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Dynamics 365: Finance and Operations Apps Solution Architect Expert (MB300-310-700)

This 11-day certification track training is composed of three parts:

Microsoft Dynamics 365 Core Finance and Operations (MB-300T00)

In this two-day Microsoft Certified course, students will 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 applications to meet business requirements.

Microsoft Dynamics 365 Finance Functional Consultant (MB-310T00)

This four-day Microsoft certified course analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry recommended practices. Get a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations.

Microsoft Dynamics 365: Finance and Operations Apps Solution Architect (MB-700T00)

This five-day Microsoft certification course is designed to prepare those aspiring to become a Solutions Architect and those new to this role to learn about the technical information that Solution Architects will need to address during implementation.

his training is a comprehensive preparation to the exams MB-300, MB-310 and MB-700 to earn the Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert.

You can purchase an individual part of this certification track - contact us for the details.

Applicable solutions

Private class

Virtual classroom
Minimum no. of participants: 5
11 hours / 77 hours
Price on request
English or French
Training plan: 

Microsoft Dynamics 365 Core Finance and Operations (MB-300T00)

Module 1: Introduction to Microsoft Dynamics 365

  • Digital transformation is business transformation
  • Microsoft business applications
  • Artificial intelligence
  • Mixed reality

Module 2: Navigate finance and operations apps

  • Navigation elements
  • See how workspaces drive productivity
  • Use filtering techniques
  • Search in finance and operations apps
  • Compare views
  • How to use View and Edit modes

Module 3: Get started with Dynamics 365 Finance

  • Benefits of Dynamics 365 Finance
  • Overview
  • General ledger
  • Cash and bank management
  • Tax
  • Accounts payable
  • Accounts receivable
  • Credit and collections
  • Budgeting
  • Fixed assets
  • Cost accounting
  • Electronic invoicing

Module 4: Get started with production control in Dynamics 365 Supply Chain Management

  • Core concepts in production control
  • Understand unified manufacturing
  • Manufacturing principles
  • Overview of the production process and production life cycle
  • Batch orders
  • Discrete manufacturing
  • Process manufacturing
  • Lean manufacturing
  • Configure production control for unified manufacturing
  • Capacity planning
  • Integration between the General ledger and the Production control modules
  • IoT intelligence and insights
  • Describe the value proposition for mixed-reality Guides for production floor workers

Module 5: Get help and learn more about finance and operations apps

  • Microsoft Learn site
  • In-product help
  • Customize help topics
  • Protecting the privacy and personal data of your customers

Module 6: Get started with Lifecycle Services for finance and operations apps

  • Understand the functionality and tools of Lifecycle Services
  • Determine licensing requirements
  • Lifecycle Services security
  • Reuse existing assets, copy, and share data
  • Perform actions in the Asset library
  • Work with the Task recorder
  • Business process modeler (BPM)
  • Support options
  • Get product updates from Lifecycle Services

Module 7: Design and plan an implementation of finance and operations apps

  • Use implementation methodologies for a successful implementation
  • Cloud implementation - analysis
  • Cloud implementation - design and develop
  • Cloud implementation - test
  • Cloud implementation - deploy and operate
  • On-premises implementation - analysis
  • On-premises implementation - design and develop
  • On-premises implementation - test, deploy, and operate
  • Gathering and analyzing the requirements
  • Create functional design documents (FDD)

Module 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

  • Access Dynamics 365 Translation Service
  • Types of requests
  • Reuse translations (recycling)
  • Custom-trained machine translation system

Module 9: Plan and configure the global address book in finance and operations apps

  • How the global address book works
  • Plan for the global address book and other address books

Module 10: Plan and implement legal entities in finance and operations apps

  • Create a legal entity
  • Create a number sequence
  • Understand organizational hierarchies and operating units
  • Plan your organizational hierarchy
  • Decide whether to model internal organizations as legal entities or operating units
  • Decide whether to model internal organizations as legal entities or operating units (cont.)
  • Best practices for modeling organizations and hierarchies
  • Apply purposes and policies
  • Distributed order management (DOM) policy
  • Configure calendars and date intervals

