Course Overview
This exam measures your ability to accomplish the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate and support the solution.
Who should attend
Consultants (functional and technical) gather and analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry recommended practices. They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement core components and features of Dynamics 365 Finance and Operations apps. They should also have awareness of how Dynamics 365 Finance and Operations apps integrate with external systems and tools including Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process. Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.
Certifications
This course is part of the following Certifications:
- Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate
- Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate
- Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
- Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate
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 and navigation
- Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
- General knowledge of basic mobile device features and navigation
- The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
Course Objectives
After completing this course, students will be able to:
- Get started with Lifecycle Services for Dynamics 365 for Finance and Operations
- Use Lifecycle Services to design and plan implementation for Dynamics 365 for Finance and Operations
- Have an overview of reporting and analytics in Dynamics 365 for Finance and Operations
- Build and test mobile apps for Dynamics 365 for Finance and Operations
- Create, maintain, and use workflows in Dynamics 365 for Finance and Operations
- Set up and configure legal entities in Dynamics 365 for Finance and Operations
- Manage users and security in Dynamics 365 for Finance and Operations
- Perform personalization in Dynamics 365 for Finance and Operations
- Implement common integration features in Dynamics 365 for Finance and Operations
- Prepare data for migration and migrate data to Dynamics 365 for Finance and Operations
- Use data management in Dynamics 365 for Finance and Operations
- Perform user acceptance testing for Dynamics 365 for Finance and Operations
- Prepare for go-live
Course Content
- Get Started with Dynamics 365 for Finance and Operations
- Get Started with Lifecycle Services
- Use Lifecycle Services to Design and Plan
- Overview of Reporting and Analytics
- Build and Test Mobile Apps
- Create, Maintain and Use Workflows
- Set Up and Configure Legal Entities
- Manage Users and Security
- Perform Personalization
- Implement Common Integration Features
- Prepare Data for Migration and Migrate Data
- Use Data Management
- Perform User Acceptance Testing
- Prepare to Go Live
- Course Conclusion
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