Overview
Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to:
- Automate and modernize your global financial operations.
- Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth.
- Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk.
Dynamics 365 Supply Chain Management helps you to:
- Transform your manufacturing and supply chain operations.
- Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management.
- Maximize operational efficiency, product quality, and profitability.
- Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain.
In this course, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.
Skills Covered
- How to navigate and efficiently use search, filtering and queries
- How to use operational workspaces
- Work with Business Document Management
- Work with record templates
- Integrate Power BI with Dynamics 365 Finance and Operations apps
- How to personalize workspaces
- Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
- How to apply security roles to users
- Run and analyze security reports
- Create and use workflow for approval
- Work with Organization Hierarchy and its purposes.
- How to use personalization feature
- Use Data Management workspace
- Create and use and entity templates
- Copy configuration data between legal entities
- Import and Export data and manage data by using Office Integration
- Use Regression Suite Automation Tool (RSAT)
- Create User acceptance Tests (UAT) and test plans
- Create and work with Business Process Modeler (BPM)
- Understand how to use Issue search
Who Should Attend
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Course Curriculum
Prerequisites
Before attending this course, students must have:
- General knowledge of Microsoft Windows
- The ability to use Dynamics 365 for Finance and Operations for basic processing
- General knowledge of basic mobile device features and navigation
Please opt for the following 2 Dynamics 365 Fundamental courses to satisfy the requirements above:
MB-910T00: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)
This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations
MB-920T00: Microsoft Dynamics 365 Fundamentals (ERP)
This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce , Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations
Download Course Syllabus
Course Modules
Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. It enables organizations to evolve from reactive business decisions to proactive insights that allow your employees to accelerate business results.
Learning objectives
In this module, you’ll:
- Explore Dynamics 365 applications.
- Discover business value in Dynamics 365 applications and how they support digital transformation.
- Learn about the role of artificial intelligence and mixed reality in Dynamics 365.
Learn how to find your way around finance and operations apps and quickly locate what you need.
Learning objectives
In this module, you will learn about:
- How workspaces drive productivity
- Filtering techniques
- Searching in finance and operations apps
- Comparing views
- The view and edit modes
Dynamics 365 Finance empowers business users to adapt to rapidly changing business environments. It provides businesses everything they need to control finances and manage funds with accurate information for financial planning and forecasting, and helps them stay up to date with analytics tools. Because finance is the core of any business, it’s important to be acquainted with the capabilities of Dynamics 365 Finance.
Learning objectives
In this module, you will be introduced to:
- The benefits of Dynamics 365 Finance.
- An overview of features in Finance
Prerequisites
- Basic understanding of finance and accounting processes
- Ability to use Finance for basic processing
- General knowledge of basic navigation within Finance
- Knowledge of how Dynamics 365 apps are used
- Basic understanding of cloud concepts, and Microsoft Power Platform
- Identify available data types for creating source data on a given scenario for data migration.
- Generate field mapping between source and target data structures.
- Import or export data by using the data management framework.
- Support the transition between the existing and migrated systems.
- Perform a test migration and validate output from the process.
- Implement data task automation.
The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes.
Learning objectives
In this module, you will learn about:
- Discrete, lean, and process manufacturing methodologies
- Unified manufacturing
- How to configure production control for unified manufacturing
- Capacity planning
- Integration between the General ledger and the Production control modules
- Production pools
- How to work with allocation keys
- IoT intelligence and insights in Supply Chain Management
Prerequisites
- General knowledge of manufacturing processes
- Understand how to work with product information management in Supply Chain Management
- Understand how to work with inventory management in Supply Chain Management
- Understand how to work with warehouse management in Supply Chain Management
Learn how to get help and find out more about finance and operations apps.
Learning objectives
In this module, you will learn about:
- Microsoft Learn documentation
- In-product help
- How to customize help topics
- Protecting the privacy and personal data of your customers
To install and maintain finance and operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services to manage the process. Let’s get started by looking at the overall functionality and tools.
Learning objectives
In this module, you will:
- Understand the functionality and tools of Lifecycle Services for finance and operations apps
- Reuse existing assets, copy and share data
- Understand Task recorder functionality
- Create a business process model
- Identify and analyze gaps using the Business Process Modeler
- Run the Issue Search tool and analyze results
Prerequisites
- General knowledge of Microsoft Windows
- The ability to use finance and operations apps for basic processing
- Experience using Windows Server, Active Directory and Networking
- Understanding of SQL Server, Domain Controllers and Web Services
With proper planning, your finance and operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for finance and operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.
