1 - Get Started with Dynamics 365 for Finance and Operations
IntroductionIndustry focusIntroduction to financial managementIntroduction to employee managementIntroduction to supply chain managementModule summary
2 - Get Started with Lifecycle Services
Understand the functionality and tools of Lifecycle ServicesReuse existing assets, copy and share dataUnderstand Task recorder functionalityCreate a business process modelRun the LCS Issue Search tool and analyze resultsLearn how to use Regression Suite Automation ToolPractice LabsModule Summary
3 - Use Lifecycle Services to Design and Plan
IntroductionPhases of a cloud implementationPhases of an on-premises implementationCreate Functional Design Documents (FDD)Module Summary
4 - Overview of Reporting and Analytics
Understand reports and inquiriesLearn about Financial reportingConfigure PowerBI to your instancePractice LabsModule Summary
5 - Build and Test Mobile Apps
Overview of Unified Operations mobile appBuild and use mobile appsPractice LabModule Summary
6 - Create, Maintain and Use Workflows
Workflows for business processesCreate and setup workflowsAssign users to workflow touchpointsUse Work itemsPractice LabModule Summary
7 - Set Up and Configure Legal Entities
Create a legal entity and generate number sequencesCreate a number sequenceCreate organization hierarchiesApply purposes and policiesConfigure calendars and date intervalsPractice LabsModule summary
8 - Manage users and security
Understand the security architectureManage users and securitySetup and apply segregation of dutiesRun security reportsSetup batch jobs and alertsPractice labsModule summary
9 - Perform Personalization
Describe and apply user optionsCreate, export and import personalizationsCreate and maintain record templatesPractice labsModule summary
10 - Implement Common Integration Features
Microsoft Office integrationConfigure emailCreate and maintain email templatesUse Power BISetup network printingIntegrate data into Common Data Services for AppsPractice LabsModule summary
11 - Prepare Data for Migration and Migrate Data
IntroductionUnderstand BYOD featurePerform a test migration and validate outputModule summary
12 - Use Data Management
IntroductionUnderstand data management and integrationData management workspaceTemplates in data managementImport, export and copy data into a legal entityPractice LabsModule summary
13 - Perform User Acceptance Testing
IntroductionCreate and perform test cases for User AcceptancePractice LabModule summary
14 - Prepare to Go Live
IntroductionGet ready to go liveModule summary
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
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.
Basic understanding of ERP, CRM concepts.