MB-300 Dynamics 365 Unified Operations Core

This three-MOC packaged set aligned to Dynamics 365 Exam: Dynamics 365 Unified Operations Core contains courseware that helps prepare students for Exams MB-300. Passing this exam is required to earn the Dynamics 365 Unified Operations Core certification.

MB-300 Dynamics 365 Unified Operations Core

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Learning Objectives

Please refer to Overview.


Course Details

Course Outline

1 - Get Started with Dynamics 365 for Finance and Operations
  • Introduction
  • Industry focus
  • Introduction to financial management
  • Introduction to employee management
  • Introduction to supply chain management
  • Module summary
  • 2 - Get Started with Lifecycle Services
  • 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
  • 3 - Use Lifecycle Services to Design and Plan
  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
  • Module Summary
  • 4 - Overview of Reporting and Analytics
  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to your instance
  • Practice Labs
  • Module Summary
  • 5 - Build and Test Mobile Apps
  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Practice Lab
  • Module Summary
  • 6 - Create, Maintain and Use Workflows
  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
  • Practice Lab
  • Module Summary
  • 7 - 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
  • Practice Labs
  • Module summary
  • 8 - 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
  • Practice labs
  • Module summary
  • 9 - Perform Personalization
  • Describe and apply user options
  • Create, export and import personalizations
  • Create and maintain record templates
  • Practice labs
  • Module summary
  • 10 - 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 Services for Apps
  • Practice Labs
  • Module summary
  • 11 - Prepare Data for Migration and Migrate Data
  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output
  • Module summary
  • 12 - 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
  • Practice Labs
  • Module summary
  • 13 - Perform User Acceptance Testing
  • Introduction
  • Create and perform test cases for User Acceptance
  • Practice Lab
  • Module summary
  • 14 - Prepare to Go Live
  • Introduction
  • Get ready to go live
  • Module summary
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    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.

    Other Prerequisites

    Basic understanding of ERP, CRM concepts.

    MB-300 Dynamics 365 Unified Operations Core

    Call | This course is SATV-Eligible
    Course Length : 3 Days (24 Hours)

    There are currently no scheduled dates for this course. Please contact us for more information.

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