Learning objectives
In this module, you will:
- Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
- Define use case scenarios.
- Learn how to participate in the creation of Business requirement documents (BRD).
- Understand the importance of creating and maintaining documented processes.
- Participate in phase-based planning processes and solution design.
- Describe the future state business processes based on a proposed solution.
- Determine when to build versus buy.
- Create Functional Design Documents (FDD).
Prerequisites
The ability to use finance and operations apps for basic processing
Translate your Microsoft Dynamics 365 solutions and documentation, or add language support for existing Dynamics 365 products by using Microsoft Dynamics 365 Translation Service through Microsoft Dynamics Lifecycle Services.
Learning objectives
In this module, you will:
- Learn about the functionality and features of Dynamics 365 Translation Service.
- Submit translation requests for user interface and documentation files of supported Dynamics 365 products.
- Review and edit a translation request’s output to regenerate new translations.
- Use the Align tool to create translation memory for future translation requests.
Prerequisites
- General knowledge of Microsoft Windows
- Experience with building solutions for Dynamics 365 products
- General understanding of Lifecycle Services
The global address book (GAB) is a centralized repository for master data that must be stored for all internal and external persons and organizations that a company interacts with. When an address changes, the update only needs to be made in one place. All the other associated records are updated automatically.
Learning objectives
In this module, you will learn:
- What the global address book is.
- How the global address book works.
- How to plan for the global address book, and other address books.
Prerequisites
General knowledge of finance and operations apps
A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing finance and operations apps.
Learning objectives
In this module, you will learn how to:
- Create a legal entity and generate number sequences.
- Create a number sequence.
- Create organization hierarchies.
- Assign purposes and policies to hierarchies.
- Configure calendars and date intervals.
Prerequisites
- General knowledge of Microsoft Windows
- General knowledge of basic navigation in finance and operations apps
Learning objectives
In this module, you will:
- Understand security architecture of finance and operations apps
- Learn about encryption in finance and operations apps
- Manage users
- Manage security
- Apply segregation of duties
- Run security reports
- Stay compliant with user licensing requirements
Prerequisites
General knowledge of Windows and the ability to use finance and operations apps for basic processing.
By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in finance and operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.
Learning objectives
In this module, you will learn about:
- Batch processing
- Batch processing and batch servers
- Planning for batch server topology
- Planning for batch server management
- Batch processing of reports
- Copying a batch job
- Active batch periods
- Batch job manager security role
- The Run by feature
- How to unlock a journal
Prerequisites
General knowledge of Microsoft Windows, and the ability to use finance and operations apps for basic processing
Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.
Learning objectives
In this module, you will learn how to:
- Use the workflow architecture, elements, and actions
- Create and set up workflows
- Configure workflow properties
- Configure a manual task in a workflow
- Configure an automated task in a workflow
- Configure an approval process in a workflow
- Assign users to workflow elements
- Configure an approval step in a workflow
- Use work items functionality
Prerequisites
- General knowledge of Microsoft Windows
- The ability to use finance and operations apps for basic processing
We live in a digital age, and it’s difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use finance and operations apps on your smart device.
Learning objectives
In this module, you will learn about:
- The Microsoft Dynamics 365 Unified Operations mobile app
- Use cases for mobile apps
- How to build and work with workspaces
Prerequisites
- General knowledge of Microsoft Windows
- The ability to use finance and operations apps for basic processing
- General knowledge of basic mobile device features and navigation
By personalizing the user interface in finance and operations apps, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.
Learning objectives
In this module, you will learn how to:
- Describe and apply user options
- Differentiate between customization and personalization
- Create, export, and import personalization
- Create and maintain record templates
- Use Saved views
Prerequisites
- General knowledge of Microsoft Windows
- The ability to use finance and operations apps for basic processing
Microsoft Excel is integrated with finance and operations apps. This allows you to pull the data right from finance and operations apps, manipulate the data in Excel, and save it back to finance and operations apps. You will also learn how to set up email processing parameters, and integrate with PowerBI.com and Microsoft Dataverse.
