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.
Lesson
- 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
After completing this module, students will be able 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.
Lesson
- 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
After completing this module, students will be able 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.
Lesson
- 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
After completing this module, students will be able 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.
Lesson
- Introduction
- Test solutions in Dynamics 365 Finance and Operations apps
- Implement Lifecycle Services tools
- Module Summary
After completing this module, students will be able 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.
