Microsoft Dynamics 365: Core Finance and Operations

Introduction to Microsoft Dynamics 365 - Digital transformation is business transformation - Microsoft business applications - Artificial intelligence - Mixed reality Navigate finance and operations apps - 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 Get started with Dynamics 365 Finance - 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 Get started with production control in Dynamics 365 Supply Chain Management - Core concepts in production control - Understand unified manufacturing - Manufacturing principles - Overview of the production process and production life cycle - Batch orders - 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 - Describe the value proposition for mixed-reality Guides for production floor workers Get help and learn more about finance and operations apps - Microsoft Learn site - In-product help - Customize help topics - Protecting the privacy and personal data of your customers Get started with Lifecycle Services for finance and operations apps - Understand the functionality and tools of Lifecycle Services - Determine licensing requirements - 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) - Support options - Get product updates from Lifecycle Services Design and plan an implementation of finance and operations apps - 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) Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service - Access Dynamics 365 Translation Service - Types of requests - Reuse translations (recycling) - Custom-trained machine translation system Plan and configure the global address book in finance and operations apps - How the global address book works - Plan for the global address book and other address books Plan and implement legal entities in finance and operations apps - 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 Set up batch jobs in finance and operations apps - Batch processing and batch servers - Batch processing of reports and setup of alerts - Copy a batch job - Batch job manager role - Unlock a journal Work with workflows in finance and operations apps - 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 Design and build mobile apps for finance and operations apps - 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 Personalize finance and operations apps - 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 Implement common integration features in finance and operations apps - Microsoft Office integration - Excel workbook designer - Document management - Configure email (SMTP/Exchange) - Create an email template - Power BI in finance and operations - Print management - Integrate data from multiple sources into Microsoft Dataverse for Apps Feature management in finance and operations apps - Feature management workspace - Feature states - Enable a feature - Reschedule a feature - Disable a feature Prepare data for migration to finance and operations apps - Select a data integration (import/export) strategy - Common migration scenarios and tools - Bring your own database (BYOD) - Test a data migration and validate output Work with data management in finance and operations apps - 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 Prepare to go-live with finance and operations apps - 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 Work with analytics and reporting in finance and operations apps - 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 Configure electronic reporting in Dynamics 365 Finance - Configure electronic reporting - Use barcode data sources to generate bar code images