Module 1: Introduction to Microsoft Dynamics 365 FinOps
- What is Microsoft Dynamics 365?
- The benefits of Microsoft Dynamics 365
- Microsoft Dynamics 365 salient features
Module 2: Microsoft Dynamics 365 apps
- Microsoft Dynamics 365 for Sales
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Project Service Automation
- Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX)
- Microsoft Dynamics 365 for Finance and Operations, Business edition (NAV)
- Microsoft Dynamics 365 for Retail
- Microsoft Dynamics 365 for Talent
- Human resources
- Onboard
- Microsoft Dynamics 365 for Marketing
- Microsoft Dynamics 365 for Customer insights
- Complimenting/supporting tools with Microsoft Dynamics 365
- Power BI
- PowerApps
- Microsoft Flow
- Common Data Service (CDS)
- Microsoft AppSource
- Dynamics 365 for Finance and Operations, Enterprise edition (AX)
- What is Dynamics 365 for Finance and Operations, Enterprise edition?
- History of Dynamics 365 for Finance and Operations
- Highlights of Dynamics 365 for Finance and Operations
- Trial of Microsoft Dynamics 365
- Buying Microsoft Dynamics 365
- Implementation Methodology and Tools
Module 3: Dynamics 365 Methodology
- Methodologies relevant for embracing Dynamics 365
- The Conference Room Pilot (CRP) methodology
- Planning
- Execution
- Best practices in using CRP
- A CRP methodology example
- The agile methodology
- The waterfall methodology
- Comparative summary
- Lifecycle Services (LCS) -- implementation tools
- Foundation
- Methodologies
- Projects
- Project users
- Organization users
- SharePoint online library
- Preview feature management
- Shared asset library
- Subscription estimator
- Asset library
- Ongoing
- Business process modeler
- Cloud-hosted environments
- Code upgrade
- Configuration and data manager
- Localization and translation
- Support
- Issue search
- Support
- Work items
- System diagnostics
- Updates
- Resources
Module 4: Architecture and Deployment
- Architecture
- Conceptual architecture
- Deployment architecture
- The cloud deployment architecture
- The on-premise deployment architecture
- Application components and architecture
- Identity
- Data layer
- Platform
- Application
- Client
- Browser client
- Mobile app
- Office 365
- Lifecycle Services
- Development architecture
- Integration architecture
- Security architecture
- Deployment options
- Cloud
- Cloud and Edge or hybrid deployment
- Local business data or on-premises
- Comparing deployment options
Module 5: Project Initiation and Kickoff
- The need for a strong project start
- Project team composition
- The backbone of a project
- Project charter
- Project plan
- FastTrack for Dynamics 365
- Ground rules for day-to-day operations
- Kickoff meeting
- Project initiation and LCS
- SharePoint online
- Project deliverables in the CRP methodology
- The planning phase
- The business requirement definition phase
- The solution analysis phase
- The solution design phase
- The configure/preview/prototype phase
- The development phase
- The testing and acceptance phase
- The training phase
- The Go Live phase
- The support phase
- Best practices in project initiation
- Requirements, Business Process Analysis, and Traceability
- Requirements scoping
- Hierarchy of business processes and subprocesses
- Business goals
- Business process
- Sub-processes
- Requirements
- LCS Business process modeler and VSTS
- Business process modeler
- Visual Studio Team Services (VSTS)
- BPM and VSTS sync
- Continuous reporting and VSTS
- Requirement gathering techniques
- Listen
- Lead
- Negotiate
- Requirements Traceability Matrix (RTM)
- Requirement segmentation and ownership
- Analysis of requirements
- Solution blueprint
- Key decision log
- Best practices in managing requirements
Module 6: Configuration and Data Management
- Strategies for managing configuration and data migration
- Configuration management
- Configuration planning
- The golden configuration environment
- Data migration management
- Scoping
- Common data migration areas
- Planning
- Execution
- 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
- How these concepts come together
- 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 Design
- Finding the right app for your business needs
- Before choosing ISV solutions
- After selecting the partner
- Common pitfalls
- Common features
- Personalization
- Office integration
- Document management
- Workspaces
- Electronic reporting
- Tax engine
- Batch framework
- Workflows
- Database logging
- Mobile application
- Common Data Services, Microsoft Flow, and PowerApps
- The functional design document
- The fit-gap review session
- Why write FDD?
