Dynamics 365 Core Finance and Operations

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On this course you will:

  • Get started with Lifecycle Services for Dynamics 365 for Finance and Operations
  • Use Lifecycle Services to design and plan implementation for Dynamics 365 for Finance and Operations
  • Have an overview of reporting and analytics in Dynamics 365 for Finance and Operations
  • Build and test mobile apps for Dynamics 365 for Finance and Operations
  • Create, maintain, and use workflows in Dynamics 365 for Finance and Operations
  • Set up and configure legal entities in Dynamics 365 for Finance and Operations
  • Manage users and security in Dynamics 365 for Finance and Operations
  • Perform personalization in Dynamics 365 for Finance and Operations
  • Implement common integration features in Dynamics 365 for Finance and Operations
  • Prepare data for migration and migrate data to Dynamics 365 for Finance and Operations
  • Use data management in Dynamics 365 for Finance and Operations
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  • Perform user acceptance testing for Dynamics 365 for Finance and Operations
  • Prepare for go-live

Indhold


Module 1: Get Started with Dynamics 365 for Finance and Operations

  • Learn how Microsoft Dynamics 365 for Finance and Operations supports businesses to manage their global financial systems, operational business processes, and streamlined supply chains to empower people to make fast, informed decisions. As the first step in your career of working with Finance and Operations, you must familiarize yourself with its features and functionality, regardless of your desired role. Module 2: Get Started with Lifecycle Services
  • To install and maintain Microsoft Dynamics 365 for Finance and Operations in the Microsoft Azure cloud or on-premises, you need to use Microsoft Dynamics Lifecycle Services (LCS) to manage the process. Let’s get started by looking at the overall functionality and tools available within LCS.
  • Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales to implementation and finally to the production environment either on the cloud or on-premise. It provides checklists and tools that help you manage the project including methodologies that can help you manage your implementation process. Module 3: Use Lifecycle Services to Design and Plan
  • With proper planning, your Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreements to purchase licenses for Finance and Operations, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high quality implementation. Module 4: Overview of Reporting and Analytics
  • Business leaders make important decisions in their company with accurate insights of the underlying financial and operational data. With no visibility to that data, it would be impossible! By using analytics and reporting in Dynamics 365 for Finance and Operations, you can empower every business user, depending on their security rights to get the insights they need. Module 5: Build and Test Mobile Apps
  • We live in a digital age. Now, it’s difficult to imagine a day without smart devices. You use mobile applications almost every day for your social engagements, online banking, and for booking hotels, air, and rental cars. It seems only natural that you can use Dynamics 365 for Finance and Operations on your smart device. Module 6: Create, Maintain and Use Workflows
  • Some organizations require that specific processes be approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval. Module 7: Set Up and Configure Legal Entities
  • A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing Dynamics 365 for Finance and Operations.
  • This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations. Module 8: Manage Users and Security
  • If you understand the security architecture of Dynamics 365 for Finance and Operations, you can customize it to fit the requirements of your business. Using Finance and Operations, you can keep your sensitive data safe and ensure that users remain focused on their roles.
  • Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe. This all means that your users can remain focused on their roles, while the system remains as streamlined as possible.
  • Knowing how to implement different security options will help companies cover their security requirements. When you understand the security architecture of Finance and Operations, you can more easily customize security to fit the requirements of your business. Module 9: Perform Personalization
  • By personalizing the user interface in Dynamics 365 for Finance and Operations, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization. Module 10: Implement Common Integration Features
  • This module provides information about how to implement Common integration features in Finance and Operations. Microsoft Office Excel has been integrated with Dynamics 365 for Finance and Operations by default. This allows you to pull the data right from Finance and Operations, manipulate the data in Excel, and save it back to Finance and Operations. You can also send emails directly via Finance and Operations or by using Microsoft Outlook.
  • You can print documents from anywhere from your browser to your company’s network printer, so the printing experience could not be easier. Module 11: Prepare Data for Migration and Migrate Data
  • When it’s time for data migration, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. Learn how to prepare data for migration by using the data management framework to manage data entities and data entity packages in Dynamics 365 for Finance and Operations. Module 12: Use Data Management
  • You can export or import data in Dynamics 365 for Finance and Operations by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the Finance and Operations database.
  • In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace.
  • Finally, you'll learn how to use the asynchronous recurring integration features of the Data management platform. Module 13: Perform User Acceptance Testing
  • After all the customer requirements have been addressed by either configuration, customization, and integration with possible third-party, you need to know how to perform user acceptance testing (UAT) in Microsoft Dynamics 365 for Finance and Operations to validate the solution. This is a crucial step as part of the go-live preparation.
  • In order to test and evaluate the customer solution prior to the go-live, you need to have an environment of Dynamics 365 for Finance and Operations, that has all the configurations, possible customization via extensions.
  • It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios. Module 14: Prepare to Go Live
  • All your hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. Learn how to prepare to go live with a Finance and Operations project by using Microsoft Dynamics Lifecycle Services (LCS). Module 15: Course Conclusion
  • Final assessment and course summary, as well as a post-course survey for the course.

Dynamics 365 Core Finance and Operations

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