Course Details
Course Outline
1 - Get Started with Dynamics 365 for Finance and Operations
IntroductionIndustry focusIntroduction to financial managementIntroduction to employee managementIntroduction to supply chain managementModule summary
2 - Get Started with Lifecycle Services
Understand the functionality and tools of Lifecycle ServicesReuse existing assets, copy and share dataUnderstand Task recorder functionalityCreate a business process modelRun the LCS Issue Search tool and analyze resultsLearn how to use Regression Suite Automation ToolPractice LabsModule Summary
3 - Use Lifecycle Services to Design and Plan
IntroductionPhases of a cloud implementationPhases of an on-premises implementationCreate Functional Design Documents (FDD)Module Summary
4 - Overview of Reporting and Analytics
Understand reports and inquiriesLearn about Financial reportingConfigure PowerBI to your instancePractice LabsModule Summary
5 - Build and Test Mobile Apps
Overview of Unified Operations mobile appBuild and use mobile appsPractice LabModule Summary
6 - Create, Maintain and Use Workflows
Workflows for business processesCreate and setup workflowsAssign users to workflow touchpointsUse Work itemsPractice LabModule Summary
7 - Set Up and Configure Legal Entities
Create a legal entity and generate number sequencesCreate a number sequenceCreate organization hierarchiesApply purposes and policiesConfigure calendars and date intervalsPractice LabsModule summary
8 - Manage Users and Security
Understand the security architectureManage users and securitySetup and apply segregation of dutiesRun security reportsSetup batch jobs and alertsPractice labsModule summary
9 - Perform Personalization
Describe and apply user optionsCreate, export and import personalizationsCreate and maintain record templatesPractice labsModule summary
10 - Implement Common Integration Features
Microsoft Office integrationConfigure emailCreate and maintain email templatesUse Power BISetup network printingIntegrate data into Common Data Services for AppsPractice LabsModule summary
11 - Prepare Data for Migration and Migrate Data
IntroductionUnderstand BYOD featurePerform a test migration and validate outputModule summary
12 - Use Data Management
IntroductionUnderstand data management and integrationData management workspaceTemplates in data managementImport, export and copy data into a legal entityPractice LabsModule summary
13 - Perform User Acceptance Testing
IntroductionCreate and perform test cases for User AcceptancePractice LabModule summary
14 - Prepare to Go Live
IntroductionGet ready to go liveModule summary
15 - Course Conclusion
Final assessmentCourse summaryPost-course survey
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
Target 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.
Other Prerequisites
Before attending this course, students must have:
General knowledge of Microsoft Windows
The ability to use Dynamics 365 for Finance and Operations for basic processing
General knowledge of basic mobile device features and navigation