Overview

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.

In this course, 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.

Skills Covered

  •  How to navigate and efficiently use search, filtering and queries
  •  How to use operational workspaces
  •  Work with Business Document Management
  •  Work with record templates
  •  Integrate Power BI with Dynamics 365 Finance and Operations apps
  •  How to personalize workspaces
  •  Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
  •  How to apply security roles to users
  •  Run and analyze security reports
  •  Create and use workflow for approval
  •  Work with Organization Hierarchy and its purposes.
  •  How to use personalization feature
  •  Use Data Management workspace
  •  Create and use and entity templates
  •  Copy configuration data between legal entities
  •  Import and Export data and manage data by using Office Integration
  •  Use Regression Suite Automation Tool (RSAT)
  •  Create User acceptance Tests (UAT) and test plans
  •  Create and work with Business Process Modeler (BPM)
  •  Understand how to use Issue search

Who Should Attend

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.

Course Curriculum

Prerequisites

Before attending this course, students must have:

  •  General knowledge of Microsoft Windows
  •  The ability to use Dynamics 365 for Finance and Operations for basic processing
  •  General knowledge of basic mobile device features and navigation

Please opt for the following 2 Dynamics 365 Fundamental courses to satisfy the requirements above:

MB-910T00: Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)

This course will provide you with a broad introduction to the customer engagement capabilities of Dynamics 365. You will become familiar with the concept of customer engagement, as well as each of the customer engagement apps, including Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, and the customer relationship management (CRM) capabilities of Dynamics 365 Project Operations

MB-920T00: Microsoft Dynamics 365 Fundamentals (ERP)

This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce , Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations

Download Syllabus

Course Modules