Course Name

Microsoft Dynamics 365: Core Finance and Operations

  • Code: MB-300
  • Duration: 3 Day(s)
  • Date: On Request
  • Price: R8, 800.00 (excl. VAT)
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Course Introduction

This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training
    facilities

  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is intended for:

Consultants (functional and technical) gather and analyze business requirements, and translate those requirements into fully realized business processes and solutions that implement industry recommended practices.

They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement shared features used by Dynamics 365 finance and operations apps.

They should also have awareness of how Dynamics 365 finance and operations apps integrate with external systems and tools including Microsoft Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process.

Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities.

They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.

Course Prerequisites

Learners should start this course already having the following skills:

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner

Course Objectives

By the end of this course, you will be able 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
  • Navigate and efficiently use search filtering and create search queries
  • Understand and use record templates
  • Describe use cases for Power Platform apps and services
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  • Implement security and segregation of duties
  • Design and create workflows
  • Set up and configure legal entities and operating units
  • Creating Batch Jobs
  • Create an organization hierarchy and assign purpose
  • Configure user options
  • Use Excel Workbook Designer
  • Use Power Automate flows from Dynamics 365 Finance and Operations
  • Plan for Data Migration
  • Manage data and applications in Finance and Operations
  • Implementing Lifecycle services (LCS) Tools
  • Testing solutions in Dynamics 365 Finance and Operations apps

Course Content

  • Module 1: Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies
    • Lesson
    • Introduction
    • Introduction to Dynamics 365 Finance and Operations
    • Basic UI and Navigation
    • Dynamics 365 Finance & Operations Features and Functionality
    • Power Platform tools that work with Finance and Operations apps
    • Module Summary
    • Lab:
      • Work with operational workspaces
      • Perform Searches and Work with Filters
      • Create search queries and save for future use
      • Work with record templates
      • Prepare, enable, and use business document management
      • Work with Saved Views
      • Setup Number Sequences
      • Configuring Address Books
      • Work with Operational Workspaces
    • After completing this module, students will be able 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.
      • Navigate and efficiently use search filtering and create search queries.
      • Understand and use record templates.
      • The Finance and Operations apps available for different business processes
      • Describe use cases for Power Platform apps and services.
      • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  • Module 2: Configure administrative features and workflows
    • Lesson
    • Introduction
    • Implementing Security in Finance and Operations Apps
    • Implementing Dynamics 365 Finance and Operations apps workflows and business events
    • Planning and Implementing an organization in Dynamics 365 Finance and Operations
    • Administering Finance and Operations Apps
    • Implement Reporting in Dynamics 365 Finance and Operations
    • Module Summary
    • Lab:
      • Create users and assign security roles
      • Set up segregation of duties
      • Run a security report and analyze the outputs
      • Create a purchase requisition workflow
      • Configure a new legal entity
      • Create an operating unit
      • Create an organization hierarchy
      • Create a Batch job
    • After completing this module, students will be able to:
      • Implement security and segregation of duties.
      • Design and create workflows.
      • Set up and configure legal entities and operating units.
      • Creating Batch Jobs
      • Create an organization hierarchy and assign purpose.
      • Configure user options.
      • Use Excel Workbook Designer.
      • Configure email (SMTP/Exchange).
      • Create and maintain email templates.
      • Use Power Automate flows from Dynamics 365 Finance and Operations.
  • Module 3: Manage finance and operations data
    • Lesson
    • Introduction
    • Manage data in Dynamics 365 Finance and Operations apps
    • Plan for Data Migration
    • Introduction to AppSource and ISV solutions
    • Dynamics 365 Finance and Operations integration
    • Module Summary
    • Lab:
      • Work with templates in the Data management workspace
      • Export and import data
      • Copy configuration data between legal entities
      • Use the Excel Workbook designer
    • After completing this module, students will be able to:
      • Describe Data management concepts.
      • Configuration data templates.
      • Identify relevant data entities and elements based on given scenarios.
      • Describe use cases for and types of data entities.
      • Create a template by using the Excel Workbook Designer.
      • Describe use cases for the dual-write feature.
      • Discuss how to prepare data for import or create all necessary startup data.
      • Import or export data by using the data management framework.
      • Copy configuration data between companies or legal entities by using the data management framework.
      • Dynamics 365 Finance and Operations integration.
  • Module 4: Validate and support solutions
    • Lesson
    • Introduction
    • Managing Applications in Dynamics 365 Finance and Operations
    • Implement Lifecycle Services (LCS) tools
    • Testing solutions in Dynamics 365 Finance and Operations apps
    • Module Summary
    • After completing this module, students will be able to:
    • Document gaps between existing and desired functionality.
    • Determine when to build versus buy.
    • Go live process and Fast-Track Go-live processes.
    • LCS Tools and Methodologies.
    • Business Process Modeler in LCS.
    • LCS Search and Service Requests.
    • Diagnostics and environment monitoring tools.
    • BPM Libraries overview.
    • Test cases by using Regression Suite Automation Tool (RSAT) and Azure DevOps.
    • Analyzing performance with trace parser.
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Get in touch

Contact the Impactful team if you need any assistance.
Email: impactful@lrmg.co.za
Tel: +27 87 941 5764

Course Introduction

This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training
    facilities

  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is intended for:

Consultants (functional and technical) gather and analyze business requirements, and translate those requirements into fully realized business processes and solutions that implement industry recommended practices.

