Implement finance and operations apps

Offered By: Microsoft via Microsoft Learn

Course Description

Overview

Module 1: The implementation lifecycle for Finance and Operations will help you to understand the best practices recommended to accomplishing a successful journey through a Finance and Operations implementation, and the tools available to support it.

In this module, you will:

Learn about the implementation journey for a successful Finance and Operations project.
Identify the different phases of a Finance and Operations implementation.

Module 2: The Microsoft FastTrack service is intended to ease your project implementation by offering guidance on best practices and answering your how-to questions from Microsoft engineering resources, who are committed to making your experience with Dynamics 365, and Finance and Operations, a great success.

In this module, you will:

Learn the benefits of being part of the FastTrack program for the success of your implementation.
Discover the engagement level from the Microsoft FastTrack team with your project.
Define the roles that are needed for a Finance and Operations implementation.
Learn about the resources that will support your project.

Module 3: This module describes the overall functionality of lifecycle services for Finance and Operations apps.

In this module, you will:

Understand the functionality and tools of Lifecycle services for Finance and Operations apps
Reuse existing assets, copy and share data
Understand Task recorder functionality
Create a business process model
Identify and analyze gaps using the Business Process Modeler
Run the Issue Search tool and analyze results

Module 4: This module describes how to design and plan an implementation of Finance and Operations apps using Lifecycle Services.

In this module, you will:

Prepare documentation for gathered requirements by using methodologies in Lifecycle Services (LCS).
Define use case scenarios.
Learn how to participate in the creation of Business requirement documents (BRD).
Understand the importance of creating and maintaining documented processes.
Participate in phase-based planning processes and solution design.
Describe the future state business processes based on a proposed solution.
Determine when to build versus buy.
Create Functional Design Documents (FDD).

Module 5: User acceptance testing is an important step in the go-live preparation. You can use RSAT to automate test cases.

In this module, you will learn about:

Test cases and business requirements
Best practices for recording test cases
Task recorder
How to create a BPM library
How to synchronize and configure your test plan in Azure DevOps
How to run test cases manually and automatically
The Regression suite automation tool (RSAT)

Module 6: You can export or import data in Finance and Operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the Finance and Operations apps database.

In this module, you will learn how to:

Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
Work with the Data management workspace.
Export data from a legal entity.
Import data into a legal entity.
Work with data import and export jobs.
Clean up the staging tables.

Module 7: When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in Finance and Operations apps.

In this module, you will learn how to:

Choose a data integration (import/export) strategy.
Identify common migration scenarios and tools in Finance and Operations apps.
Understand the Bring your own database (BYOD) feature.
Identify relevant (legacy) systems.
Identify and import static data that is common between industries.
Create and review test plans for data migration.
Identify and extract source data.
Identify relevant data entities and elements.
Generate field mapping between source and target data structures.
Test a data migration and validate output.
Support the transition between the existing and migrated systems.

Module 8: Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for Finance and Operations apps.

In this module, you will:

Define ALM.
Learn about the different ALM methodologies.
Build models.
Create a project plan for building and testing solutions.
Create processes for release management, change management, and risk management.

Module 9: Finance and Operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.

In this module, you will:

Learn about the reasons for creating extensions.
Determine when to use the extensibility request form.
Learn about the risk of intrusive customizations.
Develop code that will extend the functionality of Finance and Operations apps.

Module 10: Business events provide a mechanism that lets external systems receive notifications from Finance and Operations apps. In this way, the systems can perform business actions in response to the business events.

In this module, you will:

Implement new business events through class extension.

Module 11: As a developer, you are generally part of the data integration scenarios during and after a Finance and Operations apps implementation. This module explores web application programming interfaces (APIs) that are available for Finance and Operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.

In this module, you will:

Identify integration web application programming interfaces.
Explore available data integration scenarios.
Identify the key differences between synchronous and asynchronous integrations.

Module 12: Integrations are an important component of implementing Finance and Operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between Finance and Operations apps and third-party applications or services.

In this module, you will:

Set up a data project.
Set up a recurring data job.
Define authorization for integrations by using OAuth.
Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications.
Use composite data entities.
Integrate composite data entities.
Export composite data entities.
Learn about Azure Data Lake and Entity Store.
Learn about Microsoft Power Platform convergence.

