About This Course
Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernise your global financial operations. Monitor performance in real time, forecast future outcomes, and make data-driven decisions to fuel business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and minimise global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform your manufacturing and supply chain operations. Leverage predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximise operational efficiency, product quality, and profitability. Innovate through intelligent manufacturing operations, modernise warehouse management, optimise production performance, extend asset lifecycles, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality of Dynamics 365 Finance apps that are most frequently used by end users and consultants.
Audience Profile
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements into solutions, and configuring the solution and applications. The Functional Consultant implements solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.
At Course Completion
Upon completing this course, students will be able to:
- Navigate and efficiently utilise search, filtering, and queries
- Use operational workspaces
- Work with Business Document Management
- Utilise record templates
- Integrate Power BI with Dynamics 365 Finance and Operations apps
- Personalise workspaces
- Identify when to use Power Platform within the Dynamics 365 Finance app
- Apply security roles to users
- Run and analyse security reports
- Create and utilise workflows for approval
- Work with Organisation Hierarchy and understand its purposes
- Apply the personalisation feature
- Use the Data Management workspace
- Create and utilise entity templates
- Copy configuration data between legal entities
- Import and export data and manage data using Office Integration
- Use the Regression Suite Automation Tool (RSAT)
- Create User Acceptance Tests (UAT) and test plans
- Create and work with the Business Process Modeler (BPM)
- Understand how to use Issue search
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