Microsoft Dynamics 365
for Unified operations
Core
Overview
Course Objective
The objective of the Microsoft Dynamics 365 for Unified Operations Core course is to provide participants with a comprehensive understanding of the core components of Microsoft Dynamics 365 for Finance and Operations. By the end of this course, participants will be able to:
Understand the functionalities of various modules within Dynamics 365 for Finance and Operations, including financial management, employee management, and supply chain management.
Utilize Lifecycle Services (LCS) for managing projects and implementations, from pre-sales through to production.
Plan and implement Dynamics 365 Finance and Operations solutions by preparing documentation, functional design documents (FDD), and understanding cloud/on-premise implementations.
Create, configure, and manage reports and analytics using tools like Power BI.
Set up workflows, legal entities, and manage security configurations.
Implement integration features and successfully migrate data to the Dynamics 365 platform.
Conduct user acceptance testing (UAT) and prepare the solution for go-live.
Who Should Attend
This course is intended for professionals involved in the implementation, configuration, and support of Microsoft Dynamics 365 for Finance and Operations. Ideal participants include:
Functional consultants and implementers working with Microsoft Dynamics 365 for Finance and Operations.
IT professionals and system administrators who are responsible for managing, configuring, and maintaining the Dynamics 365 platform.
Project managers and business analysts who are involved in the planning, execution, and monitoring of Dynamics 365 projects.
Business users seeking a deeper understanding of Dynamics 365 modules and workflows.
Prerequisites
Basic knowledge of enterprise resource planning (ERP) systems.
Familiarity with Microsoft Dynamics 365 products or similar enterprise software systems is beneficial.
No formal prior experience with Microsoft Dynamics 365 for Finance and Operations is required, but a basic understanding of business operations and IT concepts will be helpful for participants.
Training Calendar
Intake
Duration
Program Fees
Module
Module 1 - Get Started with Dynamics 365 for Finance and Operations
This module provides an understanding of what Dynamics 365 for
Finance and Operations is, and the industries that it supports. It describes
the modules in Finance and Operations, and the purpose of the features
in those modules and how they support the industry-specific areas.
Lessons
• Introduction
• Industry focus
• Introduction to financial management
• Introduction to employee management
• Introduction to supply chain management
• Module summary
You will have an understanding of what Finance and Operations is,
and the industries that it supports. You will be familiar with the
modules in Finance and Operations, and the purpose of the
features in those modules and how they support the industry-specific
areas.
Module 2 - Get Started with Lifecycle Services
Microsoft Dynamics Lifecycle Services (LCS) is a collaborative
workspace that customers and their partners use to manage Dynamics
365 for Finance and Operations projects from pre-sales to
implementation and finally to the production environment either on the
cloud or on-premise. It provides checklists and tools that help you
manage the project including methodologies that can help you manage
your implementation process.
Lessons
• Understand the functionality and tools of Lifecycle Services
• Reuse existing assets, copy and share data
• Understand Task recorder functionality
• Create a business process model
• Run the LCS Issue Search tool and analyze results
• Learn how to use Regression Suite Automation Tool
• Practice Labs
• Module Summary
You will be able to:
Understand the functionality and tools of Lifecycle services (LCS)
for Finance and Operations.
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 (BPM).
Run the LCS Issue Search tool and analyze results
Module 3 - Use Lifecycle Services to Design and Plan
With proper planning, your Dynamics 365 for Finance and Operations
implementation will be a success. After a customer signs the agreement
to purchase licenses for Finance and Operations, your job as a functional
consultant starts by managing the application lifecycle and moving
toward a predictable, repeatable, high quality implementation.
Lessons
• Introduction
• Phases of a cloud implementation
• Phases of an on-premises implementation
• Create Functional Design Documents (FDD)
• Module Summary
You will be able to:
Prepare documentation for gathered requirements by using a
methodology in Lifecycle Services (LCS).
Define use case scenarios.
Participate in the creation of functional requirements documents (FRD).
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)
Module 4 - Overview of Reporting and Analytics
A report in Dynamics 365 for Finance and Operations can be defined
simply as a structured presentation of data. Under ideal circumstances,
reports materialize data in such a way that it allows the user to make
informed decisions. Finance and Operations supports a broad spectrum
of information access scenarios.
