Summary

Introduction

Who Should Attend
A Dynamics 365 Finance Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Course Objectives
– Use common functionality and implementation tools
– Describe uses cases for, and capabilities of, workspaces
– Use and personalize operational workspaces
– Describe case management
– Describe global address book features and their use cases
– Identify the inquiry and report types available in a default installation
– Describe use cases for the business document management and electronic reporting features
– Navigate and efficiently use search filtering and create search queries
– Understand and use record templates
– Describe use cases for Power Platform apps and services
– Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
– Implement security and segregation of duties
– Design and create workflows
– Set up and configure legal entities and operating units
– Creating Batch Jobs
– Create an organization hierarchy and assign purpose
– Configure user options
– Use Excel Workbook Designer
– Use Power Automate flows from Dynamics 365 Finance and Operations
– Plan for Data Migration
– Manage data and applications in Finance and Operations
– Implementing Lifecycle services (LCS) Tools
– Testing solutions in Dynamics 365 Finance and Operations apps

Course 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