MB-300 Microsoft Dynamics 365: Core Finance and Operations

Download Course Contents

MB-300T00: Microsoft Dynamics 365: Core Finance and Operations Course Overview


Microsoft Dynamics 365 for Finance and Operations is a cloud-based software solution for medium-sized and enterprise organizations. This business management solution helps companies automate and manage their financial, customer relationship, and operational processes in a better, faster, and more reliable way. The course is designed to give users a comprehensive introduction to this powerful software solution. It will cover the core functionality and features of Dynamics 365 for Finance and Operations, from accounting basics to advanced reporting.
The course will explore the different modules within Dynamics 365 for Finance and Operations including General Ledger, Accounts Payable and Receivable, Configuration and Setup, Finance, Cash Flow, Inventory Management, and Customer Relationship Management. It will also provide a detailed introduction to the software platform, information on configuring the system, and advice on best practices. It will also look at how organizations can integrate Dynamics 365 with other commonly used applications, such as QuickBooks and Microsoft Office.
At the end of the course, users will have a comprehensive understanding of how to manage business processes in Dynamics 365 for Finance and Operations and be better prepared to make informed decisions on budgets, resource management, and workflow in their organization.

Learning Objectives of Microsoft Dynamics 365 Core Finance and Operations


1. Understand the architecture and application of Dynamics 365 throughout different industries.
2. Understand and configure Dynamics 365 basics including the General Ledger, functional areas, and legal entities.
3. Create, view and modify Dynamics 365 transactions.
4. Create and maintain financial statements and reports.
5. Use and maintain currencies, exchange rates, and fixed assets tables.
6. Utilize automation and security features within Dynamics 365.
7. Manage and create data migration strategies.
8. Follow best practices with Dynamics 365.
9. Monitor and analyze financial performance.
10. Identify areas for cost savings and process improvement.

 

MB-300T00: Microsoft Dynamics 365: Core Finance and Operations
home-icon

The 1-on-1 Advantage

Get 1on-1 session with our expert trainers at a date & time of your convenience.
home-icon

Flexible Dates

Start your session at a date of your choice-weekend & evening slots included, and reschedule if necessary.
home-icon

4-Hour Sessions

Training never been so convenient- attend training sessions 4-hour long for easy learning.
home-icon

Destination Training

Attend trainings at some of the most loved cities such as Dubai, London, Delhi(India), Goa, Singapore, New York and Sydney.

You will learn:

Module 1: Course Overview
  • Learning Objectives
  • Module Overview
  • 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.
  • Introduction
  • Identify and use common Dynamics 365 Finance and Operations apps features and functionality
  • Describe use cases for Power Platform apps and services
  • Module Summary
  • Lab : Work with an operational workspace
  • Lab : Prepare, enable, and use Business document management
  • Lab : Perform searches and work with filters
  • Lab : Create search queries and save for future use
  • Lab : Work with record templates
  • 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
  • Introduction
  • Implement security
  • Design and create workflows
  • Configure Organization administration features
  • Configure System administration features
  • Module Summary
  • Lab : Create users and assign security roles
  • Lab : Set up segregation of duties
  • Lab : Run a security report and analyze the output
  • Lab : Create a purchase requisition workflow
  • Lab : Configure a new legal entity
  • Lab : Create an operating unit
  • Lab : Set up number sequences
  • Lab : Create an Organization Hierarchy and assign purpose
  • Lab : Use Excel workbook designer
  • Lab : Create a batch job
  • 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.
  • Introduction
  • Manage data in Dynamics 365 Finance and Operations apps
  • Plan a migration strategy
  • Prepare data for migration and migrate data
  • Module Summary
  • Lab : Work with templates in the Data management workspace
  • Lab : Export and import data
  • Lab : Copy configuration data between legal entities
  • 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
Live Online Training (Duration : 16 Hours)
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.

1200 + If you accept merging of other students. Incl. Official Course-Book & excluding VAT/GST
4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Group Training
1000 Per Participant Incl. Official Course-Book & excluding VAT/GST
Online
03 - 11 Jun GTR Co-Students 08:00 AM - 12:00 PM CST
(4 Hours/Day)
Online
06 - 07 Jun GTR Co-Students 09:00 AM - 05:00 PM CST
(8 Hours/Day)
Online
03 - 04 Jul 09:00 AM - 05:00 PM CST
(8 Hours/Day)
Winner of the Microsoft’s Asia Superstar Campaign in FY 22
Winner of the Microsoft’s Asia Superstar Campaign in FY 22
MB-300T00: Microsoft Dynamics 365: Core Finance and Operations
Course Prerequisites


1. Fundamental knowledge of accountancy, financial reporting, and financial management.
2. Basic understanding of enterprise resource planning (ERP) systems and their functions.
3. Understanding of database management and the process of data integration.
4. Experience in the use of Microsoft Dynamics 365 and the Dynamics 365 Business Central software system.
5. Working knowledge of common finance and accounting processes, such as accounts payable and receivable, budgeting and forecasting, cash management, and financial statement preparation.