Learning objectives
In this module, you will learn how to:
- Perform Microsoft Office integration in finance and operations apps
- Configure email (SMTP/Exchange)
- Create and maintain email templates
- Set up network printing
- Set up and enable Power BI
- Integrate data from multiple sources into Microsoft Dataverse
Prerequisites
- Have a basic understanding of finance and accounting processes
- The ability to use finance and operations apps for basic processing
- Have a general understanding of purchase order invoicing
- Have a general understanding of sales order invoicing
Features are added and updated in every release. The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. Then, you can use the workspace to view feature documentation and to enable or disable features.
Learning objectives
In this module, you will:
- Learn about the Feature management workspace in finance and operations apps.
- Discover when and how to enable features, including how to disable and reschedule features.
- Learn how to check for feature updates and assign roles.
Prerequisites
- Basic knowledge of finance and operations apps
- An understanding of how to manage features for finance and operations apps
When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.
Learning objectives
In this module, you will learn how to:
- Choose a data integration (import/export) strategy.
- Identify common migration scenarios and tools in finance and operations apps.
- Understand the Bring your own database (BYOD) feature.
- Identify relevant (legacy) systems.
- Identify and import static data that is common between industries.
- Create and review test plans for data migration.
- Identify and extract source data.
- Identify relevant data entities and elements.
- Generate field mapping between source and target data structures.
- Test a data migration and validate output.
- Support the transition between the existing and migrated systems.
Prerequisites
- General knowledge of Microsoft Windows
- Good understanding of finance and operations apps, including core concepts and basic application navigation skills
- Good understanding of adding entities, fields, and relationships to finance and operations apps
You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.
Learning objectives
In this module, you will learn how to:
- Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
- Work with the Data management workspace.
- Export data from a legal entity.
- Import data into a legal entity.
- Work with data import and export jobs.
- Clean up the staging tables.
- Work with database movement operations.
- Work with the data sharing framework.
Prerequisites
- General knowledge of Microsoft Windows
- Basic understanding of finance and operations apps, including core concepts and basic application navigation skills
- Basic understanding of adding entities, fields, and relationships to finance and operations apps
After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).
Learning objectives
In this module, you will learn about:
- Test cases and business requirements
- Best practices for recording test cases
- Task recorder
- How to create a BPM library
- How to synchronize and configure your test plan in Azure DevOps
- How to run test cases manually and automatically
- The Regression suite automation tool (RSAT)
Prerequisites
- Ability to use finance and operations apps for basic processing
- Ability to use Microsoft Dynamics Lifecycle Services
- General understanding of testing processes
All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services.
Learning objectives
In this module, you will learn how to:
- Prepare for go-live
- Complete the Microsoft Dynamics Lifecycle Services methodology
- Perform User acceptance testing (UAT) for your solution
- Understand the FastTrack Go-live assessment
- Request the production environment
Prerequisites
- General knowledge of technical writing
- Knowledge of tools available in Lifecycle Services for finance and operations apps
- Basic understanding of finance and operations apps, including core concepts and basic application navigation skills
- Basic understanding of adding entities, fields, and relationships to finance and operations apps
- Know how to create legal entity in finance and operations apps
- Know how to work with data management in finance and operations apps
- Understand the functionality of finance and operations apps
Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.
Learning objectives
In this module, you will learn about:
- Different types of reports and inquiries in finance and operations apps
- Financial reporting
- Configuring finance and operations apps for Microsoft Power Platform
- Generating and consuming inquiries and reports
Prerequisites
- The ability to use finance and operations apps for basic processing
Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.
Learning objectives
In this module, you will learn how to:
- Configure electronic reporting
- Use barcode data sources to generate bar code images
- Add a new electronic reporting provider and mark it as active
- Generate an electronic document in a specific format
- Create electronic reporting configurations
Prerequisites
- The ability to use Dynamics 365 Finance for basic processing
- Knowledge of finance and accounting processes
- The ability to use formulas in Microsoft Excel
Request More Information
Training Options
Exam & Certification
Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate.
Training & Certification Guide
If you’re a functional consultant or a business user with a deep understanding of manufacturing industry standards, this certification might be for you. You also need experience configuring and implementing Dynamics 365 Supply Chain Management to meet the needs of your organization. Supply chain management, manufacturing functional consultants are key resources who work with developers, solution architects, project managers, and functional consultants in finance, commerce, and supply chain.
