The MB-300 (Microsoft Dynamics 365 Core Finance and Operations) certification BootCamp course from CloudThat has been curated for candidates to help them prepare for Microsoft MB-300 exam. By taking up this BootCamp course, candidates will receive training from our in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-300 certification exam to become a Microsoft certified Dynamics 365 Functional Consultant with expertise in Core Finance and Operations.
This course discusses core components and configuration of Microsoft Dynamics 365 Finance, and data migration and preparing for go-live. Candidates taking up this certification learn how Finance and Operations apps integrate with external systems and tools including Power Platform. They are trained to actively manage application lifecycles by using Lifecycle Services (LCS) and other Microsoft tools and platforms.
Note: You will need to clear both MB-300 and MB-310 exams to become Microsoft certified Dynamics 365 Finance Functional Consultant Associate.
Microsoft Dynamics 365 Core Finance and Operations Course Outline
Get Started with Dynamics 365 for Finance and Operations
Get Started with Lifecycle Services
Use Lifecycle Services to Design and Plan
Overview of Reporting and Analytics
Build and Test Mobile Apps
Create, Maintain and Use Workflows
Set Up and Configure Legal Entities
Manage Users and Security
Perform Personalization
Implement Common Integration Features
Prepare Data for Migration and Migrate Data
Use Data Management
Perform User Acceptance Testing
Prepare to Go Live
Course Conclusion
To know more about the detailed course outline, click here.
Skills Gained Through MB-300 Certification
To clear the MB-300 exam successfully, candidates need to prepare in all areas of study covered under the MB-300 (Microsoft Dynamics 365 Core Finance and Operations) certification course. On taking up this course, here is what you learn:
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
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
Why CloudThat?
Today, professionals skilled in Microsoft (MS) Dynamics 365 or Power Platform are highly in demand. Getting certified in MS Dynamics can help IT professionals set their career path on the right track. To help people get certified in Microsoft Dynamics or Power Platform, we at CloudThat have curated an in-depth training and BootCamp course.
CloudThat has trained over 350K industry professionals from fortune 500 companies in Cloud since 2012. Empowering tech professionals in unleashing the potential of Cloud computing technologies with best-in-class training, CloudThat proved its excellence and is a proud winner of Microsoft 2020 Global Partner of the Year Finalist award.
At CloudThat, we offer world-class teaching experienced catered to the diverse needs of technology professionals. From personalized mentoring to self-paced learning modules, we work towards providing a growth-oriented learning experience to nurture their future.
A Microsoft Gold Partner and a Microsoft Silver Learning Partner.
Winner of Microsoft 2020 Learning Partner of the Year Finalist award.
CloudThat CEO is the MCT Regional Lead for India.
Robust consulting division complements and feeds practical knowledge to trainers.
Trained 3,50,000+ professionals worldwide in instructor-led classroom and in virtual instructor-led classroom.
Our trainings are equipped with 50%-60% hands-on labs sessions.
Highly interactive virtual and classroom teaching.
Qualified instructor-led Training and mentoring sessions.
Practice lab and projects aligned to MS Dynamics learning modules.
Integrated teaching assistance and support.
Want to join our MB-300 BootCamp? Contact us now! Call us at +27 1108 37990 or email us atsales-africa@cloudthat.com.
Objectives
After completing this course, candidates will be able to:
Use common functionality and implementation tools
Configure security, processes, and options
Manage Finance and Operations data
Validate and support the solution
Who Should Attend
Functional consultants who analyze business requirements and translate those requirements into fully realized business processes and solutions using industry best practices.
Prerequisites
General knowledge of Microsoft Windows.
The ability to use Dynamics 365 for Finance and Operations for basic processing.
Specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, and supply chain management.
General knowledge of basic mobile device features and navigation.
Course Outline
Module 1: Get Started with Dynamics 365 for Finance and Operations
Learn how Microsoft Dynamics 365 for Finance and Operations supports businesses to manage their global financial systems, operational business processes, and streamlined supply chains to empower people to make fast, informed decisions.
Lessons:
Introduction
Industry focus
Introduction to financial management
Introduction to employee management
Introduction to supply chain management
Module summary
Module 2: Get Started with Lifecycle Services
In this module, you will learn how to use Microsoft Dynamics Lifecycle Services (LCS) to install, manage and maintain Microsoft Dynamics 365 for Finance and Operations.
Lessons:
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
Module 3: Use Lifecycle Services to Design and Plan
In this module, learn how to manage the application lifecycle and ensure predictable, repeatable, high quality Dynamics 365 for Finance and Operations implementation.
Lessons:
Introduction
Phases of a cloud implementation
Phases of an on-premises implementation
Create Functional Design Documents (FDD)
Module Summary
Module 4: Overview of Reporting and Analytics
In this module, you will learn how to use analytics and reporting in Dynamics 365 for Finance and Operations.
Lessons:
Understand reports and inquiries
Learn about Financial reporting
Configure PowerBI to your instance
Practice Labs
Module Summary
Module 5: Build and Test Mobile Apps
In this module, you will be introduced to lessons on how to use Dynamics 365 for Finance and Operations on your smart device.
