Course Overview
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.
Who should attend
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.
Certifications
This course is part of the following Certifications:
- Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate
- Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate
- Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
- Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate
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
Course Objectives
After completing this course, students will be able to:
- 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 Content
- Get Started with Dynamics 365 for Finance and Operations
- Get Started with Lifecycle Services
- Use Lifecycle Services to Design and Plan
- Overview of Reporting and Analytics
- Build and Test Mobile Apps
- Create, Maintain and Use Workflows
- Set Up and Configure Legal Entities
- Manage Users and Security
- Perform Personalization
- Implement Common Integration Features
- Prepare Data for Migration and Migrate Data
- Use Data Management
- Perform User Acceptance Testing
- Prepare to Go Live
- Course Conclusion