Instructor-led (classroom)
Intermediate
1 Day
English
Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals.
This course discusses core components of Microsoft Dynamics 365 for Finance and Operations.
Basic understanding of ERP and CRM concepts.
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.
A 360-degree learning approach that you can adapt to your learning style
Engage and learn more with these live and highly-interactive classes alongside your peers
24/7 Teaching Assistance Keep engaged with integrated teaching
Projects provide you with sample work to show prospective employers.
Real-world projects relevant to what you’re learning throughout the program
A support team focused on helping you succeed alongside a peer community
This module provides an understanding of what Dynamics 365 for Finance and Operations is, and the industries that it supports. It describes the modules in Finance and Operations, the purpose of the features in those modules, and how they support the industry-specific areas.
Students will have an understanding of what Finance and Operations is, and the industries that it supports. They will be familiar with the modules in Finance and Operations, and the purpose of the features in those modules and how they support the industry-specific areas.
Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales, to implementation, and finally to the production environment, either on the cloud or on-premise. It provides checklists and tools that help manage the project, including methodologies that can help manage the implementation process.
Students will be able to:
Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales, to implementation, and finally to the production environment, either on the cloud or on-premise. It provides checklists and tools that help manage the project, including methodologies that can help manage the implementation process.
Students will be able to:
With proper planning, the Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreement to purchase licenses for Finance and Operations, the job as a Functional Consultant starts by managing the application lifecycle and moving toward a predictable, repeatable, high-quality implementation.
Students will be able to:
Create functional design documents (FDD)
A report in Dynamics 365 for Finance and Operations can be defined simply as a structured presentation of data. Under ideal circumstances, reports materialize data in such a way that it allows the user to make informed decisions. Finance and Operations supports a broad spectrum of information access scenarios.
Students will have learned about:
This module explains the guidelines and design patterns of a mobile app for Dynamics 365 for Finance and Operations. Additionally, it explains how to build and test mobile apps based on a use case scenario. The mobile platform makes it easy to change the forms and mobile app definitions to include customizations that are made to Finance and Operations. Mobile apps enable rich offline and mobile interactions and provide an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile apps that expose this functionality.
Students will have learned how to create a mobile app and publish it in Finance and Operations. Understanding the design considerations for a mobile app helps create the mobile app to match the user experience of a modern application. Students will also have learned that to use and work with a Finance and Operations, they need to download the Microsoft Dynamics 365 Unified Operations app. Additionally, they will have discovered how to run the Dynamics 365 Unified Operations app to connect to Finance and Operations, and how to use the published mobile apps and pull-to-refresh the data
A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.
In this module, students learned how to apply automation by using workflows and discovered that defining a specific type allows a business to control each step in a critical process. Students also learned that workflows can be used as procedural steps that use approvals for several journal types. Additionally, they learned that one can define several versions for each workflow and modify an existing workflow without deleting the original. These workflow processes can require manual approval, workflow approval, or no approval. After gaining an understanding of the workflow architecture, elements, and actions, they then learned how to set up workflows, configure workflow properties, and add a manual or automated task in a workflow. Finally, they learned how to configure an approval process in a workflow, assign users to workflow touchpoints, configure an approval step in a workflow, and use the Work items functionality to process a workflow.
Final assessment and course summary, as well as a post-course survey for the course.
Students will have concluded the course.
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