About This Course
Dynamics 365 Finance and Operations applications encompass, among others, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernize global financial operations. Monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. Facilitate strategic financial decisions through artificial intelligence (AI), unify and automate financial processes, reduce operational costs, and mitigate global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform your manufacturing and supply chain operations. Leverage predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, extend asset lifespan, and automate and streamline your supply chain. Note: For additional information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will concentrate on the core features and functionality of Dynamics 365 Finance apps that are most utilized by end users and consultants.
Audience Profile
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution leveraging out-of-the-box capabilities, codeless extensibility, and application and service integrations.
At Course Completion
Upon completing this course, students will be able to:
- Navigate and efficiently utilize search, filtering, and queries.
- Utilize operational workspaces.
- Work with Business Document Management.
- Work with record templates.
- Integrate Power BI with Dynamics 365 Finance and Operations apps.
- Personalize workspaces.
- Identify appropriate scenarios for using Power Platform within Dynamics 365 Finance and Operations apps.
- Apply security roles to users.
- Run and analyze security reports.
- Create and use workflows for approval.
- Work with Organization Hierarchy and understand its purposes.
- Utilize the personalization feature.
- Use the Data Management workspace.
- Create and use entity templates.
- Copy configuration data between legal entities.
- Import and export data and manage data using Office Integration.
- Use the Regression Suite Automation Tool (RSAT).
- Create User Acceptance Tests (UAT) and test plans.
- Create and work with Business Process Modeler (BPM).
- Understand how to use Issue search.
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