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MB-300: Microsoft Dynamics 365: Core Finance and Operations

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$700.00

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Why Join this Course?

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Master Core Finance Modules in Dynamics 365

Gain expertise in modules like General Ledger, Accounts Payable, and Accounts Receivable to manage financial operations effectively.

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Deep Dive into Financial Reporting with Power BI

Learn to create customized financial reports and dashboards using integrated Power BI for data-driven insights.

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Configure and Customize Finance Systems

Get hands-on experience in configuring and tailoring financial workflows and processes to align with business needs.

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Manage Multi-Currency and Global Financial Operations

Learn to handle global financial processes, including multi-currency management, for international operations.

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Automate Financial Tasks with Workflows

Optimize financial operations by setting up automated workflows, reducing manual efforts and errors.

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Integrate Dynamics 365 with Supply Chain Management

Understand how to link financial modules with procurement, inventory, and production to streamline business processes.

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Real-Time Financial Data for Smarter Decision-Making

Leverage real-time financial data to enhance decision-making, ensuring quicker, more informed business actions.

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Achieve Certification to Advance Your Career

Earn the MB-300: Microsoft Dynamics 365: Core Finance and Operations certification to showcase your proficiency in core financial management.

Course Overview

Unlock the full potential of financial management and operations with Skill-Curve’s MB-300: Microsoft Dynamics 365: Core Finance and Operations course. Designed for professionals in finance, operations, and business management, this course provides the essential skills required to implement and optimize financial functions using Microsoft Dynamics 365.

This comprehensive training covers core financial processes such as managing general ledger, accounts payable, accounts receivable, and financial reporting. You will also learn how to integrate financial data seamlessly across business operations, improving decision-making and operational efficiency. With a focus on real-world applications, this course prepares you to configure financial processes to align with your company’s unique needs.

The MB-300 certification showcases your proficiency in using Dynamics 365 to streamline financial tasks, automate workflows, and ensure compliance with global financial standards. With practical hands-on experience and expert-led guidance, you’ll gain the confidence to handle critical financial management challenges and drive business success.

Join Skill-Curve’s MB-300 course and develop the expertise needed to advance your career in finance and operations with Microsoft Dynamics 365.

Course Objectives

  • Understand core financial processes:

Gain a thorough understanding of core financial management functions such as general ledger, accounts payable, accounts receivable, and budgeting within Dynamics 365 Finance and Operations.

  • Manage financial reporting:

Learn how to generate and customize financial statements and reports that align with global financial standards to drive better decision-making.

  • Optimize operational efficiency:

Master how to streamline financial operations across departments, integrating finance and other business functions to improve productivity and ensure smooth business processes.

  • Leverage automation for business processes:

Understand how to automate key financial processes within Dynamics 365 to reduce manual effort, improve accuracy, and speed up financial workflows.

  • Integrate finance with other Dynamics 365 modules:

Learn how to integrate financial data with other modules like supply chain management, inventory, and sales for a holistic approach to business operations.

  • Enable compliance and risk management:

Understand how to ensure compliance with local and international financial regulations and mitigate financial risks by using built-in tools in Dynamics 365.

  • Hands-on experience with real-world scenarios:

Gain practical knowledge by working on case studies and real-world examples, enabling you to apply learned concepts in your professional setting.

Prerequisites

  • Fundamental Knowledge of Business Processes:

A solid understanding of core business processes, particularly in finance, operations, and supply chain management, will be beneficial.

  • Basic Understanding of Microsoft Dynamics 365:

Familiarity with the basic structure and navigation within Microsoft Dynamics 365, especially in areas related to finance and operations, is recommended.

  • Experience with Enterprise Resource Planning (ERP) Systems:

A background in ERP systems, specifically those focused on finance and operations, will help you grasp the concepts of Dynamics 365 more effectively.

  • Proficiency in Microsoft Excel:

Strong skills in Excel, including the use of functions, pivot tables, and data analysis, are essential for handling data management tasks in this course.

  • Understanding of Accounting Principles:

Knowledge of fundamental accounting principles and financial reporting will provide a strong foundation for learning the financial operations aspects of Microsoft Dynamics 365.

  • Prior Project Management Experience:

Some experience in managing projects or business systems will help you understand how to implement and maintain Dynamics 365 within your organization.

Training Outcomes

Master Core Financial Processes in Dynamics 365

Gain proficiency in handling key financial operations within Dynamics 365.

