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MB-300 Core Finance and operations
Get started with Dynamics 365 for Finance and Operations
Overview of Finance and Operations functionality
Understand and use global address Book
Navigation and workspaces
Get help with Finance and Operations
Summary and Questions
Get started with Lifecycle Services
Understand the functionality and tools of lifecycle services
Reuse 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
Summary
Use Lifecycle Services to and Plan
Introduction
Phases of a cloud implementation
Phases of an on-premises implementation
Create Functional Design Documents (FDD)
Summary
Overview of Reporting and Analytics
Understand reports and inquiries
Learn about Financial reporting
Configure Power BI to your instance
Summary
Build and Test Mobile Apps
Overview of Unified Operations mobile App
Build and use mobile apps
Summary
Create, Maintain and Use Workflows
Workflow for business processes
Create and setup workflows
Assign users to workflow touchpoints
Use Work items
Summary
Set Up and Configure Legal Entities
Create a legal entity and generate number sequences
Create a number sequence
Create organization hierarchies
Apply purposes and policies
Configure calendars and date intervals
Summary
Manage Users and Security
Understand the security architecture
Manage users and security
Setup and apply segregation of duties
Run security reports
Setup batch jobs and alerts
Module summary
Perform Personalization
Describe and apply user options
Create, export and import personalizations
Create and maintain record templates
Module summary
Implement Common Integration Features
Microsoft Office integration
Configure email
Create and maintain email templates
Use Power BI
Setup network printing
Integrate data into Common Data for Apps
Module summary
Prepare Data for Migration and Migrate Data
Introduction
Understand BYOD feature
Perform a test migration and validate output
Module summary
Use Data Management
Introduction
Understand data management and integration
Data management workspace
Templates in data management
Import, export and copy data into a legal entity
Module summary
Perform User Acceptance Testing
Introduction
Create and perform test case for User Acceptance
Module summary
Prepare to Go Live
Introduction
Get ready to go live
Module summary
Course Conclusion
Course summary
Assign users to workflow touchpoints
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