This course is free musing for Dynamics 365 for finance and operations.
And based on my notes created during preparation for the certification exam. These links I will update, as articles, blog post and YouTube videos, I will upload or find other links, these videos are heavily influenced from Microsoft own material at Microsoft learn and Microsoft docs.
Identify common Microsoft Dynamics 365 Finance features and functionality
- Determine when to use workspaces.
- identify use cases for Power Platform apps including Power Apps, Power BI and Microsoft Flow.
- identify and differentiate between the global address book and other address books
- demonstrate Work Items functionality
- demonstrate Microsoft Dynamics 365 Finance navigation techniques
- identify Inquiry and Report types available in a default installation
Implement Lifecycle Services (LCS) tools
- Identify opportunities to re-use existing assets
- Analyze Business Process Modeler results and identify gapsin functionality
- Including creating an Acceptance Testing BPM library and analyzing the results
- Use the LCS tools including Issue Search and analyze results
Implement security
- identify and distinguish between the various standard security roles in Finance and Operations
- distinguish between duties, privileges, and permissions
- assign users to security roles based on given scenarios
Design and create workflows
- identify opportunities for automation and controls based on customer workflows
- configure workflow properties and elements
- troubleshoot workflows
Configure options
- set up and configure legal entities
- configure base number sequences
- import or create all necessary startup data including Zip/Postal Code data, customers, vendors, and products
- configure the calendars and date intervals
- configure units of measure and conversions
- configure posting profiles and definitions
- create organization hierarchies
- apply purposes and policies
- describe and apply user options Implement Microsoft Dynamics 365 Finance common features
- configure Microsoft Office integration with Microsoft Dynamics 365 Finance
- configure email (SMTP/Exchange)
- create and maintain email and record templates
- integrate Power BI with Entity store
- create, export, and import personalizations
- set up network printingImplement business processes for the solution
- define use case scenarios
- participate in phase-based planning processes and the solution design
- design and create workflows
- set up batch Jobs and alerts
- use business process workspaces
Plan a migration strategy
- identify common migration scenarios and tools in Microsoft Dynamics 365 Finance
- determine migration scope
- identify relevant data entities and elements based on given scenarios
- establish migration strategy processes including migration scope
Prepare data for migration and migrate data
- identify and extract source data
- generate field mapping between source and target data structures
- support the transition between the existing and migrated systems
- perform a test migration and validate output from the process
Implement and validate the solution within Microsoft Dynamics 365 Finance
- perform user acceptance testing (UAT)
- prepare and validate to Go live
- build test scripts to test business functionality
- automate test case automation by using the Regression Suite Automation Tool (RSAT)
- demonstrate the correlation between test scripts and business requirements
- monitor validation test progress and make ad hoc changes during validation testing to correct identified issues
Support Application Lifecycle Management (ALM) by using LCS
- perform a solution gap analysis
- use LCS tools to identify, report, and resolve issues
- manage Microsoft Dynamics 365 One Version