Course Code: 18977

MB-300 Microsoft Dynamics 365: Core Finance and Operations

Class Dates:
2 Days
Class Time:
Instructor-Led Training, Virtual Instructor-Led Training


  • Course Overview
  • Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk.

    Job role: Functional Consultant

    Preparation for exam: MB-300

  • Audience
  • Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain.

    Audience profile A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.


  • General knowledge of Microsoft Windows
    The ability to use Dynamics 365 for Finance and Operations for basic processing
    General knowledge of basic mobile device features and navigation

Course Details

  • Module 1: Course Overview
  • Learning Objectives
  • Module Overview
  • You will have learned the modules covered in this course.
  • Module 2: Use common functionality and implementation tools
  • Identify and use common Dynamics 365 Finance and Operations apps features and functionality
  • Describe use cases for Power Platform apps and services
  • Lab : Work with an operational workspace
  • Lab : Prepare, enable, and use Business document management
  • Lab : Perform searches and work with filters
  • Lab : Create search queries and save for future use
  • Lab : Work with record templates
  • Use common functionality and implementation tools , Describe use cases for, and capabilities of, workspaces.
  • Use and personalize operational workspaces., Describe case management., Describe global address book features and their use cases. Identify the inquiry and report types available in a default install
  • Describe use cases for the business document management and electronic reporting features.
  • Work with business document management., Navigate and efficiently use search filtering and create search queries. Understand and use record templates.
  • Describe use cases for Power Platform apps and services., Identify when to use Power Platform in the Dynamics 365 Dynamics 365 Finance app., Integrate Power BI with Dynamics 365 Dynamics 365 Finance
  • Module 3: Configure security, processes, and options
  • Implement security
  • Design and create workflows
  • Configure Organization administration features
  • Configure System administration features
  • Lab : Create users and assign security roles
  • Lab : Set up segregation of duties
  • Lab : Run a security report and analyze 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 Organization Hierarchy and assign purpose
  • Lab : Use Excel workbook designer, Lab : Create a batch job
  • Module 4: Manage Dynamics 365 Finance and Operation data
  • Manage data in Dynamics 365 Finance and Operations apps
  • Plan a migration strategy
  • Prepare data for migration and migrate data
  • Lab : Work with templates in the Data management workspace
  • Lab : Export and import data
  • Lab : Copy configuration data between legal entities
  • Module 5: Validate and support the solution
  • Test solutions in Dynamics 365 Finance and Operations apps
  • Implement Lifecycle Services tools
  • Under stand 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 analyzing gaps using the BPM
  • Use the Regression suite automation tool (RSAT)
  • Understand what the FastTrack Go-live assessment is
  • How to assist the customer to request the production environment.