Duration
2 days.
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
Skills Gained
After completing this course, students will be able to:
- 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
Who Can Benefit?
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.
Outline for Microsoft Dynamics 365: Core Finance and Operations Training
Outline
- Introduction to Microsoft Dynamics 365
- Navigate finance and operations apps
- Get started with Dynamics 365 Finance
- Get started with production control in Dynamics 365 Supply Chain Management
- Get help and learn more about finance and operations apps
- Get started with Lifecycle Services for finance and operations apps
- Design and plan an implementation of finance and operations apps
- Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
- Plan and configure the global address book in finance and operations apps
- Plan and implement legal entities in finance and operations apps
- Plan and implement security in finance and operations apps
- Set up batch jobs in finance and operations apps
- Work with workflows in finance and operations apps
- Design and build mobile apps for finance and operations apps
- Personalize finance and operations apps
- Implement common integration features in finance and operations apps
- Feature management in finance and operations apps
- Prepare data for migration to finance and operations apps
- Work with data management in finance and operations apps
- Perform user acceptance testing in finance and operations apps
- Prepare to go-live with finance and operations apps
- Work with analytics and reporting in finance and operations apps
- Configure electronic reporting in Dynamics 365 Finance