Microsoft Finance and Operations Core

 

Consultants (functional and technical) gather and analyze business requirements, and translate those requirements into fully realized business processes and solutions that implement industry recommended practices. They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement shared features used by Dynamics 365 finance and operations apps. They should also have awareness of how Dynamics 365 finance and operations apps integrate with external systems and tools including Microsoft Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process. Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. They should also pursue role-base certifications and assessments to ensure their knowledge is recognized. Job role: Functional Consultant
 

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 and navigation
• Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
• General knowledge of basic mobile device features and navigation
• The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner

Introduction to Microsoft Dynamics 365

• Introduction
• Digital transformation is business transformation
• Microsoft business applications
• Artificial intelligence
• Mixed reality
• Check your knowledge

Navigate finance and operations apps

• Introduction
• Navigation elements
• See how workspaces drive productivity
• Use filtering techniques
• Search in finance and operations apps
• Compare views
• How to use View and Edit modes
• Check your knowledge

Get started with Dynamics 365 Finance

• Introduction
• Benefits of Dynamics 365 Finance
• Overview
• General ledger
• Cash and bank management
• Tax
• Accounts payable
• Accounts receivable
• Credit and collections
• Budgeting
• Fixed assets
• Cost accounting
• Electronic invoicing
• Lab - Explore Dynamics 365 Finance
• Check your knowledge

Get started with production control in Dynamics 365 Supply Chain Management

• Introduction
• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Batch orders
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Describe the value proposition for mixed-reality Guides for production floor workers
• Lab - Explore production control
• Check your knowledge

Get help and learn more about finance and operations apps

• Introduction
• Microsoft Learn site
• In-product help
• Customize help topics
• Protecting the privacy and personal data of your customers

Get started with Lifecycle Services for finance and operations apps

• Introduction
• Understand the functionality and tools of Lifecycle Services
• Determine licensing requirements
• Lifecycle Services security
• Reuse existing assets, copy, and share data
• Perform actions in the Asset library
• Work with the Task recorder
• Business process modeler (BPM)
• Support options
• Get product updates from Lifecycle Services
• Exercise - use the Task recorder to create and edit a recording
• Exercise - create a business process in the business process modeler
• Exercise - create a support incident
• Check your knowledge

Design and plan an implementation of finance and operations apps

• Introduction
• Use implementation methodologies for a successful implementation
• Cloud implementation - analysis
• Cloud implementation - design and develop
• Cloud implementation - test
• Cloud implementation - deploy and operate
• On-premises implementation - analysis
• On-premises implementation - design and develop
• On-premises implementation - test, deploy, and operate
• Gathering and analyzing the requirements
• Create functional design documents (FDD)
• Check your knowledge

Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

• Introduction
• Access Dynamics 365 Translation Service
• Types of requests
• Reuse translations (recycling)
• Custom-trained machine translation system
• Exercise – Create, review, and regenerate a user interface translation request
• Exercise – Create, review, and regenerate a documentation translation request
• Exercise – Create a translation memory file
• Check your knowledge

Plan and configure the global address book in finance and operations apps

• Introduction
• How the global address book works
• Plan for the global address book and other address books
• Lab - Configure address books
• Lab - Add a new record and check for duplicates
• Check your knowledge

Plan and implement legal entities in finance and operations apps

• Introduction
• Create a legal entity
• Create a number sequence
• Understand organizational hierarchies and operating units
• Plan your organizational hierarchy
• Decide whether to model internal organizations as legal entities or operating units
• Decide whether to model internal organizations as legal entities or operating units (cont.)
• Best practices for modeling organizations and hierarchies
• Apply purposes and policies
• Distributed order management (DOM) policy
• Configure calendars and date intervals
• Lab - Configure a new legal entity
• Lab - Create an operating unit
• Lab - Create an organization hierarchy
• Lab - Set up a number sequence
• Check your knowledge

