Description

This training program discusses: – Core common features of Dynamics 365 Finance and Operations – Core configuration in Dynamics 365 Finance and Operations – Data migration and preparing for go-live with Dynamics 365 Finance and Operations Organizations use Dynamics 365 Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals. This training program discusses core components and configuration of Microsoft Dynamics 365 Finance and Operations, and data migration and preparing for go-live.

 

Radiant Teachlearning offers Microsoft Finance and Operations Core Training Program in Classroom and Virtual instructor Led/Online mode.

 

Duration: 3 days

 

Learning Objectives

After accomplishing this training program, professionals will be able to:

  • Begin with Lifecycle Services for Dynamics 365 Finance and Operations
  • utilize Lifecycle Services to plan and design execute for Dynamics 365 Finance and Operations
  • Have an outline of analytics and reporting in Dynamics 365 Finance and Operations
  • Build and test mobile applications for Dynamics 365 Finance and Operations
  • Maintain, create, and use workflows in Dynamics 365 Finance and Operations
  • Set up and configure legal entities in Dynamics 365 Finance and Operations
  • Manage users and security in Dynamics 365 Finance and Operations
  • Perform personalization in Dynamics 365 Finance and Operations
  • Implement common integration features in Dynamics 365 Finance and Operations
  • Prepare data for migration and migrate data to Dynamics 365 Finance and Operations
  • Use data management in Dynamics 365 Finance and Operations
  • Perform user acceptance testing for Dynamics 365 Finance and Operations
  • Prepare for go-live

Pre-requisite

Before attending this training program, professionals must have:

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 Finance and Operations for basic processing
  • General knowledge of basic mobile device features and navigation

 

Audience Profile

Responsibility for capturing requirements, performing discovery, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications taken by Dynamics 365 Finance and Operations Functional Consultant. The Functional Consultant execute a solution utilizing divergent thinking capabilities, codeless extensibility, application and service integrations.

Course Content

Lesson 1: Get Started with Dynamics 365 Finance and Operations

In this lesson professionals get to know how Microsoft Dynamics 365 Finance and Operations supports businesses to manage and maintain their global financial systems, operational business processes, and streamlined supply chains to empower professionals to make fast, informed decisions. As the first step in your career of working with Finance and Operations, professionals must familiarize yourself with its features and functionality, regardless of your desired role.

Lessons

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

After accomplishing this lesson, professionals will get familiar with:

  • Industries that it supports
  • The lessons in Finance and Operations
  • The purpose of the features in those lessons
  • How they support industry-specific areas
  • What Finance and Operations is

 

Lesson 2: Get Started with Lifecycle Services

To install and maintain Microsoft Dynamics 365 Finance and Operations in the Microsoft Azure cloud or on-premises, professionals need to use Microsoft Dynamics Lifecycle Services (LCS) to manage the process. Let’s began by looking at the tools available and overall functionality within LCS. Microsoft Dynamics Lifecycle Services is a combined workspace which customers and customer’s partners utilize to manage and maintain Dynamics 365 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 professionals manage the project including methodologies that can help professionals manage your implementation process.

Lessons

  • Acknowledge the functionality and tools of Lifecycle Services
  • Reuse existing assets, copy and share data
  • Acknowledge Task recorder functionality
  • Create a business process model
  • Run the LCS Issue Search tool and analyze results
  • Learn way to use Regression Suite Automation Tool
  • Practice Labs
  • Lesson Summary

After accomplishing this lesson, professionals will be able to:

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

 

Lesson 3: Use Lifecycle Services to Design and Plan

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

Lessons

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

After accomplishing this lesson, professionals will be able to:

  • Define use case scenarios
  • Participate in the creation of functional requirements documents (FRD)
  • Acknowledge 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)

 

Lesson 4: Overview of Reporting and Analytics

Business leaders make essential decisions in their company with accurate insights of the underlying financial and operational data. With no visibility to that data, it would be impossible! By using analytics and reporting in Dynamics 365 Finance and Operations, professionals can empower every business user, depending on their security rights to get the insights they need.

