Dynamics 365: Core Finance and Operations Certification Bootcamp

Module 1: Use common functionality and implementation tools

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.

Work with business document management.

Navigate and efficiently use search filtering and create search queries.

Understand and use record templates.

Describe use cases for Power Platform apps and services.

Identify when to use Power Platform in the Dynamics 365 Finance app.

Integrate Power BI with Dynamics 365 Finance apps.

Lab : Work with an operational workspace

Lab : Prepare, enable, and use Business document management

Lab : Perform searches and work with filters

Lab : Create search queries and save for future use

Lab : Work with record templates

Module 2: Configure security, processes, and options

Implementing security roles and apply to users

Describe segregation of duties

Run and analyse security reports

Design and create workflows

Configure Organization administration features

Configure System administration features

Set up and configure legal entities and operating units.

Create an organization hierarchy and assign purpose.

Describe and apply user options.

Configure document handling for attachments.

Configure print management and form setup features.

Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in.

Configure email (SMTP/Exchange).

Create and maintain email templates.

Use the personalization feature.

Set up and monitor batch jobs and alerts.

Lab : Create users and assign security roles

Lab : Set up segregation of duties

Lab : Run a security report and analyse the output

Lab : Create a purchase requisition workflow

Lab : Configure a new legal entity

Lab : Create an operating unit

Lab : Set up and troubleshoot number sequences

Lab : Create an Organization Hierarchy and assign purpose

Lab : Use Excel workbook designer

Lab : Create a batch job

Module 3: Manage Dynamics 365 Finance and Operation data

Manage data in Dynamics 365 Finance and Operations apps.

Describe Data management concepts.

Understand the Data management workspace overview.

Work with templates in the Data management workspace.

Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and

products.

Describe use cases for and types of data entities.

Export data from a legal entity.

Import data into a legal entity.

Copy configuration data between companies or legal entities by using the data management framework.

Describe use cases for the dual-write feature.

Plan a migration strategy.

Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps.

Determine the scope for a migration.

Identify relevant data entities and elements based on given scenarios.

Establish migration strategy processes including migration scope.

Prepare data for migration and migrate data.

Create a checklist for proper planning for a given scenario prior to data migration.

Identify and extract source data.

Identify available data types for creating source data on a given scenario for data migration.

Generate field mapping between source and target data structures.

Import or export data by using the data management framework.

Support the transition between the existing and migrated systems.

Perform a test migration and validate output from the process.

Implement data task automation.

Lab : Work with templates in the Data management workspace

Lab : Export and import data

Lab : Copy configuration data between legal entities

Module 4 Validate and support the solution

Module 4: Validate and support the solution

Lessons

Test solutions in Dynamics 365 Finance and Operations apps

Implement Lifecycle Services tools

Describe the correlation between test cases and business requirements.

Use best practices for recording test cases.

Using Task recorder to create a business process model in Lifecycle Services

Create a scenario for acceptance testing and save in a Business process modeler (BPM) library.

Sync and configure your test plan in Azure DevOps.

Execute your tests

Identify any missing functionality by identifying and analysing gaps using the BPM

Use Regression suite automation tool (RSAT).

Create user acceptance tests (UAT) and test plans

FastTrack Go-live assessment

Use Issue search.

How to assist the customer to request the production environment.