Overview

Get the skills you need to become Microsoft Dynamics 365: Finance and Operations certified on this 4-day all-inclusive course.

Learn how to analyze business standards and requirements to design appropriate business solutions.

Through Yasoob’s unique Lecture, Lab, and Review methodology, you’ll absorb the curriculum fast as you’re taught by a Microsoft Certified Trainers.

You’ll learn how to:

• Identify common Microsoft Dynamics 365 Finance and Operations features and functionality.
• Implement Lifecycle Services (LCS) tools.
• Implement security, design & create workflows.
• Plan & implement a data migration strategy.

Curriculum

• Module 1: Use common functionality and implementation tools Module 1 will be based on following 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 

  Module 1 lab include following exercises: 

  • Work with an operational workspace 
  • Prepare, enable, and use Business document management 
  • Perform searches and work with filters 
  • Create search queries and save for future use 
  • Work with record templates 

   

  Module 2: Configure security, processes, and options 

  Module 2 will be based on following lessons: 

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

  Module 2 lab include following exercises: 

  • Create users and assign security roles 
  • Set up segregation of duties 
  • Run a security report and analyze the output 
  • Create a purchase requisition workflow 
  • Configure a new legal entity 
  • Create an operating unit 
  • Set up number sequences 
  • Create an Organization Hierarchy and assign purpose 
  • Use Excel workbook designer 
  • Create a batch job 

   

  Module 3: Manage Dynamics 365 Finance and Operation data 

  Module 3 will be based on following lessons: 

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

  Module 3 lab include following exercises: 

  • Work with templates in the Data management workspace 
  • Export and import data 
  • Copy configuration data between legal entities 

   

  Module 4: Validate and support the solution 

  Module 4 will be based on following lessons: 

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

Skills Measured

• Use common functionality and implementation tools. (15-20%)
• Configure security, processes, and options. (30-35%)
• Manage Finance and Operations data. (25-30%)
• Validate and support the solution. (15-20%)

What’s Included

• Exam vouchers.
• Practice tests.
• 24-hour lab access.

Prerequisites

• General knowledge of Microsoft Windows.
• General Knowledge of basic mobile device features and navigation.