About This Course
The Dynamics 365 Finance and Operations applications encompass a range of solutions, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Manufacturing. Dynamics 365 Finance is designed to automate and modernize your global financial processes. It enables you to monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. By leveraging artificial intelligence (AI), it helps drive strategic financial decisions, unifies and automates financial processes, reduces operational expenses, and mitigates global financial complexity and risk. Dynamics 365 Supply Chain Management is aimed at transforming your manufacturing and supply chain operations through predictive insights and intelligence from AI and the Internet of Things (IoT). It covers planning, production, inventory, warehouse, and transportation management, enhancing operational efficiency, product quality, and profitability. The application supports innovation in manufacturing, modernizes warehouse management, optimizes production performance, extends asset life, and streamlines your supply chain. For more detailed information, you can refer to the official documentation at https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will delve into the core features and functionalities of Dynamics 365 Finance applications that are most frequently used by end users and consultants.
Audience Profile
A Dynamics 365 for Finance and Operations Functional Consultant is tasked with conducting discovery sessions, capturing requirements, engaging subject matter experts and stakeholders, translating these requirements into actionable items, and configuring the solution and applications. The consultant implements solutions using 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 use search, filtering, and queries
- Utilize operational workspaces effectively
- Manage business documents
- Work with record templates
- Integrate Power BI with Dynamics 365 Finance and Operations apps
- Personalize workspaces to suit individual needs
- Determine when to use the Power Platform within Dynamics 365 Finance and Operations
- Assign security roles to users
- Analyze and run security reports
- Create and manage approval workflows
- Work with organizational hierarchies and understand their purposes
- Leverage personalization features for enhanced user experience
- Use the Data Management workspace effectively
- Create and utilize entity templates
- Copy configuration data between legal entities
- Import, export, and manage data using Office Integration
- Utilize the Regression Suite Automation Tool (RSAT)
- Create User Acceptance Tests (UAT) and test plans
- Work with the Business Process Modeler (BPM)
- Understand and use issue search effectively
Read more...