSAT) 
• Understand what the FastTrack Go-live assessment is 
• How to assist the customer in requesting the production environment