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

[vc_row][vc_column][vc_column_text]This course is free musing for Dynamics 365 for finance and operations.

And based on my notes created during preparation for the certification exam. These links I will update, as articles, blog post and YouTube videos, I will upload or find other links, these videos are heavily influenced from Microsoft own material at Microsoft learn and Microsoft docs.[/vc_column_text][vc_tta_accordion][vc_tta_section title=”Use common functionality and implementation tools (20-25%)” tab_id=”1586057273098-7b3fbb8c-423a”][vc_column_text]Identify common Microsoft Dynamics 365 Finance features and functionality

  • Determine when to use workspaces.
  • identify use cases for Power Platform apps including Power Apps, Power BI and Microsoft Flow.
  • identify and differentiate between the global address book and other address books
  • demonstrate Work Items functionality
  • demonstrate Microsoft Dynamics 365 Finance navigation techniques
  • identify Inquiry and Report types available in a default installation

Implement Lifecycle Services (LCS) tools

  • Identify opportunities to re-use existing assets
  • Analyze Business Process Modeler results and identify gapsin functionality
  • Including creating an Acceptance Testing BPM library and analyzing the results
  • Use the LCS tools including Issue Search and analyze results

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Configure security, processes, and options (45-50%)” tab_id=”1586057273099-30bd8f06-8152″][vc_column_text]Implement security

  • identify and distinguish between the various standard security roles in Finance and Operations
  • distinguish between duties, privileges, and permissions
  • assign users to security roles based on given scenarios

Design and create workflows

  • identify opportunities for automation and controls based on customer workflows
  • configure workflow properties and elements
  • troubleshoot workflows

Configure options

  • set up and configure legal entities
  • configure base number sequences
  • import or create all necessary startup data including Zip/Postal Code data, customers, vendors, and products
  • configure the calendars and date intervals
  • configure units of measure and conversions
  • configure posting profiles and definitions
  • create organization hierarchies
  • apply purposes and policies
  • describe and apply user options Implement Microsoft Dynamics 365 Finance common features
  • configure Microsoft Office integration with Microsoft Dynamics 365 Finance
  • configure email (SMTP/Exchange)
  • create and maintain email and record templates
  • integrate Power BI with Entity store
  • create, export, and import personalizations
  • set up network printingImplement business processes for the solution
  • define use case scenarios
  • participate in phase-based planning processes and the solution design
  • design and create workflows
  • set up batch Jobs and alerts
  • use business process workspaces

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Perform data migration (15-20%)” tab_id=”1586057387786-0d91e2de-ef6f”][vc_column_text]Plan a migration strategy

  • identify common migration scenarios and tools in Microsoft Dynamics 365 Finance
  • determine migration scope
  • identify relevant data entities and elements based on given scenarios
  • establish migration strategy processes including migration scope

Prepare data for migration and migrate data

  • identify and extract source data
  • generate field mapping between source and target data structures
  • support the transition between the existing and migrated systems
  • perform a test migration and validate output from the process

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Validate and support the solution (15-20%)” tab_id=”1586057426334-68026eca-cd60″][vc_column_text]Implement and validate the solution within Microsoft Dynamics 365 Finance

  • perform user acceptance testing (UAT)
  • prepare and validate to Go live
  • build test scripts to test business functionality
  • automate test case automation by using the Regression Suite Automation Tool (RSAT)
  • demonstrate the correlation between test scripts and business requirements
  • monitor validation test progress and make ad hoc changes during validation testing to correct identified issues

Support Application Lifecycle Management (ALM) by using LCS

  • perform a solution gap analysis
  • use LCS tools to identify, report, and resolve issues
  • manage Microsoft Dynamics 365 One Version