Course duration
- 2 days
Course Benefits
- How to navigate and efficiently use search, filtering and queries
- How to use operational workspaces
- Work with Business Document Management
- Work with record templates
- Integrate Power BI with Dynamics 365 Finance and Operations apps
- How to personalize workspaces
- Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
- How to apply security roles to users
- Run and analyze security reports
- Create and use workflow for approval
- Work with Organization Hierarchy and its purposes.
- How to use personalization feature
- Use Data Management workspace
- Create and use and entity templates
- Copy configuration data between legal entities
- Import and Export data and manage data by using Office Integration
- Use Regression Suite Automation Tool (RSAT)
- Create User acceptance Tests (UAT) and test plans
- Create and work with Business Process Modeler (BPM)
- Understand how to use Issue search
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private classes are delivered for groups at your offices or a location of your choice.
Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).
Course Outline
- 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
Class Materials
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Dynamics 365 class:
- Basic understanding of ERP, CRM concepts.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.