Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals.
This course discusses core components of Microsoft Dynamics 365 for Finance and Operations.
Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals.
This course discusses core components of Microsoft Dynamics 365 for Finance and Operations.
A Dynamics 365 for Finance and Operations 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.
Course MB-300T01-A: Core common features of Dynamics 365 for Finance and Operations
Course Outline
Module 1: Get Started with Dynamics 365 for Finance and Operations
This module provides an understanding of what Dynamics 365 for Finance and Operations is, and the industries that it supports. It describes the modules in Finance and Operations, and the purpose of the features in those modules and how they support the industry-specific areas.
Lessons
You will have an understanding of what Finance and Operations is, and the industries that it supports. You will be familiar with the modules in Finance and Operations, and the purpose of the features in those modules and how they support the industry-specific areas.
Module 2: Get Started with Lifecycle Services
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.
Lessons
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 agreement to purchase licenses for Finance and Operations, your job as a functional consultant starts by managing the application lifecycle and moving toward a predictable, repeatable, high quality implementation.
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Module 4: Overview of Reporting and Analytics
A report in Dynamics 365 for Finance and Operations can be defined simply as a structured presentation of data. Under ideal circumstances, reports materialize data in such a way that it allows the user to make informed decisions. Finance and Operations supports a broad spectrum of information access scenarios.
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Module 5: Build and Test Mobile Apps
This module explains the guidelines and design patterns of a mobile app for Dynamics 365 for Finance and Operations. Additionally, it explains how to build and test mobile apps based on a use case scenario. The mobile platform makes it easy to change the forms and mobile app definitions to include customizations that are made to Finance and Operations. Mobile apps enable rich offline and mobile interactions and provide an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile apps that expose this functionality.
Lessons
Additionally, you will have discovered how to run the Dynamics 365 Unified Operations app to connect to Finance and Operations, and how to use the published mobile apps and pull-to-refresh the data.
Module 6: Create, Maintain and Use Workflows
A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.
Lessons
In this module, you learned how to apply automation by using workflows, and discovered that defining a specific type allows a business to control each step in a critical process. You also learned that workflows can be used as procedural steps that use approvals for several journal types.
Additionally, you learned that you can define several versions for each workflow and modify an existing workflow without deleting the original. These workflow processes can require manual approval, workflow approval, or no approval.
After gaining an understanding of the workflow architecture, elements, and actions, you then learned how to set up workflows, configure workflow properties, and add a manual or automated task in a workflow.
Finally, you learned how to configure an approval process in a workflow, assign users to workflow touchpoints, configure an approval step in a workflow, and use the Work items functionality to process a workflow.
Module 7: Course ConclusionFinal assessment and course summary, as well as a post-course survey for the course.
Lessons
You will have concluded the course.
Course MB-300T02-A: Core configuration in Dynamics 365 for Finance and Operations
Course Outline
Module 1: Set Up and Configure Legal EntitiesThis module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.
Lessons
You’ve learned how to create a legal entity and generate number sequences, manually or by using a wizard. You also configured calendars and date intervals.
You also learned how to create organization hierarchies, apply purposes, and set up policies in order to streamline business policies and reporting structures.
Module 2: Manage users and security
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.
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Module 3: Perform PersonalizationPersonalization saves time and effort when using the system.
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You also learned the difference between customization and personalization. In particular, how personalization helps you save time personalizing often used field values, and allows you to create and maintain record templates.
Module 4: Implement Common Integration FeaturesMicrosoft Dynamics 365 integrates with many other common programs; for example email, Microsoft Office, and Power BI.
Lessons
By setting up network printing features, you can use corporate network printers remotely. Finally, this module provided an overview of how to integrate data from multiple sources into Common Data Service for Apps and integrate the data to Dynamics 365 for Finance and Operations using the Data Management workspace.
Module 5: Course ConclusionFinal assessment and course summary, as well as a post-course survey for the course.
Lessons
You will have completed the course.
Course MB-300T03-A: Data migration and preparing for go-live with Dynamics 365 for Finance and Operations
Course Outline
Module 1: Prepare Data for Migration and Migrate DataThis unit explores integration patterns, scenarios, and solutions for Finance and Operations. Although this unit does not include technical details about how to use or set up every integration pattern or how to work with sample code, it is always wise to be aware of available integration tools.
Lessons
Module 2: Use Data Management
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. You can use the data management framework to manage data entities and data entity packages in Finance and Operations.
Lessons
Module 3: Perform User Acceptance Testing
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.
Lessons
Module 4: 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. This is a crucial and final stage of your exciting experience of completing an implementation. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. You cannot guarantee your success without knowing how to prepare for Finance and Operations go live and the final stage of implementation.
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Module 5: Course ConclusionFinal assessment and course summary, as well as a post-course survey for the course.
Lessons
You will have completed the course.
Course MB-240T03-A: Universal Resource Scheduling for Dynamics 365 for Field Service
Course Outline
Module 1: Universal Resource Scheduling
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Module 2: Managing scheduling options
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Module 3: Customizing the Schedule Board
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Module 4: Resource Scheduling Optimization
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Basic understanding of ERP, CRM concepts.