Implement finance and operations apps 

Implementation project overview

Roles in a Dynamics 365 implementation

Project phases

Implementation planning and architecture

Combining tools and solutions for impactful implementations

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Summary

Overview of the FastTrack program

FastTrack engagement across the phases

Solution blueprint review

Become a FastTrack recognized solution architect

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Summary

Introduction

Understand the functionality and tools of Lifecycle Services

Lifecycle Services security

Reuse existing assets, copy, and share data

Perform actions in the Asset library

Work with the Task recorder

Business process modeler (BPM)

Issue search and support

Get product updates from Lifecycle Services

Exercise - use the Task recorder to create and edit a recording

Exercise - create a business process in the business process modeler

Exercise - create a support incident

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Summary

Introduction

Use implementation methodologies for a successful implementation

Cloud implementation - analysis

Cloud implementation - design and develop

Cloud implementation - test

Cloud implementation - deploy and operate

On-premises implementation - analysis

On-premises implementation - design and develop

On-premises implementation - test, deploy, and operate

Gathering and analyzing the requirements

Create functional design documents (FDD)

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Summary

Introduction

Create user acceptance test libraries

Record test cases and save to BPM

Synchronize and configure your test plan in Azure DevOps

Run user acceptance tests

Data task automation

Exercise - Build test scripts to test business functionality

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Summary

Introduction

Data management concepts

Use data entities for data management and integration

Work with the Data management workspace

Using Standard and Enhanced views for tiles

Use templates in data management

Export, import, and copy data into a legal entity

Lab - Explore the Data management workspace

Lab - Export data using the Data management workspace

Database movement operations

Data sharing framework

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Summary

Introduction

Select a data integration (import/export) strategy

Common migration scenarios and tools

Bring your own database (BYOD)

Test a data migration and validate output

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Summary

ALM methodologies

Design and create models

Plan the build, test, and quality control processes

Plan the release, change, and risk management processes

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Summary

Introduction

Customization models

Extension points for frameworks

Develop code to extend a framework

Implement the SysOperationSandbox framework

Lab - Extend an EDT

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Summary

Introduction

Business event framework

Create a new business event

Activate business events

Role-based security for business events

Business events in Microsoft Power Automate

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Summary

Introduction

Select an integration API

Synchronous and asynchronous patterns

Data integration scenarios

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Summary

Introduction

Set up a data project and recurring data job

Exercise - Create a data project and recurring data job

Implement authorization to support integration

Monitor status and availability of entities

Develop data transformation

Microsoft Dataverse integrations

Work with composite data entities

Azure Data Lake and Entity Store

Change data in Azure Data Lake

Power Platform convergence

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Summary

Introduction

Understand different types of reports and inquiries

Financial reporting

Find inquiries and reports

Generate and consume inquiries and reports

Configure finance and operations apps for Microsoft Power Platform

Lab - Work with reports

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Summary

Introduction

What is Microsoft Power Platform?

The business value of Microsoft Power Platform

Data Connectors

Data loss prevention, compliance, privacy, and accessibility

Pulling it all together

Knowledge check

Summary and resources

Introduction

Learn basic elements

Build a canvas app

Get started with functions in Power Apps

Share an app

Knowledge check

Summary and resources

Introduction

Overview of Dataverse

Identify tables and columns in Dataverse

Understand relationships

Environments in Dataverse

Business rules

Administer

Knowledge check

Summary and resources

Introduction

Connect to data

Transform data

Visualize data

Build a dashboard

Collaborate and share

Knowledge check

Summary and resources

Introduction

Create a flow from a template

Build recurring flows

Build a button flow

Build an approval request

Knowledge check

Summary and resources

Introduction

Demonstration

Overview of the Dynamics 365 Unified Operations mobile app

Page design guidelines

Action design guidelines

Form design requirements

Design considerations

Understand use cases for mobile apps

Get the Dynamics 365 Unified Operations mobile app

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Summary

Introduction

Upgrade from finance and operations version 7.x to version 10

Update from finance and operations version 8.x to version 10.0.x

Data upgrade

Upgrade from AX 2012

Migrate from AX 2009

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Summary

Introduction

Diagnose performance issues by using Trace parser

Load testing by using the Performance SDK

Monitor performance by using SQL Insights

Create a SQL trace by using the SQL Profiler

Monitor server health metrics in Lifecycle Services

Exercise - Use the Environment monitoring tool in Lifecycle Services

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Summary

Introduction

Understand the security architecture

Encryption in finance and operations apps

Manage users and security

Set up and apply segregation of duties

Run security reports

Stay compliant with user licensing requirements

Security diagnostics for task recordings

Extensible data security policies

Exercise - Import a user and assign security role

Lab - Work with security

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Summary

Introduction

Create and modify duties, privileges, and permissions

Enforce permissions policy

Extensible data security framework

Apply security permissions

Lab - Create a new security role and add duties

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Summary

Introduction

Understand the go-live process

Complete the Lifecycle Services methodology

Perform user acceptance testing (UAT) for your solution

FastTrack go-live assessment

Request a production environment

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Summary

Introduction

Feature management workspace

Feature states

Enable a feature

Reschedule a feature

Disable a feature

Features that must be enabled

Enable all features

Check for updates

Assign roles

Features that use configuration keys

Data entities

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Summary