What you'll learn:
- Details about Personalization vs Customization
- Common integration (Excel Add-ins)
- Data management and different integration strategies in F&O
- Full details on Life cycle services (LCS) and its tools and functionalities
- Dynamics 365 Unified Operations mobile app
- Financial Reports in D365 F&O and how to create a new report using Report Designer
- Batch Jobs overview and how to set up a batch job
This course is the continuation of Core finance and operations Part 1 and covers the rest of features and tools that are required for MB-300 exam. The same strategy as the previous course I've tried to simplify and summarize some complex features for a beginner.
The topics covered within this course are essential for all other Dynamics 365 certifications such as MB-310, MB-320, MB-330 (Microsoft Dynamics Finance, Supply chain and Manufacturing) and includes an overview of whole system and its different functional areas.
The way this course is designed is that, for most of topics not they are explained in theory, but it’s also demonstrated how to find and apply them in the system.
Topics covered in this course:
Overview of Personalization within F&O
Difference between Customization and Personalization
User options
Implicit and Explicit Personalizations
Add or Remove new fields using Personalization
How to integrate with Power apps using Personalization
Personalize Workspaces and Dashboards
Administrate Personalizations
Common Integrations
Excel Add-ins in F&O
how to pool data from F&O into Excel and how to publish it back into F&O
Excel Workbook designer
Data Migration
What is Data integration
Data integration strategies
Data management workspace
Data management and sequence of tasks (Execution unit, Level and sequence)
Life cycle service (LCS)
What is LCS?
Project implementation in LCS
Deploy environments
Asset library
Business Process Modeler (BPM)
Task recorder
LCS Issues and Supports
Get Product updates using LCS
Overview of the Dynamics 365 Unified Operations mobile app
Expense management mobile app
Demonstrate how to design and create F&O Customer management in mobile app
Reporting in F&O
Different types of reporting
Generate and explore a financial report
Work with Report Designer
Overview of Batch jobs in F&O
Batch processing of reports and setup alerts
Learning Strategy in this course
Please give yourself at least 1 months to complete this course and practice what you've learned in them.
Watch the whole videos. In each video I have highlighted the points that are usually questioned in the exam.
Read all resources that I suggest to you at the end of some lectures.
Please practice all the Labs that are provided in some lectures on your own.
Please do the assignments and quizzes at the end of each module.
These are the steps that I took and passed my exam in one shot in less than 2 months.
If ready, enroll today!
Do not procrastinate any minute once you have a goal! :)
Arezou