Module 13: Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in Finance and Operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

In this module, you will learn about:

Different types of reports and inquiries in Finance and Operations apps
Financial reporting
Configuring Finance and Operations apps for Microsoft Power Platform
Generating and consuming inquiries and reports

Module 14: Introduction to Microsoft Power Platform

In this module, you will:

Learn the components and features of Microsoft Power Platform
Identify when to use each Microsoft Power Platform component application to create business solutions
Understand connectors
Learn the value of using Microsoft Power Platform to create business solutions

Module 15: How to build a canvas app

In this module, you will:

Learn basic elements of Power Apps
Build a canvas app
Customize elements of your app
Configure and manage app settings

Module 16: Introduction to Dataverse

In this module, you will:

Discover Microsoft Dataverse
Learn about the Common Data Model
Identify tables, columns, and relationships
Learn about environments
Discover business rules

Module 17: How to build a simple dashboard

In this module, you will:

Learn to connect to data in Power BI desktop
Transform and model the data you import
Build basic visualizations
Create and share a dashboard
Discover how to collaborate in Power BI

Module 18: How to build an automated solution

In this module you will:

Explore and build from existing flow templates
Create a flow triggered by a new record or record change
Explain how flow can automate and customize approvals

Module 19: We live in a digital age, and it's difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use Finance and Operations apps on your smart device.

In this module, you will learn about:

The Microsoft Dynamics 365 Unified Operations mobile app
Use cases for mobile apps
How to build and work with workspaces

Module 20: The world of enterprise resource planning (ERP) is continuously evolving and helping customers scale up in productivity and streamline their operations. The evolution of Finance and Operations encourages customers to upgrade their previous Microsoft Dynamics AX versions to the Finance and Operations cloud service.

In this module, you will learn:

How to upgrade from Dynamics AX legacy (AX 2012 and AX 2009).
How to update from earlier Finance and Operations versions 7.0, 7.1, 7.2, 7.3, and 8.0 to version 10.

Module 21: Learn how to use performance tools and Lifecycle Services (LCS) environment monitoring tools to enhance your validation and testing experience in Finance and Operations apps.

In this module, you will:

Diagnose performance issues by using Trace parser.
Explore load testing by using the Performance SDK.
Monitor performance by using the SQL Insights dashboard.
Monitor server Health metrics in LCS.

Module 22: If you understand the security architecture of Finance and Operations apps, you can customize it to fit the requirements of your business. Finance and Operations apps, helps keep your sensitive data safe, and users focused on their roles.

In this module, you will:

Understand security architecture of Finance and Operations apps
Manage users
Manage security
Apply segregation of duties
Run security reports

Module 23: Finance and Operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

In this module, you will:

Create and modify roles, duties, privileges, and permissions.
Review the role-based security hierarchy.
Use and enforce permissions policies.
Define the extensible data security framework (XDS).
Apply security permissions.

Module 24: All your hard work becomes a success by moving the implemented solution in Finance and Operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go-live with a Finance and Operations apps project by using Dynamics Lifecycle Services (LCS).

In this module, you will learn how to:

Prepare for go-live
Complete the Lifecycle Services (LCS) methodology
Perform User acceptance testing (UAT) for your solution
Understand the FastTrack Go-live assessment
Request the production environment

Module 25: The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. You can use the workspace to view feature documentation and to enable or disable features.

In this module, you will:

Learn about the Feature management workspace in Finance and Operations apps.
Discover when and how to enable features, including how to disable and reschedule features.
Learn how to check for feature updates and assign roles.

Syllabus

Module 1: Get started with a Finance and Operations implementation project

Implementation project overview
Roles in a Dynamics 365 implementation
Project phases
Implementation planning and architecture
Combining tools and solutions for impactful implementations
Check your knowledge
Summary

Module 2: FastTrack Customer Success Program for Finance and Operations

Overview of the FastTrack program
FastTrack engagement across the phases
Solution blueprint review
Check your knowledge
Summary

Module 3: Get started with Lifecycle Services for Finance and Operations apps

Introduction
Understand the functionality and tools of Lifecycle Services
Lifecycle Services security
Reuse existing assets, copy, and share data
Perform actions in the Asset library
Work with the Task recorder
Business process modeler (BPM)
Issue search and support
Get product updates from Lifecycle Services
Exercise - use the Task recorder to create and edit a recording
Exercise - create a business process in the business process modeler
Exercise - create a support incident
Check your knowledge
Summary

Module 4: Design and plan an implementation of Finance and Operations apps

Introduction
Use implementation methodologies for a successful implementation
Cloud implementation - analysis
Cloud implementation - design and develop
Cloud implementation - test
Cloud implementation - deploy and operate
On-premises implementation - analysis
On-premises implementation - design and develop
On-premises implementation - test, deploy, and operate
Gathering and analyzing the requirements
Create functional design documents (FDD)
Check your knowledge
Summary

Module 5: Perform user acceptance testing in Finance and Operations apps

Introduction
Create user acceptance test libraries
Record test cases and save to BPM
Synchronize and configure your test plan in Azure DevOps
Run user acceptance tests
Data task automation
Exercise - Build test scripts to test business functionality
Check your knowledge
Summary

Module 6: Work with data management in Finance and Operations apps

Introduction
Data management concepts
Use data entities for data management and integration
Work with the Data management workspace
Using Standard and Enhanced views for tiles
Use templates in data management
Export, import, and copy data into a legal entity
Lab - Explore the Data management workspace
Lab - Export data using the Data management workspace
Check your knowledge
Summary

