Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. It enables organizations to evolve from reactive business decisions to proactive insights that allow your employees to accelerate business results.

Lessons

• Introduction
• Digital transformation is business transformation
• Microsoft business applications
• Artificial intelligence
• Mixed reality
• Check your knowledge
• Summary

After completing this module, students will:

• Explore Dynamics 365 applications.
• Discover business value in Dynamics 365 applications and how they support digital transformation.
• Learn about the role of artificial intelligence and mixed reality in Dynamics 365.

Learn how to find your way around finance and operations apps and quickly locate what you need

Lessons

• Introduction
• Navigation elements
• See how workspaces drive productivity
• Use filtering techniques
• Search in finance and operations apps
• Compare views
• How to use View and Edit modes
• Check your knowledge
• Summary

After completing this module, students will:

• How workspaces drive productivity
• Filtering techniques
• Searching in finance and operations apps
• Comparing views
• The view and edit modes

Dynamics 365 Finance empowers business users to adapt to rapidly changing business environments. It provides businesses everything they need to control finances and manage funds with accurate information for financial planning and forecasting, and helps them stay up to date with analytics tools. Because finance is the core of any business, it’s important to be acquainted with the capabilities of Dynamics 365 Finance.

Lessons

• Introduction
• Benefits of Dynamics 365 Finance
• Overview
• General ledger
• Cash and bank management
• Tax
• Accounts payable
• Accounts receivable
• Credit and collections
• Budgeting
• Fixed assets
• Cost accounting
• Electronic invoicing
• Lab – Explore Dynamics 365 Finance
• Check your knowledge
• Summary

After completing this module, students will:

• Basic understanding of finance and accounting processes
• Ability to use Finance for basic processing
• General knowledge of basic navigation within Finance
• Knowledge of how Dynamics 365 apps are used
• Basic understanding of cloud concepts, and Microsoft Power Platform

The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes

Lessons

• Introduction
• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Lab – Explore production control
• Check your knowledge
• Summary

After completing this module, students will:

• Discrete, lean, and process manufacturing methodologies
• Unified manufacturing
• How to configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• Production pools
• How to work with allocation keys
• IoT intelligence and insights in Supply Chain Management

Learn how to get help and find out more about finance and operations apps.

Lessons

• Introduction
• Microsoft Learn site
• In-product help
• Customize help topics
• Protecting the privacy and personal data of your customers
• Summary

After completing this module, students will:

• Microsoft Learn documentation.
• In-product help
• How to customize help topics
• Protecting the privacy and personal data of your customers

To install and maintain finance and operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services to manage the process. Let’s get started by looking at the overall functionality and tools.

Lessons

• Introduction
• Understand the functionality and tools of Lifecycle Services
• Lifecycle Services security
• Reuse existing assets, copy, and share data
• Perform actions in the Asset library
• Work with the Task recorder
• Business process modeler (BPM)
• Issue search and support
• Get product updates from Lifecycle Services
• Exercise – use the Task recorder to create and edit a recording
• Exercise – create a business process in the business process modeler
• Exercise – create a support incident
• Check your knowledge
• Summary

After completing this module, students will:

• Understand the functionality and tools of Lifecycle Services for finance and operations apps
• Reuse existing assets, copy and share data
• Understand Task recorder functionality
• Create a business process model
• Identify and analyze gaps using the Business Process Modeler
• Run the Issue Search tool and analyze results

With proper planning, your finance and operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for finance and operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.

Lessons

• Introduction
• Use implementation methodologies for a successful implementation
• Cloud implementation – analysis
• Cloud implementation – design and develop
• Cloud implementation – test
• Cloud implementation – deploy and operate
• On-premises implementation – analysis
• On-premises implementation – design and develop
• On-premises implementation – test, deploy, and operate
• Gathering and analyzing the requirements
• Create functional design documents (FDD)
• Check your knowledge
• Summary

After completing this module, students will:

• Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
• Define use case scenarios.
• Learn how to participate in the creation of Business requirement documents (BRD).
• Understand the importance of creating and maintaining documented processes.
• Participate in phase-based planning processes and solution design.
• Describe the future state business processes based on a proposed solution.
• Determine when to build versus buy.
• Create Functional Design Documents (FDD)

Translate your Microsoft Dynamics 365 solutions and documentation, or add language support for existing Dynamics 365 products by using Microsoft Dynamics 365 Translation Service through Microsoft Dynamics Lifecycle Services.

