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Dynamics 365 Core Finance and Operations (2/2) (Udemy.com)

MB300|MB310|MB330, Microsoft Dynamics 365, D365 Finance and Operations, Finance and Operations, D365 FnO, Dynamics AX

Created by: Arezou Behnam

Last updated July 2024

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What you will learn

  • Details about Personalization vs Customization
  • Common integration (Excel Add-ins)
  • Data management and different integration strategies in F&O
  • Full details on Life cycle services (LCS) and its tools and functionalities
  • Dynamics 365 Unified Operations mobile app
  • Financial Reports in D365 F&O and how to create a new report using Report Designer
  • Batch Jobs overview and how to set up a batch job

How it compares

Against the other 848 rated Udemy courses in IT Certifications on CourseDuck:

  • Rating4.6 out of 5higher than 63% of them
  • Reviews1,452#228 of 849 by number of reviews
  • Length4 hoursshorter than 74% of them
  • Last updatedJuly 2024earlier than 77% of them

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Course Description

This course is the continuation of Core finance and operations Part 1 and covers the rest of features and tools that are required for MB-300 exam. The same strategy as the previous course I've tried to simplify and summarize some complex features for a beginner.

The topics covered within this course are essential for all other Dynamics 365 certifications such as MB-310, MB-320, MB-330 (Microsoft Dynamics Finance, Supply chain and Manufacturing) and includes an overview of whole system and its different functional areas.

The way this course is designed is that, for most of topics not they are explained in theory, but it’s also demonstrated how to find and apply them in the system.

Topics covered in this course:

  • Overview of Personalization within F&O

    • Difference between Customization and Personalization

    • User options

    • Implicit and Explicit Personalizations

      • Add or Remove new fields using Personalization

      • How to integrate with Power apps using Personalization

    • Personalize Workspaces and Dashboards

    • Administrate Personalizations

  • Common Integrations

    • Excel Add-ins in F&O

    • how to pool data from F&O into Excel and how to publish it back into F&O

    • Excel Workbook designer

  • Data Migration

    • What is Data integration

    • Data integration strategies

    • Data management workspace

    • Data management and sequence of tasks (Execution unit, Level and sequence)

  • Life cycle service (LCS)

    • What is LCS?

    • Project implementation in LCS

    • Deploy environments

    • Asset library

    • Business Process Modeler (BPM)

    • Task recorder

    • LCS Issues and Supports

    • Get Product updates using LCS

  • Overview of the Dynamics 365 Unified Operations mobile app

    • Expense management mobile app

    • Demonstrate how to design and create F&O Customer management in mobile app

  • Reporting in F&O

    • Different types of reporting

    • Generate and explore a financial report

    • Work with Report Designer

  • Overview of Batch jobs in F&O

    • Batch processing of reports and setup alerts

Learning Strategy in this course

Please give yourself at least 1 months to complete this course and practice what you've learned in them.

Watch the whole videos. In each video I have highlighted the points that are usually questioned in the exam.

Read all resources that I suggest to you at the end of some lectures.

Please practice all the Labs that are provided in some lectures on your own.

Please do the assignments and quizzes at the end of each module.

These are the steps that I took and passed my exam in one shot in less than 2 months.


If ready, enroll today!

Do not procrastinate any minute once you have a goal! :)

Arezou


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Instructor Details

Arezou Behnam

Hello,

I am an Enterprise Solution Architect and technology professional with over 20 years of experience delivering business applications, enterprise systems, and scalable technology solutions across different industries.

My background spans solution architecture, software engineering, enterprise application development, business analysis, and process automation. Over the years, I’ve led and contributed to the design and implementation of large-scale systems, including ERP solutions, enterprise platforms, and custom business applications built using Microsoft technologies such as .NET, SQL Server, Dynamics 365, and Power Platform.

I’ve always been passionate about both technology and problem-solving — not only building systems, but understanding the operational and business challenges behind them. That combination naturally led me toward enterprise architecture and strategic solution design.

What particularly attracted me to Dynamics 365 was the strength and flexibility of the Microsoft ecosystem — combining powerful out-of-the-box capabilities with the ability to design highly scalable and intelligent enterprise solutions. Today, my work focuses primarily on Dynamics 365 F&O, Power Platform, enterprise automation, AI-driven solutions, systems integration, and modern business applications.

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Reviews

4.6

1,452 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Sharan Iyer on 7/3/2026

The introduction and course content so far has been really inspiring and promising. I look forward to add these skills to my current profile and utilise the knowledge in my professional career.

By Joe Prem KUMAR KUMAR on 4/6/2026

This training was definitely useful and different from the other trainings where it is usually the functional people being a trainer. But the trainer with technical background gave the different perspective in here. I love it. Thanks for all the useful topics covered.

By Anonymized User on 1/14/2026

Needs to be updated. There are multiple features described in this training which caused me to research for extended periods only to find out that it's normal that I'm not seeing what the training is showing. Otherwise, good overview.

By Siegbert Hamberera on 7/10/2025

Started a new role two months back as a Business Systems Support Analysts, this courses part 1 and part 2 have given me comfort in supporting the Dynamics 365 F & O system from the get go. it made navigation much easier and was able to perform user support activities immediately.

By Elizacasas@hotmail.com on 3/12/2025

Thank you for your explanation and for taking the time to share your knowledge with all of us. It is not easy to create such great material. Thank you again! Hopefully, you can create more content for us in the future.

By Mohamed Ali on 9/24/2024

I recently completed MB300 course, and found it to be really valuable. The content was well-organized and easy to follow, with a good mix of theory and practical exercises. However, I would suggest that the instructor add updated videos for the course, as Dynamics 365 F&O has progressed further with new versions and features being introduced. Keeping the course content in line with the latest updates would make it even more relevant. Overall, I highly recommend this course to anyone interested in this course, it’s a great learning experience for both beginners and those wanting to improve their skills.

By Roy A on 5/4/2023

overall it was good however some points were not focused at .. the music in Section 7 and section 8 while the instructor is so annoying i couldnt focus . how can i focus on some learning steps if there's a music in the background !!!

By Jianxin Chen on 8/14/2022

For someone aiming to pass the MB-300, this is the best course I've seen. For those who rate the course a low score, I suggest you read the course description before you start. If you want to learn practical courses on F&O, which is probably not the goal of this course, you can study topics related to Product Control, Supply Chain, Finance, etc. Or maybe MB-310, MB-320 and MB-330 course. For students who wish to obtain D365 F&O functional consultant certification, MB-300 is undoubtedly the most important exam because of all All F&O functional consultant certification require you to pass MB-300 first. But I think there is still some improvement space on the course itself e.g. lack of details explaination on LCS enviroment monistoring, workflow and so on, so beyond the course you have to learn more on relevant topic by yourself to pass the exam.

By Enitan Onabamiro on 8/4/2022

This course is helping me to understand better the D365 F&O path which is the area I have decided to specialise in. It is the best course I have seen that have carved out this particular area while also making to sure to explain exactly how the application fits within the whole Dynamics 365 eco system

By Julia Rikhter on 12/14/2021

that was a great course, I learned a lot. the only promlem was the music on the back that was extremely annoying. i would highly appreciate the opportunity to switch it off. thank you for that learning path, that was great!

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Overall Score : 92 / 100