Course Outline
Module 1: Utilize Common Functionality and Implementation Tools
In this module, you will learn how to:
• Utilize common functionality and implementation tools for government.
• Describe use cases and capabilities of workspaces.
• Personalize and utilize operational workspaces.
• Explain case management.
• Detail global address book features and their use cases.
• Identify the inquiry and report types available in a default installation.
• Explain business document management and electronic reporting features and their use cases.
• Work with business document management.
• Navigate and efficiently use search filtering and create search queries.
• Understand and utilize record templates.
• Describe use cases for Power Platform apps and services.
• Identify when to use Power Platform in the Dynamics 365 Finance app.
• Integrate Power BI with Dynamics 365 Finance apps.
- Introduction
- Identify and utilize common Dynamics 365 Finance and Operations app features and functionality
- Describe use cases for Power Platform apps and services
- Module Summary
Module 2: Configure Security, Processes, and Options
In this module, you will learn how to:
• Distinguish between roles, duties, privileges, and permissions.
• Apply security roles to users.
• Describe segregation of duties.
• Run and analyze security reports.
• Create and use workflows for approval.
• Configure workflow properties and elements.
• Set up and configure legal entities and operating units.
• Configure and troubleshoot number sequences.
• Create an organization hierarchy and assign purpose.
• Describe and apply user options.
• Configure document handling for attachments.
• Configure print management and form setup features.
• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in.
• Configure email (SMTP/Exchange).
• Create and maintain email templates.
• Use personalization features.
• Set up and monitor batch jobs and alerts.
- Introduction
- Implement security measures
- Design and create workflows
- Configure Organization administration features
- Configure System administration features
- Module Summary
Module 3: Manage Dynamics 365 Finance and Operations Data
In this module, you will learn how to:
• Manage data in Dynamics 365 Finance and Operations apps.
• Describe data management concepts.
• Understand the Data management workspace overview.
• Work with templates in the Data management workspace.
• Prepare data for import or create all necessary startup data, including postal code data, customers, vendors, and products.
• Describe use cases and types of data entities.
• Export data from a legal entity.
• Import data into a legal entity.
• Copy configuration data between companies or legal entities using the data management framework.
• Describe use cases for the dual-write feature.
• Plan a migration strategy.
• Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps.
• Determine the scope for a migration.
• Identify relevant data entities and elements based on given scenarios.
• Establish migration strategy processes, including migration scope.
• Prepare data for migration and migrate data.
• Create a checklist for proper planning for a given scenario prior to data migration.
• Identify and extract source data.
• Identify available data types for creating source data on a given 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.
• Perform a test migration and validate output from the process.
• Implement data task automation.
- Introduction
- Manage data in Dynamics 365 Finance and Operations apps
- Plan a migration strategy
- Prepare data for migration and migrate data
- Module Summary
Module 4: Validate and Support the Solution
In this module, you will learn how to:
• Describe the correlation between test cases and business requirements.
• Use best practices for recording test cases.
• Utilize Task recorder.
• Create a scenario for acceptance testing and save it in a Business process modeler (BPM) library.
• Sync and configure your test plan in Azure DevOps.
• Execute tests.
• Use Regression suite automation tool (RSAT).
• Create user acceptance tests (UAT) and test plans.
• Create and work with BPM.
• Use Issue search.
- Introduction
- Test solutions in Dynamics 365 Finance and Operations apps
- Implement Lifecycle Services tools
- Module Summary
Testimonials (2)
The practice and trainer knowledge
Clelia
Course - MB 500: Microsoft Dynamics 365: Finance and Operations Apps Developer (authorized training course)
I learnt that we underutilize the system we work on and enjoyed every apsect.
