Course Outline

Module 1: Use common functionality and implementation toolsIn 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

Module 2: Configure security, processes, and optionsIn 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

Module 3: Manage Dynamics 365 Finance and Operation dataIn 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

Module 4: Validate and support the solutionIn 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
  14 Hours
 

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Dates are subject to availability and take place between 09:30 and 16:30.
Open Training Courses require 5+ participants.

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