Type
Virtual
Classroom ILT
Skill Level

Available dates
Learning Path
Virtual
Duration
1 Day

TYPE
Virtual
Classroom ILT
LEARNING PATH
SKILL LEVEL

DURATION
AVAILABLE DATES
Introduction:
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.
Audience profile:
Consultants (functional and technical) gather and analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry recommended practices. They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement core components and features of Dynamics 365 Finance and Operations apps. They should also have awareness of how Dynamics 365 Finance and Operations apps integrate with external systems and tools including Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process. Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.
Job role: Functional Consultant
Pre-requisites:
Before attending this course, students must have:
- General knowledge of Microsoft Windows
- The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
- Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
- General knowledge of basic mobile device features and navigation
- The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
Course Objectives:
- 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
- Navigate and efficiently use search filtering and create search queries
- Understand and use record templates
- Describe use cases for Power Platform apps and services
- Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
- Implement security and segregation of duties
- Design and create workflows
- Set up and configure legal entities and operating units
- Creating Batch Jobs
- Create an organization hierarchy and assign purpose
- Configure user options
- Use Excel Workbook Designer
- Use Power Automate flows from Dynamics 365 Finance and Operations
- Plan for Data Migration
- Manage data and applications in Finance and Operations
- Implementing Lifecycle services (LCS) Tools
- Testing solutions in Dynamics 365 Finance and Operations apps
Module 1: Use common functionality and implementation tools |
In this module, you will learn get an introduction to Dynamics 365 Finance and Operations by learning Basic UI and Navigation. Students will also work with Power Platform tools that work with Finance and Operations apps.
Lessons: |
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Lab: Work with operational workspaces
Lab: Perform Searches and Work with Filters Lab: Create search queries and save for future use Lab: Work with record templates Lab: Prepare, enable, and use business document management Lab: Work with Saved Views Lab: Setup Number Sequences Lab: Configuring Address Books Lab: Work with Operational Workspaces |
After completing this module, students will be able to: |
|
Module 2: Configure administrative features and workflows |
In this module, you will learn how to Implement Security in Finance and Operations Apps while also implementing workflows and business events. Students will Administer Finance and Operations Apps and implement reporting.
Lessons: |
|
Lab: Create a Batch job
Lab: Create an organization hierarchy Lab: Create an operating unit Lab: Configure a new legal entity Lab: Create a purchase requisition workflow Lab: Run a security report and analyze the outputs Lab: Set up segregation of duties Lab: Create users and assign security roles |
After completing this module, students will be able to: |
|
Module 3: Manage Dynamics 365 Finance and Operation data |
In this module, you will learn how to Manage Finance and Operations data by planning for Data Migrations and work with apps with integrate with Finance and Operations apps.
Lessons: |
|
Lab: Work with templates in the Data management workspace
Lab: Export and import data Lab: Copy configuration data between legal entities Lab: Use the Excel Workbook designer |
After completing this module, students will be able to: |
|
Module 4: Validate and support the solution |
In this module, you will learn how to manage applications and test solutions in Dynamics 365 Finance and Operations and Implement Lifecycle services (LCS) Tools.
Lessons: |
|
After completing this module, students will be able to: |
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Torque IT specializes in providing our Clients with Vendor authorized instructor-led training, enablement IT courses, and certification solutions.
Associated certifications and exam:
This course prepares students to write Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations.
On successful completion of this course students will receive a Torque IT attendance certificate.

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