Microsoft Finance and Operations Core
without VAT
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Price without VAT 630,00 €
Goals
This course discusses core components of Microsoft Dynamics 365 for Finance and Operations including how to configure core components of Microsoft Dynamics 365 for Finance and Operations and data migration and go-live preparation.
Duration
2 days (8h/day)
Requirements
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
- General knowledge of basic mobile device features and navigation
Contents
Module 1: Use common functionality and implementation tools In this module, you will learn how to: 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. Work with business document management. Navigate and efficiently use search filtering and create search queries. Understand and use record templates. Describe use cases for Power Platform apps and services. Identify when to use Power Platform in the Dynamics 365 Finance app. Integrate Power BI with Dynamics 365 Finance apps. Lessons 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
Module 2: Configure security, processes, and options In this module, you will learn how to: Distinguish between roles, duties, privileges, and permissions. Apply security roles to users. Describe segregation of duties. Run and analyze security reports. Create and use workflow for approval. Configure workflow properties and elements. Set up and configure legal entities and operating units. Configure and troubleshoot number sequences. Create an organization hierarchy and assign purpose. Describe and apply user options. Configure document handling for attachments. Configure print management and form setup features. Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add- in. Configure email (SMTP/Exchange). Create and maintain email templates. Use the personalization feature. Set up and monitor batch jobs and alerts. Lessons Introduction Implement security Design and create workflows Configure Organization administration features Configure System administration features Module Summary
Module 3: Manage Dynamics 365 Finance and Operation data In this module, you will learn how to: Manage data in Dynamics 365 Finance and Operations apps. Describe Data management concepts. Understand the Data management workspace overview. Work with templates in the Data management workspace. Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and products. Describe use cases for and types of data entities. Export data from a legal entity. Import data into a legal entity. Copy configuration data between companies or legal entities by using the data management framework. Describe use cases for the dual-write feature. Plan a migration strategy. Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps. Determine the scope for a migration. Identify relevant data entities and elements based on given scenarios. Establish migration strategy processes including migration scope. Prepare data for migration and migrate data. Create a checklist for proper planning for a given scenario prior to data migration. Identify and extract source data. Identify available data types for creating source data on a given scenario for data migration. Generate field mapping between source and target data structures. Import or export data by using the data management framework. Support the transition between the existing and migrated systems. Perform a test migration and validate output from the process. Implement data task automation. Lessons Introduction Manage data in Dynamics 365 Finance and Operations apps Plan a migration strategy Prepare data for migration and migrate data Module Summary
Module 4: Validate and support the solution In this module, you will learn how to: Describe the correlation between test cases and business requirements. Use best practices for recording test cases. Use Task recorder. Create a scenario for acceptance testing and save in a Business process modeler (BPM) library. Sync and configure your test plan in Azure DevOps. Execute your tests. Use Regression suite automation tool (RSAT). Create user acceptance tests (UAT) and test plans. Create and work with BPM. Use Issue search. Lessons Introduction Test solutions in Dynamics 365 Finance and Operations apps Implement Lifecycle Services tools Module Summary
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Training rooms
ALEF operates with training rooms match submarine's style to unexpected, unusual while still being smart and available to work in. We have several type of rooms for small groups and up to larger rooms with modern technical equipment and supportive technologies we provide.
We also deliver the high-quality multimedia sharing for efficient, effective virtual communication on a global scale. In the Competence Center is also available Spark Board. Cisco Sparkboard integrates the most common tools needed for team collaboration in physical meeting rooms into a single elegant device. It also combines white board, video or audio conference features.
All ALEF training centres operates with testing centre that provides full acess to take an exam and get certificate provided by our vendors. ALEF provides to our customer complete management and administration.
Training rooms – Prague
Team of lecturers
Our team - consisting of more than 50 instructors - offers a full range of technological knowledge in the field of routing, switching, security, collaboration and data centers. The expertise of instructors is evidenced by a range of top-level international certifications.
The uniqueness of our lecturers lies mainly in their extensive experience in connection with each project, allowing them to respond very flexibly to any question or suggestion from students, and to pass on their practical knowledge to the participants of these courses. Thanks to the synergy of the company’s reliable operation and many years of experience, we have been very flexible in responding to the changes prepared in the Cisco field, so we can guarantee you a wide range of certified courses that enable you and your colleagues to acquire the necessary know-how for future certification tests.
Karel Pouzar
Senior Solution Architect - Cloud
AWS Certified Solutions Architect – Professional, AWS Certified Security – Specialty, AWS Certified SysOps Administrator – Associate, AWS Authorized Instructor Champion Cisco CCIE R&S #20198, CCNP Ent, CCNP SP
Karel is a Senior Solution Architect for Cloud at Alef. He has long been involved in infrastructure and its virtualization in large networks and data centres of service providers. In recent years, he has been involved in the design and implementation of hybrid Cloud solutions.
He is an avid user and promoter of new technologies, which he capitalizes on as a Cloud Ambassador for the Expert Centre's Infrastructure Team. At the Alef Group, he is the lead trainer for AWS training, where he’s the AWS Authorised Instructor Champion.
Jan Kopřiva
Team lead CSIRT - incident response and offensive security
Multiple certifications & M.Sc. in Cyber security, Multiple certifications & B.Sc. in Education and teaching, Author of numerous security courses
Jan Kopřiva is the team lead of an incident response and offensive security team at ALEF Group and an Incident Handler with the renowned SANS Internet Storm Center. Jan started his career as a blue teamer, but slowly moved into offensive security as well. His current professional interests lie mainly in the areas of security, which traditionally fall within the purview of purple teams. He has authored multiple security courses as well as numerous research papers and articles focused on different aspects of cyber security and he regularly speaks at security conferences and other industry events.
Jan Janovic
Team Leader, DC-NET
Double CCIE DC|R&S #55858, CCNP DevNet, CCSI #35493, AWS Solution Architect and Developer Associate
Honza is a Datacenter Networking Teamleader at Alef. Together with his team, he specializes in a variety of networking solutions, primarily built on the Cisco Nexus switch platform - traditional vPC architecture, VXLAN BGP EVPN factories, and Cisco ACI. He also focuses on analytical tools, programmability and the automation of all these solutions, as well as their integration with the public cloud. In 2020, he became the Alef Group's first holder of the new CCNP DevNet certification, and also received the DevNet500 award for being among the top 500 DevNet certified engineers worldwide. In 2021 he became the only Double CCIE holder in the ALEF group, and the first in the world to pass any new version of the CCIE exam following changes to Cisco's certification program in February 2020. Honza has logged more than 1,000 hours in the Czech Republic, Slovakia and Romania.
Jiří Šolc
Enterprise/Solution Architect
CCDA, CCNP Collaboration, AWS, ITIL, TOGAF, ArchiMate, IPMA
Jirka works at Alef as an Enterprise/Solution Architect, and is responsible for the comprehensive development of ICT solutions for key customers. He has over 10 years’ experience in technical, consulting and management practice. He has been involved in the design, implementation and management of a number of infrastructure, security, communications and digital transformation projects.
His specialties include the interconnection of the business and ICT worlds through Enterprise and Solution Architecture. This involves extensive communication with people in different roles across roles and organisational structures, the analysis of complex ICT environments, the preparation of projects including advocacy for their benefits, budgets, and interdependencies, and overall strategic ICT development planning. You will see him regularly speaking at conferences and workshops.
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