- Module 1: The global address book (GAB) is a centralized repository for master data that must be stored for all internal and external persons and organizations that the company interacts with. When an address changes, the update only needs to be made in one place. All the other associated records are updated automatically.
- What the global address book is.
- How the global address book works.
- How to plan for the global address book, and other address books.
- Module 2: A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing Finance and Operations apps.
- Create a legal entity and generate number sequences.
- Create a number sequence.
- Create organization hierarchies.
- Assign purposes and policies to hierarchies.
- Configure calendars and date intervals.
- Module 3: 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.
- Understand security architecture of Finance and Operations apps
- Manage users
- Manage security
- Apply segregation of duties
- Run security reports
- Module 4: By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in Finance and Operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.
- Batch processing
- Batch processing and batch servers
- Planning for batch server topology
- Planning for batch server management
- Batch processing of reports
- Copying a batch job
- Active batch periods
- Batch job manager security role
- The Run by feature
- How to unlock a journal
- Module 5: Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.
- Use the workflow architecture, elements, and actions
- Create and set up workflows
- Configure workflow properties
- Configure a manual task in a workflow
- Configure an automated task in a workflow
- Configure an approval process in a workflow
- Assign users to workflow elements
- Configure an approval step in a workflow
- Use work items functionality
- Module 6: We live in a digital age, and it's difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use Finance and Operations apps on your smart device.
- The Microsoft Dynamics 365 Unified Operations mobile app
- Use cases for mobile apps
- How to build and work with workspaces
- Module 7: By personalizing the user interface in Finance and Operations apps, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.
- Describe and apply user options
- Differentiate between customization and personalization
- Create, export, and import personalization
- Create and maintain record templates
- Use Saved views
- Module 8: Microsoft Excel is integrated with Finance and Operations apps. This allows you to pull the data right from Finance and Operations apps, manipulate the data in Excel, and save it back to Finance and Operations apps. You can also send emails directly via Finance and Operations apps or by using Microsoft Outlook. You can print documents from anywhere from your browser to your company's network printer, so the printing experience could not be easier.
- Perform Microsoft Office integration in Finance and Operations apps
- Configure email (SMTP/Exchange)
- Create and maintain email templates
- Set up network printing
- Integrate data from multiple sources into Microsoft Dataverse for Apps
- Module 9: The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. You can use the workspace to view feature documentation and to enable or disable features.
- 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.
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