MB-300T00: Microsoft Dynamics 365: Core Finance and Operations Course Overview

MB-300T00: Microsoft Dynamics 365: Core Finance and Operations Course Overview

The MB-300T00: Microsoft Dynamics 365: Core Finance and Operations course is an essential training for professionals seeking to understand the foundational elements of Dynamics 365. This course covers the key functionalities, common tasks, and essential skills needed to configure and support a Dynamics 365 Finance and Operations environment. Through various modules, learners will explore the user interface, navigation, administrative features, workflows, security, data management, and support.

Participants will gain hands-on experience with Dynamics 365 Finance and Operations apps, learning to set up and configure core components, manage data, create workflows, and ensure the solution is validated and supported effectively. The course prepares individuals for real-world scenarios, enhancing their ability to contribute to the implementation, maintenance, and support of Dynamics 365 solutions. By the end of the training, learners will be equipped with the knowledge to optimize finance and operations within their organizations, making them valuable assets in the ever-evolving digital landscape.

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  • Classroom Training price is on request

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Course Prerequisites

To ensure that you are well-prepared and can successfully undertake the MB-300T00: Microsoft Dynamics 365: Core Finance and Operations course, the following minimum prerequisites are recommended:


  • Basic understanding of ERP and CRM concepts.
  • Fundamental knowledge of Microsoft Dynamics 365 and its primary components.
  • Familiarity with basic accounting principles and business operations.
  • Experience with Microsoft Office products, particularly Excel.
  • An understanding of basic IT principles, including cloud computing.
  • Some exposure to business processes in finance, manufacturing, supply chain management, or other related areas.
  • Ability to navigate and use Windows-based applications.

Please note that while these prerequisites are intended to provide a foundation for the course, a strong determination to learn and engage with the course content can compensate for a lack of experience in some areas.


Target Audience for MB-300T00: Microsoft Dynamics 365: Core Finance and Operations

The MB-300T00 course equips professionals with skills in Dynamics 365 Finance and Operations, catering to those in IT and finance roles.


  • IT Professionals and Administrators implementing and managing Dynamics 365 Finance and Operations
  • Functional Consultants and Analysts who design and deploy financials and operations solutions
  • Project Managers overseeing Dynamics 365 Finance and Operations deployments
  • Technical Support Engineers specializing in Dynamics 365 solutions
  • Business and Financial Analysts seeking to understand Dynamics 365 FO capabilities
  • Solutions Architects designing comprehensive finance and operations systems
  • ERP Specialists transitioning to or integrating with Dynamics 365 Finance and Operations
  • System Developers who customize and extend Dynamics 365 FO functionalities
  • Database Administrators involved in data management and migration for Dynamics 365 FO
  • Compliance Officers ensuring that finance systems meet regulatory requirements


Learning Objectives - What you will Learn in this MB-300T00: Microsoft Dynamics 365: Core Finance and Operations?

Introduction to Learning Outcomes:

The MB-300T00 course equips learners with the foundational skills necessary to configure, manage, and support Microsoft Dynamics 365 Finance and Operations, ensuring efficient business processes and data management.

Learning Objectives and Outcomes:

  • Understanding the Dynamics 365 Finance and Operations user interface, navigation, and basic functionalities to optimize daily tasks.
  • Configuring administrative features and workflows to streamline business operations and maintain organizational efficiency.
  • Implementing and managing security roles, duties, and privileges to ensure compliance and secure access to the system.
  • Utilizing common functionalities, tools, and integration with Power Platform to enhance the capabilities of Dynamics 365 Finance and Operations apps.
  • Setting up and managing legal entities, operating units, and organizational hierarchies to reflect the structure of the business effectively.
  • Working with data management tools to import, export, and migrate data accurately and efficiently across legal entities.
  • Creating, configuring, and implementing workflows for automated business processes and approval systems.
  • Preparing, validating, and supporting solutions using Lifecycle Services (LCS), Regression Suite Automation Tool (RSAT), and Azure DevOps for consistent application performance.
  • Managing Finance and Operations data with an emphasis on data integrity, template usage, and data management workspace proficiency.
  • Conducting user acceptance testing (UAT) and utilizing the Task recorder and Business process modeler (BPM) to ensure the solution meets business requirements.

Technical Topic Explanation

Data management

Data management involves the practices, processes, and procedures of organizing and maintaining data to ensure its accuracy, availability, and security. This includes collection, storage, retrieval, and disposal of data across various platforms and systems. Effective data management enables organizations to make better decisions, optimize operations, and comply with regulations. With the right tools and strategies, companies can leverage their data as a significant asset, enhancing productivity and fostering growth.

Target Audience for MB-300T00: Microsoft Dynamics 365: Core Finance and Operations

The MB-300T00 course equips professionals with skills in Dynamics 365 Finance and Operations, catering to those in IT and finance roles.


  • IT Professionals and Administrators implementing and managing Dynamics 365 Finance and Operations
  • Functional Consultants and Analysts who design and deploy financials and operations solutions
  • Project Managers overseeing Dynamics 365 Finance and Operations deployments
  • Technical Support Engineers specializing in Dynamics 365 solutions
  • Business and Financial Analysts seeking to understand Dynamics 365 FO capabilities
  • Solutions Architects designing comprehensive finance and operations systems
  • ERP Specialists transitioning to or integrating with Dynamics 365 Finance and Operations
  • System Developers who customize and extend Dynamics 365 FO functionalities
  • Database Administrators involved in data management and migration for Dynamics 365 FO
  • Compliance Officers ensuring that finance systems meet regulatory requirements


Learning Objectives - What you will Learn in this MB-300T00: Microsoft Dynamics 365: Core Finance and Operations?

Introduction to Learning Outcomes:

The MB-300T00 course equips learners with the foundational skills necessary to configure, manage, and support Microsoft Dynamics 365 Finance and Operations, ensuring efficient business processes and data management.

Learning Objectives and Outcomes:

  • Understanding the Dynamics 365 Finance and Operations user interface, navigation, and basic functionalities to optimize daily tasks.
  • Configuring administrative features and workflows to streamline business operations and maintain organizational efficiency.
  • Implementing and managing security roles, duties, and privileges to ensure compliance and secure access to the system.
  • Utilizing common functionalities, tools, and integration with Power Platform to enhance the capabilities of Dynamics 365 Finance and Operations apps.
  • Setting up and managing legal entities, operating units, and organizational hierarchies to reflect the structure of the business effectively.
  • Working with data management tools to import, export, and migrate data accurately and efficiently across legal entities.
  • Creating, configuring, and implementing workflows for automated business processes and approval systems.
  • Preparing, validating, and supporting solutions using Lifecycle Services (LCS), Regression Suite Automation Tool (RSAT), and Azure DevOps for consistent application performance.
  • Managing Finance and Operations data with an emphasis on data integrity, template usage, and data management workspace proficiency.
  • Conducting user acceptance testing (UAT) and utilizing the Task recorder and Business process modeler (BPM) to ensure the solution meets business requirements.
MB-300T00: Microsoft Dynamics 365: Core Finance and Operations