Microsoft Dynamics 365: Core Finance and Operations [MB-300T00]

Få den nødvendige viden til at udføre brugen af almindelige forekommende funktioner og implementeringsværktøjer. Lær at konfigurere sikkerhed, processer og indstillinger. Få styr på at udføre dataoverførsel samt validere og understøtte løsningen.

Deltagerprofil

Kurset er for konsulenter og slutbrugere, som skal være ansvarlig indenfor emnerne og som ønsker at være med til at implementerer løsninger og applikationerne, ved hjælp af disse out of the box-funktioner.

Forudsætninger

Du har grundlæggende kendskab til Microsoft Windows og arbejde i funktionerne økonomi og drift. Du har viden svarende til kurset Microsoft Dynamics 365 Fundamentals Finance and Operations Apps (ERP) [MB-920T00].

Udbytte

How to navigate and efficiently use search, filtering and queries
How to create and use workspaces, workflows, Business Document Management and record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
Identify when to use Power Platform in Dynamics 365 Finance and Operations app
How to apply security roles to users and run and analyze security reports
How to work with Organization Hierarchy, use personalization feature and understand how to use Issue search
Manage, import and export data by using Office Integration and copy configuration data between legal entities
Use Regression Suite Automation Tool (RSAT), Business Process Modeler (BPM) and User acceptance Tests (UAT)

Indhold

Module 1: Use common functionality and implementation tools

Use common functionality and implementation tools
Describe uses cases for, and capabilities of, workspaces
Use and personalize operational workspaces
Describe case management
Describe global address book features and their use cases
Identify the inquiry and report types available in a default installation
Describe use cases for the business document management and electronic reporting features
Work with business document management
Navigate and efficiently use search filtering and create search queries
Understand and use record templates
Describe use cases for Power Platform apps and services
Identify when to use Power Platform in the Dynamics 365 Finance app
Integrate Power BI with Dynamics 365 Finance apps

Module 2: Configure security, processes, and options

Distinguish between roles, duties, privileges, and permissions
Apply security roles to users
Describe segregation of duties
Run and analyze security reports
Create and use workflow for approval
Configure workflow properties and elements
Set up and configure legal entities and operating units
Configure and troubleshoot number sequences
Create an organization hierarchy and assign purpose
Describe and apply user options
Configure document handling for attachments
Configure print management and form setup features
Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
Configure email (SMTP/Exchange)
Create and maintain email templates
Use the personalization feature
Set up and monitor batch jobs and alerts

Module 3: Manage Dynamics 365 Finance and Operation data

Manage data in Dynamics 365 Finance and Operations apps
Describe Data management concepts
Understand the Data management workspace overview
Work with templates in the Data management workspace
Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and products
Describe use cases for and types of data entities
Export data from a legal entity
Import data into a legal entity
Copy configuration data between companies or legal entities by using the data management framework
Describe use cases for the dual-write feature
Plan a migration strategy
Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps
Determine the scope for a migration
Identify relevant data entities and elements based on given scenarios
Establish migration strategy processes including migration scope
Prepare data for migration and migrate data
Create a checklist for proper planning for a given scenario prior to data migration
Identify and extract source data
Identify available data types for creating source data on a given scenario for data migration
Generate field mapping between source and target data structures
Import or export data by using the data management framework
Support the transition between the existing and migrated systems
Perform a test migration and validate output from the process
Implement data task automation

Module 4: Validate and support the solution

Describe the correlation between test cases and business requirements
Use best practices for recording test cases
Use Task recorder
Create a scenario for acceptance testing and save in a Business process modeler (BPM) library
Sync and configure your test plan in Azure DevOps
Execute your tests
Use Regression suite automation tool (RSAT)
Create user acceptance tests (UAT) and test plans
Create and work with BPM
Use Issue search

Anmeldelser af Microsoft Dynamics 365: Core Finance and Operations [MB-300T00]

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Certificering

Kurset leder hen mod eksamen MB-300: Microsoft Dynamics 365: Core Finance and Operations. Du skal bestille og betale for din eksamen særskilt.

Microsoft skriver dette om eksamenen:

This exam measures your ability to accomplish the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate and support the solution.

MB-300 eksamen er obligatorisk, hvis du ønsker en af følgende certificeringer.

Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate
Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate
Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate
Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert

Læs mere om IT certifikationer.

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Firmakurser - få et tilbud

Er i flere, der har samme behov for kompetenceudvikling, så er et firmakursus ofte den rette løsning, der kan skabe fælles fundament og økonomisk besparelse.

Taastrup 2. - 3. februar 2023
Aarhus 23. - 24. marts 2023
Virtuelt kursus 1. - 2. maj 2023
Taastrup 1. - 2. maj 2023
Aarhus 22. - 23. juni 2023

Kurser

Microsoft Dynamics 365: Core Finance and Operations [MB-300T00]

Praktiske spørgsmål

Faglige spørgsmål

Deltagerprofil

Forudsætninger

Udbytte

Det får du på kurset

Indhold

Anmeldelser af Microsoft Dynamics 365: Core Finance and Operations [MB-300T00]

Certificering

Vælg dato

Få ny inspiration til din kompetenceudvikling

Tilmelder nyhedsbrev

Tak for din tilmelding

Teknisk fejl

Firmakurser - få et tilbud

Vil du vide mere?

Hvad er Microsoft Dynamics 365?

Microsoft Dynamics 365 - CRM

Microsoft Dynamics 365 - Finance and Operation

Microsoft Dynamics 365: Core Finance and Operations [MB-300T00]

Deltagerprofil

Forudsætninger

Udbytte

Det får du på kurset

Indhold

Anmeldelser af Microsoft Dynamics 365: Core Finance and Operations [MB-300T00]

Certificering

Vælg dato

Få ny inspiration til din kompetence­udvikling

Tilmelder nyhedsbrev

Tak for din tilmelding

Teknisk fejl

Firmakurser - få et tilbud

Vil du vide mere?

Hvad er Microsoft Dynamics 365?

Microsoft Dynamics 365 - CRM

Microsoft Dynamics 365 - Finance and Operation

Få ny inspiration til din kompetenceudvikling