- Project management aspects of design
- Things to know before writing an FDD
- Feasibility analysis
- Dos and don'ts
- The solution design document
- Overview and objectives
- Guidelines for solution design documents
- The technical design document
- Overview and objectives
- Guidelines for the technical design document
- Preparation
- Execution
- Outcome
Module 8: Integration Planning and Design
- 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
- Querying or browsing an OData endpoint
- Consuming OData services
- Client application registration and setup
- Creating a project, adding libraries, and generating an OData service proxy
- Authentication and OData service call
- Custom services
- Recurring integrations
- Integration tools, middleware, and scenarios
- Dynamics 365 data integrator
- Integration architecture
- Setting up data integration
- Connections
- Connection sets
- Integration keys
- Projects
- Schedules
- Integrating and monitoring
- Benefits of CDS data integration
- Scenarios focus
- Integration planning
- Integration scenarios
- Integration requirements
- Synchronous or asynchronous
- Integration design and development
- Developing a high-level conceptual design
- Selecting the right integration technology
- Defining field mapping
- Developing, configuring, and testing
- Best practices and recommendations
Module 9: Building Customizations
- 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,
- Enterprise edition
- Development IDE in Dynamics AX 2012
- Development environment architecture
- Programming concepts
- Layer system
- Models
- Packages
- Packages and models on the disk
- Models and packages in Visual Studio
- Overlayering
- Extensions
- Model sealing and roadmap
- Development environment
- The version control
- Branching strategies
- The development machines
- Cloud development environment
- Local development environment
- Application explorer
- Application explorer views
- Filtering application explorer
- Working with elements
- Tools addins for Visual Studio
- Creating a new model to start customization
- Extension capabilities
- Project
- Create a new project
- Adding new or existing element in the project
- Import/export project
- Development planning
- Be agile
- Establishing the code review process
- Development process
- Conceptualization
- Create or extends data model
- Create or extends business logic
- Create or extend user interface
- 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
- Build and continuous updates
- Automated build
- Continuous updates
- Guidelines and best practices
Module 10: Analytics, Business Intelligence, and Reporting
- Information insights in Dynamics 365 for Finance and Operations, Enterprise edition
- Platform enablement for analytics
- Excel
- Power BI
- Power BI choices
- Pricing
- Data refresh
- Collaboration
- Cortana Intelligence Suite
- Data insights leveraging Azure
- Modern reports and SSRS
- Electronic reporting
- Mobile platform
- Offline and mobile apps
- 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: Go Live
- Production environment and responsibilities
- Cloud deployment
- Local business data
- Cloud and Edge deployment
- Go Live activities
- The organization's readiness to Go Live
- Sign offs
- The decision to Go Live
- Business contingency planning
- Go Live planning and execution
- Planning
- Executing a release
- The importance of communication
- 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 Operation version
- Updates to the latest platform
- Updates to the latest application
- Upgrading your code
- Upgrading your data
- Updates to a specific application hotfix
- Upgrading/migrating from Dynamics AX 2012 or AX 2009
- When to upgrade or migrate
- Upgrading/migration planning
- Operations
- Business benefit
- Business engagement
- System
- Upgrade versus reimplementation
- Managing the scope
- Managing customization (fit-gap)
- ISV Solutions
- Managing the data
- Impact on integrations
- Impact on Power BI and reporting
- Cloud and digital
- Deployment options
- Upgrading from Dynamics AX 2012
- Code upgrade
- Data upgrade
- Developing data upgrade script for custom schema changes
- Running the data upgrade process
- Validation and final cutover
- Migrating from Dynamics AX 2009
- Planning and code migration
- Data migration
- Best practices in upgrade and migration
