Formation Microsoft Dynamics 365

Module 1: Introduction to Microsoft Dynamics 365

Overview:

Introduction to Digital Transformation and its Impact on Business

Overview of Microsoft Business Applications and their Role in Modern Business

Introduction to Artificial Intelligence and Mixed Reality in Dynamics 365

Self-Assessment: Check Your Knowledge

Module 2: Navigating Finance and Operations Apps

Navigation Essentials:

Introduction to Navigation Elements in Dynamics 365

Utilizing Workspaces for Increased Productivity

Effective Use of Filtering Techniques and Search Functionality

Understanding Different Views and Edit Modes

Module 3: Getting Started with Dynamics 365 Finance

Introduction to Dynamics 365 Finance:

Benefits and Features of Dynamics 365 Finance

Overview of Financial Modules including General Ledger, Cash Management, Tax, Accounts Payable, Accounts Receivable, Credit, Collections, Budgeting, Fixed Assets, Cost Accounting, and Electronic Invoicing

Hands-on Lab: Exploring Dynamics 365 Finance

Module 4: Getting Started with Production Control in Dynamics 365 Supply Chain Management

Introduction to Production Control:

Core Concepts and Principles

Unified Manufacturing Overview

Production Process and Lifecycle

Batch, Discrete, Process, and Lean Manufacturing

Configuring Production Control and Integration with General Ledger

Introduction to IoT Intelligence and Insights

Hands-on Lab: Exploring Production Control

Module 5: Getting Help and Learning More About Finance and Operations Apps

Utilizing Learning Resources:

Overview of Microsoft Learn Site and In-Product Help

Customizing Help Topics to Suit Business Needs

Ensuring Privacy and Data Protection for Customers

Module 6: Getting Started with Lifecycle Services for Finance and Operations Apps

Introduction to Lifecycle Services:

Functionality and Tools Overview

Licensing Requirements and Security Considerations

Asset Management, Task Recording, Business Process Modeling

Support Options and Product Updates

Hands-on Exercise: Task Recording and Business Process Modeling

Module 7: Designing and Planning an Implementation of Finance and Operations Apps

Implementation Methodologies:

Cloud and On-Premises Implementation Phases: Analysis, Design, Development, Testing, Deployment, and Operation

Requirements Gathering and Analysis

Creating Functional Design Documents (FDD)

Module 8: Translating Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

Translation Services Overview:

Accessing Translation Service and Request Types

Recycling Translations and Custom-Trained Machine Translation

Hands-on Exercises: User Interface and Documentation Translation Requests

Module 9: Planning and Configuring the Global Address Book in Finance and Operations Apps

Global Address Book Configuration:

Understanding Address Book Functionality

Planning and Configuring Address Books

Managing Records and Detecting Duplicates

Module 10: Planning and Implementing Legal Entities in Finance and Operations Apps

Legal Entity Setup:

Creating Legal Entities and Number Sequences

Organizational Hierarchy Planning and Configuration

Modeling Internal Organizations, Policies, and Purposes

Configuring Calendars and Date Intervals

Module 11: Planning and Implementing Security in Finance and Operations Apps

Security Planning:

Security Architecture Overview and Encryption

User and Role Management

Segregation of Duties and Compliance

Hands-on Lab: Importing Users and Security Role Assignment

Module 12: Setting Up Batch Jobs in Finance and Operations Apps

Batch Processing Setup:

Overview of Batch Processing and Batch Servers

Processing Reports, Alerts, and Job Management

Hands-on Lab: Working with Batch Jobs and Alerts

Module 13: Working with Workflows in Finance and Operations Apps

Workflow Management:

Introduction to Workflow Types and Setup

Assigning Users to Workflow Elements

Using Daily Journal Workflow

Hands-on Lab: Creating Purchase Requisition Workflow