Course Description
This training covers the following core features in Dynamics 365: common core features, core configuration, data migration, & preparing to go live.
Prerequisites
Before attending this course, students must have the following:
- General understanding of Microsoft Windows
- the ability to perform basic processing and navigation using Dynamics 365 for Finance & Operations
- Working as a functional or technical consultant who has gathered information using Dynamics Finance Apps & analyze business requirements
- General knowledge of basic mobile device features & navigation
- The professionals should be able to take a synchronous, virtual course & communicate feedback in a positive, constructive manner
Target Audience
Consultants (functional & technical) gather & analyze business requirements, & translate those requirements into fully realized business processes & solutions that implement industry-recommended practices. They serve as a key resource in applying &configuring apps to meet the needs of businesses. Dynamics 365 finance should be able to use shared features that consultants can implement. & operations apps. They should also understand how Dynamics 365 finance and operations apps integrate with third-party systems and tools, such as Microsoft Power Platform. The consultant uses (LCS) Lifecycle Services, Azure DevOps, & other Microsoft tools &platforms that make the process of application lifecycle management (ALM) easier. By reading the product release notes, reviewing the product roadmaps, and attending conferences, consultants continue their education or continue to gain knowledge by using Microsoft Gain knowledge of Microsoft Docs, instructor-led training, blogs, & user communities. They should also pursue role-based certifications & assessments to ensure their knowledge is recognized.
Content Outline
- Explore Dynamics 365 applications.
- Discover business value in Dynamics 365 applications & how they support digital transformation.
- Gain knowledge of the role of artificial intelligence & mixed reality in Dynamics 365.
- How workspaces drive productivity
- Filtering techniques
- Searching in finance & operations apps
- Comparing views
- The view & edit modes
- The benefits of Dynamics 365 Finance.
- An overview of features in Finance.
- Discrete, lean, & process manufacturing methodologies
- Unified Manufacturing
- How to configure production control for unified manufacturing
- Capacity planning
- Integration between the General ledger & the Production control modules
- Production pools
- How to work with allocation keys
- IoT intelligence & insights into Supply Chain Management
- Microsoft Gain knowledge of documentation
- In-product help
- How to customize help topics
- Protecting the privacy & personal data of your customers
- Understand the functionality & tools of Lifecycle Services for finance & operations apps
- Reuse existing assets, copy & share data
- Understand Task recorder functionality
- Make a business process model
- Find & analyze gaps using the Business Process Modeler
- Run the Issue Search tool & analyze the results
- Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
- Define use case scenarios.
- Gain knowledge of how to participate in the creation of Business requirement documents (BRD).
- Understand the importance of creating & maintaining documented processes.
- Participate in phase-based planning processes & solution design.
- Explain the future state business processes based on a proposed solution.
- Determine when to build versus buy.
- Make Functional Design Documents (FDD).
- Gain knowledge of the functionality & features of Dynamics 365 Translation Service.
- Submit translation requests for user interface & documentation files of supported Dynamics 365 products.
- Review & edit a translation request's output to regenerate new translations.
- Use the Align tool to make translation memory for future translation requests.
- What is the global address book?
- How the world address book functions.
- How to prepare for other address books in addition to the global address book.
- Make a legal entity & generate number sequences.
- Make a number sequence.
- Make organization hierarchies.
- Assign purposes & policies to hierarchies.
- Configure calendars & date intervals.
- Understand the security architecture of finance & operations apps
- Gain knowledge of encryption in finance & operations apps
- Manage users
- Manage security
- Apply segregation of duties
- Run security reports
- Stay compliant with user licensing requirements
- Batch processing
- Batch processing & batch servers
- Planning for batch server topology
- Planning for batch server management
- Batch processing of reports
- Copying a batch job
- Active batch periods
- The batch job manager security role
- The Run by feature
- How to unlock a journal
- Use the workflow architecture, elements, & actions
- Make & set up workflows
- Configure workflow properties
- Configure a manual task in a workflow
- Configure an automated task in a workflow
- Configure an approval process in a workflow
- Assign users to workflow elements
- Configure an approval step in a workflow
- Use work items functionality
- The Microsoft Dynamics 365 Unified Operations mobile app
- Use cases for mobile apps
- How to build & work with workspaces
- Explain & apply user options
- Differentiate between customization & personalization
- Make, export, & import personalization
- Make & maintain record templates
- Use Saved views
- Perform Microsoft Office integration in finance & operations apps
- Configure email (SMTP/Exchange)
- Make & maintain email templates
- Set up network printing
- Set up & enable Power BI
- Integrate data from multiple sources into Microsoft Dataverse
- Gain knowledge of the Feature management workspace in finance & operations apps.
- Discover when & how to enable features, including how to disable & reschedule features.
- Gain knowledge of how to check for feature updates & assign roles.
- Choose a data integration (import/export) strategy.
- Find common migration scenarios & tools in finance & operations apps.
- Understand the Bring your own database (BYOD) feature.
- Find relevant (legacy) systems.
- Find & import static data that is common between industries.
- Make & review test plans for data migration.
- Find & extract source data.
- Find relevant data entities & elements.
- Generate field mapping between source & target data structures.
- Test a data migration & validate output.
- Support the transition between the existing & migrated systems.
- Find the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
- Work with the Data management workspace.
- Export data from a legal entity.
- Import data into a legal entity.
- Work with data import & export jobs.
- Clean up the staging tables.
- Work with database movement operations.
- Work with the data-sharing framework.
- Test cases & business requirements
- Best practices for recording test cases
- Task recorder
- How to make a BPM library
- How to synchronize & configure your test plan in Azure DevOps
- How to run test cases manually & automatically
- The Regression suite automation tool (RSAT)
- Prepare for go-live
- Completion of the Microsoft Dynamics Lifecycle Services Methodology
- Perform (UAT) User acceptance testing for your solution
- Understand the FastTrack Go-live assessment
- Request the production environment
- Different types of reports & inquiries in finance & operations apps
- Financial Reporting
- Configuring finance & operations apps for Microsoft Power Platform
- Generating & consuming inquiries & reports
- Configure electronic reporting
- Use barcode data sources to generate barcode images
- Add a new electronic reporting provider & mark it as active
- Generate an electronic document in a specific format
- Make electronic reporting configurations
FAQs
An organization's finance operations director is usually responsible for leading the finance/accounting function & team. They generally provide strategic direction as well as oversight of front-end revenue cycle work methods & outcomes. Often, they oversee revenue policies & procedures, which mainly include billing for revenue generation.
Dynamics 365 is a product with combined CRM & ERP systems & includes a Dynamics AX suite. While Dynamics 365 & Dynamics AX are quite similar, Dynamics 365 is a web- & cloud-based system, whereas AX is mainly a desktop-based application with some web & mobile add-ons.
Your operations department is responsible for making sure that customer orders are filled on schedule. This responsibility mainly covers managing production rhythms & also syncing manufacturing timelines with availability as well as delivery of materials required for production.
To attend the training session, you should have operational Desktops or Laptops with the required specifications, along with a good internet connection to access the labs.
We would always recommend you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, due to some contingency, if you have to skip the class, Radiant Tech learning will help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption & NOT for distribution or any commercial use.
Radiant Tech learning has a data center containing the Virtual Training environment for the purpose of participant hand-on-practice.
Participants can easily access these labs over Cloud with the help of a remote desktop connection.
Radiant virtual labs provide you the flexibility to gain knowledge from anywhere in the world & in any time zone.
Learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge, & you will gain a better experience. These real-time projects will help you a lot in your future tasks and assignments.