Course Outline
Module 1: Utilization of standard capabilities and implementation tools This module instructs personnel on how to: • Utilize standard capabilities and implementation tools. • Detail use cases and capabilities associated with workspaces. • Utilize and tailor operational workspaces. • Outline case management processes. • Explain global address book features and applicable use cases. • Identify inquiry and report types present in a standard installation. • Detail use cases for business document management and electronic reporting capabilities. • Utilize business document management tools. • Navigate and efficiently apply search filters and construct search queries. • Comprehend and utilize record templates. • Detail use cases for Power Platform applications and services. • Determine appropriate times to deploy Power Platform within the Dynamics 365 Finance application. • Integrate Power BI with Dynamics 365 Finance applications.Lessons
- Introduction
- Identify and utilize common Dynamics 365 Finance and Operations application features and functions
- Detail use cases for Power Platform applications and services
- Module Summary
Module 2: Configuration of security, processes, and options This module instructs personnel on how to: • Differentiate between roles, duties, privileges, and permissions. • Assign security roles to users. • Explain segregation of duties. • Execute and analyze security reports. • Establish and apply workflow approval processes. • Configure workflow properties and elements. • Establish and configure legal entities and operating units. • Configure and resolve issues related to number sequences. • Establish an organization hierarchy and assign purposes. • Explain and apply user options. • Configure document handling for attachments. • Configure print management and form setup features. • Detail use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in. • Configure email (SMTP/Exchange). • Establish and maintain email templates. • Utilize the personalization feature. • Establish and monitor batch jobs and alerts.Lessons
- Introduction
- Implement security measures
- Design and create workflows
- Configure Organization administration features
- Configure System administration features
- Module Summary
Module 3: Management of Dynamics 365 Finance and Operations data This module instructs personnel on how to: • Manage data within Dynamics 365 Finance and Operations applications. • Explain Data management concepts. • Comprehend the Data management workspace overview. • Utilize templates within the Data management workspace. • Prepare data for import or establish all necessary startup data, including postal code data, customers, vendors, and products. • Detail use cases and types of data entities. • Export data from a legal entity. • Import data into a legal entity. • Replicate configuration data between companies or legal entities using the data management framework. • Detail use cases for the dual-write feature. • Formulate a migration strategy. • Identify common migration scenarios and tools in Dynamics 365 Finance and Operations applications. • Determine the scope for a migration. • Identify relevant data entities and elements based on provided scenarios. • Establish migration strategy processes, including migration scope. • Prepare data for migration and execute data migration. • Develop a checklist for proper planning for a specific scenario prior to data migration. • Identify and extract source data. • Identify available data types for creating source data on a specific scenario for data migration. • Generate field mapping between source and target data structures. • Import or export data using the data management framework. • Support the transition between existing and migrated systems. • Execute a test migration and validate output from the process. • Implement data task automation.Lessons
- Introduction
- Manage data in Dynamics 365 Finance and Operations applications
- Formulate a migration strategy
- Prepare data for migration and execute data migration
- Module Summary
Module 4: Validation and support of the solution This module instructs personnel on how to: • Explain the correlation between test cases and business requirements. • Apply best practices for recording test cases. • Utilize Task recorder. • Establish a scenario for acceptance testing and save it in a Business process modeler (BPM) library. • Synchronize and configure your test plan in Azure DevOps. • Execute tests. • Utilize Regression suite automation tool (RSAT). • Establish user acceptance tests (UAT) and test plans. • Establish and work with BPM. • Utilize Issue search.Lessons
- Introduction
- Test solutions in Dynamics 365 Finance and Operations applications
- Implement Lifecycle Services tools
- Module Summary
Testimonials (1)
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