Target Audience


Microsoft Dynamics 365 Core Finance and Operations training is aimed at business professionals who want to learn how to better use the Dynamics 365 platform
It can be used for a variety of functions, including financial management, operations management, sales, customer service, warehouse management, manufacturing, human resources, and project management
The training will provide these professionals with the skills needed to set up and maintain an effective Dynamics 365 system to help their organization be more efficient and profitable
With the Core Finance and Operations training, users can gain knowledge on how to customize the system, search for and update records, configure security and permissions, and create dashboards for better visibility into key metrics
This training is ideal for those with a basic understanding of Dynamics 365 and a firm grasp of business processes and operations

 

 

 

 

Student Feedback  (Check Koenig Feedback on Trustpilot)

Q1 Say something about the Trainer? Q2 How is Koenig different from other training Companies? Q3 Will you come back to Koenig for training ?
Student Name Feedback
John Loxton
United States
A1. Thank you for making the work easy to understand!
Nat Tiprat
United States
Pros: Clear communication, concepts were clearly explained The presenter was engaging and knew the content well and was able to answer all questions Cons: the sessions were too long, with 1 break. smaller, shorter sessions with more breaks in between will make content easier to engage with.
Narendra Dutta
United States
A1. It was a good training. My query are attended during the session.
Jorgen Larsen
United States
A1. our dear teacher gave a very thorough walk through of the subjects
Lamberto Santos
United States
A1. Very articulate and it goes to all the steps by steps
Pawan
United States
A1. She is excellent while delivering the content.
Ujjawal
United States
A1. Mam explaining skills are amazing and mam is also very sweet.
Rohan Tyagi
United States
A1. Her knowledge is phenomenal and she has good energy for teaching.
Arsalan Syed
United States
A1. Good trainer good communication.
Deon Holley
United States
A1. Great Job Jeetendra. I really enjoyed our session.
Meghana S
United States
A1. Meetasha is very flexible and always ready with new example to explain and clear all the doubts. It was nice session overall with all the learnings and new path.
Nzeakah Charles
United States
A1. She is just the best
Omo Idedia
United States
A1. The trainer was very knowledgeable and i will like to use the user again.
Abdullah Tariq
United States
A1. trainer is helpful. keep up the good work.
Vivek
United States
A1. First 3 module first lab then theory we really a good approach. Welcomes all question answer the same with concept and with lab if there is.

Trending Technologies

 Security
 Microsoft Azure
 Technology
 Cloud Computing
 Cyber Security
 Security Management
 Microsoft Cloud
 Microsoft Role-based Certifications
 Microsoft Dynamics 365
 Fundamentals