They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement shared features used by Dynamics 365 finance and operations apps.

They should also have awareness of how Dynamics 365 finance and operations apps integrate with external systems and tools including Microsoft Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process.

Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities.

They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.

Course Prerequisites

Learners should start this course already having the following skills:

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner

Course Objectives

By the end of this course, you will be able 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
  • Navigate and efficiently use search filtering and create search queries
  • Understand and use record templates
  • Describe use cases for Power Platform apps and services
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  • Implement security and segregation of duties
  • Design and create workflows
  • Set up and configure legal entities and operating units
  • Creating Batch Jobs
  • Create an organization hierarchy and assign purpose
  • Configure user options
  • Use Excel Workbook Designer
  • Use Power Automate flows from Dynamics 365 Finance and Operations
  • Plan for Data Migration
  • Manage data and applications in Finance and Operations
  • Implementing Lifecycle services (LCS) Tools
  • Testing solutions in Dynamics 365 Finance and Operations apps

Course Content

  • Module 1: Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies
    • Lesson
    • Introduction
    • Introduction to Dynamics 365 Finance and Operations
    • Basic UI and Navigation
    • Dynamics 365 Finance & Operations Features and Functionality
    • Power Platform tools that work with Finance and Operations apps
    • Module Summary
    • Lab:
      • Work with operational workspaces
      • Perform Searches and Work with Filters
      • Create search queries and save for future use
      • Work with record templates
      • Prepare, enable, and use business document management
      • Work with Saved Views
      • Setup Number Sequences
      • Configuring Address Books
      • Work with Operational Workspaces
    • After completing this module, students will be able 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.
      • Navigate and efficiently use search filtering and create search queries.
      • Understand and use record templates.
      • The Finance and Operations apps available for different business processes
      • Describe use cases for Power Platform apps and services.
      • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  • Module 2: Configure administrative features and workflows
    • Lesson
    • Introduction
    • Implementing Security in Finance and Operations Apps
    • Implementing Dynamics 365 Finance and Operations apps workflows and business events
    • Planning and Implementing an organization in Dynamics 365 Finance and Operations
    • Administering Finance and Operations Apps
    • Implement Reporting in Dynamics 365 Finance and Operations
    • Module Summary
    • Lab:
      • Create users and assign security roles
      • Set up segregation of duties
      • Run a security report and analyze the outputs
      • Create a purchase requisition workflow
      • Configure a new legal entity
      • Create an operating unit
      • Create an organization hierarchy
      • Create a Batch job
    • After completing this module, students will be able to:
      • Implement security and segregation of duties.
      • Design and create workflows.
      • Set up and configure legal entities and operating units.
      • Creating Batch Jobs
      • Create an organization hierarchy and assign purpose.
      • Configure user options.
      • Use Excel Workbook Designer.
      • Configure email (SMTP/Exchange).
      • Create and maintain email templates.
      • Use Power Automate flows from Dynamics 365 Finance and Operations.
  • Module 3: Manage finance and operations data
    • Lesson
    • Introduction
    • Manage data in Dynamics 365 Finance and Operations apps
    • Plan for Data Migration
    • Introduction to AppSource and ISV solutions
    • Dynamics 365 Finance and Operations integration
    • Module Summary
    • Lab:
      • Work with templates in the Data management workspace
      • Export and import data
      • Copy configuration data between legal entities
      • Use the Excel Workbook designer
    • After completing this module, students will be able to:
      • Describe Data management concepts.
      • Configuration data templates.
      • Identify relevant data entities and elements based on given scenarios.
      • Describe use cases for and types of data entities.
      • Create a template by using the Excel Workbook Designer.
      • Describe use cases for the dual-write feature.
      • Discuss how to prepare data for import or create all necessary startup data.
      • Import or export data by using the data management framework.
      • Copy configuration data between companies or legal entities by using the data management framework.
      • Dynamics 365 Finance and Operations integration.
  • Module 4: Validate and support solutions
    • Lesson
    • Introduction
    • Managing Applications in Dynamics 365 Finance and Operations
    • Implement Lifecycle Services (LCS) tools
    • Testing solutions in Dynamics 365 Finance and Operations apps
    • Module Summary
    • After completing this module, students will be able to:
    • Document gaps between existing and desired functionality.
    • Determine when to build versus buy.
    • Go live process and Fast-Track Go-live processes.
    • LCS Tools and Methodologies.
    • Business Process Modeler in LCS.
    • LCS Search and Service Requests.
    • Diagnostics and environment monitoring tools.
    • BPM Libraries overview.
    • Test cases by using Regression Suite Automation Tool (RSAT) and Azure DevOps.
    • Analyzing performance with trace parser.

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