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Microsoft

Migrate data and go live with Finance and Operations apps

Microsoft via Microsoft Learn

Overview

  • Module 1: When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in Finance and Operations apps.
  • In this module, you will learn how to:

    • Choose a data integration (import/export) strategy.
    • Identify common migration scenarios and tools in Finance and Operations apps.
    • Understand the Bring your own database (BYOD) feature.
    • Identify relevant (legacy) systems.
    • Identify and import static data that is common between industries.
    • Create and review test plans for data migration.
    • Identify and extract source data.
    • Identify relevant data entities and elements.
    • Generate field mapping between source and target data structures.
    • Test a data migration and validate output.
    • Support the transition between the existing and migrated systems.
  • Module 2: You can export or import data in Finance and Operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the Finance and Operations apps database.
  • In this module, you will learn how to:

    • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
    • Work with the Data management workspace.
    • Export data from a legal entity.
    • Import data into a legal entity.
    • Work with data import and export jobs.
    • Clean up the staging tables.
  • Module 3: 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)
  • Module 4: 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 Dynamics Lifecycle Services (LCS).
  • In this module, you will learn how to:

    • Prepare for go-live
    • Complete the Lifecycle Services (LCS) methodology
    • Perform User acceptance testing (UAT) for your solution
    • Understand the FastTrack Go-live assessment
    • Request the production environment

Syllabus

  • Module 1: Prepare data for migration to Finance and Operations apps
    • 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
    • Check your knowledge
    • Summary
  • Module 2: Work with data management in Finance and Operations apps
    • 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
    • Check your knowledge
    • Summary
  • Module 3: Perform user acceptance testing in Finance and Operations apps
    • 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
    • Check your knowledge
    • Summary
  • Module 4: Prepare to go-live with Finance and Operations apps
    • 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
    • Check your knowledge
    • Summary

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