Lessons

  • Acknowledge reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to your instance
  • Practice Labs
  • Lesson Summary

After accomplishing this lesson, professionals will be able to:

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

 

Lesson 5: Build and Test Mobile Apps

We live in a digital age. Now, it’s difficult to imagine a day without smart devices. professionals use mobile applications almost every day for your social engagements, online banking, and for booking hotels, air, and rental cars. It seems only natural that professionals can use Dynamics 365 Finance and Operations on your smart device.

Lessons

  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Practice Lab
  • Lesson Summary

After accomplishing this lesson, professionals 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

 

Lesson 6: Create, Maintain and Use Workflows

Some organizations require that specific processes be approved by a user other than the person who enters the record. These workflow processes might need workflow approval, manual approval, or no approval.

Lessons

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

After accomplishing this lesson, professionals will be able to:

  • Define type of workflow
  • acknowledge 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

 

Lesson 7: Set Up and Configure Legal Entities

A legal entity is an organization that is recognize through registration with a legal authority. Legal entities can enter into contracts and need to prepare statements that report on their performance. professionals must plan and configure your organization and create legal entities as one of the first steps of implementing Dynamics 365 Finance and Operations. This lesson describes the setup and configuration of legal entities and number sequences in Dynamics 365 Finance and Operations.

Lessons

  • Create a legal entity
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
  • Practice Labs
  • Lesson summary

After accomplishing this lesson, professionals will be able to:

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

 

Lesson 8: Manage Users and Security

If professionals acknowledge the security architecture of Dynamics 365 Operations and Finance, professionals can customize it to fit the requirements of your business. Using Finance and Operations, professionals can keep your sensitive data safe and ensure that users remain focused on their roles. Microsoft Dynamics 365 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 way to implement different security options will help companies cover their security requirements. When professionals acknowledge the security architecture of Finance and Operations, professionals can more easily customize security to fit the requirements of your business.

Lessons

  • Acknowledge the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
  • Practice labs
  • Lesson summary

After accomplishing this lesson, professionals will acknowledge:

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

 

Lesson 9: Perform Personalization

By personalizing the user interface in Dynamics 365 Finance and Operations, professionals can empower employees of an organization to work more efficiently. Personalization helps department managers to impose a specific user interface for their staff without a need for customization.

Lessons

  • Explain and apply user options
  • Create, export and import personalizations
  • Create and maintain record templates
  • Practice labs
  • Lesson summary

After accomplishing this lesson, professionals will acknowledge:

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

 

Lesson 10: Implement Common Integration Features

This lesson provides information about way to implement Common integration features in Finance and Operations. Microsoft Office Excel has been integrated with Dynamics 365 Finance and Operations by default. This allows professionals to pull the data right from Finance and Operations, manipulate the data in Excel, and save it back to Finance and Operations. professionals can also send emails directly via Finance and Operations or by using Microsoft Outlook. professionals can print documents from anywhere from your browser to your company’s network printer, so the printing experience could not be easier.

Lessons

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

After accomplishing this lesson, professionals will be able to:

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

 

Lesson 11: Prepare Data for Migration and Migrate Data

When it’s time for data migration, the more professionals know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. Learn way to prepare data for migration by utilizing the data management framework to manage data entities and data entity packages in Dynamics 365 Finance and Operations.

Lessons

  • Introduction
  • Acknowledge BYOD feature
  • Perform a test migration and validate output
  • Lesson summary

After accomplishing this lesson, professionals will be able to:

  • Identify common migration scenarios and tools in Finance and Operations
  • Acknowledge 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

 

Lesson 12: Use Data Management

You can export or import data in Dynamics 365 Finance and Operations by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the Finance and Operations database. In this lesson, professionals will get an overview of the basic concepts of the Data management platform. professionals will also learn way to import and export data in Dynamics 365 Finance and Operations by using the Data management workspace. Finally, you’ll learn way to use the asynchronous recurring integration features of the Data management platform.

