Microsoft Finance and Operations Core

About This Course

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

Audience Profile

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. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business. The Dynamics 365 FO developer is accountable for the quality and successful translation of solution requirements into critical system functionality. The developer provides fully realized solutions by using standardized application coding patterns, extensible features, and external integrations. They have deep knowledge and experience using the underlying framework, data structures, and objects associated with the Dynamics 365 FO solution to deliver best in class functionality. The Dynamics 365 for Finance and Operations Solution Architect (DSA) is a trusted advisor who consults with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution. The DSA is accountable for the integrity and successful delivery of the complete solution design. The Architect provides critical guidance and support from pre-sales through the remainder of the project lifecycle. They have great breadth of knowledge and experience spanning business needs and product capabilities. They have broad Dynamics 365 Financial and Operations functional and technical expertise as either a Consultant (MB-300) or Developer (MB-500). In addition, they have extensive domain knowledge in one or more customer verticals.

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
• General knowledge of basic mobile device features and navigation

At Course Completion

• Get started with Dynamics 365 for Finance and Operations
• Get started with Lifecycle Services for Dynamics 365 for Finance and Operations
• Use Lifecycle Services to design and plan implementation for Dynamics 365 for Finance and Operations
• Have an overview of reporting and analytics in Dynamics 365 for Finance and Operations
• Build and test mobile apps for Dynamics 365 for Finance and Operations
• Create, maintain, and use workflows in Dynamics 365 for Finance and Operations
• Set up and configure legal entities in Dynamics 365 for Finance and Operations
• Manage users and security in Dynamics 365 for Finance and Operations
• Perform personalization in Dynamics 365 for Finance and Operations
• Implement common integration features in Dynamics 365 for Finance and Operations
• Prepare data for migration and migrate data to Dynamics 365 for Finance and Operations
• Use data management in Dynamics 365 for Finance and Operations
• Perform user acceptance testing for Dynamics 365 for Finance and Operations
• Prepare for go-live

Course Outline

Module 1: Get Started with Dynamics 365 for Finance and Operations

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

Module 2: Get Started with Lifecycle Services

To install and maintain Microsoft Dynamics 365 for Finance and Operations in the Microsoft Azure cloud or on-premises, you need to use Microsoft Dynamics Lifecycle Services (LCS) to manage the process. Let’s get started by looking at the overall functionality and tools available within LCS.

Module 3: 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 agreements to purchase licenses for Finance and Operations, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high quality implementation.

Module 4: Overview of Reporting and Analytics

Business leaders make important 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 for Finance and Operations, you can empower every business user, depending on their security rights to get the insights they need.

Module 5: Build and Test Mobile Apps

We live in a digital age. Now, it’s difficult to imagine a day without smart devices. You 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 you can use Dynamics 365 for Finance and Operations on your smart device.

Module 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 require manual approval, workflow approval, or no approval.

Module 7: Set Up and Configure Legal Entities

A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing Dynamics 365 for Finance and Operations.

Module 8: Manage Users and Security

If you understand the security architecture of Dynamics 365 for Finance and Operations, you can customize it to fit the requirements of your business. Using Finance and Operations, you can keep your sensitive data safe and ensure that users remain focused on their roles.

Module 9: Perform Personalization

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

Module 10: Implement Common Integration Features

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

Module 11: Prepare Data for Migration and Migrate Data

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

Module 12: Use Data Management

You can export or import data in Dynamics 365 for 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.

Module 13: Perform User Acceptance Testing

After all the customer requirements have been addressed by either configuration, customization, and integration with possible third-party, you need to know how to perform user acceptance testing (UAT) in Microsoft Dynamics 365 for Finance and Operations to validate the solution. This is a crucial step as part of the go-live preparation.

Module 14: 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. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. Learn how to prepare to go live with a Finance and Operations project by using Microsoft Dynamics Lifecycle Services (LCS).

Module 15: Course Conclusion