Course Description
This course discusses:Core common features of Dynamics 365 FinanceCore configuration in Dynamics 365 FinanceData migration and preparing for go-live with Dynamics 365 Finance Organizations use Dynamics 365 Finance to reduce operational costs and rapidly r
COURSE OBJECTIVES: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
Perform user acceptance testing for Dynamics 365 for Finance and Operations
Prepare for go-live
Agenda
Get Started with Dynamics 365 for Finance and Operations
- Introduction
- Industry focus
- Introduction to financial management
- Introduction to employee management
- Introduction to supply chain management
- Module summary
Get Started with Lifecycle Services
- Understand the functionality and tools of Lifecycle Services
- Reuse existing assets, copy and share data
- Understand Task recorder functionality
- Create a business process model
- Run the LCS Issue Search tool and analyze results
- Learn how to use Regression Suite Automation Tool
- Practice Labs
- Module Summary
Use Lifecycle Services to Design and Plan
- Introduction
- Phases of a cloud implementation
- Phases of an on-premises implementation
- Create Functional Design Documents (FDD)
- Module Summary
Overview of Reporting and Analytics
- Understand reports and inquiries
- Learn about Financial reporting
- Configure PowerBI to your instance
- Practice Labs
- Module Summary
Build and Test Mobile Apps
- Overview of Unified Operations mobile app
- Build and use mobile apps
- Practice Lab
- Module Summary
Create, Maintain and Use Workflows
- Workflows for business processes
- Create and setup workflows
- Assign users to workflow touchpoints
- Use Work items
- Practice Lab
- Module Summary
Set Up and Configure Legal Entities
- Create a legal entity and generate number sequences
- Create a number sequence
- Create organization hierarchies
- Apply purposes and policies
- Configure calendars and date intervals
- Practice Labs
- Module summary
Manage Users and Security
- Understand the security architecture
- Manage users and security
- Setup and apply segregation of duties
- Run security reports
- Setup batch jobs and alerts
- Practice labs
- Module summary
Perform Personalization
- Describe and apply user options
- Create, export and import personalizations
- Create and maintain record templates
- Practice labs
- Module summary
Implement Common Integration Features
- Microsoft Office integration
- Configure email
- Create and maintain email templates
- Use Power BI
- Setup network printing
- Integrate data into Common Data Services for Apps
- Practice Labs
- Module summary
Prepare Data for Migration and Migrate Data
- Introduction
- Understand BYOD feature
- Perform a test migration and validate output
- Module summary
Use Data Management
- Introduction
- Understand data management and integration
- Data management workspace
- Templates in data management
- Import, export and copy data into a legal entity
- Practice Labs
- Module summary
Perform User Acceptance Testing
- Introduction
- Create and perform test cases for User Acceptance
- Practice Lab
- Module summary
Prepare to Go Live
- Introduction
- Get ready to go live
- Module summary
Course Conclusion
- Final assessment
- Course summary
- Post-course survey
Audience
A Dynamics 365 Finance 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.