Develop Comprehensive Financial Reporting Skills

Learn to configure and generate reports, making data-driven decisions with ease.

Implement and Manage Business Operations

Acquire hands-on knowledge in managing business operations like production, inventory, and more.

Understand Financial Management and Accounting Integration

Seamlessly integrate finance and accounting systems, optimizing workflows and accuracy.

Learn to Configure Core Financial Settings

Master configuration tasks for finance modules like accounts payable and receivable.

Gain Expertise in Financial Dimensions and Ledger Setup

Dive deep into creating and managing financial dimensions and the general ledger.

Improve Operational Efficiency with Automation Tools

Streamline business processes using automated workflows within Dynamics 365.

Prepare for Advanced Supply Chain and Finance Roles

Equip yourself with the knowledge needed for higher roles in supply chain and financial management.

Course Modules

  • Overview of Dynamics 365 Finance and Operations
  • Basic User Interface and Navigation
  • Key Features and Functionalities of Dynamics 365 FO
  • Labs:
    1. Work with operational workspace
    2. Perform searches and apply filters
    3. Create and save search queries
    4. Use and manage record templates
    5. Enable and use business document management
    6. Work with saved views
    7. Set up Number Sequence
    8. Configuring Address Books
  • Implementing Security Features
  • Setting Up Workflows and Business Events in Dynamics 365 FO
  • Organizational Planning and Implementation
  • Administration of Finance and Operations Applications
  • Reporting Implementation
  • Labs:
    1. Creating users and assigning security roles
    2. Setting up segregation of duties
    3. Run security reports and analyze outputs
    4. Create purchase requisition workflow
    5. Create a New Legal Entity
    6. Set up an Operating Unit
    7. Schedule and manage Batch Jobs
  • Overview of Data Management in Finance and Operations
  • Integrating Dynamics 365 Apps with Finance and Operations
  • Labs:
    1. Using templates in the Data Management Workspace
    2. Exporting and importing data
    3. Copying configuration data across legal entities
    4. Designing Excel workbooks for data operations
  • Managing Applications in Dynamics 365 Finance and Operations
  • Lifecycle Services (LCS) Tools and Their Implementation
  • Testing and Validating Solutions
  • Labs:
    1. Manage deployments using LCS
    2. Perform solution testing in sandbox environments

Frequently Asked Questions

The MB-300: Microsoft Dynamics 365: Core Finance and Operations course helps professionals learn how to configure and manage financials, supply chain, and operations in Dynamics 365. It covers core functionalities, project management, and system security.

Professionals in finance, operations, or IT who want to enhance their skills in using Dynamics 365 for business process optimization.

It will boost your credentials and job prospects, making you more competitive for roles in finance and operations management.

No strict prerequisites, but familiarity with business operations or finance is helpful.

Typically, 4-6 weeks for self-paced online courses; instructor-led options may take longer.

Yes, Skill-Curve offers both self-paced and instructor-led online learning.

Yes, you need to pass the official Microsoft certification exam after completing the course.

Key topics include financial management, supply chain operations, procurement, accounts payable, and project accounting.

Cost varies depending on the learning format. Skill-Curve offers flexible payment plans.

Access to expert trainers, learning materials, and support throughout the course.

What Our Learners Say

Sarah D.
Sarah D.Finance Consultant
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"The MB-300 course gave me hands-on experience with Dynamics 365, helping me optimize financial processes at my organization. The practical focus and expert instructors made all the difference!"
Rajesh K.
Rajesh K.Senior Financial Analyst
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"This course provided an in-depth understanding of Core Finance and Operations. The structured content and real-world examples were invaluable for improving my operations management skills."
Amanda L.
Amanda L.Operations Director
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"Skill-Curve’s MB-300 training perfectly combined theory with practical applications. I now feel much more confident in utilizing Dynamics 365 to streamline our company’s financial operations."
Thomas G.
Thomas G.Business Analyst
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"The flexibility of online learning paired with the real-world focus of the MB-300 course made it an ideal fit for my busy schedule. I can immediately apply what I’ve learned to my current role."
Priya S.
Priya S.Financial Controller
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"After completing the MB-300 certification, I’m now able to make data-driven financial decisions with greater ease. The course was an excellent investment in my career development."

Are You Ready to Upskill Your Career?

Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

Are You Ready to Upskill Your Career?

Gain in-demand expertise with industry-relevant courses. Learn at your own pace and achieve recognized certifications for career growth.

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