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. Dynamics 365 Finance helps you to: Automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain.
Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.
Skills gained:
Course Outline
Module 1: Course Overview
This course covers the core features in Dynamics 365 Finance and Operations apps. The overall topics discussed here include core common features, core configuration, data migration, and preparing to go live. This course is a preliminary course for functional consultants and technical consultants. They should have a fundamental understanding of the Dynamics 365 Finance and Operations apps. They should also have awareness about how Dynamics 365 Finance and Operations apps integrate with external systems and tools, including Power Platform. The consultant actively manages application lifecycles by using Lifecycle Services and other Microsoft tools and platforms.
Lessons
Module 2: Use common functionality and implementation tools
In this module, you will learn how to:
Lessons
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:
Module 3: Configure security, processes, and options
In this module, you will learn how to:
Lessons
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:
Module 4: Manage Dynamics 365 Finance and Operation data
In this module, you will learn how to:
Lessons
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:
Module 5: Validate and support the solution
In this module, you will learn how to:
Lessons
In this module, you learned how to:
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.
Prerequisites
Before attending this course, students must have:
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