Module 11: Plan and implement security in finance and operations apps

  • Understand the security architecture
  • Encryption in finance and operations apps
  • Manage users and security
  • Set up and apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Security diagnostics for task recordings
  • Extensible data security policies

Module 12: Set up batch jobs in finance and operations apps

  • ​Batch processing and batch servers
  • Batch processing of reports and setup of alerts
  • Copy a batch job
  • Batch job manager role
  • Unlock a journal

Module 13: Work with workflows in finance and operations apps

  • Workflow types for business processes
  • Create and set up workflows
  • Assign users to workflow elements
  • Use the daily journal workflow

Module 14: Design and build mobile apps for finance and operations apps

  • Demonstration
  • Overview of the Dynamics 365 Unified Operations mobile app
  • Page design guidelines
  • Action design guidelines
  • Form design requirements
  • Design considerations
  • Understand use cases for mobile apps
  • Get the Dynamics 365 Unified Operations mobile app

Module 15: Personalize finance and operations apps

  • Understand the differences between customization and personalization
  • Apply user options
  • Implicit personalization
  • Explicit personalization
  • Administer personalization
  • Saved views
  • The personalization toolbar
  • Personalize a workspace
  • Personalize a dashboard
  • Personalize inventory dimensions
  • Create and maintain record templates

Module 16: Implement common integration features in finance and operations apps

  • Microsoft Office integration
  • Excel workbook designer
  • Document management
  • Configure email (SMTP/Exchange)
  • Create an email template
  • Power BI in finance and operations
  • Print management
  • Integrate data from multiple sources into Microsoft Dataverse for Apps

Module 17: Feature management in finance and operations apps

  • Feature management workspace
  • Feature states
  • Enable a feature
  • Reschedule a feature
  • Disable a feature
  • Features that must be enabled
  • Enable all features
  • Check for updates
  • Assign roles
  • Features that use configuration keys
  • Data entities

Module 18: Prepare data for migration to finance and operations apps

  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output

Module 19: Work with data management in finance and operations apps

  • Data management concepts
  • Use data entities for data management and integration
  • Work with the Data management workspace
  • Using Standard and Enhanced views for tiles
  • Use templates in data management
  • Export, import, and copy data into a legal entity
  • Database movement operations
  • Data sharing framework

Module 20: Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation

Module 21: Prepare to go-live with finance and operations apps

  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment

Module 22: Work with analytics and reporting in finance and operations apps

  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform

Module 23: Configure electronic reporting in Dynamics 365 Finance

  • Configure electronic reporting
  • Use barcode data sources to generate bar code images

Microsoft Dynamics 365 Finance Functional Consultant (MB-310T00)

Module 1: Configure chart of accounts in Dynamics 365 Finance

  • Plan your chart of accounts
  • Multiple chart of accounts
  • Set up chart of accounts
  • Main account categories
  • Main account information
  • Allocation terms
  • Main account validation options
  • Main account closing options
  • Accounts for automatic transactions
  • Define and configure financial dimensions
  • Create a custom financial dimension
  • Create an entity-backed financial dimension
  • Activate and delete financial dimensions
  • Default dimension values
  • Derived dimensions
  • Configure financial dimension templates and sets
  • Define and configure account structures and advanced rules

Module 2: Explore general ledger in Microsoft Dynamics 365 Finance

  • Identify charts of accounts
  • Explore financial dimensions and dimension set concepts
  • Explore periodic financial processes demo: Month end closing

Module 3: Configure ledger allocations and accruals in Dynamics 365 Finance

  • Configure and apply accrual schemes
  • Configure ledger allocation rules

Module 4: Create fiscal calendars, years, and periods in Dynamics 365 Finance

  • Fiscal calendars, fiscal years, and periods
  • Create fiscal calendars, years and periods
  • Select a fiscal calendar
  • Define budget cycle time spans
  • Maintain periods for your organization
  • Create date intervals

Module 5: Perform general ledger daily procedures in Dynamics 365 Finance

  • Using balance control accounts
  • Process a journal entry
  • Work with general ledger processes
  • Ledger settlements
  • Create voucher templates
  • Set up journal controls

