Course Outline
Module 1: Utilize Standard Functionality and Implementation Utilities. This module provides instruction on the following objectives: • Apply standard functionality and implementation utilities. • Outline use cases and capabilities associated with workspaces. • Deploy and customize operational workspaces. • Explain case management protocols. • Detail global address book features and their applicable scenarios. • Identify inquiry and report types included in a default system installation. • Define use cases for business document management and electronic reporting functionalities. • Execute tasks related to business document management. • Navigate search filters efficiently and construct search queries. • Apply record templates effectively. • Outline use cases for Power Platform applications and services. • Determine appropriate contexts for utilizing the Power Platform within the Dynamics 365 Finance application. • Integrate Power BI with Dynamics 365 Finance applications.Lessons
- Introduction
- Identify and apply common features in Dynamics 365 Finance and Operations applications
- Outline use cases for Power Platform applications and services
- Module Summary
Module 2: Configure Security, Processes, and System Options. This module provides instruction on the following objectives: • Differentiate between roles, duties, privileges, and permissions. • Assign security roles to user accounts. • Explain segregation of duties principles. • Generate and analyze security reports. • Establish and utilize workflow processes for approvals. • Define workflow properties and components. • Configure legal entities and operating units. • Set up and troubleshoot number sequences. • Construct organizational hierarchies and assign designated purposes. • Define and apply user-specific options. • Configure document handling protocols for attachments. • Configure print management and form layout features. • Outline use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in. • Configure email settings (SMTP/Exchange). • Create and maintain email templates. • Utilize system personalization features. • Set up and monitor batch jobs and alerts.Lessons
- Introduction
- Implement security measures
- Design and create workflow processes
- Configure Organization administration features
- Configure System administration features
- Module Summary
Module 3: Manage Dynamics 365 Finance and Operations Data. This module provides instruction on the following objectives: • Administer data within Dynamics 365 Finance and Operations applications. • Explain core data management concepts. • Navigate the Data management workspace overview. • Operate with templates within the Data management workspace. • Prepare data for import or generate essential startup data, including postal codes, customers, vendors, and products. • Define use cases and categories of data entities. • Export data from a specific legal entity. • Import data into a legal entity. • Transfer configuration data between companies or legal entities using the data management framework. • Define use cases for the dual-write feature. • Develop a comprehensive migration strategy. • Identify common migration scenarios and associated tools within Dynamics 365 Finance and Operations applications. • Determine the scope of the migration effort. • Select relevant data entities and elements based on specific scenarios. • Establish migration strategy processes, including defined scope. • Prepare source data and execute the migration. • Create a planning checklist for migration scenarios prior to execution. • Identify and extract source data. • Determine available data types for creating source data in specific migration scenarios. • Generate field mappings between source and target data structures. • Import or export data utilizing the data management framework. • Support the transition from existing systems to migrated environments. • Conduct test migrations and validate process outputs. • Implement automation for data tasks.Lessons
- Introduction
- Manage data in Dynamics 365 Finance and Operations applications
- Develop a migration strategy
- Prepare data for migration and execute data migration
- Module Summary
Module 4: Validate and Support the Solution. This module provides instruction on the following objectives: • Explain the relationship between test cases and business requirements. • Apply best practices for documenting test cases. • Utilize the Task Recorder tool. • Develop scenarios for acceptance testing and save them to the Business Process Modeler (BPM) library. • Synchronize and configure test plans in Azure DevOps. • Execute defined tests. • Utilize the Regression Suite Automation Tool (RSAT). • Develop user acceptance tests (UAT) and associated test plans. • Create and manage BPM models. • Use Issue Search functionality.Lessons
- Introduction
- Test solutions in Dynamics 365 Finance and Operations applications
- Implement Lifecycle Services tools
- Module Summary
Testimonials (1)
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