MB-300T02 - Core Configuration in Dynamics 365 for Finance and Operations

This Core Configuration in Dynamics 365 for Finance and Operations training class discusses how to configure core components of Microsoft Dynamics 365 for Finance and Operations.


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  1. Learn how to create a legal entity and generate number sequences, manually or by using a wizard.
  2. Configure calendars and date intervals.
  3. Learn how to create organization hierarchies, apply purposes, and set up policies in order to streamline business policies and reporting structures.
  4. Understand the security architecture of Finance and Operations.
  5. Manage users and security.
  6. Appy segregation of duties and run security reports.
  7. 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.
  8. Learn the difference between customization and personalization.
  9. 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.
  10. Set up network printing features you can use corporate network printers remotely.
  11. 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.
  1. 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
  2. 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
  3. 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
  4. 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
  5. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Posto-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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