Module 6: Configure ledgers and journals in Dynamics 365 Finance

  • Understand the different types of journals and their setup
  • Describe use cases for periodic journals
  • Configure ledger and journal setup
  • Describe options for implementing voucher numbers in journals
  • Describe and configure journal approvals
  • Configure and use journals
  • Reverse journal posting
  • Set up batch transfer rules

Module 7: Intercompany accounting in Dynamics 365 Finance

  • Set up intercompany accounting
  • Post intercompany journals
  • Trace an intercompany entry

Module 8: Configure currencies in Dynamics 365 Finance

  • Set up currencies and conversions
  • Configure and import currency exchange rates

Module 9: Configure cash and bank management in Dynamics 365 Finance

  • Understand bank transaction types and groups
  • Set up cash and bank management parameters
  • Set up the Single Euro Payments Area (SEPA) direct debit mandate
  • Set up International Bank Account Number (IBAN) structures
  • Configure banks and bank check layout
  • Deposit and refund checks
  • Understand cash flow forecast and reports
  • Configure cash flow forecasting

Module 10: Configure accounts receivable in Dynamics 365 Finance

  • Payment schedule
  • Terms of payment and payment days
  • Cash discounts
  • Payment fees
  • Set up the credit card payment service
  • Methods of payment and payment control
  • Set up a payment calendar and payment calendar rules
  • Create and maintain customers
  • Set up customer posting profiles
  • Configure accounts receivable charges

Module 11: Configure electronic reporting in Dynamics 365 Finance

  • Configure electronic reporting
  • Use barcode data sources to generate bar code images

Module 12: Configure and perform periodic processes in Dynamics 365 Finance

  • Set up the Financial period workspace and closing schedule
  • Bank reconciliations
  • Year-end 1099 reporting
  • Run foreign currency revaluation processes
  • Process end of year close
  • Perform financial consolidations

Module 13: Configure taxes in Dynamics 365 Finance

  • Configure ledger posting groups
  • Configure sales tax authorities
  • Configure sales tax settlement periods
  • Create sales tax codes
  • Configure sales tax groups and item sales tax groups
  • Withholding tax
  • Sales tax exemption
  • Conditional sales tax
  • Sales tax on transactions
  • Set up sales tax reporting codes
  • Prepare periodic filings

Module 14: Get started with cost accounting in Dynamics 365 Finance

  • Configure the Cost control workspace
  • Cost objects
  • Work with the Cost accounting Get started wizard
  • Set up cost accounting

Module 15: Configure and work with inventory management in Dynamics 365 Supply Chain Management

  • Inbound operations
  • Outbound operations
  • Configure inventory dimensions
  • Configure storage dimensions
  • Configure tracking dimensions
  • Configure serial and batch numbers
  • Allocate batch and serial numbers
  • Configure sites
  • Configure warehouses
  • Transfer orders
  • Set up bar codes
  • Set up default order settings
  • Inventory journals
  • Work with journals
  • Inventory journal approval workflows
  • Work with reason codes
  • Work with consignment inventory
  • Configure item groups and item model groups
  • Inventory cost methodologies
  • Configure inventory policies
  • Inventory closing and adjustment
  • Archive inventory transactions
  • Work with reason codes for inventory counting

Module 16: Work with the costing sheet in Dynamics 365 Supply Chain Management

  • Costing versions
  • Cost groups
  • Calculation groups
  • Costing sheets
  • BOM calculations
  • BOM Measurements
  • BOM Reports

Module 17: Configure Accounts payable in Dynamics 365 Finance

  • Configure the payment schedule
  • Configure terms of payment and payment days
  • Configure cash discounts
  • Set up payment fees
  • Create vendor groups
  • Set up accounts payable posting profiles
  • Create vendors
  • Set up methods of payment for vendors
  • Configure accounts payable charges
  • Configure and use positive pay

Module 18: Perform Accounts payable daily procedures in Dynamics 365 Finance

  • Understand invoice types in Accounts payable
  • Understand incoming invoice payments
  • Record vendor invoices
  • Modify due dates and discount dates
  • Work with cash discounts from vendors
  • Create vendor payments
  • Reverse a vendor payment
  • Manage prepayments and prepayment invoices