Lessons:
Overview of Unified Operations mobile app
Build and use mobile apps
Practice Lab
Module Summary
Module 6: Create, Maintain and Use Workflows
In this module, you will learn how to use, create and maintain workflow processes.
Lessons:
Workflows for business processes
Create and setup workflows
Assign users to workflow touchpoints
Use Work items
Practice Lab
Module Summary
Module 7: Set Up and Configure Legal Entities
This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.
Lessons:
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
Module 8: Manage Users and Security
Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe. In this module, you will learn how to implement different security options to help companies cover their security requirements.
Lessons:
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
Module 9: Perform Personalization
In this module, you will learn how personalize the user interface in Dynamics 365 for Finance and Operations to help department managers enforce a specific user interface for their staff without a need for customization.
Lessons:
Describe and apply user options
Create, export, and import personalization
Create and maintain record templates
Practice labs
Module summary
Module 10: Implement Common Integration Features
This module provides information about how to implement Common integration features in Finance and Operations.
Lessons:
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
Module 11: Prepare Data for Migration and Migrate Data
In this module, learn how to prepare data for migration by using the data management framework to manage data entities and data entity packages in Dynamics 365 for Finance and Operations.
Lessons:
Introduction
Understand BYOD feature
Perform a test migration and validate output
Module summary
Module 12: Use Data Management
In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. You will learn how to use the asynchronous recurring integration features of the Data management platform.
Lessons:
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
Module 13: Perform User Acceptance Testing
In this module, you will learn how to perform user acceptance testing (UAT) in Microsoft Dynamics 365 for Finance and Operations to validate the go-live solution.
Lessons:
Introduction
Create and perform test cases for User Acceptance
Practice Lab
Module summary
Module 14: Prepare to Go Live
In this module, learn how to prepare to go live with a Finance and Operations project by using Microsoft Dynamics Lifecycle Services (LCS).
Lessons:
Introduction
Get ready to go live
Module summary
Module 15: Course Conclusion
Final assessment and course summary, as well as a post-course survey for the course.
Lessons:
Final assessment
Course summary
Post-course survey
About the Trainer
Microsoft Dynamics Certified Trainer.
Course Fee
$995
Batch for this course is not scheduled as of now.
For more details contact Mr. Bhavesh Goswami at +91 7618705318 or email at bhavesh@cloudthat.com.
Duration: 3 Days
Duration: 3 Days
Description
The MB-300 (Microsoft Dynamics 365 Core Finance and Operations) certification BootCamp course from CloudThat has been curated for candidates to help them prepare for Microsoft MB-300 exam. By taking up this BootCamp course, candidates will receive training from our in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-300 certification exam to become a Microsoft certified Dynamics 365 Functional Consultant with expertise in Core Finance and Operations.
This course discusses core components and configuration of Microsoft Dynamics 365 Finance, and data migration and preparing for go-live. Candidates taking up this certification learn how Finance and Operations apps integrate with external systems and tools including Power Platform. They are trained to actively manage application lifecycles by using Lifecycle Services (LCS) and other Microsoft tools and platforms.
Note: You will need to clear both...Read more
The MB-300 (Microsoft Dynamics 365 Core Finance and Operations) certification BootCamp course from CloudThat has been curated for candidates to help them prepare for Microsoft MB-300 exam. By taking up this BootCamp course, candidates will receive training from our in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-300 certification exam to become a Microsoft certified Dynamics 365 Functional Consultant with expertise in Core Finance and Operations.
This course discusses core components and configuration of Microsoft Dynamics 365 Finance, and data migration and preparing for go-live. Candidates taking up this certification learn how Finance and Operations apps integrate with external systems and tools including Power Platform. They are trained to actively manage application lifecycles by using Lifecycle Services (LCS) and other Microsoft tools and platforms.
Note: You will need to clear both MB-300 and MB-310 exams to become Microsoft certified Dynamics 365 Finance Functional Consultant Associate.
Microsoft Dynamics 365 Core Finance and Operations Course Outline
Get Started with Dynamics 365 for Finance and Operations
Get Started with Lifecycle Services
Use Lifecycle Services to Design and Plan
Overview of Reporting and Analytics
Build and Test Mobile Apps
Create, Maintain and Use Workflows
Set Up and Configure Legal Entities
Manage Users and Security
Perform Personalization
Implement Common Integration Features
Prepare Data for Migration and Migrate Data
Use Data Management
Perform User Acceptance Testing
Prepare to Go Live
Course Conclusion
To know more about the detailed course outline, click here.
Skills Gained Through MB-300 Certification
To clear the MB-300 exam successfully, candidates need to prepare in all areas of study covered under the MB-300 (Microsoft Dynamics 365 Core Finance and Operations) certification course. On taking up this course, here is what you learn:
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
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
Why CloudThat?
Today, professionals skilled in Microsoft (MS) Dynamics 365 or Power Platform are highly in demand. Getting certified in MS Dynamics can help IT professionals set their career path on the right track. To help people get certified in Microsoft Dynamics or Power Platform, we at CloudThat have curated an in-depth training and BootCamp course.
