Course Outline
1 – USE COMMON FUNCTIONALITY AND IMPLEMENTATION TOOLS
- Introduction
- Identify and use common Dynamics 365 Finance and Operations apps features and functionality
- Describe use cases for Power Platform apps and services
- Module Summary
2 – CONFIGURE SECURITY, PROCESSES, AND OPTIONS
- Introduction
- Implement security
- Design and create workflows
- Configure Organization administration features
- Configure System administration features
- Module Summary
3 – MANAGE DYNAMICS 365 FINANCE AND OPERATION DATA
- Introduction
- Manage data in Dynamics 365 Finance and Operations apps
- Plan a migration strategy
- Prepare data for migration and migrate data
- Module Summary
4 – VALIDATE AND SUPPORT THE SOLUTION
- Introduction
- Test solutions in Dynamics 365 Finance and Operations apps
- Implement Lifecycle Services tools
- Module Summary
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Learning Objectives
This course provides the practical knowledge to:
Navigate and efficiently use search, filtering and queries
Use operational workspaces
Work with Business Document Management
Work with record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
Personalize workspaces
Run and analyze security reports
Create and use workflow for approval
Work with Organization Hierarchy and its purposes.
How to use personalization feature
Use Data Management workspace
Create and use and entity templates
Import and export data and manage data by using Office Integration
No special instructions regarding this course's target audience provided. Please contact us to discuss if you are unsure whether this course is for you!
No special prerequisites for this course provided. If you are unsure whether you might need to take another course first, please contact us to discuss.
Ten (10) business days’ notice is required to reschedule a class with no additional fees. Notify TOPTALENT LEARNING as soon as possible at 469-721-6100 or by written notification to info@toptalentlearning.com to avoid rescheduling penalties.
Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.
You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.
If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.
You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.