MB-300 Microsoft Dynamics 365 Unified Operations Core

Get Started with Dynamics 365 for Finance and Operations:

- Introduction
- Industry focus
- Introduction to financial management
- Introduction to employee management
- Introduction to supply chain management

Get Started with Lifecycle Services:

- Get Started with Lifecycle Services
- Understand the functionality and tools of Lifecycle Services
- Reuse existing assets, copy and share data
- Understand Task recorder functionality
- Create a business process model
- Run the LCS Issue Search tool and analyze results
- Learn how to use Regression Suite Automation Tool

Use Lifecycle Services to Design and Plan:

- Introduction
- Phases of a cloud implementation
- Phases of an on-premises implementation
- Create Functional Design Documents (FDD)

Overview of Reporting and Analytics:

- Understand reports and inquiries
- Learn about Financial reporting
- Configure PowerBI to your instance

Build and Test Mobile Apps:

- Overview of Unified Operations mobile app
- Build and use mobile apps

Create, Maintain and Use Workflows:

- Workflows for business processes
- Create and setup workflows
- Assign users to workflow touchpoints
- Use Work items

Set Up and Configure Legal Entities:

 - Create a legal entity and generate number sequences
 - Create a number sequence
 - Create organization hierarchies
 - Apply purposes and policies
 - Configure calendars and date intervals

Manage Users and Security:

- Understand the security architecture
- Manage users and security
- Setup and apply segregation of duties
- Run security reports
 -Setup batch jobs and alerts

Perform Personalization!

- Describe and apply user options
- Create, export and import personalizations
- Create and maintain record templates

Implement Common Integration Features:

- Microsoft Office integration
- Configure email
- Create and maintain email templates
- Use Power BI
- Setup network printing
- Integrate data into Common Data Services for Apps

Prepare Data for Migration and Migrate Data:

- Introduction
- Understand BYOD feature
- Perform a test migration and validate output

Use Data Management:

- Introduction
- Understand data management and integration
- Data management workspace
- Templates in data management
- Import, export and copy data into a legal entity

Perform User Acceptance Testing:

- Introduction
 - Create and perform test cases for User Acceptance
- Prepare to Go Live

Introduction:

- Get ready to go live