- Basic understanding of ERP and CRM concepts.
- A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application, and service integrations.
Module 1: Set Up and Configure Legal Entities
This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.
Module 2: Manage users and security
Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep sensitive data safe. This all means that users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When the security architecture of Finance and Operations are understood, one can more easily customize security to fit the requirements of a business.
Module 3: Perform Personalization
Personalization saves time and effort when using the system.
Module 4: Implement Common Integration Features
Microsoft Dynamics 365 integrates with many other common programs; for example, email, Microsoft Office, and Power BI.
Module 5: Course Conclusion
Final assessment and course summary, as well as a post-course survey for the course.