Module 7: Prepare data for migration to Finance and Operations apps

Introduction
Select a data integration (import/export) strategy
Common migration scenarios and tools
Bring your own database (BYOD)
Test a data migration and validate output
Check your knowledge
Summary

Module 8: Implement application lifecycle management in Finance and Operations apps

ALM methodologies
Design and create models
Plan the build, test, and quality control processes
Plan the release, change, and risk management processes
Check your knowledge
Summary

Module 9: Explore extensions and the extension framework in Finance and Operations apps

Introduction
Customization models
Extension points for frameworks
Develop code to extend a framework
Lab - Extend an EDT
Check your knowledge
Summary

Module 10: Consume business events in Finance and Operations apps

Introduction
Business event framework
Create a new business event
Check your knowledge
Summary

Module 11: Identify data integration patterns and scenarios in Finance and Operations apps

Introduction
Select an integration API
Synchronous and asynchronous patterns
Data integration scenarios
Check your knowledge
Summary

Module 12: Data integrations with Finance and Operations apps

Introduction
Set up a data project and recurring data job
Exercise - Create a data project and recurring data job
Implement authorization to support integration
Microsoft Dataverse integrations
Work with composite data entities
Azure Data Lake and Entity Store
Power Platform convergence
Check your knowledge
Summary

Module 13: Work with analytics and reporting in Finance and Operations apps

Introduction
Understand different types of reports and inquiries
Financial reporting
Find inquiries and reports
Generate and consume inquiries and reports
Configure Finance and Operations apps for Microsoft Power Platform
Lab - Work with reports
Check your knowledge
Summary

Module 14: Introduction to Microsoft Power Platform

Introduction
What is Microsoft Power Platform?
Data Connectors
Data loss prevention, compliance, privacy, and accessibility
Pulling it all together
Knowledge check
Summary and resources

Module 15: How to build a canvas app

Introduction
Learn basic elements
Build a canvas app
Get started with functions in Power Apps
Share an app
Knowledge check
Summary and resources

Module 16: Introduction to Dataverse

Introduction
Overview of Dataverse
Identify tables and columns in Dataverse
Understand relationships
Environments in Dataverse
Business rules
Administer
Knowledge check
Summary and resources

Module 17: How to build a simple dashboard

Introduction
Connect to data
Transform data
Visualize data
Build a dashboard
Collaborate and share
Knowledge check
Summary and resources

Module 18: How to build an automated solution

Introduction
Create a flow from a template
Build recurring flows
Build a button flow
Build an approval request
Build a business process flow
Knowledge check
Summary and resources

Module 19: Design and build mobile apps for Finance and Operations apps

Introduction
Demonstration
Overview of the Dynamics 365 Unified Operations mobile app
Page design guidelines
Action design guidelines
Form design requirements
Design considerations
Understand use cases for mobile apps
Get the Dynamics 365 Unified Operations mobile app
Check your knowledge
Summary

Module 20: Updates and upgrades for Finance and Operations apps

Introduction
Upgrade from Finance and Operations version 7.x to version 10
Update from Finance and Operations version 8.x to version 10.0.x
Data upgrade
Upgrade from AX 2012
Migrate from AX 2009
Check your knowledge
Summary

Module 21: Work with performance and monitoring tools in Finance and Operations apps

Introduction
Diagnose performance issues by using Trace parser
Load testing by using the Performance SDK
Monitor performance by using SQL Insights
Create a SQL trace by using the SQL Profiler
Monitor server health metrics in LCS
Exercise - Use the Environment monitoring tool in LCS
Check your knowledge
Summary

Module 22: Plan and implement security in Finance and Operations apps

Introduction
Understand the security architecture
Manage users and security
Set up and apply segregation of duties
Run security reports
Extensible data security policies
Exercise - Import a user and assign security role
Lab - Work with security
Check your knowledge
Summary

Module 23: Implement role-based security in Finance and Operations apps

Introduction
Create and modify duties, privileges, and permissions
Enforce permissions policy
Extensible data security framework
Apply security permissions
Lab - Create a new security role and add duties
Check your knowledge
Summary

Module 24: Prepare to go-live with Finance and Operations apps

Introduction
Understand the go-live process
Complete the Lifecycle Services methodology
Perform user acceptance testing (UAT) for your solution
FastTrack go-live assessment
Request a production environment
Check your knowledge
Summary

Module 25: Feature management in Finance and Operations apps

Introduction
Feature management workspace
Feature states
Enable a feature
Reschedule a feature
Disable a feature
Features that must be enabled
Enable all features
Check for updates
Assign roles
Features that use configuration keys
Data entities
Check your knowledge
Summary

Implement finance and operations apps

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