About this course:

• Learn about The Core features of Dynamics 365 for Finance and Operations.
• Core configuration in Dynamics 365 for Finance and Operations.
• Data migration and preparing for go-live with Dynamics 365 for Finance and Operations.
• Organizations that use Dynamics 365 for Finance and Operations.
• Reduce operational costs and respond to changing business requirements.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements from business users, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

At course completion

• Get started with Dynamics 365 for Finance and Operations
• 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 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

* Prices are free of VAT.
* Parking is not included in the price.
* Education is not included in the NLT membership fee.

Course Outline:

Getting Started with Dynamics 365 for Finance and Operations

• Overview of Finance and Operations functionality
• Understand and use global address book
• Navigation and workspaces
• Get help with Finance and Operations

Module 1 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

Module 2 Use Lifecycle Services to Design and Plan Module 2 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 3 Overview of Reporting and Analytics

• Understand reports and inquiries
• Learn about Financial reporting
• Configure PowerBI to your instance

Module 4 Build and Test Mobile Apps Module 4 Build and Test Mobile Apps

• Overview of Unified Operations mobile app
• Build and use mobile apps

Module 5 Create, Maintain and Use Workflows Module 5 Create, Maintain and Use Workflows

• Workflows for business processes
• Create and setup workflows
• Assign users to workflow touchpoints
• Use Work items

Module 6 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

Module 7 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

Module 8 Perform Personalization

• Describe and apply user options
• Create, export and import personalizations
• Create and maintain record templates

Module 9 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

Module 10 Prepare Data for Migration and Migrate Data Module 10 Prepare Data for Migration and Migrate Data

• Introduction
• Understand BYOD feature
• Perform a test migration and validate output

Module 11 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

Module 12 Perform User Acceptance Testing

• Introduction
• Create and perform test case for User Acceptance

Module 13 Prepare to Go Live

• Introduction
• Get ready to go live .

Module 14: MB-300 Certification Exam Review

• The MB-300 Microsoft Dynamics 365 Finance and Operations Core Exam
• Role Base Certifications
• Related Exams and Certifications
• Latest Exam changes, revisions and strategies

Module 15 Course Conclusion

• Course summary

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

Certification exam: MB-300

Mariya Koteva, MCP, MCT