About This Course
The Dynamics 365 Finance and Operations suite encompasses a comprehensive range of applications, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management Manufacturing. The Dynamics 365 Finance component enables organizations to automate and modernize global financial processes, monitor real-time performance, forecast outcomes, and leverage data-driven insights for business expansion. By utilizing artificial intelligence (AI), entities can unify financial workflows, minimize operational costs, and mitigate risk while enhancing strategic decision-making capabilities. Conversely, Dynamics 365 Supply Chain Management facilitates the transformation of manufacturing and logistics operations through predictive analytics derived from AI and the Internet of Things (IoT). This functionality extends across planning, production, inventory, warehouse, and transportation management to optimize efficiency, product quality, and profitability. It supports intelligent manufacturing, asset lifecycle optimization, and supply chain automation. For additional details, consult https://docs.microsoft.com/learn/paths/get-started-finance-operations/. This module emphasizes the core features of Dynamics 365 Finance most relevant to end users and consultants serving government entities for government.
Audience Profile
The Dynamics 365 for Finance and Operations Functional Consultant is tasked with conducting discovery sessions, documenting requirements, collaborating with subject matter experts and stakeholders, translating business needs into technical specifications, and configuring the solution. This role involves implementing solutions using native capabilities, codeless extensibility options, and integrated application services.
At Course Completion
Upon finishing this course, participants will be equipped to:
- Navigate efficiently using search, filtering, and query functions
- Utilize operational workspaces effectively
- Manage Business Document Management processes
- Implement record templates
- Integrate Power BI with Dynamics 365 Finance and Operations applications
- Customize workspace interfaces
- Determine appropriate use cases for the Power Platform within Dynamics 365 Finance and Operations
- Assign security roles to user accounts
- Execute and interpret security reports
- Establish and utilize approval workflows
- Understand Organization Hierarchy structures and their applications
- Apply personalization features to tailor user experiences
- Operate the Data Management workspace
- Create and deploy entity templates
- Migrate configuration data across legal entities
- Import, export, and manage data via Office Integration tools
- Utilize the Regression Suite Automation Tool (RSAT)
- Develop User Acceptance Tests (UAT) and associated test plans
- Create and maintain Business Process Modeler (BPM) models
- Employ issue search functionality to resolve technical matters
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