Module 19: Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance

  • Settle transactions and undo settlements
  • Distribute funds by using accounting distributions
  • Configure invoice validation policies
  • Three-way matching policies
  • Accounts payable invoice matching
  • Invoice totals matching
  • Two-way, price totals matching
  • Two-way, net unit price matching
  • Three-way matching
  • Vendor invoice workflow
  • Charges matching

Module 20: Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management

  • Purchase order statuses with vendor collaboration
  • Configure vendor collaboration
  • Maintain vendor certification
  • Set up vendor collaboration security roles
  • Use the Vendor collaboration invoicing workspace
  • Define purchase order response information
  • Work with purchase orders when vendor collaboration is used
  • Purchase order statuses and versions
  • Sharing information about consignment inventory
  • Work with request for quotes
  • Purchase order confirmation workspace
  • Accessing vendor master data in the Vendor information workspace

Module 21: Configure and manage the order to cash process in Dynamics 365 Supply Chain Management

  • Sales and marketing overview
  • Create and confirm sales quotations
  • Create and process sales orders
  • Sales order entry scenarios
  • Sales order picking processes
  • Configure order promising
  • Configure order hold codes
  • Process customer returns
  • Sales order reservations
  • Configure and use commissions
  • Configure customer and item search

Module 22: Perform accounts receivable daily procedures in Dynamics 365 Finance

  • Create free text invoices
  • Recurring free text invoices
  • Create and handle payments of customer invoices for sales orders
  • Settle transactions and undo settlements
  • Revenue recognition overview
  • Define revenue schedules
  • Define revenue prices
  • Set up bundle items

Module 23: Configure and process postdated checks in Dynamics 365 Finance

  • Set up postdated checks
  • Process a postdated check

Module 24: Configure credit and collections in Dynamics 365 Finance

  • Configure accounts receivables for credit and collections
  • Configure credit and collections components
  • Set up interest rates for an interest code
  • Waive, reinstate, or reverse interest fees
  • Set up and manage collection letters

Module 25: Process credit and collections in Dynamics 365 Finance

  • Customer account statement
  • Working with collections
  • Manage customer credit and collections
  • Credit management

Module 26: Get started with Expense management in Dynamics 365 Project Operations

  • Plan expense management
  • Intercompany expenses
  • Financial management
  • Per diems
  • Journals and accounts
  • Payment methods
  • Taxes
  • Policies
  • Expense categories and shared categories

Module 27: Create and process expense reports in Dynamics 365 Project Operations

  • Create an expense report
  • Intercompany expenses
  • Itemize expenses by line
  • Distribute an expense
  • Add guests
  • Attach receipts and documents to an expense report
  • Submit an expense report to a workflow
  • Approve an expense report
  • Delegate an expense report
  • Post an expense report
  • Reporting options

Module 28: Set up and configure Expense management in Dynamics 365 Project Operations

  • Expense management workspace
  • Expense management parameters
  • Expense management workflows
  • Expense report policies and per diem rules
  • Evaluate policies by using Audit workbench cases
  • Set up mileage expense options
  • Intercompany expenses
  • Personal expenses on an expense report
  • Set up credit card transaction processing and import credit transactions
  • Expense receipt processing
  • VAT recovery

Module 29: Work with travel requisitions in Dynamics 365 Project Operations

  • Create a travel requisition
  • Approve a travel requisition
  • Create a cash advance
  • Update a cash advance

Module 30: Get started with work management in Dynamics 365 Project Operations

  • Create and submit time entries
  • Expense deployment models
  • Basic expense entries
  • Full expense deployment

Module 31: Configure fixed assets management in Dynamics 365 Finance

  • Fixed assets and current assets
  • Accounting for fixed assets
  • Relationships between fixed assets components
  • Configure fixed assets components
  • Derived books
  • Enable fixed asset integration
  • Fixed asset transaction options
  • Demonstration - Create a fixed asset

