- 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
- 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
- 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 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.