Aron Mesterbasic
During this course you will learn about the core components, how to configure core components and about data migration and go-live preparation of Microsoft Dynamics 365 for Finance and Operations.
Your course package is designed to provide maximum learning and convenience. This is included in the price of your course:
Your expert instructor will get you ready for the following exam and certification, which is included in your course package and covered by the Certification guarantee.
You´ll have the perfect starting point for your training with these prerequisites:
- Before attending this course, you must have a basic understanding of ERP and CRM concepts.
Using our engaging learning methodology including a variety of tools, we’ll cover the entire curriculum.
Module 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 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
Module 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
Module 4: Overview of Reporting and Analytics
Understand reports and inquiries
Learn about Financial reporting
Configure PowerBI to your instance
Practice Labs
Module Summary
Module 5: Build and Test Mobile Apps
- Overview of Unified Operations mobile app
- Build and use mobile apps
- Practice Lab
Module 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
Module 7: Course Conclusion
- Final assessment
- Course summary
- Post-course survey
Module 1: 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
Module 2: 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
Module 3: Perform Personalization
- Describe and apply user options
- Create, export and import personalziations
- Create and maintain record templates
- Practice labs
Module 4: 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 5: Course Conclusion
- Final assessment
- Course summary
- Posto-course survey
Module 1: Prepare Data for Migration and Migrate Data
- Introduction
- Understand BYOD feature
- Perform a test migration and validate output
Module 2: 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
Module 3: Perform User Acceptance Testing
- Introduction
- Create and perform test cases for User Acceptance
- Practice Lab
Module 4: Prepare to Go Live
- Introduction
- Get ready to go live
- Module summary
Module 5: Course Conclusion
- Final assessment
- Course summary
- Post-course survey
The Virtual Classroom is an online forum, where you will join your instructor and fellow classmates in real time. Everything happens live and you can interact freely, discuss, ask questions, and watch your instructor present on a whiteboard, discuss the courseware and slides, work with labs, and review.
Your prereading sits in your personal space at readynez.com: My Readynez. Simply log in, find your course and start your preparations.
Your exam voucher is usually included in your virtual training package. When you´re ready to sit your exam, you just book it. You can sit most exams from home or at a local test centre. We’re here to help you with that process.