Course structure
Module 1: Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies
In this module, you will learn get an introduction to Dynamics 365 Finance and Operations by learning Basic UI and Navigation. Students will also work with Power Platform tools that work with Finance and Operations apps.
Lessons
- Introduction
- Introduction to Dynamics 365 Finance and Operations
- Basic UI and Navigation
- Dynamics 365 Finance & Operations Features and Functionality
- Power Platform tools that work with Finance and Operations apps
- Module Summary
Lab : Work with operational workspaces
Lab : Perform Searches and Work with Filters
Lab : Create search queries and save for future use
Lab : Work with record templates
Lab : Prepare, enable, and use business document management
Lab : Work with Saved Views
Lab : Setup Number Sequences
Lab : Configuring Address Books
Lab : Work with Operational Workspaces
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.
- Navigate and efficiently use search filtering and create search queries.
- Understand and use record templates.
- The Finance and Operations apps available for different business processes
- Describe use cases for Power Platform apps and services.
- Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
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
