In diesem Training werden die folgenden Kernfeatures in Dynamics 365 behandelt: allgemeine Kernfeatures, Kernkonfiguration, Datenmigration und Vorbereitung auf die Go-Live-Phase.

Berater*in (funktional und technisch) sammeln und analysieren Geschäftsanforderungen und übersetzen diese Anforderungen in vollständig realisierte Geschäftsprozesse und Lösungen, die die von der Branche empfohlenen Verfahren umsetzen.
Sie dienen als wichtige Ressource bei der Implementierung und Konfiguration von Anwendungen zur Erfüllung von Geschäftsanforderungen.
Berater*innen sollten in der Lage sein, Kernkomponenten und -funktionen von Dynamics 365 Finance and Operations-Apps zu implementieren. Sie sollten auch wissen, wie Dynamics 365 Finance and Operations-Apps mit externen Systemen und Tools wie Power Platform integriert werden können.
Der Berater/die Beraterin nutzt Lifecycle Services (LCS), Azure DevOps und andere Microsoft-Tools und -Plattformen, um den Prozess des Application Lifecycle Management (ALM) zu erleichtern.
Berater*in bilden sich kontinuierlich weiter, indem sie die Produktversionshinweise lesen, die Produkt-Roadmaps prüfen, an Konferenzen teilnehmen oder sich mithilfe von Microsoft Learn, Microsoft Docs, Schulungen unter Anleitung, Blogs und Benutzer-Communities weiterbilden.
Sie sollten auch rollenbasierte Zertifizierungen und Bewertungen durchführen, um sicherzustellen, dass ihr Wissen anerkannt wird.

    Allgemeine Kenntnisse von Microsoft Windows
    Die Fähigkeit, Dynamics 365 for Finance and Operations für die grundlegende Bearbeitung und Navigation zu nutzen
    Erfahrung als funktionaler oder technischer Berater, der Dynamics Finance Apps zum Sammeln und Analysieren von Geschäftsanforderungen verwendet hat
    Allgemeine Kenntnisse der grundlegenden Funktionen und der Navigation auf mobilen Geräten
    Der Teilnehmer/ die Teilnehmerinnen sollte in der Lage sein, an einem synchronen, virtuellen Kurs teilzunehmen und Feedback in einer positiven, konstruktiven Art und Weise zu kommunizieren

Introduction to Microsoft Dynamics 365

    Digital transformation is business transformation
    Microsoft business applications
    Artificial intelligence
    Mixed reality

Navigate finance and operations apps

    Navigation elements
    See how workspaces drive productivity
    Use filtering techniques
    Search in finance and operations apps
    Compare views
    How to use View and Edit modes

Get started with Dynamics 365 Finance

    Benefits of Dynamics 365 Finance
    Overview
    General ledger
    Cash and bank management
    Tax
    Accounts payable
    Accounts receivable
    Credit and collections
    Budgeting
    Fixed assets
    Cost accounting
    Electronic invoicing

Get started with production control in Dynamics 365 Supply Chain Management

    Core concepts in production control
    Understand unified manufacturing
    Manufacturing principles
    Overview of the production process and production life cycle
    Batch orders
    Discrete manufacturing
    Process manufacturing
    Lean manufacturing
    Configure production control for unified manufacturing
    Capacity planning
    Integration between the General ledger and the Production control modules
    IoT intelligence and insights
    Describe the value proposition for mixed-reality Guides for production floor workers

Get help and learn more about finance and operations apps

    Microsoft Learn site
    In-product help
    Customize help topics
    Protecting the privacy and personal data of your customers

Get started with Lifecycle Services for finance and operations apps

    Understand the functionality and tools of Lifecycle Services
    Determine licensing requirements
    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)
    Support options
    Get product updates from Lifecycle Services

Design and plan an implementation of finance and operations apps

    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)

Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

    Access Dynamics 365 Translation Service
    Types of requests
    Reuse translations (recycling)
    Custom-trained machine translation system

Plan and configure the global address book in finance and operations apps

    How the global address book works
    Plan for the global address book and other address books

Plan and implement legal entities in finance and operations apps

    Create a legal entity
    Create a number sequence
    Understand organizational hierarchies and operating units
    Plan your organizational hierarchy
    Decide whether to model internal organizations as legal entities or operating units
    Decide whether to model internal organizations as legal entities or operating units (cont.)
    Best practices for modeling organizations and hierarchies
    Apply purposes and policies
    Distributed order management (DOM) policy
    Configure calendars and date intervals

Set up batch jobs in finance and operations apps

    Batch processing and batch servers
    Batch processing of reports and setup of alerts
    Copy a batch job
    Batch job manager role
    Unlock a journal

Work with workflows in finance and operations apps

    Workflow types for business processes
    Create and set up workflows
    Assign users to workflow elements
    Use the daily journal workflow
    Lab - Create a purchase requisition workflow

Design and build mobile apps for finance and operations apps

    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

Personalize finance and operations apps

    Understand the differences between customization and personalization
    Apply user options
    Implicit personalization
    Explicit personalization
    Administer personalization
    Saved views
    The personalization toolbar
    Personalize a workspace
    Personalize a dashboard
    Personalize inventory dimensions
    Create and maintain record templates

Implement common integration features in finance and operations apps

    Microsoft Office integration
    Excel workbook designer
    Document management
    Configure email (SMTP/Exchange)
    Create an email template
    Power BI in finance and operations
    Print management
    Integrate data from multiple sources into Microsoft Dataverse for Apps

Feature management in finance and operations apps

    Feature management workspace
    Feature states
    Enable a feature
    Reschedule a feature
    Disable a feature

Prepare data for migration to finance and operations apps

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

Work with data management in finance and operations apps

    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
    Database movement operations
    Data sharing framework

Prepare to go-live with finance and operations apps

    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

Work with analytics and reporting in finance and operations apps

    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

Configure electronic reporting in Dynamics 365 Finance

    Configure electronic reporting
    Use barcode data sources to generate bar code images