Lessons

• Introduction
• Access Dynamics 365 Translation Service
• Types of requests
• Reuse translations (recycling)
• Custom-trained machine translation system
• Exercise – Create, review, and regenerate a user interface translation request
• Exercise – Create, review, and regenerate a documentation translation request
• Exercise – Create a translation memory file
• Check your knowledge
• Summary

After completing this module, students will:

• Learn about the functionality and features of Dynamics 365 Translation Service.
• Submit translation requests for user interface and documentation files of supported Dynamics 365 products.
• Review and edit a translation request’s output to regenerate new translations.
• Use the Align tool to create translation memory for future translation requests

The global address book (GAB) is a centralized repository for master data that must be stored for all internal and external persons and organizations that a company interacts with. When an address changes, the update only needs to be made in one place. All the other associated records are updated automatically.

Lessons

• Introduction
• How the global address book works
• Plan for the global address book and other address books
• Lab – Configure address books
• Lab – Add a new record and check for duplicates
• Check your knowledge
• Summary

After completing this module, students will:

• What the global address book is.
• How the global address book works.
• How to plan for the global address book, and other address book

A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing finance and operations apps.

Lessons

• Introduction
• Create a legal entity
• Create a number sequence
• Understand organizational hierarchies and operating units
• Plan your organizational hierarchy
• Decide whether to model internal organizations as legal entities or operating units
• Decide whether to model internal organizations as legal entities or operating units (cont.)
• Best practices for modeling organizations and hierarchies
• Apply purposes and policies
• Distributed order management (DOM) policy
• Configure calendars and date intervals
• Lab – Configure a new legal entity
• Lab – Create an operating unit
• Lab – Create an organization hierarchy
• Lab – Set up a number sequence
• Check your knowledge
• Summary

After completing this module, students will:

• Create a legal entity and generate number sequences.
• Create a number sequence.
• Create organization hierarchies.
• Assign purposes and policies to hierarchies.
• Configure calendars and date intervals.

If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles

Lessons

• Introduction
• Understand the security architecture
• Encryption in finance and operations apps
• Manage users and security
• Set up and apply segregation of duties
• Run security reports
• Stay compliant with user licensing requirements
• Security diagnostics for task recordings
• Extensible data security policies​
• Exercise – Import a user and assign security role
• Lab – Work with security
• Check your knowledge
• Summary

After completing this module, students will:

• Understand security architecture of finance and operations apps
• Learn about encryption in finance and operations apps
• Manage users
• Manage security
• Apply segregation of duties
• Run security reports
• Stay compliant with user licensing requirements

By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in finance and operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.

Lessons

• Overview of batch processing
• Batch processing and batch servers
• Batch processing of reports and setup of alerts
• Copy a batch job
• Batch job manager role
• Unlock a journal
• Lab – Work with batch jobs and set up alerts
• Check your knowledge10 min
• Summary

After completing this module, students will:

• Batch processing
• Batch processing and batch servers
• Planning for batch server topology
• Planning for batch server management
• Batch processing of reports
• Copying a batch job
• Active batch periods
• Batch job manager security role
• The Run by feature
• How to unlock a journal

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.

Lessons

• Introduction
• Workflow types for business processes
• Create and set up workflows
• Assign users to workflow elements
• Use the daily journal workflow
• Lab – Create a purchase requisition workflow
• Check your knowledge
• Summary

After completing this module, students will:

• Use the workflow architecture, elements, and actions
• Create and set up workflows
• Configure workflow properties
• Configure a manual task in a workflow
• Configure an automated task in a workflow
• Configure an approval process in a workflow
• Assign users to workflow elements
• Configure an approval step in a workflow
• Use work items functionality

We live in a digital age, and it’s difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use finance and operations apps on your smart device.

Lessons

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations mobile app
• Page design guidelines
• Action design guidelines
• Form design requirements
• Design considerations
• Understand use cases for mobile apps
• Get the Dynamics 365 Unified Operations mobile app
• Check your knowledge
• Summary

After completing this module, students will:

• The Microsoft Dynamics 365 Unified Operations mobile app
• Use cases for mobile apps
• How to build and work with workspaces

By personalizing the user interface in finance and operations apps, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.

Lessons

• Introduction
• Understand the differences between customization and personalization
• Apply user options
• Implicit personalization
• Explicit personalization
• Administer personalization
• Saved views
• The personalization toolbar
• Personalize a workspace
• Personalize a dashboard
• Personalize inventory dimensions
• Create and maintain record templates
• Lab – Personalize user options
• Lab – Create and use a record template
• Check your knowledge
• Summary

After completing this module, students will:

• Describe and apply user options
• Differentiate between customization and personalization
• Create, export, and import personalization
• Create and maintain record templates
• Use Saved views

Microsoft Excel is integrated with finance and operations apps. This allows you to pull the data right from finance and operations apps, manipulate the data in Excel, and save it back to finance and operations apps. You will also learn how to set up email processing parameters, and integrate with PowerBI.com and Microsoft Dataverse.

