Course Objectives
This course provides the practical knowledge to:
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Navigate and efficiently use search, filtering and queries
Use operational workspaces
Work with Business Document Management
Work with record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
Personalize workspaces
Run and analyze security reports
Create and use workflow for approval
Work with Organization Hierarchy and its purposes.
How to use personalization feature
Use Data Management workspace
Create and use and entity templates
Import and export data and manage data by using Office Integration
Agenda
- 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
- Introduction
- Implement security
- Design and create workflows
- Configure Organization administration features
- Configure System administration features
- Module Summary
- Introduction
- Manage data in Dynamics 365 Finance and Operations apps
- Plan a migration strategy
- Prepare data for migration and migrate data
- Module Summary
- Introduction
- Test solutions in Dynamics 365 Finance and Operations apps
- Implement Lifecycle Services tools
- Module Summary
FREE
Interested in course?
Course Type: Instructor Led