Module 32: Manage fixed assets in Dynamics 365 Finance

  • Scenario - customer requirements for fixed assets
  • Set up and create fixed assets
  • Set up acquisitions
  • Acquire assets through procurement
  • Manual and automatic methods to create fixed assets
  • Transfer a fixed asset
  • Set up fixed asset groups
  • Split a fixed asset
  • Update fixed asset information
  • Fixed assets roll forward report
  • Depreciation
  • Dispose and lend fixed assets
  • Sell a fixed asset by using a free text invoice
  • Dispose of fixed assets as scrap
  • Estimate and eliminate a project to a fixed asset
  • Asset budgeting

Module 33: Configure and use basic budgeting and budget control in Dynamics 365 Finance

  • Planning for basic budgeting and budget control
  • Budgeting methodologies
  • Basic budgeting overview
  • Configure basic budgeting
  • Use workspaces and inquiry pages to track budget vs. actuals
  • Budget control overview
  • Configure budget control
  • Configure budget control (cont.)
  • Create and manage budget register entries
  • Use inquires and reports for budget analysis

Module 34: Configure and use budget planning in Dynamics 365 Finance

  • Configure budget planning components

Module 35: Work with analytics and reporting in finance and operations apps

  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform

Module 36: Get started with Dynamics 365 Supply Chain Management

  • Benefits of Supply Chain Management
  • Overview of Supply Chain Management
  • Cost accounting
  • Cost management
  • Inventory management and Warehouse management
  • Master planning
  • Procurement and sourcing
  • Vendor collaboration
  • Sales and marketing
  • Customer portal
  • Product information management
  • Production control
  • Intercompany trade
  • Warehouse management
  • Transportation management

Module 37: Explore accounts payable and accounts receivable in Dynamics 365 Finance

  • Explore core accounts payable components
  • Explore vendor payments and settlements
  • Explore core accounts receivable components
  • Explore credit and collection processes

Microsoft Dynamics 365: Finance and Operations Apps Solution Architect (MB-700T00)

Module 1: Becoming a solution architect for Dynamics 365 and Microsoft Power Platform

  • Existing product and platform skills
  • Expectations of a solution architect
  • Solution architect role during project phases
  • Pillars of a great architecture

Module 2: Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

  • Initial customer discovery
  • Customer discovery meetings
  • Customer communication strategy

Module 3: Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

  • Identify solution components
  • Develop and validate a demo
  • Identify potential third-party components
  • Recognize strengths and weaknesses in a solution

Module 4: Work with requirements for Microsoft Power Platform and Dynamics 365

  • Lead requirement capture sessions
  • Identify functional requirements
  • Identify non-functional requirements
  • Confirm and finalize requirements

Module 5: Perform fit gap analysis

  • Determine feasibility of requirements
  • Refine requirements from proof of concept insights
  • Categorize business requirements and perform gap fit analysis
  • Evaluate Dynamics 365 and Microsoft Power Platform apps

Module 6: Get started with Lifecycle Services for finance and operations apps

  • Understand the functionality and tools of Lifecycle Services
  • Lifecycle Services security
  • Reuse existing assets, copy, and share data
  • Perform actions in the Asset library
  • Work with the Task recorder
  • Business process modeler (BPM)
  • Issue search and support
  • Get product updates from Lifecycle Services

Module 7: Design and plan an implementation of finance and operations apps

  • Use implementation methodologies for a successful implementation
  • Cloud implementation - analysis
  • Cloud implementation - design and develop
  • Cloud implementation - test
  • Cloud implementation - deploy and operate
  • On-premises implementation - analysis
  • On-premises implementation - design and develop
  • On-premises implementation - test, deploy, and operate
  • Gathering and analyzing the requirements
  • Create functional design documents (FDD)

Module 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

  • Access Dynamics 365 Translation Service
  • Types of requests
  • Reuse translations (recycling)
  • Custom-trained machine translation system

Module 9: Prepare data for migration to finance and operations apps

  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output

Module 10: Work with data management in finance and operations apps

  • Data management concepts
  • Use data entities for data management and integration
  • Work with the Data management workspace
  • Using Standard and Enhanced views for tiles
  • Use templates in data management
  • Export, import, and copy data into a legal entity
  • Database movement operations
  • Data sharing framework

