Course Content
Welcome
0/3
What is MB-300 Exam?
About This Course.
Important Changes By Microsoft
Describe finance and operations apps, and extend apps by using Microsoft Power Platform Technologies.
0/6
Describe finance and operations apps, and extend apps by using Microsoft Power Platform Technologies.
Describe Case Management
Describe Global address book features and their use cases
Identify inquiry and report types available in a default installation
Describe use cases for the Business Document Management and electronic reporting features
Perform searches, save queries and views, create and use record templates, and create filters.
Extend app functionality by using Microsoft Power Platform technologies
0/6
Identify use cases for Microsoft DataVerse
Identify use cases for Power Apps
Identify use cases for Power Automate
01:54
Identify use cases for Power Virtual Agents
Identify Use cases for Power BI
Module Summary
Configure administrative features and workflows
0/24
1.1 Implement Security
1.2 Assign security role to users based on requirements
1.3 Describe segregation of duties
2.1 Design and Create Workflows and business events
2.2 Design and create workflows.
2.3 Configure workflow properties, tasks, approvals, and elements
2.4 Configure queues, workflow assignment hierarchies, workflow parameters, and troubleshoot workflows.
2.5 Manage Workflow Version
2.6 Trigger Power automate flows by using business events
3. Configure Organization administration features
3.1 Set up and configure legal entities and operating units
3.2 Configure and Troubleshoot Number Sequence
3.3 Create Organization Hierarchy
3.4 Describe and apply user options
3.5 Configure document handling for attachments.
3.6 Configure print management and form setup features.
4.1 Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office Add in
4.2 Configure email (SMTP/Exchange)
4.3 Create and Maintain email Template
4.4 Describe use cases for Entity store
4.5 Create, export, and import personalization’s and publish saved views.
4.6 Set up and monitor batch jobs
4.7 Set up alerts
Module summary
Manage Finance and Operation Data
0/12
1. Manage Data
1.1 Describe use cases for the Data Management framework.
1.2 Describe use cases for projects, Data entities, and templates
1.3 Copy configuration data between companies or legal entities by using the Data management framework
1.4 Describe use cases for the Dual write feature.
2.1 Identify common migration scenarios and tools in Finance and Operations apps
2.2 Identify relevant data entities and elements based on given scenarios.
3.1 Identify types of data including master, transactional, reference, and parametric.
3.2 Generate field mapping between source and target data structures.
3.3 Support the transition between the existing and migrated systems.
3.4 Perform a test migration and validate output from the process.
3.5 Implement Data Task Automation
Validate and Support Solutions
0/6
1.1 Describe types of testing including unit, regression, functional, and end-to-end testing.
1.2 Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
1.3 Create test scripts by using Task Recorder and upload scripts to Business Process Modeler or Azure DevOps
2.1 Describe and use Life Cycle Service (LCS) Tools
2.2 Identify use cases for project asset libraries and shared asset libraries
2.3 Describe the types of environments, including sandbox, test, and production
MB-300: Core Finance & Operations Course
About Lesson

Important Changes By Microsoft

Effective Sep 2023:
Microsoft had split the licensing for the cloud version into multiple SKUs, like Finance, Supply Chain Management, and Human Resources.

Updates to Microsoft Dynamics 365 Finance 2023 release wave 2 include:

  • General availability of extended planning and analysis, which brings together operational and financial planning to continuously plan, act, and analyze.
  • General availability of business performance analytics, which streamlines financial reporting by centralizing data from multiple business processes and in an easy-to-use interface.
  • Further enhancements to invoice capture and AP automation with a new AP clerk workspace and support for the invoice journal.
  • Enhancements to bank foreign currency revaluation, bank statement importing, and bank statement management.
  • Expanding country coverage to additional LATAM countries of Bolivia, Dominican Republic, Ecuador, Guatemala, Peru, and Venezuela.
  • Integration of Tax Calculation service with Project Operations and invoice registers, approvals, and pools.
  • Delivery of regulatory updates to comply with tax digitization requirements including e-invoicing and SAF-T for Denmark, e-reporting for France, and e-invoicing for Australia, New Zealand, and Spain.
Previous
Next
0% Complete
Scroll to Top