Lessons

  • Introduction
  • Acknowledge data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
  • Practice Labs
  • Lesson summary

After accomplishing this lesson, professionals 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

 

Lesson 13: Perform User Acceptance Testing

After all the customer requirements have been addressed by either configuration, customization, and integration with possible third-party, professionals need to know way to perform user acceptance testing (UAT) in Microsoft Dynamics 365 Finance and Operations to validate the solution. This is an important step as a part of the go-live preparation. In order to test and evaluate the customer solution prior to the go-live, professionals need to have an environment of Dynamics 365 Finance and Operations, that has all the configurations, possible customization via extensions. It is always favorable 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.

Lessons

  • Introduction
  • Create test cases for User Acceptance
  • Perform test cases for User Acceptance
  • Practice Lab
  • Lesson summary

After accomplishing this lesson, professionals will acknowledge:

  • Best practices for recording test cases
  • Task recorder
  • Way to make Scenario Acceptance Testing BPM library
  • Way to construct and synchronize your test plan in Azure DevOps
  • Way to execute yFour tests
  • Way to acknowledge the link between business needs and test cases

 

Lesson 14: Prepare to Go Live

All your hard work becomes a success by moving the implemented solution in Dynamics 365 Finance and Operations to the production environment. professionals want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. Learn way to prepare to go live with a Finance and Operations project by using Microsoft Dynamics Lifecycle Services (LCS).

Lessons

  • Introduction
  • Get ready to go live
  • Lesson summary

After accomplishing this lesson, professionals will be able to:

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

 

Lesson 15: Training program Conclusion

Final assessment and training program summary, as well as a post-training program survey for the training program

Lessons

  • Final assessment
  • Training program summary
  • Post-training program survey

 

FAQs

Q: What is finance and operations?

 

A: An organization’s finance operations director is usually responsible for leading the finance/accounting function and team. They generally provide strategic direction as well as oversight of front-end revenue cycle work methods and outcomes. Often, they oversee revenue policies and procedures which mainly includes billing for revenue generation.

 

Q: What is the difference between Microsoft Dynamics AX and 365?

 

A: Dynamics 365 is a product with combined CRM and ERP systems and includes a Dynamics AX suite. While Dynamics 365 and Dynamics AX are quite similar, Dynamics 365 is a web- and cloud-based system, whereas AX is mainly a desktop-based application, with some web and mobile add-ons.

 

Q: What operations department do?

 

A: Your operations department is responsible for making sure that customer orders are filled on schedule. This responsibility mainly covers managing production rhythms and also syncing manufacturing timelines with availability as well as delivery of materials required for production.

 

Q: How do you ensure the quality of training program?

 

A: Radiant has highly intensive selection criteria for Technology Trainers & Consultants, who deliver you training programs. Our trainers & consultants undergo rigorous technical and behavioral interview and assessment process before they are on boarded in the company. 

Our Technology experts / trainers & consultant carry deep dive knowledge in the technical subject & are certified from the OEM.

Our training programs are practical oriented with 70% – 80% hands on the training technology tool.  Our training program focuses on one-on-one interaction with each participant, latest content in curriculum, real time projects and case studies during the training program. 

Our faculty will provide you the knowledge of each course from fundamental level in an easy way and you are free to ask your doubts any time from your respective faculty.

Our trainers have patience and ability to explain difficult concepts in simplistic way with depth and width of knowledge.

To ensure quality learning, we provide support session even after the training program. 

 

Q: What if I/we have doubts after attending your training program?

 

A: Radiant team of experts would be available on the email Support@radianttechlearning.com to answer your technical queries, even after the training program.

We also conduct a 3 – 4 hours online session after 2 weeks of the training program, to respond on your queries & project assigned to you.  

 

Q: If I face technical difficulty during the class what should I do?

 

A: Technical issues are unpredictable and might occur with you as well. Participants have to ensure that they have the system with required configuration with good internet speed to access online labs.  

If the problem still persists or you face any challenge during the class then you can report to us or your trainer. In that case Radiant would provide you the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption and NOT for distribution or any commercial use. 

 

Q: Does this training program include any project?

 

A: Yes, Radiant will provide you the most updated, high valued and relevant real time projects and case studies in each training program. 

We included projects in each training program from fundamental level to advance level so that you don’t have to face any difficulty in future. You will work on highly exciting projects and that will upgrade your skill, knowledge and industry experience.

 

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