Course Overview

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain.

NOTE: For more information, please refer to: https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

 

This Enterprise Skills Initiative Program class is for Microsoft approved clients ONLY. If you are unsure of eligibility, please contact Martha Garron via phone at 603-384-1251 or via email at [email protected].

Key Learning Areas

  • 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

Course Outline

Get Started with Dynamics 365 for Finance and Operations

This module provides an understanding of what Dynamics 365 for Finance and Operations is, and the industries that it supports. It describes the modules in Finance and Operations, and the purpose of the features in those modules and how they support the industry-specific areas.

  • Introduction
  • Industry focus
  • Introduction to financial management
  • Introduction to employee management
  • Introduction to supply chain management

After completing this module, students will:

  • Understand the industries that it supports
  • Be familiar with the modules in Finance and Operations
  • Be familiar with the purpose of the features in those modules
  • Be familiar with how they support industry-specific areas
  • Understand what Finance and Operations is

Get Started with Lifecycle Services

Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales to implementation and finally to the production environment either on the cloud or on-premise. It provides checklists and tools that help you manage the project including methodologies that can help you manage your implementation process.

  • 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

After completing this module, students will be able to:

  • Reuse existing assets, copy, and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Understand the functionality and tools of Lifecycle services (LCS) for Finance and Operations

Use Lifecycle Services to Design and Plan

With proper planning, your Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreement to purchase licenses for Finance and Operations, your job as a functional consultant starts by managing the application lifecycle and moving toward a predictable, repeatable, high quality implementation.

  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)

After completing this module, students will be able to:

  • Define use case scenarios
  • Participate in the creation of functional requirements documents (FRD)
  • Understand the importance of creating and maintaining documented processes
  • Participate in phase-based planning processes and solution design
  • Design the future state business processes based on a proposed solution
  • Determine when to build versus buy
  • Create functional design documents (FDDs)
  • Prepare documentation for gathered requirements by using a methodology in Lifecycle Services (LCS)

Overview of Reporting and Analytics

A report in Dynamics 365 for Finance and Operations can be defined simply as a structured presentation of data. Under ideal circumstances, reports materialize data in such a way that it allows the user to make informed decisions. Finance and Operations supports a broad spectrum of information access scenarios.

  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure Power BI to your instance

After completing this module, students will be able to:

  • Financial reporting
  • Configuring Finance and Operations for Microsoft Power Platform
  • Different types of reports and inquiries in Finance and Operations

Build and Test Mobile Apps

This module explains the guidelines and design patterns of a mobile app for Dynamics 365 for Finance and Operations. Additionally, it explains how to build and test mobile apps based on a use case scenario. The mobile platform makes it easy to change the forms and mobile app definitions to include customizations that are made to Finance and Operations. Mobile apps enable rich offline and mobile interactions and provide an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile apps that expose this functionality.

  • Overview of Unified Operations mobile app
  • Build and use mobile apps

After completing this module, students will be able to:

  • Create a mobile app and publish it
  • Download the app
  • Run the Dynamics 365 Apps to connect to Finance and Operations

Create, Maintain and Use Workflows

A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items

After completing this module, students will be able to:

  • Define type of workflow
  • Know workflows can allow for approvals for several journal types
  • Define multiple versions of a workflow
  • Modify an existing workflow without deleting the original
  • Set up, configure, and add workflows and their tasks
  • Configure an approval process
  • Apply automation using workflows

Set Up and Configure Legal Entities

This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.

  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals

After completing this module, students will be able to:

  • Configure calendars and date intervals.
  • Create organization hierarchies, apply purposes, and set up policies
  • Create a legal entity and generate number sequences

Manage Users and Security

Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe. This all means that your users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When you understand the security architecture of Finance and Operations, you can more easily customize security to fit the requirements of your business.

  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts

After completing this module, students will understand:

  • Managed users
  • Managed security
  • Applied segregation of duties
  • How to run security reports
  • Security architecture of Finance and Operations

Perform Personalization

Personalization saves time and effort when using the system.

  • Describe and apply user options
  • Create, export and import personalization
  • Create and maintain record templates

After completing this module, students will understand:

  • The difference between customization and personalization
  • How personalization helps you save time
  • How personalization helps you create and maintain record templates
  • How to use and apply user options, create personalization, and export personalization

Implement Common Integration Features

Microsoft Dynamics 365 integrates with many other common programs, for example email, Microsoft Office, and Power BI.

  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI
  • Setup network printing
  • Integrate data into Common Data Services for Apps

After completing this module, students will be able to:

  • Use corporate network printers remotely
  • Integrate data from multiple sources into Common Data Service
  • Use Microsoft Office integration

Prepare Data for Migration and Migrate Data

This unit explores integration patterns, scenarios, and solutions for Finance and Operations. Although this unit does not include technical details about how to use or set up every integration pattern or how to work with sample code, it is always wise to be aware of available integration tools.

  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output

After completing this module, students will be able to:

  • Identify common migration scenarios and tools in Finance and Operations
  • Understand the Bring Your Own Database (BYOD) feature
  • Identify relevant (legacy) systems
  • Identify and import static data that is common between industries
  • Create and review test plans for data migration
  • Identify and extract source data
  • Identify relevant data entities and elements
  • Generate field mapping between source and target data structures
  • Perform a test migration and validate output
  • Support the transition between the existing and migrated systems
  • Choose a data integration (import/export) strategy

Use Data Management

In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. Finally, you'll learn how to use the asynchronous recurring integration features of the Data management platform. You can use the data management framework to manage data entities and data entity packages in Finance and Operations.

  • Introduction
  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity

After completing this module, students will be able to:

  • Work with the Data management workspace
  • Export data from a legal entity
  • Import data into a legal entity
  • Identify the correct pattern for a given scenario

Perform User Acceptance Testing

In order to test and evaluate the customer solution prior to the go-live, you need to have an environment of Dynamics 365 for Finance and Operations, that has all the configurations, possible customization via extensions. It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios.

  • Introduction
  • Create and perform test cases for User Acceptance

After completing this module, students will understand:

  • Best practices for recording test cases
  • Task recorder
  • How to create a Scenario Acceptance Testing BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to execute your tests
  • How to understand the correlation between test cases and business requirements

Prepare to Go Live

All your hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. This is a crucial and final stage of your exciting experience of completing an implementation. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. You cannot guarantee your success without knowing how to prepare for Finance and Operations go live and the final stage of implementation.

  • Introduction
  • Get ready to go live

After completing this module, students will be able to:

  • Prepare for go live
  • Complete the Lifecycle Services (LCS) methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack Go-live assessment
  • Request the production environment

Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Who Benefits

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.

Prerequisites

Before taking this course, students should have a basic understanding of ERP, CRM concepts.