Microsoft Dynamics 365: Core Finance and Operations

Unlock the potential of your organization's financial and supply chain operations with Microsoft Dynamics 365 Core Finance and Operations, designed for consultants and business professionals seeking to drive efficiency and innovation through AI-enhanced decision-making.

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Essential Skills Gained

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Navigate and utilize Dynamics 365 for efficient business processes.

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Integrate AI and Power BI for enhanced data-driven decision-making.

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Implement security and workflow strategies to streamline operations.

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Prepare and migrate data effectively using Dynamics 365 tools.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • Dynamics 365 Functional Consultants
  • Business Process Managers
  • IT System Integrators
  • Financial Analysts

Description

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

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Upcoming Course Dates

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Course Outline

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Module 1: Get Started with Dynamics 365 for Finance and Operations

  1. Introduction

  2. Industry Focus

  3. Introduction to Financial Management

  4. Introduction to Employee Management

  5. Introduction to Supply Chain Management

Module 2: Get Started with Lifecycle Services

  1. Understand the Functionality and Tools of Lifecycle Services

  2. Reuse Existing Assets, Copy and Share Data

  3. Understand Task Recorder Functionality

  4. Create a Business Process Model

Module 3: Use Lifecycle Services to Design and Plan

  1. Phases of a Cloud Implementation

  2. Phases of an On-Premises Implementation

  3. Create Functional Design Documents (FDD)

Module 4: Overview of Reporting and Analytics

  1. Understand Reports and Inquiries

  2. Learn About Financial Reporting

  3. Configure PowerBI to Your Instance

Module 5: Build and Test Mobile Apps

  1. Overview of Unified Operations Mobile App

  2. Build and Use Mobile Apps

Module 6: Create, Maintain and Use Workflows

  1. Workflows for Business Processes

  2. Create and Setup Workflows

  3. Assign Users to Workflow Touchpoints

Module 7: Set Up and Configure Legal Entities

  1. Create a Legal Entity and Generate Number Sequences

  2. Create Organization Hierarchies

Module 8: Manage Users and Security

  1. Understand the Security Architecture

  2. Manage Users and Security

  3. Setup and Apply Segregation of Duties

Module 9: Perform Personalization

  1. Describe and Apply User Options

  2. Create, Export and Import Personalizations

Module 10: Implement Common Integration Features

  1. Microsoft Office Integration

  2. Configure Email

Module 11: Prepare Data for Migration and Migrate Data

  1. Understand BYOD feature

  2. Perform a Test Migration and Validate Output

Module 12: Use Data Management

  1. Understand Data Management and Integration

  2. Data Management Workspace

Module 13: Perform User Acceptance Testing

  1. Create and Perform Test Cases for User Acceptance

Module 14: Prepare to Go Live

  1. Get Ready to Go Live

Module 15: Course Conclusion

  1. Final Assessment

  2. Course Summary

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