Microsoft Dynamics 365 : Finance and operations core

LiveOnLine Certifiant
  • Référence : MSMB300
  • Durée : 3 jours (21 heures)
  • Certification : Non
  • Eligible CPF : Non

CONNAISSANCES PREALABLES

  • Basic understanding of ERP, CRM concepts

PROFIL DES STAGIAIRES

  • 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

OBJECTIFS

  • This course discusses core components of Microsoft Dynamics 365 for Finance and Operations

METHODES PEDAGOGIQUES

  • La formation est constituée d’apports théoriques, d’exercices pratiques et de réflexions
  • 6 à 12 personnes maximum par cours, 1 poste de travail par stagiaire
  • Remise d’une documentation pédagogique papier ou numérique pendant le stage

METHODES D'EVALUATION DES ACQUIS

  • Auto-évaluation des acquis par le stagiaire via un questionnaire
  • Attestation de fin de stage adressée avec la facture

FORMATEUR

Consultant-Formateur expert Microsoft CRM

CONTENU DU COURS

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 Summary

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

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

4 - Overview of Reporting and Analytics

  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to your instance
  • Practice Labs
  • Module Summary

5 - Build and Test Mobile Apps

  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Practice Lab
  • Module Summary

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

7 - Course Conclusion

  • Final assessment
  • Course summary
  • Post-course survey
  • Final assessment
  • Course summary
  • Post-course survey
  • Final assessment
  • Course summary
  • Post-course survey

8 - 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

9 - 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

10 - Perform Personalization

  • Describe and apply user options
  • Create, export and import personalziations
  • Create and maintain record templates
  • Practice labs
  • Module summary

11 - 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 summary

13 - Prepare Data for Migration and Migrate Data

  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output
  • Module summary

14 - 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

15 - Perform User Acceptance Testing

  • Introduction
  • Create and perform test cases for User Acceptance
  • Practice Lab
  • Module summary

16 - Prepare to Go Live

  • Introduction
  • Get ready to go live
  • Module summary
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