Level: Beginner
Course Duration: 2 Days
Training Mode: Instructor-led training
How to navigate and efficiently use search, filtering and queries
How to use operational workspaces
Work with Business Document Management
Work with record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
How to personalize workspaces
Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
How to apply security roles to users
Run and analyze security reports
Create and use workflow for approval
Work with Organization Hierarchy and its purposes.
How to use personalization feature
Use Data Management workspace
Create and use and entity templates
Copy configuration data between legal entities
Import and Export data and manage data by using Office Integration
Use 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
Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to:
Automate and modernize your global financial operations.
Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth.
Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk.
Dynamics 365 Supply Chain Management helps you to:
Transform your manufacturing and supply chain operations.
Use 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, maximize the life of your assets, and automate and streamline your supply chain.
Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Job role: Functional Consultant
Preparation for exam: MB-300
Before attending this course, students must have:
General knowledge of Microsoft Windows
The ability to use Dynamics 365 for Finance and Operations for basic processing
General knowledge of basic mobile device features and navigation
Module 1: Use common functionality and implementation tools
In this module, you will learn how to:
Use common functionality and implementation tools.
Describe uses cases for, and capabilities of, workspaces.
Use and personalize operational workspaces.
Describe case management.
Describe global address book features and their use cases.
Identify the inquiry and report types available in a default installation.
Describe use cases for the business document management and electronic reporting features.
Work with business document management.
Navigate and efficiently use search filtering and create search queries.
Understand and use 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.
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
Lab : Work with an operational workspace
Lab : Prepare, enable, and use Business document management
Lab : Perform searches and work with filters
Lab : Create search queries and save for future use
Lab : Work with record templates
You have learned how to:
Use common functionality and implementation tools.
Describe use cases for, and capabilities of, workspaces.
Use and personalize operational workspaces.
Describe case management.
Describe global address book features and their use cases.
Identify the inquiry and report types available in a default installation.
Describe use cases for the business document management and electronic reporting features.
Work with business document management.
Navigate and efficiently use search filtering and create search queries.
Understand and use record templates.
Describe use cases for Power Platform apps and services.
Identify when to use Power Platform in the Dynamics 365 Dynamics 365 Finance app.
Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
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 workflow 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 the personalization feature.
Set up and monitor batch jobs and alerts.
Lessons
Introduction
Implement security
Design and create workflows
Configure Organization administration features
Configure System administration features
Module Summary
Lab : Create users and assign security roles
Lab : Set up segregation of duties
Lab : Run a security report and analyze the output
Lab : Create a purchase requisition workflow
Lab : Configure a new legal entity
Lab : Create an operating unit
Lab : Set up number sequences
Lab : Create an Organization Hierarchy and assign purpose
Lab : Use Excel workbook designer
Lab : Create a batch job
You have learned 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 workflow 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
Configure email (SMTP/Exchange).
Create and maintain email templates.
Use personalization feature.
Set up and monitor batch jobs and alerts.
Module 3: Manage Dynamics 365 Finance and Operation 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 for 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 by 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 by using the data management framework.
Support the transition between the existing and migrated systems.
Perform a test migration and validate output from the process.
Implement data task automation.
Lessons
Introduction
Manage data in Dynamics 365 Finance and Operations apps
Plan a migration strategy
Prepare data for migration and migrate data
Module Summary
Lab : Work with templates in the Data management workspace
Lab : Export and import data
Lab : Copy configuration data between legal entities
In this module, you learned 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
Describe use cases for 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 by using the data management framework
Describe use cases for the dual-write feature.
Plan a migration strategy.
Identify common migration scenarios and tools in 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 by using the data management framework.
Support the transition between the existing and migrated systems.
Perform a test migration and validate output from the process.
Implement data task automation.
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.
Use Task recorder.
Create a scenario for acceptance testing and save in a Business process modeler (BPM) library.
Sync and configure your test plan in Azure DevOps.
Execute your tests.
Use Regression suite automation tool (RSAT).
Create user acceptance tests (UAT) and test plans.
Create and work with BPM.
Use Issue search.
Lessons
Introduction
Test solutions in Dynamics 365 Finance and Operations apps
Implement Lifecycle Services tools
Module Summary
In this module, you learned how to:
Under stand the correlation between test cases and business requirements
Build test cases to test business functionality without the need to be a developer
Use the Task recorder functionality to create a business process model in Lifecycle Services
Identify any missing functionality by identifying and analyzing gaps using the BPM
Use the Regression suite automation tool (RSAT)
Understand what the FastTrack Go-live assessment is
How to assist the customer to request the production environment
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Microsoft Power Platform empowers organizations to automate business processes, develop their own rich app experiences, and connect with customers better and faster. In this course, students will learn to perform discovery, capture requirements, engage subject matter experts and stakeholders, translate requirements, and configure Microsoft Power Platform solutions and apps.
The Microsoft Power Platform helps organizations optimize their operations by simplifying, automating and transforming business tasks and processes. In this course, students will learn how to build Power Apps, Automate Flows and extend the platform to complete business requirements and solve complex business problems.
This course is developed for those aspired to be solution architect and also those who are new to this role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.
Developer training. Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.
This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory.
This course has six modules and designed for 4 days learning experience. It can be taught in-person and/or virtually. Your instructor(s) will provide you with the agenda for this course. Module 1 will introduce you to the configure need for Dynamics 365 Supply Chain Management, Manufacturing.
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Microsoft Dynamics 365 Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.