Microsoft Dynamics 365: Core Finance and Operations
Codice
MB-300
Durata
2 Giorni
Prezzo
1.100,00 € (iva escl.)
Lingua
Italiano
Modalità
Virtual Classroom Corso in aula
This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.
Prerequisiti
General knowledge of Microsoft Windows
The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
General knowledge of basic mobile device features and navigation
The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
Obiettivi
Introduction to Microsoft Dynamics 365
Navigate finance and operations apps
Get started with Dynamics 365 Finance
Get started with production control in Dynamics 365 Supply Chain Management
Get help and learn more about finance and operations apps
Get started with Lifecycle Services for finance and operations apps
Design and plan an implementation of finance and operations apps
Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
Plan and configure the global address book in finance and operations apps
Plan and implement legal entities in finance and operations apps
Plan and implement security in finance and operations apps
Set up batch jobs in finance and operations apps
Work with workflows in finance and operations apps
Design and build mobile apps for finance and operations apps
Personalize finance and operations apps
Implement common integration features in finance and operations apps
Feature management in finance and operations apps
Prepare data for migration to finance and operations apps
Work with data management in finance and operations apps
Perform user acceptance testing in finance and operations apps
Prepare to go-live with finance and operations apps
Work with analytics and reporting in finance and operations apps
Configure electronic reporting in Dynamics 365 Finance
Destinatari
Consultants (functional and technical) gather and analyze business requirements, and translate those requirements into fully realized business processes and solutions that implement industry recommended practices.
They serve as a key resource in implementing and configuring apps to meet business requirements.
Consultants should be able to implement shared features used by Dynamics 365 finance and operations apps.
They should also have awareness of how Dynamics 365 finance and operations apps integrate with external systems and tools including Microsoft Power Platform.
The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process.
Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities.
They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.
Contenuti
Module 1 : Introduction to Microsoft Dynamics 365
Explore Dynamics 365 applications.
Discover business value in Dynamics 365 applications and how they support digital transformation.
Learn about the role of artificial intelligence and mixed reality in Dynamics 365.
Module 2 : Navigate finance and operations apps
How workspaces drive productivity
Filtering techniques
Searching in finance and operations apps
Comparing views
The view and edit modes
Module 3 : Get started with Dynamics 365 Finance
The benefits of Dynamics 365 Finance.
An overview of features in Finance.
Module 4 : Get started with production control in Dynamics 365 Supply Chain Management
Discrete, lean, and process manufacturing methodologies
Unified manufacturing
How to configure production control for unified manufacturing
Capacity planning
Integration between the General ledger and the Production control modules
Production pools
How to work with allocation keys
IoT intelligence and insights in Supply Chain Management
Module 5 : Get help and learn more about finance and operations apps
Microsoft Learn documentation
In-product help
How to customize help topics
Protecting the privacy and personal data of your customers
Module 6 : Get started with Lifecycle Services for finance and operations apps
Understand the functionality and tools of Lifecycle Services for finance and operations apps
Reuse existing assets, copy and share data
Understand Task recorder functionality
Create a business process model
Identify and analyze gaps using the Business Process Modeler
Run the Issue Search tool and analyze results
Module 7 : Design and plan an implementation of finance and operations apps
Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
Define use case scenarios.
Learn how to participate in the creation of Business requirement documents (BRD).
Understand the importance of creating and maintaining documented processes.
Participate in phase-based planning processes and solution design.
Describe the future state business processes based on a proposed solution.
Determine when to build versus buy.
Create Functional Design Documents (FDD).
Module 8 : Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
Learn about the functionality and features of Dynamics 365 Translation Service.
Submit translation requests for user interface and documentation files of supported Dynamics 365 products.
Review and edit a translation request's output to regenerate new translations.
Use the Align tool to create translation memory for future translation requests.
Module 9 : Plan and configure the global address book in finance and operations apps
What the global address book is.
How the global address book works.
How to plan for the global address book, and other address books.
Module 10 : Plan and implement legal entities in finance and operations apps
Create a legal entity and generate number sequences.
Create a number sequence.
Create organization hierarchies.
Assign purposes and policies to hierarchies.
Configure calendars and date intervals.
Module 11 : Plan and implement security in finance and operations apps
Understand security architecture of finance and operations apps
Learn about encryption in finance and operations apps
Manage users
Manage security
Apply segregation of duties
Run security reports
Stay compliant with user licensing requirements
Module 12 : Set up batch jobs in finance and operations apps
Batch processing
Batch processing and batch servers
Planning for batch server topology
Planning for batch server management
Batch processing of reports
Copying a batch job
Active batch periods
Batch job manager security role
The Run by feature
How to unlock a journal
Module 13 : Work with workflows in finance and operations apps
Use the workflow architecture, elements, and actions
Create and set up workflows
Configure workflow properties
Configure a manual task in a workflow
Configure an automated task in a workflow
Configure an approval process in a workflow
Assign users to workflow elements
Configure an approval step in a workflow
Use work items functionality
Module 14 : Design and build mobile apps for finance and operations apps
The Microsoft Dynamics 365 Unified Operations mobile app
Use cases for mobile apps
How to build and work with workspaces
Module 15 : Personalize finance and operations apps
Describe and apply user options
Differentiate between customization and personalization
Create, export, and import personalization
Create and maintain record templates
Use Saved views
Module 16 : Implement common integration features in finance and operations apps
Perform Microsoft Office integration in finance and operations apps
Configure email (SMTP/Exchange)
Create and maintain email templates
Set up network printing
Set up and enable Power BI
Integrate data from multiple sources into Microsoft Dataverse
Module 17 : Feature management in finance and operations apps
Learn about the Feature management workspace in finance and operations apps.
Discover when and how to enable features, including how to disable and reschedule features.
Learn how to check for feature updates and assign roles.
Module 18 : Prepare data for migration to finance and operations apps
Choose a data integration (import/export) strategy.
Identify common migration scenarios and tools in finance and operations apps.
Understand 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.
Test a data migration and validate output.
Support the transition between the existing and migrated systems.
Module 19 : Work with data management in finance and operations apps
Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
Work with the Data management workspace.
Export data from a legal entity.
Import data into a legal entity.
Work with data import and export jobs.
Clean up the staging tables.
Work with database movement operations.
Work with the data sharing framework.
Module 20 : Perform user acceptance testing in finance and operations apps
Test cases and business requirements
Best practices for recording test cases
Task recorder
How to create a BPM library
How to synchronize and configure your test plan in Azure DevOps
How to run test cases manually and automatically
The Regression suite automation tool (RSAT)
Module 21 : Prepare to go-live with finance and operations apps
Prepare for go-live
Complete the Microsoft Dynamics Lifecycle Services methodology
Perform User acceptance testing (UAT) for your solution
Understand the FastTrack Go-live assessment
Request the production environment
Module 22 : Work with analytics and reporting in finance and operations apps
Different types of reports and inquiries in finance and operations apps
Financial reporting
Configuring finance and operations apps for Microsoft Power Platform
Generating and consuming inquiries and reports
Module 23 : Configure electronic reporting in Dynamics 365 Finance
Configure electronic reporting
Use barcode data sources to generate bar code images
Add a new electronic reporting provider and mark it as active
Generate an electronic document in a specific format
