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- The implementation lifecycle for finance and operations will help you to understand the best practices recommended to accomplishing a successful journey through a finance and operations implementation, and the tools available to support it.
In this module, you will:
- Learn about the implementation journey for a successful finance and operations project.
- Identify the different phases of a finance and operations implementation.
- Learn how to enable features, disable them, and reschedule them in the Feature management workspace.
In this module, you will:
- Learn about the Feature management workspace in finance and operations apps.
- Discover when and how to enable features, including how to disable and reschedule features.
- Learn how to check for feature updates and assign roles.
- This module describes how to design and plan an implementation of finance and operations apps using Lifecycle Services.
In this module, you will:
- Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
- Define use case scenarios.
- Learn how to participate in the creation of Business requirement documents (BRD).
- Understand the importance of creating and maintaining documented processes.
- Participate in phase-based planning processes and solution design.
- Describe the future state business processes based on a proposed solution.
- Determine when to build versus buy.
- Create Functional Design Documents (FDD).
- Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.
In this module, you will:
- Define ALM.
- Learn about the different ALM methodologies.
- Build models.
- Create a project plan for building and testing solutions.
- Identify upgrade scenarios and appropriate tools
- Create processes for release management, change management, and risk management.
- Discover the functionality and tools available in Lifecycle Services for finance and operations apps.
In this module, you will:
- Understand the functionality and tools of Lifecycle Services for finance and operations apps
- Determine licensing requirements
- Reuse existing assets, copy and share data
- Understand Task recorder functionality
- Create a business process model
- Identify and analyze gaps using the Business Process Modeler
- Run the Issue Search tool and analyze results
- If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.
In this module, you will:
- Understand security architecture of finance and operations apps
- Learn about encryption in finance and operations apps
- Manage users
- Manage security
- Apply segregation of duties
- Run security reports
- Stay compliant with user licensing requirements
- Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.
In this module, you will learn how to:
- Create and modify roles, duties, privileges, and permissions.
- Review the role-based security hierarchy.
- Use and enforce permissions policies.
- Define the extensible data security framework (XDS).
- Apply security permissions.
- Stay compliant with user licensing requirements
- User acceptance testing is an important step in the go-live preparation. You can use RSAT to automate test cases.
In this module, you will learn about:
- Test cases and business requirements
- Best practices for recording test cases
- Task recorder
- How to create a BPM library
- How to synchronize and configure your test plan in Azure DevOps
- How to run test cases manually and automatically
- The Regression suite automation tool (RSAT)
- Upgrading from Microsoft Dynamics AX 2012 to Dynamics 365 Finance is a significant step towards modernizing business systems, involving thorough planning, data and code preparation, testing, and cutover. This module provides a comprehensive guide to ensure a smooth transition with minimal downtime, covering best practices, toolkits, and tips for a successful upgrade.
In this module you:
- Learn how to assess the current AX environment, prepare data and code, and navigate each phase of the upgrade, ensuring a smooth transition with minimal downtime.
- Gain insights into best practices, toolkits, and tips for a successful upgrade, and understand the roles of technical and functional teams in the process.
- Develop the ability to perform thorough testing, including functional test passes and mock cutovers, to identify and resolve potential issues before the go-live event.
- Acquire knowledge on managing old versus new data during testing and coordinating across different workstreams to ensure a successful upgrade.
- Discover ERP evolution, boosting productivity and efficiency by upgrading to finance and operations cloud service. Learn about updates, tools, and data upgrades.
In this module, you learn about:
- Continuous updates
- Service updates
- Upgrade finance and operations version
- Applying updates to cloud environments
- Data upgrade
- Development tools
- All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go-live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services .
In this module, you will learn how to:
- Prepare for go-live
- Complete the Microsoft Dynamics Lifecycle Services methodology
- Perform User acceptance testing (UAT) for your solution
- Understand the FastTrack Go-live assessment
- Request the production environment
- Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.
In this module, you will:
- Diagnose performance issues by using Trace parser.
- Explore load testing by using the Performance SDK.
- Monitor performance by using the SQL Insights dashboard.
- Monitor server Health metrics in Microsoft Dynamics Lifecycle Services.
- Finance and operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.
In this module, you will:
- Learn about the reasons for creating extensions.
- Determine when to use the extensibility request form.
- Learn about the risk of intrusive customizations.
- Develop code that will extend the functionality of finance and operations apps.
- Create pre-event and post-event handler classes.
- Implement the SysOperationSandbox framework.
- Implement a workflow framework.
- Empower business users to make important decisions by using analytics and reporting in finance and operations apps.
In this module, you will learn about:
- Different types of reports and inquiries in finance and operations apps
- Financial reporting
- Configuring finance and operations apps for Microsoft Power Platform
- Generating and consuming inquiries and reports
