2 dages kursus
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 use operational workspaces
- Work with Business Document Management
- Work with record templates
- Integrate Power BI with Dynamics 365 Finance and Operations apps
- How to personalize workspaces
- Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
- How to apply security roles to users
- Run and analyze security reports
- Create and use workflow for approval
- Work with Organization Hierarchy and its purposes.
- How to use personalization feature
- Use Data Management workspace
- Create and use and entity templates
- Copy configuration data between legal entities
- Import and Export data and manage data by using Office Integration
- Use Regression Suite Automation Tool (RSAT)
- Create User acceptance Tests (UAT) and test plans
- Create and work with Business Process Modeler (BPM)
- Understand how to use Issue search
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.
Materiale
Microsoft officielle kursusmaterial.
Certificering
Kurset leder hen mod eksamen MB-300: Microsoft Dynamics 365: Core Finance and Operations.
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
Software Assurance Voucher
Du kan betale kurset med 2 SA Voucher.
Underviser
Undervisningen varetages af en erfaren underviser fra Teknologisk Instituts netværk bestående af branchens dygtigste undervisere.
Har du faglige spørgsmål, så kontakt:
- Jette Ravn Merkel
- Seniorkonsulent
- +45 72202695