Request More Information

FAQ's

You will receive the digital certificate post training completion via learning enhancement tool after registration.
Yes, Koenig follows a BYOL(Bring Your Own Laptop) policy.
1-on-1 Public - Select your start date. Other students can be merged.
1-on-1 Private - Select your start date. You will be the only student in the class.
It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes.You can access courseware for most vendors.
Yes, we do. For details go to flexi
You can pay through debit/credit card or bank wire transfer.
Yes, course requiring practical include hands-on labs.
Yes you can request your customer experience manager for the same.
Buy-Now. Pay-Later option is available using credit card in USA and India only.
Yes, the site is secure by utilizing Secure Sockets Layer (SSL) Technology. SSL technology enables the encryption of sensitive information during online transactions. We use the highest assurance SSL/TLS certificate, which ensures that no unauthorized person can get to your sensitive payment data over the web.
Yes, we also offer weekend classes.
Yes, we do.
Yes you can.
Yes, this is our official email address which we use if a recipient is not able to receive emails from our @koenig-solutions.com email address.
Yes, we do offer corporate training More details
We use the best standards in Internet security. Any data retained is not shared with third parties.
After you submit your payment, you will land on the payment confirmation screen.It contains your payment confirmation message. You will likewise get a confirmation email after your transaction is submitted.
Yes, we do accept partial payments, you may use one payment method for part of the transaction and another payment method for other parts of the transaction.
Credit card transactions normally take 48 hours to settle. Approval is given right away; however,it takes 48 hours for the money to be moved.
You can buy online from the page by clicking on "Buy Now". You can view alternate payment method on payment options page.
You can request a refund if you do not wish to enroll in the course.
Yes, if we have an office in your city.
We do accept all major credit cards from Visa, Mastercard, American Express, and Discover.
To receive an acknowledgment of your online payment, you should have a valid email address. At the point when you enter your name, Visa, and other data, you have the option of entering your email address. Would it be a good idea for you to decide to enter your email address, confirmation of your payment will be emailed to you.
Yes, you can pay from the course page and flexi page.
Yes, fee excludes local taxes.
Yes, we do.
The Fee includes:
  • Official courseware
  • Testing Via Qubits
  • Remote Labs
Yes, Koenig Solutions is a Microsoft Gold Learning Partner
Schedule for Group Training is decided by Koenig. Schedule for 1-on-1 is decided by you.
In 1 on 1 Public you can select your own schedule, other students can be merged. Choose 1-on-1 if published schedule doesn't meet your requirement. If you want a private session, opt for 1-on-1 Private.

One can enroll for the Microsoft Dynamics 365 Core Finance and Operations (MB-300T00) Certification training course by following the given steps:

  • Select a schedule that is convenient for you to complete the course
  • Fill out all the necessary details for enrolment and the mode of delivery
  • Receive preparation kit from Koenig Solutions
  • Attend the instructor-led certification training
  • Receive course completion certificate

The Microsoft Dynamics 365 Core Finance and Operations (MB-300T00) Certification has the MB-300 certification exam that candidates have to clear to obtain the certification. The exam cost for the same is USD 165.

No, the cost of the certification training course does not include the cost of the certification exam.

Yes, the certification is a part of the requirements for other Microsoft Dynamics 365 certification examinations. They are:

  • Microsoft Certified: Dynamics 365 Supply Chain Management
  • Manufacturing Functional Consultant Associate
  • Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate

The average salary remuneration for Microsoft Dynamics 365 F&O certified professionals is anywhere in the range of USD 70,000 to USD 122,000 per annum in the US.

Professionals can take up other related certifications for Microsoft Dynamics 365 that include:

  • Microsoft Power Platform Fundamentals (PL-900) Certification Training
  • Microsoft Dynamics 365 Sales (MB-210) Certification Training
  • Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate
  • Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate

Prices & Payments

Yes, We are
Yes of course.

Travel and Visa

Yes we do after your registration for course.

Food and Beverages

Yes.

Others

All our trainers are fluent in English . Majority of our customers are from outside India and our trainers speak in a neutral accent which is easily understandable by students from all nationalities. Our money back guarantee also stands for accent of the trainer.
Yes, if you send 4 participants, we can offer an exclusive training for them which can be started from Any Date™ suitable for you.
Medical services in India are at par with the world and are a fraction of costs in Europe and USA. A number of our students have scheduled cosmetic, dental and ocular procedures during their stay in India. We can provide advice about this, on request.
Says our CEO-
“It is an interesting story and dates back half a century. My father started a manufacturing business in India in the 1960's for import substitute electromechanical components such as microswitches. German and Japanese goods were held in high esteem so he named his company Essen Deinki (Essen is a well known industrial town in Germany and Deinki is Japanese for electric company). His products were very good quality and the fact that they sounded German and Japanese also helped. He did quite well. In 1970s he branched out into electronic products and again looked for a German name. This time he chose Koenig, and Koenig Electronics was born. In 1990s after graduating from college I was looking for a name for my company and Koenig Solutions sounded just right. Initially we had marketed under the brand of Digital Equipment Corporation but DEC went out of business and we switched to the Koenig name. Koenig is difficult to pronounce and marketeers said it is not a good choice for a B2C brand. But it has proven lucky for us.” – Says Rohit Aggarwal (Founder and CEO - Koenig Solutions)

Join Free Webinars

Webinar Summary: 

Financial reporting and analysis is the process of collecting and tracking data on a company's finances, including its revenues, expenses, profits, capital, and cash flow. Businesses use them to inform their strategic decisions and stay compliant with tax regulations

07 Jun 2023 at 07:30 AM CST

Duration: 1 Hour
Register Now !