MB-300T01 - Core Common Features of Dynamics 365 for Finance and Operations

This Core Common Features of Dynamics 365 for Finance and Operations training classes discusses core components of Microsoft Dynamics 365 for Finance and Operations.


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  1. Gain an understanding of what Dynamics 365 for Finance and Operations is and the industries that it supports.
  2. Understand the functionality and tools of Lifecycle services (LCS) for Finance and Operations.
  3. Reuse existing assets, copy, and share data.
  4. Understand Task recorder functionality.
  5. Create a business process model.
  6. Identify and analyze gaps using the Business process modeler (BPM).
  7. Run the LCS Issue Search tool and analyze results.
  8. Prepare documentation for gathered requirements by using a methodology in Lifecycle Services (LCS).
  9. Define use case scenarios.
  10. Participate in the creation of functional requirements documents (FRD).
  11. Understand the importance of creating and maintaining documented processes.
  12. Participate in phase-based planning processes and solution design.
  13. Describe the future state business processes based on a proposed solution.
  14. Determine when to build versus buy.
  15. Create functional design documents (FDD).
  1. Get Started with Dynamics 365 for Finance and Operations
    1. Introduction
    2. Industry focus
    3. Introduction to financial management
    4. Introduction to employee management
    5. Introduction to supply chain management
    6. Module summary
  2. Get Started with Lifecycle ServicesMicrosoft Lessons
    1. Understand the functionality and tools of Lifecycle Services
    2. Reuse existing assets, copy and share data
    3. Understand Task recorder functionality
    4. Create a business process model
    5. Run the LCS Issue Search tool and analyze results
    6. Learn how to use Regression Suite Automation Tool
    7. Practice Labs
    8. Module Summary
  3. Use Lifecycle Services to Design and Plan
    1. Introduction
    2. Phases of a cloud implementation
    3. Phases of an on-premises implementation
    4. Create Functional Design Documents (FDD)
    5. Module Summary
  4. Overview of Reporting and AnalyticsLessons
    1. Understand reports and inquiries
    2. Learn about Financial reporting
    3. Configure PowerBI to your instance
    4. Practice Labs
    5. Module Summary
  5. Build and Test Mobile Apps
    1. Overview of Unified Operations mobile app
    2. Build and use mobile apps
    3. Practice Lab
    4. Module Summary
  6. Create, Maintain and Use Workflows
    1. Workflows for business processes
    2. Create and setup workflows
    3. Assign users to workflow touchpoints
    4. Use Work items
    5. Practice Lab
    6. Module Summary
  7. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Post-course survey
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

    Basic understanding of ERP, CRM concepts.

Training for your Team

Length: 1 Day
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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