Microsoft Dynamics 365 Finance for Administrators

This course is aimed at system administrators and consultants who are planning to support and maintain Microsoft Dynamics 365 Finance and SCM Applications.

Description

Over the 2 days you will learn to work with tools and resources to support Microsoft Dynamics 365 Finance and Suppy Chain Management Applications, including:

 

  • Learn about Microsoft Dynamics 365 and details of Finance and Operations and Supply Chain Management Apps

 

  • Understand the tools and configuration options when working with the System Administrator Workspace

 

  • Effectively plan and implement support strategies and best practices for Microsoft Dynamics 365 and details of Finance and Operations and Supply Chain Management Apps

 

 

Course Outline

 

Module 1: Introduction to Microsoft Dynamics 365 Finance and SCM

  • Whats new in Microsoft Dynamics 365 Finance for System Administrators
  • Whats new in Microsoft Dynamics 365 SCM for System Administrators?
  • Microsoft Dynamics 365 Finance and SCM features for System Administrators

 

Module 2: Managing Microsoft Business Applications

  • Microsoft Dynamics 365 for Finance and SCM Licensing
  • Life Cycle Services (LCS) Overview
  • 3rd Party Tools for Microsoft Dynamics 365 Finance Sys Admin
  • Dynamics 365 Finance Reporting and Power BI Integration
  • Microsoft 365 Considerations
  • Dynamics 365 Finance and PowerApps Integration
  • Dynamics 365 Finance and Power Platform Environments
  • Power Automate in Dynamics 365 Finance
  • Dynamics 365 Finance and Dataverse Integration
  • Setting up a trial of Microsoft Dynamics 365 Finance and SCM
  • Support Strategies and Tools

 

Module 3: The Dynamics 365 System Administrator

  • Overview
  • Common Challenges
  • Personalization of Workspaces 
  • Office and Excel integration
  • Document management Integration
  • Managing Workspaces
  • Managing Reporting
  • Managing Workflows
  • Database logging
  • Administering Mobile application
  • Managing Microsoft Updates
  • Managing Secuirty
  • Best Practice and Governance

  

Module 4: Dynamics 365 Finance Data and Migration

  • Moving from AX to Dynamics 365 for Finance and SCM
  • Upgrading your code
  • Upgrading your data
  • When to upgrade or migrate
  • Upgrading/migration planning
  • Export data from D365 to BYOD - Overview and configuration
  • Export data from D365 to Data Lakes - Overview and configuration Pros and Cos
  • Best practices

 

Module 5: Lifecycle Services (LCS)

  • LCS Projects and Tools and Services
  • Environment provisioning and management
  • Managing users and permissions
  • Monitoring and support
  • Diagnostics and troubleshooting
  • Release management (Packages and Deployments)

 

 

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