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MS Dynamics 365 Finance & Operations

In Microsoft Dynamics 365 - Core Finance and Operations (MB-300) training course, you will learn the core common features of Dynamics 365 Finance, core configuration in Dynamics 365 Finance, data migration and preparing for go-live with Dynamics 365 Finance Organizations use Dynamics 365 Finance to reduce operational costs and rapidly respond to changing business needs. This course discusses core components and configuration of Microsoft Dynamics 365 Finance, and data migration and preparing for go-live.

In Microsoft Dynamics 365 - Finance and Operations Apps Developer (MB-500) training course, you will learn to implement and extend applications to meet the requirements of the business.

The Microsoft Dynamics 365 - Finance and Operations Apps Solution Architect (MB-700) training course will provide the technical information focusing on application architecture and technical skills to start your journey into this role.

By attending Microsoft Dynamics 365 - Core Finance and Operations (MB-300) workshop, delegates will learn 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

By attending Microsoft Dynamics 365 - Finance and Operations Apps Developer (MB-500) workshop, delegates will learn to:

  • Determine the required application stack components and server architecture
  • Implement Application Lifecycle Management (ALM), Design a solution for D365FO
  • Data Structure Development
  • Describe test framework and tools
  • Code Extension & Development
  • Describe migration tools and methodologies
  • Data Export/Import using Data Entity
  • Implement D365 FO functionality
  • Identify Data integration patterns and scenarios
  • Implement Data integration concepts and solutions
  • Implement Recurring integrations
  • Integrate D365FO with Microsoft Azure
  • Troubleshoot integration errors
  • Implement the Data Management Package API
  • Design, create, and revise Dynamics Reports
  • Design, create, and revise Dynamics workspaces
  • Describe and implement performance tools and LCS Environment Monitoring tools

By attending Microsoft Dynamics 365 - Finance and Operations Apps Solution Architect (MB-700) workshop, delegates will learn to:

  • Define skill areas for solution architect role
  • Explain instances & deployment models recommendations by Microsoft
  • Understand cloud solution, CDM & CDS
  • Get more info on Licensing, AppSource & Support for Dynamics 365
  • Use Lifecycle services as solution architect
  • Know the considerations for blueprinting Dynamics 365 solution
  • Understand the concepts and tools used for data management
  • Explain the Integration options & Business events on solutions
  • Know the available options on solution localization, compliance & reporting
  • Have architectural conversations on extensibility, security, & performance
  • Know what is ALM application lifecycle management
  • Identify opportunities for automated testing and using RSAT

For Microsoft Dynamics 365 - Core Finance and Operations (MB-300)

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing
  • General knowledge of basic mobile device features and navigation

Microsoft Dynamics 365 - Core Finance and Operations (MB-300) class is intended for Functional Consultants

Microsoft Dynamics 365 - Finance and Operations Apps Developer (MB-500) class is designed for Developers

COURSE AGENDA

Microsoft Dynamics 365 - Core Finance and Operations (MB-300)
(Duration : 3 Days)

1

Get Started with Dynamics 365 for Finance and Operations

  • Industry focus
  • Introduction to financial management
  • Introduction to employee management
  • Introduction to supply chain management
2

Get Started with Lifecycle Services

  • Understand the functionality and tools of Lifecycle Services
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Run the LCS Issue Search tool and analyze results
  • Learn how to use Regression Suite Automation Tool
3

Use Lifecycle Services to Design and Plan

  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
4

Overview of Reporting and Analytics

  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to your instance
5

Build and Test Mobile Apps

  • Overview of Unified Operations mobile app
  • Build and use mobile apps
6

Create, Maintain and Use Workflows

  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
7

Set Up and Configure Legal Entities

  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
8

Manage Users and Security

  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
9

Perform Personalization

  • Describe and apply user options
  • Create, export and import personalizations
  • Create and maintain record templates
10

Implement Common Integration Features

  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI
  • Setup network printing
  • Integrate data into Common Data Services for Apps
11

Prepare Data for Migration and Migrate Data

  • Understand BYOD feature
  • Perform a test migration and validate output
12

Use Data Management

  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
13

Perform User Acceptance Testing

  • Create and perform test cases for User Acceptance
14

Prepare to Go Live

  • Get ready to go live
Microsoft Dynamics 365 - Finance and Operations Apps Developer (MB-500)
(Duration : 5 Days)

1

Overview & Architecture

  • Explore the Ecosystem and Main Components
  • Explore the Technical Architecture
  • Explore design and deployment considerations
2

Developer Tools

  • Manage implementations by using Lifecycle Services
  • Manage source code by using version control
  • Customize by using Visual Studio
3

Solution Design

  • Determine the required application stack components and server architecture
  • Implement application Lifecycle management
  • Design a solution
4

AOT Elements

  • Build extended data types and enumerations
  • Build tables
  • Build forms and optimize form performance
  • Create classes and extend AOT elements
5

Code Development & Testing

  • Explore the test framework and use tools
  • Get started with development using X++
  • Develop object-oriented code
  • Perform Unit Testing
6

Data Migration

  • Describe migration tools and methodologies
  • Plan Migration strategy
  • Prepare data for migration and migrate data
7

Frameworks

  • Explore extensions and the extension framework
8

Integration

  • Identify data integration patterns and scenarios
  • Implement Data integration concepts and solutions
  • Implement Recurring integrations
  • Integrate with Microsoft Azure
  • Troubleshoot integration errors
  • Implement the Data Management Package API
9

Reporting

  • Describe the capabilities and limitations of reporting tools
  • Design, create, and revise Dynamics Reports
  • Design, create, and revise Dynamics workspaces
  • Design, create, and revise data sources that connect to data stores external
10

Security & Performance

  • Work with performance and Monitoring Tools
  • Implement role-based security
  • Apply basic performance optimization techniques
Microsoft Dynamics 365 - Finance & Operations Apps Solution Architect (MB-700)
(Duration : 3 Days)

1

The Architect Role

  • The solution architect role
2

Manage interactions with FastTrack

  • Get to know FastTrack
  • Make the most of FastTrack templates
3

Solution blueprint

  • Solution blueprint definition and components
  • Project governance and timeline
  • Solution architecture and organizational structure
  • Working with business process catalog
4

Define environments, tools, and deployment strategy

  • Understand environment planning
  • Application lifecycle management and deployment strategy
  • Using LCS and Azure DevOps
5

Determine data management strategy

  • Data management overview
  • Develop data migration strategy
6

Determine integration and interfaces strategies

  • Develop integration strategy
  • Integration options
7

Define security architecture

  • Important security aspects
  • Security framework
  • Define security strategy
8

Define testing strategy

  • Testing strategy overview
  • Testing planning and execution
9

Define performance testing strategy

  • Prepare for performance testing
  • Utilize performance testing tools
10

Business intelligence and reporting

  • Implement business intelligence and reporting
11

Determine licensing and support

  • Understand licensing estimation
  • Understand support options
12

Prepare for go-live

  • Complete solution blueprint
  • Prepare for go-live

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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