Who Should Attend
A Dynamics 365 Finance 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.
Course Objectives
- 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
Agenda
1 - Get Started with Dynamics 365 for Finance and Operations
- Introduction
- Industry focus
- Introduction to financial management
- Introduction to employee management
- Introduction to supply chain management
- Module summary
2 - Get Started with Lifecycle Services
- 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
- Practice Labs
- Module Summary
3 - Use Lifecycle Services to Design and Plan
- Introduction
- Phases of a cloud implementation
- Phases of an on-premises implementation
- Create Functional Design Documents (FDD)
- Module Summary
4 - Overview of Reporting and Analytics
- Understand reports and inquiries
- Learn about Financial reporting
- Configure PowerBI to your instance
- Practice Labs
- Module Summary
5 - Build and Test Mobile Apps
- Overview of Unified Operations mobile app
- Build and use mobile apps
- Practice Lab
- Module Summary
6 - Create, Maintain and Use Workflows
- Workflows for business processes
- Create and setup workflows
- Assign users to workflow touchpoints
- Use Work items
- Practice Lab
- Module Summary
7 - Set Up and Configure Legal Entities
- Create a legal entity and generate number sequences
- Create a number sequence
- Create organization hierarchies
- Apply purposes and policies
- Configure calendars and date intervals
- Practice Labs
- Module summary
8 - Manage Users and Security
- Understand the security architecture
- Manage users and security
- Setup and apply segregation of duties
- Run security reports
- Setup batch jobs and alerts
- Practice labs
- Module summary
9 - Perform Personalization
- Describe and apply user options
- Create, export and import personalizations
- Create and maintain record templates
- Practice labs
- Module summary
10 - Implement Common Integration Features
- 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
- Module summary
11 - Prepare Data for Migration and Migrate Data
- Introduction
- Understand BYOD feature
- Perform a test migration and validate output
- Module summary
12 - Use Data Management
- Introduction
- Understand data management and integration
- Data management workspace
- Templates in data management
- Import, export and copy data into a legal entity
- Practice Labs
- Module summary
13 - Perform User Acceptance Testing
- Introduction
- Create and perform test cases for User Acceptance
- Practice Lab
- Module summary
14 - Prepare to Go Live
- Introduction
- Get ready to go live
- Module summary
15 - Course Conclusion
- Final assessment
- Course summary
- Post-course survey