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MB-300: Dynamics 365 Core Finance and Operations (Part 2/2)

MB300, D365 Finance and Operations, Microsoft Dynamics 365, Dynamics 365 Finance & Operations, D365 F&O, AX, LCS
Instructor:
Learn Dynamics
3.432 estudiantes matriculados
English [Auto]
Details about Personalization vs Customization
Common integration (Excel Add-ins)
Data management and different integration strategies in F&O
Full details on Life cycle services (LCS) and its tools and functionalities
Dynamics 365 Unified Operations mobile app
Financial Reports in D365 F&O and how to create a new report using Report Designer
Batch Jobs overview and how to set up a batch job

This course is the continuation of MB-300 Core finance and operations Part 1 and covers the rest of features and tools that are required for MB-300 exam. The same strategy as the previous course I’ve tried to simplify and summarize some complex features for a beginner.

Please be noted that MB-300 is a prerequisite for all other Dynamics 365 certifications such as MB-310, MB-320, MB-330 (Microsoft Dynamics Finance, Supply chain and Manufacturing) and includes an overview of whole system and its different functional areas.

The way this course is designed is that, for most of topics not they are explained in theory, but it’s also demonstrated how to find and apply them in the system.

Topics covered in this course:

  • Overview of Personalization within F&O
    • Difference between Customization and Personalization
    • User options
    • Implicit and Explicit Personalizations
      • Add or Remove new fields using Personalization
      • How to integrate with Power apps using Personalization
    • Personalize Workspaces and Dashboards
    • Administrate Personalizations
  • Common Integrations
    • Excel Add-ins in F&O
    • how to pool data from F&O into Excel and how to publish it back into F&O
    • Excel Workbook designer
  • Data Migration
    • What is Data integration
    • Data integration strategies
    • Data management workspace
    • Data management and sequence of tasks (Execution unit, Level and sequence)
  • Life cycle service (LCS)
    • What is LCS?
    • Project implementation in LCS
    • Deploy environments
    • Asset library
    • Business Process Modeler (BPM)
    • Task recorder
    • LCS Issues and Supports
    • Get Product updates using LCS
  • Overview of the Dynamics 365 Unified Operations mobile app
    • Expense management mobile app
    • Demonstrate how to design and create F&O Customer management in mobile app
  • Reporting in F&O
    • Different types of reporting
    • Generate and explore a financial report
    • Work with Report Designer
  • Overview of Batch jobs in F&O
    • Batch processing of reports and setup alerts

Learning Strategy in this course

Please give yourself at least 1 months to complete this course and practice what you’ve learned in them.

Watch the whole videos. In each video I have highlighted the points that are usually questioned in the exam.

Read all resources that I suggest to you at the end of some lectures.

Please practice all the Labs that are provided in some lectures on your own.

Please do the assignments and quizzes at the end of each module.

These are the steps that I took and passed my exam in one shot in less than 2 months.

 

If ready, enroll today!

Do not procrastinate any minute once you have a goal! 🙂

Arezou

 

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