Lessons
• Understand reports and inquiries
• Learn about Financial reporting
• Configure PowerBI to your instance
• Practice Labs
• Module Summary
You will have learned about:
Different types of reports and inquiries in Finance and Operations
Financial reporting
Configuring Finance and Operations for Microsoft Power Platform
Module 5 - Configuring Wireless Connectivity
A report in Dynamics 365 for Finance and Operations can be defined
simply as a structured presentation of data. Under ideal circumstances,
reports materialize data in such a way that it allows the user to make
informed decisions. Finance and Operations supports a broad spectrum
of information access scenarios.
Lessons
• Understand reports and inquiries
• Learn about Financial reporting
• Configure PowerBI to your instance
• Practice Labs
• Module Summary
You will have learned about:
Different types of reports and inquiries in Finance and Operations
Financial reporting
Configuring Finance and Operations for Microsoft Power Platform
FAQs
General Questions:
Q: What is the Microsoft Dynamics 365 for Unified Operations Core course about?
A: This comprehensive 5-day course is designed to provide participants with a solid foundation in Microsoft Dynamics 365 for Finance and Operations. You’ll learn to navigate through core components such as financial management, employee management, supply chain management, and lifecycle services, with a focus on configurations, workflows, security, and data management. The course also covers topics like creating and managing legal entities, implementing integration features, user acceptance testing, and preparing for the go-live phase of a Dynamics 365 implementation.
Q: Who should attend this course?
A: This course is ideal for functional consultants, system administrators, ERP professionals, project managers, and business analysts who are involved in implementing, configuring, or managing Dynamics 365 for Finance and Operations. It is particularly suited for those who want to deepen their understanding of the core features and best practices for successful implementation.
Q: What are the prerequisites?
A: Participants should have a basic understanding of business processes, ERP systems, and some experience with Microsoft Dynamics or similar software. Familiarity with financial operations, supply chain management, and business process management will be beneficial for a better grasp of the content.
Q: How long is the course?
A: The course runs for 5 full days.
Q: What will I learn in this course?
A: In this course, you will learn how to:
Navigate core components of Dynamics 365 for Finance and Operations
Set up and configure lifecycle services and legal entities
Understand the financial management and supply chain modules
Create and manage workflows for business processes
Configure user security, permissions, and segregation of duties
Migrate data into Dynamics 365 and use data management features
Prepare for and execute user acceptance testing
Implement integration features like Microsoft Office, Power BI, and email services
Plan and prepare for the go-live phase
Q: Will I get a certificate after the course?
A: Yes. Upon successful completion of the course, you’ll receive a Certificate of Completion from the training provider. However, this course does not include a formal Microsoft certification exam.
Program Content & Skills:
Q: What skills will I gain from the Microsoft Dynamics 365 for Unified Operations Core course?
A: You’ll gain essential skills in configuring and managing core business processes within Microsoft Dynamics 365. This includes setting up and configuring financial management features, supply chain management, employee management, and business workflows. You’ll also learn how to navigate data management, security roles, and user permissions to optimize operations within your organization.
Q: Will I learn how to optimize operations in this course?
A: Yes. The course is designed to help you streamline business processes across multiple functional areas, including finance, human resources, and supply chain management. You’ll learn how to configure workflows and automate processes to improve efficiency, accuracy, and overall operational control.
Q: Can I learn how to manage core business functions in this course?
A: Yes. You’ll be trained on how to handle key business functions such as configuring and managing finance modules, setting up legal entities, managing supply chains, implementing security measures, and configuring user roles and permissions—all based on real-world business scenarios.
Q: Is the installation and configuration of core business features covered in the course?
A: Yes. The course covers in-depth configuration tasks, including setting up and configuring financial management features, configuring employee management, and implementing supply chain management modules. You’ll also learn how to configure security roles, permissions, and data management settings.
Q: Will I be able to apply Dynamics 365 skills in real-world scenarios after the course?
A: Yes. The course focuses on practical applications. By the end of the training, you’ll be confident in using Microsoft Dynamics 365 for day-to-day business operations and in supporting broader business management strategies within your organization.
Submit your interest today !
