- 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.
- 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.
- 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.
- 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).
- 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
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