Course Summary
The Microsoft Dynamics 365: Core Finance and Operations course provides comprehensive training on the foundational elements of Dynamics 365.
Covering key functionalities, configuration, and support tasks, this course equips participants with essential skills for managing Finance and Operations environments. Learners gain hands-on experience with user interface, workflows, security, and data management.
By the end of the course, participants will be prepared to effectively implement, maintain, and optimize Dynamics 365 solutions within their organizations.
Describe finance and operations apps and extend apps by using Microsoft Power Platform technologies:
• Identify common apps, features, and functionalities
• Describe uses cases for and capabilities of workspaces and mobile workspaces
• Describe global address book features and their use cases
• Identify available inquiry and report types
• Describe use cases for the Business Document Management and electronic reporting features
• Perform searches, and filter data
• Describe the main navigation elements
• Create, export, and import personalizations
• Create, manage, and publish saved views
• Create and maintain record templates
• Extend app functionality by using Microsoft Power Platform technologies
• Identify use cases for Microsoft Dataverse
• Identify use cases for Microsoft Power Apps
• Identify use cases for Microsoft Power Automate
• Identify use cases for Microsoft Power BI
• Identify use cases for Microsoft Power Virtual Agents
• Describe capabilities of finance and operations apps
• Describe use cases for apps in the finance and operations portfolio
• Identify capabilities of Dynamics 365 Finance
• Identify capabilities of Dynamics 365 Supply Chain Management
• Identify capabilities of Dynamics 365 Commerce
Configure administrative features and workflows:
• Implement security
• Distinguish between roles, duties, privileges, and permissions
• Manage security roles
• Describe segregation of duties
• Describe record-level security and Extensible Data Security (XDS) policies
• Describe and use the security diagnostics for task recordings tool
• Maintain users
• Design and create workflows and describe business events
• Describe use cases for workflows
• Design and create workflows
• Configure workflow properties, tasks, approvals, and elements
• Configure queues and workflow parameters
• Troubleshoot workflows
• Manage workflow versions
• Describe use cases and capabilities for business events
• Describe use cases for Data events
• Configure organization administration features
• Set up and configure legal entities and operating units
• Configure number sequences
• Configure organization hierarchies
• Configure document handling for attachments
• Create and maintain email templates
• Configure system administration features
• Configure email (SMTP/Exchange)
• Set up and monitor batch jobs
• Set up alerts
• Configure document printing
Manage finance and operations data:
• Manage data
• Describe use cases for the data management framework
• Describe use cases for projects, data entities, and templates
• Describe use cases for the dual-write feature
• Describe use cases for Entity store
• Describe the data migration process
• Identify common migration scenarios and tools in finance and operations apps
• Identify relevant data entities and elements based on given scenarios
• Identify data migration requirements
• Copy configuration data between legal entities by using the data management framework
• Use Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in to maintain data
• Prepare data for migration and migrate data to finance and operations apps
• Identify types of data including master, transactional, reference, parameter, and document data entities
• Identify and extract source data
• Generate field mapping between source and target data structures
• Import or export data by using the data management framework
• Support the transition between the existing and migrated systems
• Perform a test migration and validate output from the process
• Implement data task automation
Validate and support solutions:
• Test solutions
• Describe types of testing including unit, regression, functional, and end-to-end testing
• Describe capabilities of available testing tools
• Track work items throughout a project implementation by using Azure DevOps
• Create test cases and test plans by using Azure DevOps
• Create test scripts by using Task Recorder and upload scripts to Business Process Modeler (BPM) or Azure DevOps
• Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
• Describe and use Lifecycle Services (LCS) tools
Identify use cases for project asset libraries and shared asset libraries
• Describe environment purposes and topologies
• Differentiate between Tier 1 environments and other tiers
• Maintain BPM libraries
• Describe the types of environments including sandbox, test, gold, and production
• Identify, report, and resolve issues by using Issue Search and creating support tickets
• Report production outages
• Describe the Dynamics 365 One Version experience
• Describe the environment update process
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