Microsoft Finance and Operations Core

Module 1: Use common functionality and implementation tools

In this module, you will learn how to:

• Use common functionality and implementation tools.
• Describe uses cases for, and capabilities of, workspaces.
• Use and personalize operational workspaces.
• Describe case management.
• Describe global address book features and their use cases.
• Identify the inquiry and report types available in a default installation.
• Describe use cases for the business document management and electronic reporting features.
• Work with business document management.
• Navigate and efficiently use search filtering and create search queries.
• Understand and use record templates.
• Describe use cases for Power Platform apps and services.
• Identify when to use Power Platform in the Dynamics 365 Finance app.
• Integrate Power BI with Dynamics 365 Finance apps.

Lessons

• 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

Lab : Work with an operational workspace

Lab : Prepare, enable, and use Business document management

Lab : Perform searches and work with filters

Lab : Create search queries and save for future use

Lab : Work with record templates

You have learned how to:

• Use common functionality and implementation tools.
• Describe use cases for, and capabilities of, workspaces.
• Use and personalize operational workspaces.
• Describe case management.
• Describe global address book features and their use cases.
• Identify the inquiry and report types available in a default installation.
• Describe use cases for the business document management and electronic reporting features.
• Work with business document management.
• Navigate and efficiently use search filtering and create search queries.
• Understand and use record templates.
• Describe use cases for Power Platform apps and services.
• Identify when to use Power Platform in the Dynamics 365 Dynamics 365 Finance app.
• Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.

Module 2: Configure security, processes, and options

In this module, you will learn how to:

• Distinguish between roles, duties, privileges, and permissions.
• Apply security roles to users.
• Describe segregation of duties.
• Run and analyze security reports.
• Create and use workflow for approval.
• Configure workflow properties and elements.
• Set up and configure legal entities and operating units.
• Configure and troubleshoot number sequences.
• Create an organization hierarchy and assign purpose.
• Describe and apply user options.
• Configure document handling for attachments.
• Configure print management and form setup features.
• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in.
• Configure email (SMTP/Exchange).
• Create and maintain email templates.
• Use the personalization feature.
• Set up and monitor batch jobs and alerts.

Lessons

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

Lab : Create users and assign security roles

Lab : Set up segregation of duties

Lab : Run a security report and analyze the output

Lab : Create a purchase requisition workflow

Lab : Configure a new legal entity

Lab : Create an operating unit

Lab : Set up number sequences

Lab : Create an Organization Hierarchy and assign purpose

Lab : Use Excel workbook designer

Lab : Create a batch job

You have learned how to:

• Distinguish between roles, duties, privileges, and permissions.
• Apply security roles to users.
• Describe segregation of duties.
• Run and analyze security reports.
• Create and use workflow for approval.
• Configure workflow properties and elements.
• Set up and configure legal entities and operating units.
• Configure and troubleshoot number sequences.
• Create an organization hierarchy and assign purpose.
• Describe and apply user options.
• Configure document handling for attachments.
• Configure print management and form setup features.
• Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add
• Configure email (SMTP/Exchange).
• Create and maintain email templates.
• Use personalization feature.
• Set up and monitor batch jobs and alerts.

Module 3: Manage Dynamics 365 Finance and Operation data

In this module, you will learn how to:

• Manage data in Dynamics 365 Finance and Operations apps.
• Describe Data management concepts.
• Understand the Data management workspace overview.
• Work with templates in the Data management workspace.
• Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and products.
• Describe use cases for and types of data entities.
• Export data from a legal entity.
• Import data into a legal entity.
• Copy configuration data between companies or legal entities by using the data management framework.
• Describe use cases for the dual-write feature.
• Plan a migration strategy.
• Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps.
• Determine the scope for a migration.
• Identify relevant data entities and elements based on given scenarios.
• Establish migration strategy processes including migration scope.
• Prepare data for migration and migrate data.
• Create a checklist for proper planning for a given scenario prior to data migration.
• Identify and extract source data.
• Identify available data types for creating source data on a given scenario for data migration.
• Generate field mapping between source and target data structures.
• Import or export data by using the data management framework.
• Support the transition between the existing and migrated systems.
• Perform a test migration and validate output from the process.
• Implement data task automation.

Lessons

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

Lab : Work with templates in the Data management workspace

Lab : Export and import data

Lab : Copy configuration data between legal entities

In this module, you learned how to:

• Manage data in Dynamics 365 Finance and Operations apps.
• Describe Data management concepts.
• Understand the Data management workspace overview.
• Work with templates in the Data management workspace.
• Prepare data for import or create all necessary startup data including postal code data, customers
• Describe use cases for and types of data entities.
• Export data from a legal entity.
• Import data into a legal entity.
• Copy configuration data between companies or legal entities by using the data management framework
• Describe use cases for the dual-write feature.
• Plan a migration strategy.
• Identify common migration scenarios and tools in Finance and Operations apps.
• Determine the scope for a migration.
• Identify relevant data entities and elements based on given scenarios.
• Establish migration strategy processes including migration scope.
• Prepare data for migration and migrate data
• Create a checklist for proper planning for a given scenario prior to data migration.
• Identify and extract source data.
• Identify available data types for creating source data on a given scenario for data migration.
• Generate field mapping between source and target data structures.
• Import or export data by using the data management framework.
• Support the transition between the existing and migrated systems.
• Perform a test migration and validate output from the process.
• Implement data task automation.

Module 4: Validate and support the solution

In this module, you will learn how to:

• Describe the correlation between test cases and business requirements.
• Use best practices for recording test cases.
• Use Task recorder.
• Create a scenario for acceptance testing and save in a Business process modeler (BPM) library.
• Sync and configure your test plan in Azure DevOps.
• Execute your tests.
• Use Regression suite automation tool (RSAT).
• Create user acceptance tests (UAT) and test plans.
• Create and work with BPM.
• Use Issue search.

Lessons

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

In this module, you learned how to:

• Under stand the correlation between test cases and business requirements
• Build test cases to test business functionality without the need to be a developer
• Use the Task recorder functionality to create a business process model in Lifecycle Services
• Identify any missing functionality by identifying and analyzing gaps using the BPM
• Use the Regression suite automation tool (RSAT)
• Understand what the FastTrack Go-live assessment is
• How to assist the customer to request the production environment