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Microsoft Finance and Operations Core
Course Description
Overview
This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.Objectives
Audience
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 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
Topics
- Introduction
- Digital transformation is business transformation
- Microsoft business applications
- Artificial intelligence
- Mixed reality
- Check your knowledge
- 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
- 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
- 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
- Introduction
- Microsoft Learn site
- In-product help
- Customize help topics
- Protecting the privacy and personal data of your customers
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Introduction
- Understand the differences between customization and personalization
- Apply user options
- Implicit personalization
- Explicit personalization
- Administer personalization
Related Courses
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Microsoft Dynamics 365 Customer Insights - Journeys
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- Price: 2,380.00 USD
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