Introduction
Dynamics 365 MB-300: Core Finance & Operations Fundamentals is designed to equip learners with essential skills required to configure, use, and support Microsoft Dynamics 365 Finance & Operations (F&O) applications. This course covers the foundational components of the F&O environment, lifecycle services, data management, integration frameworks, workflow configuration, security, and reporting tools. It is ideal for functional consultants, business analysts, and professionals preparing for the MB-300 certification exam. By the end of the course, learners will have a strong understanding of how to implement and manage core F&O functionalities within an enterprise environment.

Prerequisites

1. Basic understanding of ERP concepts and business applications

2. Familiarity with Microsoft products such as Excel and Power BI

3. General knowledge of finance, operations, or supply chain processes

4. Basic navigation skills within business systems

5. Optional: exposure to Dynamics 365 or similar ERP platforms

Table of Contents

1. Introduction to Dynamics 365 Finance & Operations
   1.1 Overview of Dynamics 365 ecosystem
   1.2 Role of Finance & Operations in the suite
   1.3 Licensing, deployment models, and environments
   1.4 Navigation, workspaces, and personalization

2. Lifecycle Services (LCS) and Implementation Tools
   2.1 LCS overview and capabilities
   2.2 Project setup and methodology (Sure Step/Agile)
   2.3 System diagnostics and issue tracking
   2.4 Environment monitoring and management

3. Core Configuration and Setup
   3.1 Organizational structure setup
   3.2 Legal entities, operating units, and hierarchies
   3.3 Number sequences, calendars, and configuration options
   3.4 System parameters and shared configurations

4. Data Management Framework (DMF)
   4.1 Importing and exporting data
   4.2 Data entities and templates
   4.3 Recurring data jobs and processing
   4.4 Best practices for data migration

5. Integration with External Systems
   5.1 OData, custom services, and data management APIs
   5.2 Dual-write overview for F&O + CE integration
   5.3 Power Platform integration and automation
   5.4 File-based and real-time integrations

6. Security and User Management
   6.1 Role-based security model
   6.2 Duties, privileges, and roles assignment
   6.3 Creating and modifying security roles
   6.4 Audit trails and system logging

7. Workflow Configuration and Automation
   7.1 Workflow engine and setup
   7.2 Creating approval workflows for finance and operations
   7.3 Business events and process automation
   7.4 Managing workflow history and troubleshooting

8. Reporting and Analytics
   8.1 SSRS reports and financial reports overview
   8.2 Power BI integration and dashboarding
   8.3 Embedded analytics and workspaces
   8.4 Designing custom reports and role-based insights

9. User Interface, Personalization & Productivity Tools
   9.1 Workspaces, tiles, and filtering
   9.2 Excel add-in for Dynamics 365
   9.3 Task recorder for documentation and training
   9.4 Templates, shortcuts, and user tips

10. MB-300 Exam Preparation
    10.1 Exam objectives and structure
    10.2 Hands-on labs and case scenarios
    10.3 Practice tests and certification tips
    10.4 Key areas to focus for exam success

This course provides the foundational knowledge required to configure, manage, and navigate Dynamics 365 Finance & Operations effectively, ensuring participants are fully prepared for the MB-300 certification exam. Learners will gain practical insights into core F&O processes, integration tools, security, reporting, and system configuration. By mastering these concepts, professionals will be able to support enterprise implementations and contribute to successful digital transformation using Dynamics 365 F&O.