Microsoft Dynamics 365 Finance and Operations Planning, Deployment and Administration

Over the 5 days you will learn to master all the necessary tools and resources to support Dynamics 365 Finance, implement it, and proactively maintain it. Learn about architecture, support an maintenance best practices, integration, configuration and data migration, development, testing, reporting, support, upgrading, and more.

• Learn about Microsoft Dynamics 365, its offerings, plans and details of Finance and Operations
• Understand the methodology and the tool, architecture, and
  deployment options
• Effectively plan and manage configurations and data migration,
  functional design, and technical design
• Understand integration frameworks, development concepts, best
  practices, and recommendations while developing new solutions
• Learn how to leverage intelligence and analytics through Power BI
• Master testing, training, going live, upgrading, and how to support and maintain the solution

Module 1: Introduction to Microsoft Dynamics 365 FinOps

• What is Microsoft Dynamics 365?
• The benefits of Microsoft Dynamics 365
• Microsoft Dynamics 365 Finance and SCM features

Module 2: Microsoft Dynamics 365 apps

• Microsoft Dynamics 365 Cusomer Engagement Apps
• Microsoft Dynamics 365 for Finance and SCM Licensing
• Life Cycle Services (LCS)
• Complimenting/supporting tools with Microsoft Dynamics 365
• Power BI
• Microsoft 365
• PowerApps and the Power Platform
• Power Automate
• The Dataverse
• Microsoft AppSource and Add-ons
• History of Dynamics 365 for Finance and SCM
• Highlights of Dynamics 365 for Finance and SCM
• Trial of Microsoft Dynamics 365
• Buying Microsoft Dynamics 365
• Implementation and Supporting Methodology and Tools

Module 3: Dynamics 365 Methodology

• Methodologies relevant for embracing Dynamics 365
• Planning and Execution
• Best practices in using CRP
• A CRP methodology example
• The agile methodology
• The waterfall methodology
• Comparative summary
• Lifecycle Services (LCS) -- implementation tools
• Foundation
• Projects and Project users
• Organization users
• SharePoint Integration
• Preview feature management
• Shared asset library
• Subscription estimator
• Asset library
• Business process modeler
• Code upgrade
• Configuration and data manager
• Localization and translation
• Support Strategies
• Issue search
• Work items
• System diagnostics
• Managing Microsoft Updates and Resources

Module 4: Architecture and Deployment

• Architecture
• Conceptual architecture
• Deployment architecture
• The cloud deployment architecture 
• The on-premise deployment architecture
• Application components and architecture
• Platform and Application
• Client and Browser client
• Mobile app
• Lifecycle Services and Development architecture
• Integration architecture 
• Security architecture 

Module 5: Configuration and Data Management

• Strategies for managing configuration and data migration
• Configuration management
• Data migration management
• Scoping
• Data management tools
• The data management framework
• Data management concepts
• The data management workspace
• Data entities
• Configuration data templates
• Default data templates
• Configuration data project
• Data packages
• LCS Project | Asset library | Data packages
• Configuration data packages
• LCS -- configuration and data manager
• Process data packages
• Database operations
• Cross-company data sharing
• Data management scenarios
• Initial configuration in a blank environment
• Data migration from legacy systems
• Copy the company configuration within an existing environment
• Copy data between environments
• Ad hoc data loading
• Best practices in managing configurations and data migration

Module 7: Functional and Technical Administration

• Finding the right app for your business needs
• Before choosing ISV solutions
• Common pitfalls
• Common features
• Personalization
• Office integration
• Document management
• Workspaces
• Electronic reporting
• Workflows
• Database logging
• Mobile application
• Dataverse, Power Automate and PowerApps
• The functional design document
• Project management aspects of design
• Feasibility analysis
• Dos and don'ts

Module 8: Integration Support

• Integration architecture
• Basic integration concepts
• RESTful APIs
• SOAP
• SOAP versus REST
• JSON
• OData
• OAuth
• Integration concepts in Dynamics 365 for Finance and Operations, Enterprise edition
• Data entities
• What is a data entity?
• OData services
• Best practices and recommendations

Module 9: Customization Support

• Architecture and concepts
• Programming language
• Compile exclusively in .NET CIL
• Language enhancements
• Unit of compilation
• Compiler and tooling
• Integrated development environment (IDE)
• Development IDE in Dynamics 365 for Finance and Operations,
• Models and packages in Visual Studio
• Extensions
• Extension capabilities
• Development planning
• Navigation concepts
• Form patterns
• User interface extensibility
• Control extensibility
• Reporting and analytics
• SQL server reporting services
• Power BI
• Security
• Security for custom objects
• Author unit tests
• Learn and improve
• Continuous updates
• Guidelines and best practices

Module 10: Analytics, Business Intelligence, and Reporting

• Information insights in Dynamics 365 for Finance and SCM
• Platform enablement for analytics
• Excel
• Power BI
• Power BI choices
• Pricing
• Data refresh
• Collaboration
• Data insights leveraging Azure
• Modern reports and SSRS
• Electronic reporting
• Mobile platform
• Financial reporting / management reporter
• Best practices in analytics and information insights

Module 11: Testing and Training

• Importance of testing
• Types of testing
• Feature testing
• Testing of custom developed features
• Testing of standard and ISV solution features
• System integration testing
• Process/system testing
• Data migration testing
• Integration testing
• Performance/load testing
• User acceptance testing
• End-to-end testing
• Automated testing strategies
• Test automation features in Finance and Operations
• SysTest framework
• Task recorder-based (coded UI) testing
• PerfSDK
• Integrating test with build process
• Test planning guidelines and recommendations
• Test planning and scenarios
• The UAT planning and execution
• Planning
• UAT kickoff
• Execution
• Sign-off
• End-to-end test planning and execution
• Execution and real-life examples
• Training
• The training and help system in Finance and Operations
• Modern clients and navigation concepts
• In-product help
• The business process modeler
• The task recorder and task guides
• Documentation website
• Planning and executing training
• Training plan
• Training preparation
• The training environment
• Change management

Module 12: Post Go Live Support, Monitoring and Analysing

• Production environment and responsibilities
• Post Go Live Support
• Resources for support
• Support tools and LCS
• Issue/support lifecycle
• Issue discovered/encountered
• Issue tracking
• Root cause analysis
• Escalation to Microsoft
• Production environment support with Microsoft
• Support analytics using monitoring and diagnostics
• Monitoring
• Diagnostics
• Analytics
• Best practices in post Go Live/support

Module 13:Update, Upgrade, and Migration

• Understanding update, upgrade, and migration
• Updating to the latest Dynamics 365 for Finance and SCM
• Upgrading your code
• Upgrading your data
• Updates to a specific application hotfix
• When to upgrade or migrate
• Upgrading/migration planning
• Code upgrade
• Data upgrade
• Best practices in upgrade and migration

This course is intended for Technical students, Administrators and Developers. Students should have an existing working knowledge of Microsoft .Net C# and Visual Studio. Although not compulsory, it is recommended that students attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’