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

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Summary

  • intermediate
  • dynamics-365
  • dynamics
  • dynamics-finance-operations
  • dynamics-finance
  • Candidates for this exam are Functional Consultants who analyze business requirements and translate those requirements into fully-realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts.Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management.

Learning paths

3 hr 35 min
Learn how Finance and Operations apps support businesses to manage their global financial systems, operational business processes, and streamlined supply chains to empower people to make fast, informed decisions. As the first step in your career of working with Finance and Operations apps, you must familiarize yourself with its features and functionality, whatever your desired role.

Modules in this learning path

  • Get started with Dynamics 365 Finance
    15 Units
    1 hr 8 min

    Dynamics 365 Finance empowers business users to adapt to rapidly changing business environments. It provides businesses everything they need to control finances and manage funds with accurate information for financial planning and forecasting, and helps them stay up to date with analytics tools. Because finance is the core of any business, it’s important to be acquainted with the capabilities of Dynamics 365 Finance.

  • Get started with Dynamics 365 Supply Chain Management
    18 Units
    1 hr 20 min

    Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions.

  • Introduction to Microsoft Dynamics 365
    7 Units
    36 min

    Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. This enables organizations to evolve from reactive business decisions to proactive insights that empower your employees to accelerate business results.

  • Introduction to Dynamics 365 Finance‚Äč
    6 Units
    57 min

    Automate and modernize your global financial operations with Dynamics 365 Finance. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth.

  • Introduction to Dynamics 365 Supply Chain Management‚Äč
    12 Units
    1 hr 10 min

    Bring IoT, mixed reality, and AI together to improve visibility across your global operations and act on predictive insights that increase supply chain and manufacturing productivity.

  • Introduction to Dynamics 365 Commerce
    7 Units
    24 min

    Dynamics 365 Commerce delivers a complete omni-channel solution that unifies back-office, in-store, and digital experiences to personalize customer engagement, increase employee productivity, optimize operations, and deliver better business outcomes.

  • Navigate Finance and Operations apps
    9 Units
    45 min

    Learn how to find your way around Finance and Operations apps and quickly locate what you need.

  • Get help and learn more about Finance and Operations apps
    6 Units
    19 min

    Learn how to get help and find out more about Finance and Operations apps, as well as the General Data Protection Regulation (GDPR).

  • Get started with production control in Dynamics 365 Supply Chain Management
    20 Units
    2 hr 25 min

    The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes.

11 hr 55 min
As a functional consultant who works with Finance and Operations apps, you must understand how to set up an organization for your customer. This learning path shows you, amongst other tasks, how to set up legal entities, implement security settings, personalize the user interface for users, design, and build mobile apps, and implement common integrations.

Modules in this learning path

  • Plan and configure the global address book in Finance and Operations apps
    7 Units
    59 min

    The global address book (GAB) is a centralized repository for master data that must be stored for all internal and external persons and organizations that a company interacts with. When an address changes, the update only needs to be made in one place. All the other associated records are updated automatically.

  • Plan and implement legal entities in Finance and Operations apps
    17 Units
    1 hr 51 min

    A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing Finance and Operations apps.

  • Plan and implement security in Finance and Operations apps
    13 Units
    1 hr 12 min

    If you understand the security architecture of Finance and Operations apps, you can customize it to fit the requirements of your business. Finance and Operations apps, helps keep your sensitive data safe, and users focused on their roles.

  • Set up batch jobs in Finance and Operations apps
    9 Units
    1 hr 5 min

    By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in Finance and Operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.

  • Work with workflows in Finance and Operations apps
    8 Units
    1 hr 21 min

    Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

  • Design and build mobile apps for Finance and Operations apps
    11 Units
    1 hr 29 min

    We live in a digital age, and it’s difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use Finance and Operations apps on your smart device.

  • Personalize Finance and Operations apps
    17 Units
    1 hr 50 min

    By personalizing the user interface in Finance and Operations apps, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.

  • Implement common integration features in Finance and Operations apps
    13 Units
    2 hr 8 min

    Microsoft Excel is integrated with Finance and Operations apps. This allows you to pull the data right from Finance and Operations apps, manipulate the data in Excel, and save it back to Finance and Operations apps. You can also send emails directly via Finance and Operations apps or by using Microsoft Outlook. You can print documents from anywhere from your browser to your company’s network printer, so the printing experience could not be easier.

2 hr 11 min
Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Finance and Operations apps projects from pre-sales to the implementation phase and finally to the production environment. It provides checklists and tools that help you manage the project, including pre-build methodologies to help with implementation and regularly updated services.

Modules in this learning path

  • Get started with Lifecycle Services for Finance and Operations apps
    14 Units
    1 hr 29 min

    To install and maintain Finance and Operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services (LCS) to manage the process. Let’s get started by looking at the overall functionality and tools available within LCS.

  • Design and plan an implementation of Finance and Operations apps
    13 Units
    42 min

    With proper planning, your Finance and Operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for Finance and Operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.

4 hr 23 min
Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. A business user can also configure, and use the electronic reporting tool without a single line of code, to adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.

Modules in this learning path

  • Work with analytics and reporting in Finance and Operations apps
    14 Units
    1 hr 36 min

    Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in Finance and Operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

  • Configure electronic reporting in Dynamics 365 Finance
    5 Units
    2 hr 47 min

    Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.

3 hr 55 min
As a functional consultant, you must understand how to prepare your customer's data for migration, work with data management, and perform user acceptance testing to go live with Finance and Operations apps.

Modules in this learning path

  • Prepare data for migration to Finance and Operations apps
    7 Units
    1 hr 16 min

    When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in Finance and Operations apps.

  • Work with data management in Finance and Operations apps
    11 Units
    1 hr 21 min

    You can export or import data in Finance and Operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the Finance and Operations apps database.

  • Perform user acceptance testing in Finance and Operations apps
    9 Units
    56 min

    After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in Finance and Operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation.

  • Prepare to go-live with Finance and Operations apps
    8 Units
    22 min

    All your hard work becomes a success by moving the implemented solution in Finance and Operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a Finance and Operations apps project by using Dynamics Lifecycle Services (LCS).