Module 11: Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation

Module 12: Get started with a finance and operations implementation project

  • Roles in a Dynamics 365 implementation
  • Project phases
  • Implementation planning and architecture
  • Combining tools and solutions for impactful implementations

Module 13: FastTrack Customer Success Program for finance and operations

  • FastTrack engagement across the phases
  • Solution blueprint review
  • Become a FastTrack recognized solution architect

Module 14: Implement application lifecycle management in finance and operations aALM methodologies

  • Design and create models
  • Plan the build, test, and quality control processes
  • Plan the release, change, and risk management processespps

Module 15: Explore extensions and the extension framework in finance and operations apps

  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Implement the SysOperationSandbox framework

Module 16: Consume business events in finance and operations apps

  • Business event framework
  • Create a new business event
  • Activate business events
  • Role-based security for business events
  • Business events in Microsoft Power Automate

Module 17: Identify data integration patterns and scenarios in finance and operations apps

  • Select an integration API
  • Synchronous and asynchronous patterns
  • Data integration scenarios

Module 18: Data integrations with finance and operations apps

  • Set up a data project and recurring data job
  • Implement authorization to support integration
  • Monitor status and availability of entities
  • Develop data transformation
  • Microsoft Dataverse integrations
  • Work with composite data entities
  • Azure Data Lake and Entity Store
  • Change data in Azure Data Lake
  • Power Platform convergence

Module 19: Work with analytics and reporting in finance and operations apps

  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform

Module 20: Describe the business value of the Microsoft Power Platform

  • Explore Microsoft Power Platform
  • Describe the business value of the Power Platform
  • Explore connectors and Microsoft Dataverse
  • Describe how Power Platform works with Microsoft 365 apps and services
  • Explore how Power Platform works with Microsoft Teams
  • Describe how Power Platform works with Microsoft Dynamics 365 apps
  • Describe how Power Platform solutions consume Microsoft Azure services
  • Explore how Microsoft Power Platform apps work together

Module 21: Identify foundational components of Microsoft Power Platform

  • Describe Power Platform administration
  • Describe Power Platform security and governance
  • Explore Microsoft Dataverse
  • Examine Power Platform connectors
  • Exercise - Build a basic Dataverse data model

Module 22: Design and build mobile apps for finance and operations apps

  • Overview of the Dynamics 365 Unified Operations mobile app
  • Page design guidelines
  • Action design guidelines
  • Form design requirements
  • Design considerations
  • Understand use cases for mobile apps
  • Get the Dynamics 365 Unified Operations mobile app

Module 23: Updates and upgrades for finance and operations apps

  • Upgrade from finance and operations version 7.x to version 10
  • Update from finance and operations version 8.x to version 10.0.x
  • Data upgrade
  • Upgrade from AX 2012
  • Migrate from AX 2009

Module 24: Work with performance and monitoring tools in finance and operations apps

  • Diagnose performance issues by using Trace parser
  • Load testing by using the Performance SDK
  • Monitor performance by using SQL Insights
  • Create a SQL trace by using the SQL Profiler
  • Monitor server health metrics in Lifecycle Services
  • Exercise - Use the Environment monitoring tool in Lifecycle Services

Module 25: Plan and implement security in finance and operations apps

  • Understand the security architecture
  • Encryption in finance and operations apps
  • Manage users and security
  • Set up and apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Security diagnostics for task recordings
  • Extensible data security policies

Module 26: Implement role-based security in finance and operations apps

  • Create and modify duties, privileges, and permissions
  • Enforce permissions policy
  • Extensible data security framework
  • Apply security permissions

Module 27: Prepare to go-live with finance and operations apps

  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment

Module 28: Feature management in finance and operations apps

  • Feature management workspace
  • Feature states
  • Enable a feature
  • Reschedule a feature
  • Disable a feature
  • Features that must be enabled
  • Enable all features
  • Check for updates
  • Assign roles
  • Features that use configuration keys
  • Data entities