If you need more experience before you try to earn this certification, here are some suggestions:
- Study the supply chain management and supply chain management, manufacturing modules on Microsoft Learn, and complete more hands-on practice.
- Sign up for an instructor-led training course that covers the MB-300 or MB-320 track.
- Take part in the community at community.dynamics.com, or join a user group.
- Shadow a manufacturing functional consultant in a manufacturing workstream.
- Get a mentor, tour manufacturing lines, and learn how things are made.
- Ask questions, and learn from experts and customers.
If you’re a functional consultant, developer, information worker, or IT or business professional using Dynamics 365 Commerce to support your team and organization, this certification could help give your career a boost. As a candidate for this certification, you configure, deploy, and maintain Dynamics 365 Commerce applications.
Candidates must have a strong understanding of unified commerce business operations. They configure Dynamics 365 Commerce headquarters; configure and manage Commerce call centers, manage Point of Sale (POS) in Commerce, manage e-commerce, and configure products, prices, discounts, loyalty, and affiliations.
Candidates for this exam analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.
Candidates understand common features and capabilities of Finance and Operations apps and how to configure and use each. They should also have awareness of how Finance and Operations apps integrate with external systems and tools including Power Platform. The candidate actively manages application lifecycles by using Lifecycle Services (LCS) and other Microsoft tools and platforms.
Candidates for this exam typically specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, and supply chain management.
This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; manage Finance and Operation data; and validate and support the solution.
- Use common functionality and implementation tools (15-20%)
- Configure security, processes, and options (30-35%)
- Manage Finance and Operations data (25-30%)
- Validate and support the solution (15-20%)
Frequently Asked Questions
Earning a Microsoft Certification is globally recognized and industry-endorsed evidence of mastering real world skills. It shows you demonstrate proficiency in keeping pace with technology. It’s a career move that yields many positive results.
Getting a Microsoft Certification is also a great way to break into the tech industry. A Microsoft Certification immediately confers a level of authority and expertise, especially helpful for someone new to the industry.
The number of questions on a certification exam is subject to change as Microsoft make updates to ensure it aligns with current changes in the technology and job role. Most Microsoft Certification exams typically contain between 40-60 questions; and around 60-140 minutes.
Starting June 30 2021, all newly earned role-based and specialty certifications will be valid for one year from the date the certification was earned.
To stay up to date, IT pros are constantly learning and adding skills. The IDC study concluded that Microsoft Learning Partners are well positioned to help organizations achieve their business and learning goals. The IT leaders who were surveyed found the most value from a Learning Partner that provides:
- An end-to-end solution which starts with identifying skill gaps, simplifies the learning experience, and finishes by evaluating how well the Learning Partner met the organization goals.
- Scale, flexibility, and speed to train teams of any size, in any location, amid changing circumstances.
- Value-added services, such as hands-on labs, classroom training, and custom content that help the skills development program succeed.
- High-quality content and delivery, meaning accurate, relevant courseware, top-notch instructors, and a path to certification, if needed.
Compliment mastery of Dynamics 365 Finance core skills with the following rec0mmended courses:
MB-310T00: Microsoft Dynamics 365 Finance
This MB-310T00: Microsoft Dynamics 365 Finance course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.
MB-320T00: Microsoft Dynamics 365 Supply Chain Management, Manufacturing
This MB-320T00: Microsoft Dynamics 365 Supply Chain Management, Manufacturing course has six modules and designed for 4 days learning experience. It can be taught in-person and/or virtually.
MB-330T00: Microsoft Dynamics 365 Supply Chain Management
This MB-330T00: Microsoft Dynamics 365 Supply Chain Management course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant.
MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant
Dynamics 365 Commerce functional consultants set up and use the application functionality in Microsoft Dynamics 365 Commerce, and provide support for the application. The functional consultant typically has a strong understanding of unified commerce business operations, and experience configuring, deploying, maintaining, and using Microsoft Dynamics 365 Commerce. This four-day MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant course covers the essentials for the role.
MB-500T00: Microsoft Dynamics 365 Finance and Operations Apps Developer
In this MB-500T00: Microsoft Dynamics 365: Finance and Operations Apps Developer course we discuss the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps.
MB-700T00: Microsoft Dynamics 365 Finance and Operations Apps Solution Architect
This MB-700T00: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.
