Dynamics 365 for Finance and Operations Bootcamp

This Dynamics 365 for Finance and Operations Bootcamp combines MB-300T01, MB-300T02, and MB-300T03 and prepares students for Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations.

Location

Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

Goals
  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).
  16. Learn how to create a legal entity and generate number sequences, manually or by using a wizard.
  17. Configure calendars and date intervals.
  18. Learn how to create organization hierarchies, apply purposes, and set up policies in order to streamline business policies and reporting structures.
  19. Understand the security architecture of Finance and Operations.
  20. Manage users and security.
  21. Appy segregation of duties and run security reports.
  22. Learned how to use and apply user options, create personalization, and export personalization to be used by other users, using the personalization feature of Finance and Operations.
  23. Learn the difference between customization and personalization.
  24. Learn how to use Microsoft Office integration in Dynamics 365 for Finance and Operations, configure email (SMTP/Exchange), and to create and maintain email templates to standardize the messages when sending emails to customers.
  25. Set up network printing features you can use corporate network printers remotely.
  26. Gain an overview of how to integrate data from multiple sources into Common Data Service for Apps and integrate the data to Dynamics 365 for Finance and Operation.
  27. Learn to choose a data integration (import/export) strategy.
  28. Learn to identify common migration scenarios and tools in Finance and Operations.
  29. Learn to understand the bring your own database (BYOD) feature.
  30. Learn to identify relevant (legacy) systems.
  31. Learn to identify and import static data that is common between industries.
  32. Learn to create and review test plans for data migration.
  33. Learn to identify and extract source data.
  34. Learn to identify relevant data entities and elements.
  35. Learn to generate field mapping between source and target data structures.
  36. Learn to perform a test migration and validate output.
  37. Learn to support the transition between the existing and migrated systems.
  38. Learn to identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
  39. Learn to work with the Data management workspace.
  40. Learn to export data from a legal entity.
  41. Learn to import data into a legal entity.
  42. Learn to work with data import and export jobs.
  43. Learn to clean up the staging tables.
  44. Learn to how to understand the correlation between test cases and business requirements.
  45. Learn to best practices for recording test cases.
  46. Learn to task recorder.
  47. Learn to how to create a Scenario Acceptance Testing BPM library.
  48. Learn to how to synchronize and configure your test plan in Azure DevOps.
  49. Learn to how to execute your tests.
  50. Learn to prepare for go live.
  51. Learn to complete the Lifecycle Services (LCS) methodology.
  52. Learn to perform User acceptance testing (UAT) for your solution.
  53. Learn to understand the FastTrack Go-live assessment.
  54. Learn to request the production environment.
Outline
  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
  8. Set Up and Configure Legal Entities
    1. Create a legal entity and generate number sequences
    2. Create a number sequence
    3. Create organization hierarchies
    4. Apply purposes and policies
    5. Configure calendars and date intervals
    6. Practice Labs
    7. Module summary
  9. Manage users and security
    1. Understand the security architecture
    2. Manage users and security
    3. Setup and apply segregation of duties
    4. Run security reports
    5. Setup batch jobs and alerts
    6. Practice labs
    7. Module summary
  10. Perform Personalization
    1. Describe and apply user options
    2. Create, export and import personaliziations
    3. Create and maintain record templates
    4. Practice labs
    5. Module summary
  11. Implement Common Integration Features
    1. Microsoft Office integration
    2. Configure email
    3. Create and maintain email templates
    4. Use Power BI
    5. Setup network printing
    6. Integrate data into Common Data Services for Apps
    7. Practice Labs
    8. Module summary
  12. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Posto-course survey
  13. Prepare Data for Migration and Migrate Data
    1. Introduction
    2. Understand BYOD feature
    3. Perform a test migration and validate output
    4. Module summary
  14. Use Data Management
    1. Introduction
    2. Understand data management and integration
    3. Data management workspace
    4. Templates in data management
    5. Import, export and copy data into a legal entity
    6. Practice Labs
    7. Module summary
  15. Perform User Acceptance Testing
    1. Introduction
    2. Create and perform test cases for User Acceptance
    3. Practice Lab
    4. Module summary
  16. Prepare to Go Live
    1. Introduction
    2. Get ready to go live
    3. Module summary
  17. 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: 3 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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