Module 29: Get started with Success by Design for Dynamics 365

  • Overview of Success by Design
  • Reasons to use Success by Design
  • Success by Design phases
  • Implement Success by Design
  • Track Success by Design activities and progress

Module 30: Create a solution blueprint for Dynamics 365 solutions

  • Solution blueprint review workshop overview
  • Prepare for the Solution blueprint review
  • Solution blueprint review participants
  • Conduct the Solution blueprint review workshop
  • Solution blueprint follow-up

Module 31: Plan a testing strategy for your Dynamics 365 solution

  • Overview of the Test strategy review workshop
  • Prepare for the workshop
  • Workshop implementation and follow-up

Module 32: Design data models for Dynamics 365 solutions

  • Entity relationship diagram
  • Out-of-the-box vs. custom tables
  • Table configuration

Module 33: Business intelligence and analytics design for Dynamics 365 solutions

  • Business intelligence and analytics design workshop overview
  • Prepare for the Business intelligence and analytics design workshop
  • Conduct the Business intelligence and analytics design workshop
  • Business intelligence and analytics design follow-up

Module 34: Gap solution design for Dynamics 365 solutions

  • Gap solution design workshop overview
  • Prepare for the Gap solution design workshop
  • Conduct the Gap solution design workshop
  • Gap solution design follow-up

Module 35: Create a data migration strategy for Dynamics 365 solutions

  • Data migration strategy overview
  • Prepare for the Data migration workshop
  • Conduct the Data migration strategy workshop

Module 36: Review the security model for your Dynamics 365 solutions

  • Security workshop topics

Module 37: Integration design for Dynamics 365 solutions

  • Integration design review workshop overview
  • Prepare for the Integration design review
  • Conduct the Integration design review
  • Integration design review workshop follow-up

Module 38: Dual-write implementation for Dynamics 365 solutions

  • Dual-write implementation workshop overview
  • Prepare for the workshop
  • Workshop implementation and follow-up

Module 39: Implement a performance strategy for Dynamics 365 solutions

  • Solution performance workshop topics
  • Define performance benchmarks and success criteria
  • Timing of the Solution performance review
  • Prepare for the workshop
  • Workshop implementation and follow-up

Module 40: Cutover strategy for Dynamics 365 solutions

  • Purpose of the Cutover strategy workshop
  • Timing of the Cutover strategy review
  • Cutover strategy workshop overview
  • Prepare for the workshop
  • Workshop implementation and follow-up

Module 41: Post go-live strategy for Dynamics 365 solutions

  • Timing of the Post go-live workshop
  • Post go-live workshop overview
  • Prepare for the workshop
  • Post go-live workshop implementation and follow up

Module 42: Get started with configuration and personalization in Finance and Operations apps

  • Set up your environment
  • Explore personalization functionality

Module 43: Configure your user interface in Finance and Operations apps

  • Manage menus: Favorites
  • Manage menus: Dashboards by role
  • Manage menus: Key performance indicators
  • Manage forms: Fields
  • Manage forms: Filters and ranges
  • Configure reports

Module 44: Configure your data in Finance and Operations apps

  • Create entities
  • Manage security
  • Integrate with Microsoft Office
Exclusives: 
  • One FREE attendance to the Microsoft 365 Certified: Fundamentals (MS900) training - $695 value!
  • Three vouchers to take the exams - $675 value!
  • One year access to the class recording
  • 180 days access to the lab environment after class
  • Up to date courseware with Microsoft Learn
  • Microsoft course achievement badge
Prerequisites: 
  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
  • Basic accounting skills
  • Core competencies in Dynamics 365 Core
Certification information: 
  • Exam codes: MB-300, MB-310 and MB-700
  • Cost: 0$ (included in your training)
  • Skills measured
    • Architect solutions
    • Define solution strategies
    • Manage implementations
    • Manage testing
  • All details... 

Contact us for more information on pricing::

Eccentrix
Office: 1-888-718-9732
E-mail: info@eccentrix.ca

130, King Street West, Suite 1800
Toronto, Ontario M5X 1E3
www.eccentrix.ca