Course Details | Cloudthat

Course Overview

Note: You will need to clear both MB-300 and MB-310 exams to become Microsoft certified Dynamics 365 Finance Functional Consultant Associate. The content of MB-300 was updated on August 9, 2021.

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.

After completing this course, students 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

Upcoming Batches

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Key Features

  • Our training modules have 50% -60% hands-on lab sessions to encourage Thinking-Based Learning (TBL)
  • Interactive-rich virtual and face-to-face classroom teaching to inculcate Problem-Based Learning (PBL)
  • Microsoft certified instructor-led training and mentoring sessions to develop Competency-Based Learning (CBL)
  • Well-structured use-cases to simulate challenges encountered in a Real-World environment
  • Integrated teaching assistance and support through experts designed Learning Management System (LMS) and ExamReady platform
  • Being a Microsoft Learning Partner provides us with the edge over competition

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 Download Course Outline

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Final assessment and course summary, as well as a post-course survey for the course.

Lessons:

  • Final assessment
  • Course summary
  • Post-course survey

Certification

    • By earning MB-300: Microsoft Dynamics 365: Core Finance and Operations, you can be established as competent Microsoft certified professional
    • Demonstrate essential digital skills at workspace
    • On successful completion of MB-300: Microsoft Dynamics 365 training aspirants receive a Course Completion Certificate from us
    • By successfully clearing the MB-300 exams, aspirants earn Microsoft Certification

Our Top Trainers

Mithun Mohan

Mithun works as a Subject Matter Expert with CloudThat. He is passionate trainer and technology enthusiast. He specializes in Microsoft Dynamics 365 and Power Platform. He’s also holds working experience in configuring, customising and implementing Dynamics 365 etc.

Priyant Gupta

Priyant is working in the Microsoft Technology space for last 5 years and is sharing the knowledge gained on Azure Administration, Azure Data Engineering and Dynamics 365 CE Apps. He has trained 1000+ professionals as a corporate trainer at etc.

Swasti Ray

Swasti has been working as a technical trainer facilitating professionals. He is a MCT, and has experience in various domains, mainly .NET App Dev, Azure, Power Platform, and Microsoft Dynamics 365 Customer Engagement Apps to design, implement etc.

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₹ 24900 + 18% GST

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