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Course MB-300T02-A: Core configuration in Dynamics 365 for Finance and Operations

Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals. This course discusses how ... Show More
Course Prerequisites:
Basic understanding of ERP, CRM concepts.
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Virtual Instructor-Led Training (V-ILT)

Virtual instruction environments are designed to simulate the traditional classroom or learning experience. Instructor-led training is still the number one delivery method of choice because it allows you to interact and discuss the training material, either individually or in a group setting, and you gain access to expert knowledge from certified instructors. This form of guided learning is impactful and produces positive learning outcomes. Day, evening and Saturday classes are offered.

Duration
1 Day

Course Schedule

Upcoming dates for Course MB-300T02-A: Core configuration in Dynamics 365 for Finance and Operations

Module 1: Set Up and Configure Legal Entities

This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.
Lessons

  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
  • Practice Labs
  • Module summary

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Module 2: Manage users and security

Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe. This all means that your users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When you understand the security architecture of Finance and Operations, you can more easily customize security to fit the requirements of your business.
Lessons

  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
  • Practice labs
  • Module summary

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Module 3: Perform Personalization

Personalization saves time and effort when using the system.
Lessons

  • Describe and apply user options
  • Create, export and import personalziations
  • Create and maintain record templates
  • Practice labs
  • Module summary

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Module 4: Implement Common Integration Features

Microsoft Dynamics 365 integrates with many other common programs; for example email, Microsoft Office, and Power BI.
Lessons

  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI • Setup network printing
  • Integrate data into Common Data Services for Apps
  • Practice Labs
  • Module summary

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Module 5: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.
Lessons

  • Final assessment
  • Course summary
  • Posto-course survey

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CTU Training Solutions , Updated: May 28th, 2019

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