Plan and implement security in finance and operations apps

• Introduction
• Understand the security architecture
• Encryption in finance and operations apps
• Manage users and security
• Set up and apply segregation of duties
• Run security reports
• Stay compliant with user licensing requirements
• Security diagnostics for task recordings
• Extensible data security policies
• Exercise - Import a user and assign security role
• Lab - Work with security
• Check your knowledge

Set up batch jobs in finance and operations apps

• Overview of batch processing
• Batch processing and batch servers
• Batch processing of reports and setup of alerts
• Copy a batch job
• Batch job manager role
• Unlock a journal
• Lab - Work with batch jobs and set up alerts
• Check your knowledge

Work with workflows in finance and operations apps

• Introduction
• Workflow types for business processes
• Create and set up workflows
• Assign users to workflow elements
• Use the daily journal workflow
• Lab - Create a purchase requisition workflow
• Check your knowledge

Design and build mobile apps for finance and operations apps

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations mobile app
• Page design guidelines
• Action design guidelines
• Form design requirements
• Design considerations
• Understand use cases for mobile apps
• Get the Dynamics 365 Unified Operations mobile app
• Check your knowledge

Personalize finance and operations apps

• Introduction
• Understand the differences between customization and personalization
• Apply user options
• Implicit personalization
• Explicit personalization
• Administer personalization

5 min Saved views 7 min The personalization toolbar 8 min Personalize a workspace 5 min Personalize a dashboard 5 min Personalize inventory dimensions 5 min Create and maintain record templates 5 min Lab - Personalize user options 20 min Lab - Create and use a record template 10 min Check your knowledge Implement common integration features in finance and operations apps Introduction 2 min Microsoft Office integration 12 min Excel workbook designer 13 min Document management 8 min Configure email (SMTP/Exchange) 17 min Create an email template 2 min Power BI in finance and operations 10 min Print management 20 min Integrate data from multiple sources into Microsoft Dataverse for Apps 10 min Lab - Work with Microsoft Office integration 30 min Check your knowledge Feature management in finance and operations apps Introduction 1 min Feature management workspace 5 min Feature states 10 min Enable a feature 5 min Reschedule a feature 2 min Disable a feature 3 min Features that must be enabled 2 min Enable all features 6 min Check for updates 1 min Assign roles 3 min Features that use configuration keys 2 min Data entities 5 min Check your knowledge Prepare data for migration to finance and operations apps Introduction 4 min Select a data integration (import/export) strategy 15 min Common migration scenarios and tools 10 min Bring your own database (BYOD) 15 min Test a data migration and validate output 20 min Check your knowledge Work with data management in finance and operations apps Introduction 2 min Data management concepts 6 min Use data entities for data management and integration 5 min Work with the Data management workspace 7 min Using Standard and Enhanced views for tiles 2 min Use templates in data management 6 min Export, import, and copy data into a legal entity 9 min Lab - Explore the Data management workspace 24 min Lab - Export data using the Data management workspace 15 min Database movement operations 10 min Data sharing framework 5 min Check your knowledge Perform user acceptance testing in finance and operations apps Introduction 2 min Create user acceptance test libraries 3 min Record test cases and save to BPM 30 min Synchronize and configure your test plan in Azure DevOps 4 min Run user acceptance tests 17 min Data task automation 4 min Exercise - Build test scripts to test business functionality 25 min Check your knowledge Prepare to go-live with finance and operations apps Introduction 2 min Understand the go-live process 4 min Complete the Lifecycle Services methodology 2 min Perform user acceptance testing (UAT) for your solution 2 min FastTrack go-live assessment 3 min Request a production environment 2 min Check your knowledge Work with analytics and reporting in finance and operations apps Introduction 2 min Understand different types of reports and inquiries 10 min Financial reporting 10 min Find inquiries and reports 2 min Generate and consume inquiries and reports 3 min Configure finance and operations apps for Microsoft Power Platform 8 min Lab - Work with reports 40 min Check your knowledge Configure electronic reporting in Dynamics 365 Finance Introduction 10 min Configure electronic reporting 10 min Use barcode data sources to generate bar code images 5 min Lab - Generate electronic documents for payments 16 min Check your knowledge