Lessons

• Introduction
• Microsoft Office integration
• Excel workbook designer
• Document management
• Configure email (SMTP/Exchange)
• Create an email template
• Power BI in finance and operations
• Set up network printing
• Integrate data from multiple sources into Microsoft Dataverse for Apps
• Lab – Work with Microsoft Office integration
• Check your knowledge
• Summary

After completing this module, students will:

• Perform Microsoft Office integration in finance and operations apps
• Configure email (SMTP/Exchange)
• Create and maintain email templates
• Set up network printing
• Set up and enable Power BI
• Integrate data from multiple sources into Microsoft Dataverse

Features are added and updated in every release. The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. Then, you can use the workspace to view feature documentation and to enable or disable features.

Lessons

• Introduction
• Feature management workspace
• Feature states
• Enable a feature
• Reschedule a feature
• Disable a feature
• Features that must be enabled
• Enable all features
• Check for updates
• Assign roles
• Features that use configuration keys
• Data entities
• Check your knowledge
• Summary

After completing this module, students will:

• Learn about the Feature management workspace in finance and operations apps.
• Discover when and how to enable features, including how to disable and reschedule features.
• Learn how to check for feature updates and assign roles.

When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

Lessons

• Introduction
• Select a data integration (import/export) strategy
• Common migration scenarios and tools
• Bring your own database (BYOD)
• Test a data migration and validate output
• Check your knowledge
• Summary

After completing this module, students will:

• Choose a data integration (import/export) strategy.
• Identify common migration scenarios and tools in finance and operations apps.
• Understand the Bring your own database (BYOD) feature.
• Identify relevant (legacy) systems.
• Identify and import static data that is common between industries.
• Create and review test plans for data migration.
• Identify and extract source data.
• Identify relevant data entities and elements.
• Generate field mapping between source and target data structures.
• Test a data migration and validate output.
• Support the transition between the existing and migrated systems.

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

Lessons

• Introduction
• Data management concepts
• Use data entities for data management and integration
• Work with the Data management workspace
• Using Standard and Enhanced views for tiles
• Use templates in data management
• Export, import, and copy data into a legal entity
• Lab – Explore the Data management workspace
• Lab – Export data using the Data management workspace
• Database movement operations
• Data sharing framework
• Check your knowledge
• Summary

After completing this module, students will:

• Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
• Work with the Data management workspace.
• Export data from a legal entity.
• Import data into a legal entity.
• Work with data import and export jobs.
• Clean up the staging tables.
• Work with database movement operations.
• Work with the data sharing framework.

After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

Lessons

• Introduction
• Create user acceptance test libraries
• Record test cases and save to BPM
• Synchronize and configure your test plan in Azure DevOps
• Run user acceptance tests
• Data task automation
• Exercise – Build test scripts to test business functionality
• Check your knowledge
• Summary

After completing this module, students will:

• Test cases and business requirements
• Best practices for recording test cases
• Task recorder
• How to create a BPM library
• How to synchronize and configure your test plan in Azure DevOps
• How to run test cases manually and automatically
• The Regression suite automation tool (RSAT)

All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services

Lessons

• Introduction
• Understand the go-live process
• Complete the Lifecycle Services methodology
• Perform user acceptance testing (UAT) for your solution
• FastTrack go-live assessment
• Request a production environment
• Check your knowledge
• Summary

After completing this module, students will:

• Prepare for go-live
• Complete the Microsoft Dynamics Lifecycle Services methodology
• Perform User acceptance testing (UAT) for your solution
• Understand the FastTrack Go-live assessment
• Request the production environment

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

Lessons

• Introduction
• Understand different types of reports and inquiries
• Financial reporting
• Find inquiries and reports
• Generate and consume inquiries and reports
• Configure finance and operations apps for Microsoft Power Platform
• Lab – Work with reports
• Check your knowledge
• Summary

After completing this module, students will:

• Different types of reports and inquiries in finance and operations apps
• Financial reporting
• Configuring finance and operations apps for Microsoft Power Platform
• Generating and consuming inquiries and report

Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.

Lessons

• Introduction
• Configure electronic reporting
• Use barcode data sources to generate bar code images
• Lab – Generate electronic documents for payments
• Check your knowledge
• Summary

After completing this module, students will:

• Configure electronic reporting
• Use barcode data sources to generate bar code images
• Add a new electronic reporting provider and mark it as active
• Generate an electronic document in a specific format
• Create electronic reporting configurations