CloudThat has trained over 350K industry professionals from fortune 500 companies in Cloud since 2012. Empowering tech professionals in unleashing the potential of Cloud computing technologies with best-in-class training, CloudThat proved its excellence and is a proud winner of Microsoft 2020 Global Partner of the Year Finalist award.
At CloudThat, we offer world-class teaching experienced catered to the diverse needs of technology professionals. From personalized mentoring to self-paced learning modules, we work towards providing a growth-oriented learning experience to nurture their future.
A Microsoft Gold Partner and a Microsoft Silver Learning Partner.
Winner of Microsoft 2020 Learning Partner of the Year Finalist award.
CloudThat CEO is the MCT Regional Lead for India.
Robust consulting division complements and feeds practical knowledge to trainers.
Trained 3,50,000+ professionals worldwide in instructor-led classroom and in virtual instructor-led classroom.
Our trainings are equipped with 50%-60% hands-on labs sessions.
Highly interactive virtual and classroom teaching.
Qualified instructor-led Training and mentoring sessions.
Practice lab and projects aligned to MS Dynamics learning modules.
Integrated teaching assistance and support.
Want to join our MB-300 BootCamp? Contact us now! Call us at +27 1108 37990 or email us atsales-africa@cloudthat.com.
After completing this course, candidates will be able to:
Use common functionality and implementation tools
Configure security, processes, and options
Manage Finance and Operations data
Validate and support the solution
Who Should Attend
Functional consultants who analyze business requirements and translate those requirements into fully realized business processes and solutions using industry best practices.
Prerequisites
General knowledge of Microsoft Windows.
The ability to use Dynamics 365 for Finance and Operations for basic processing.
Specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, and supply chain management.
General knowledge of basic mobile device features and navigation.
Course Outline
Module 1: Get Started with Dynamics 365 for Finance and Operations
Learn how Microsoft Dynamics 365 for Finance and Operations supports businesses to manage their global financial systems, operational business processes, and streamlined supply chains to empower people to make fast, informed decisions.
Lessons:
Introduction
Industry focus
Introduction to financial management
Introduction to employee management
Introduction to supply chain management
Module summary
Module 2: Get Started with Lifecycle Services
In this module, you will learn how to use Microsoft Dynamics Lifecycle Services (LCS) to install, manage and maintain Microsoft Dynamics 365 for Finance and Operations.
Lessons:
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
Module 3: Use Lifecycle Services to Design and Plan
In this module, learn how to manage the application lifecycle and ensure predictable, repeatable, high quality Dynamics 365 for Finance and Operations implementation.
Lessons:
Introduction
Phases of a cloud implementation
Phases of an on-premises implementation
Create Functional Design Documents (FDD)
Module Summary
Module 4: Overview of Reporting and Analytics
In this module, you will learn how to use analytics and reporting in Dynamics 365 for Finance and Operations.
Lessons:
Understand reports and inquiries
Learn about Financial reporting
Configure PowerBI to your instance
Practice Labs
Module Summary
Module 5: Build and Test Mobile Apps
In this module, you will be introduced to lessons on how to use Dynamics 365 for Finance and Operations on your smart device.
Lessons:
Overview of Unified Operations mobile app
Build and use mobile apps
Practice Lab
Module Summary
Module 6: Create, Maintain and Use Workflows
In this module, you will learn how to use, create and maintain workflow processes.
Lessons:
Workflows for business processes
Create and setup workflows
Assign users to workflow touchpoints
Use Work items
Practice Lab
Module Summary
Module 7: Set Up and Configure Legal Entities
This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.
Lessons:
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
Module 8: Manage Users and Security
Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe. In this module, you will learn how to implement different security options to help companies cover their security requirements.
Lessons:
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
Module 9: Perform Personalization
In this module, you will learn how personalize the user interface in Dynamics 365 for Finance and Operations to help department managers enforce a specific user interface for their staff without a need for customization.
Lessons:
Describe and apply user options
Create, export, and import personalization
Create and maintain record templates
Practice labs
Module summary
Module 10: Implement Common Integration Features
This module provides information about how to implement Common integration features in Finance and Operations.
Lessons:
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
Module 11: Prepare Data for Migration and Migrate Data
In this module, learn how to prepare data for migration by using the data management framework to manage data entities and data entity packages in Dynamics 365 for Finance and Operations.
Lessons:
Introduction
Understand BYOD feature
Perform a test migration and validate output
Module summary
Module 12: Use Data Management
In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. You will learn how to use the asynchronous recurring integration features of the Data management platform.
Lessons:
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
Module 13: Perform User Acceptance Testing
In this module, you will learn how to perform user acceptance testing (UAT) in Microsoft Dynamics 365 for Finance and Operations to validate the go-live solution.
Lessons:
Introduction
Create and perform test cases for User Acceptance
Practice Lab
Module summary
Module 14: Prepare to Go Live
In this module, learn how to prepare to go live with a Finance and Operations project by using Microsoft Dynamics Lifecycle Services (LCS).
Lessons:
Introduction
Get ready to go live
Module summary
Module 15: Course Conclusion
Final assessment and course summary, as well as a post-course survey for the course.
