Course Outline
Module 1: Utilizing common functionality and implementation tools In this module, you will learn to: • Apply common functionality and implementation tools. • Explain use cases and capabilities of workspaces. • Use and customize operational workspaces. • Describe case management. • Outline global address book features and their applications. • Identify inquiry and report types in a standard installation. • Describe use cases for business document management and electronic reporting. • Manage business documents. • Navigate and use search filtering and queries efficiently. • Understand and apply record templates. • Explain use cases for Power Platform apps and services. • Determine when to use Power Platform in the Dynamics 365 Finance app. • Integrate Power BI with Dynamics 365 Finance apps. Lessons
- Introduction
- Identify and use common Dynamics 365 Finance and Operations apps features and functionality
- Describe use cases for Power Platform apps and services
- Module Summary
Module 2: Configuring security, processes, and options In this module, you will learn to: • Differentiate between roles, duties, privileges, and permissions. • Assign security roles to users. • Explain segregation of duties. • Execute and review security reports. • Establish and manage approval workflows. • Set workflow properties and elements. • Configure legal entities and operating units. • Troubleshoot and configure number sequences. • Build an organization hierarchy and assign purposes. • Apply and explain user options. • Set up document handling for attachments. • Configure print management and form setup. • Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in. • Configure email (SMTP/Exchange). • Maintain and create email templates. • Apply personalization features. • Monitor batch jobs and alerts. Lessons
- Introduction
- Implement security
- Design and create workflows
- Configure Organization administration features
- Configure System administration features
- Module Summary
Module 3: Managing Dynamics 365 Finance and Operations data In this module, you will learn to: • Administer data in Dynamics 365 Finance and Operations apps. • Explain Data management concepts. • Review the Data management workspace overview. • Use templates within the Data management workspace. • Prepare data for import or create initial startup data like postal codes, customers, vendors, and products. • Explain use cases and types of data entities. • Export data from a legal entity. • Import data into a legal entity. • Replicate configuration data across 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. • Define the scope of a migration. • Pinpoint relevant data entities and elements for specific scenarios. • Establish migration processes, including scope definition. • Prepare and migrate data. • Create a planning checklist for data migration scenarios. • Identify and extract source data. • Determine available data types for source data creation in specific migration scenarios. • Map fields between source and target data structures. • Import or export data using the data management framework. • Facilitate the transition from legacy to new systems. • Conduct test migrations and validate outputs. • Automate data tasks. Lessons
- 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: Validating and supporting the solution In this module, you will learn to: • Explain the link between test cases and business requirements. • Apply best practices for recording test cases. • Utilize the Task recorder. • Create acceptance testing scenarios and save them in a Business Process Modeler (BPM) library. • Synchronize and configure test plans in Azure DevOps. • Run tests. • Apply the Regression Suite Automation Tool (RSAT). • Develop User Acceptance Tests (UAT) and test plans. • Build and use BPM. • Leverage Issue search. Lessons
- Introduction
- Test solutions in Dynamics 365 Finance and Operations apps
- Implement Lifecycle Services tools
- Module Summary
Testimonials (1)
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