Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. This foundational course provides students with the important first steps in automating and modernizing both global financial and supply chain operations. This course may earn a Credly Badge.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

This course provides the practical knowledge to:
Navigate and efficiently use search, filtering and queries
Use operational workspaces
Work with Business Document Management
Work with record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
Personalize workspaces
Run and analyze security reports
Create and use workflow for approval
Work with Organization Hierarchy and its purposes
How to use personalization feature
Use Data Management workspace
Create and use and entity templates
Import and export data and manage data by using Office Integration

1

  • USE COMMON FUNCTIONALITY AND IMPLEMENTATION TOOLS

  • Introduction
    Identify and use common Dynamics 365 Finance and Operations apps features and functionality
    Describe use cases for Power Platform apps and services
    Module Summary
2

  • CONFIGURE SECURITY, PROCESSES, AND OPTIONS

  • Introduction
    Implement security
    Design and create workflows
    Configure Organization administration features
    Configure System administration features
    Module Summary
3

  • MANAGE DYNAMICS 365 FINANCE AND OPERATION DATA

  • Introduction
    Manage data in Dynamics 365 Finance and Operations apps
    Plan a migration strategy
    Prepare data for migration and migrate data
    Module Summary
4

  • VALIDATE AND SUPPORT THE SOLUTION

  • Introduction
    Test solutions in Dynamics 365 Finance and Operations apps
    Implement Lifecycle Services tools
    Module Summary

Audience

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.

Language

English

Prerequisites

Before attending this course, you 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

$1,390

Length: 2.0 days (16 hours)

Level:

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09
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9:00 AM ET -
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12
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