55700: Dynamics 365 Finance and Operations Planning, Deployment and Administration

Module 1: Introduction to Microsoft Dynamics 365 FinOps

• What is Microsoft Dynamics 365?
• The benefits of Microsoft Dynamics 365
• Microsoft Dynamics 365 salient features

Module 2: Microsoft Dynamics 365 apps

• Microsoft Dynamics 365 for Sales
• Microsoft Dynamics 365 for Customer Service
• Microsoft Dynamics 365 for Field Service
• Microsoft Dynamics 365 for Project Service Automation
• Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (AX)
• Microsoft Dynamics 365 for Finance and Operations, Business edition (NAV)
• Microsoft Dynamics 365 for Retail
• Microsoft Dynamics 365 for Talent
• Human resources
• Onboard
• Microsoft Dynamics 365 for Marketing
• Microsoft Dynamics 365 for Customer insights
• Complimenting/supporting tools with Microsoft Dynamics 365
• Power BI
• PowerApps
• Microsoft Flow
• Common Data Service (CDS)
• Microsoft AppSource
• Dynamics 365 for Finance and Operations, Enterprise edition (AX)
• What is Dynamics 365 for Finance and Operations, Enterprise edition?
• History of Dynamics 365 for Finance and Operations
• Highlights of Dynamics 365 for Finance and Operations
• Trial of Microsoft Dynamics 365
• Buying Microsoft Dynamics 365
• Implementation Methodology and Tools 

Module 3: Dynamics 365 Methodology

• Methodologies relevant for embracing Dynamics 365
• The Conference Room Pilot (CRP) methodology
• Planning
• Execution
• Best practices in using CRP
• A CRP methodology example
• The agile methodology
• The waterfall methodology
• Comparative summary
• Lifecycle Services (LCS) -- implementation tools
• Foundation
• Methodologies
• Projects
• Project users
• Organization users
• SharePoint online library
• Preview feature management
• Shared asset library
• Subscription estimator
• Asset library
• Ongoing
• Business process modeler
• Cloud-hosted environments
• Code upgrade
• Configuration and data manager
• Localization and translation
• Support
• Issue search
• Support
• Work items
• System diagnostics
• Updates
• Resources

Module 4: Architecture and Deployment  

• Architecture
• Conceptual architecture
• Deployment architecture
• The cloud deployment architecture 
• The on-premise deployment architecture
• Application components and architecture
• Identity
• Data layer
• Platform
• Application
• Client
• Browser client
• Mobile app
• Office 365
• Lifecycle Services
• Development architecture
• Integration architecture 
• Security architecture 
• Deployment options
• Cloud
• Cloud and Edge or hybrid deployment
• Local business data or on-premises
• Comparing deployment options 
   

Module 5: Project Initiation and Kickoff  

• The need for a strong project start
• Project team composition
• The backbone of a project
• Project charter
• Project plan
• FastTrack for Dynamics 365
• Ground rules for day-to-day operations
• Kickoff meeting
• Project initiation and LCS
• SharePoint online
• Project deliverables in the CRP methodology
• The planning phase
• The business requirement definition phase
• The solution analysis phase
• The solution design phase
• The configure/preview/prototype phase
• The development phase
• The testing and acceptance phase
• The training phase
• The Go Live phase
• The support phase
• Best practices in project initiation
• Requirements, Business Process Analysis, and Traceability
• Requirements scoping
• Hierarchy of business processes and subprocesses
• Business goals
• Business process
• Sub-processes
• Requirements
• LCS Business process modeler and VSTS
• Business process modeler
• Visual Studio Team Services (VSTS)
• BPM and VSTS sync
• Continuous reporting and VSTS
• Requirement gathering techniques
• Listen
• Lead
• Negotiate
• Requirements Traceability Matrix (RTM)
• Requirement segmentation and ownership
• Analysis of requirements
• Solution blueprint
• Key decision log
• Best practices in managing requirements

Module 6: Configuration and Data Management  

• Strategies for managing configuration and data migration
• Configuration management
• Configuration planning
• The golden configuration environment
• Data migration management
• Scoping
• Common data migration areas
• Planning
• Execution
• Data management tools
• The data management framework
• Data management concepts
• The data management workspace
• Data entities
• Configuration data templates
• Default data templates
• Configuration data project
• Data packages
• LCS Project | Asset library | Data packages
• Configuration data packages
• LCS -- configuration and data manager
• Process data packages
• How these concepts come together 
• Database operations
• Cross-company data sharing
• Data management scenarios
• Initial configuration in a blank environment
• Data migration from legacy systems
• Copy the company configuration within an existing environment
• Copy data between environments
• Ad hoc data loading
• Best practices in managing configurations and data migration

Module 7: Functional and Technical Design

• Finding the right app for your business needs
• Before choosing ISV solutions
• After selecting the partner
• Common pitfalls
• Common features
• Personalization
• Office integration
• Document management
• Workspaces
• Electronic reporting
• Tax engine
• Batch framework
• Workflows
• Database logging
• Mobile application
• Common Data Services, Microsoft Flow, and PowerApps
• The functional design document
• The fit-gap review session
• Why write FDD?
• Project management aspects of design
• Things to know before writing an FDD
• Feasibility analysis
• Dos and don'ts
• The solution design document
• Overview and objectives
• Guidelines for solution design documents
• The technical design document
• Overview and objectives
• Guidelines for the technical design document
• Preparation
• Execution
• Outcome

 
Module 8: Integration Planning and Design

• Integration architecture
• Basic integration concepts
• RESTful APIs
• SOAP
• SOAP versus REST
• JSON
• OData
• OAuth
• Integration concepts in Dynamics 365 for Finance and Operations, Enterprise edition
• Data entities
• What is a data entity?
• OData services
• Querying or browsing an OData endpoint
• Consuming OData services
• Client application registration and setup
• Creating a project, adding libraries, and generating an OData service proxy
• Authentication and OData service call
• Custom services
• Recurring integrations
• Integration tools, middleware, and scenarios
• Dynamics 365 data integrator
• Integration architecture
• Setting up data integration
• Connections
• Connection sets
• Integration keys
• Projects
• Schedules
• Integrating and monitoring
• Benefits of CDS data integration
• Scenarios focus
• Integration planning
• Integration scenarios
• Integration requirements
• Synchronous or asynchronous
• Integration design and development
• Developing a high-level conceptual design
• Selecting the right integration technology
• Defining field mapping
• Developing, configuring, and testing
• Best practices and recommendations
   

Module 9: Building Customizations

• Architecture and concepts
• Programming language
• Compile exclusively in .NET CIL
• Language enhancements
• Unit of compilation
• Compiler and tooling
• Integrated development environment (IDE)
• Development IDE in Dynamics 365 for Finance and Operations,
• Enterprise edition
• Development IDE in Dynamics AX 2012
• Development environment architecture
• Programming concepts
• Layer system
• Models
• Packages
• Packages and models on the disk
• Models and packages in Visual Studio
• Overlayering
• Extensions
• Model sealing and roadmap
• Development environment
• The version control
• Branching strategies
• The development machines
• Cloud development environment
• Local development environment
• Application explorer
• Application explorer views
• Filtering application explorer
• Working with elements 
• Tools addins for Visual Studio
• Creating a new model to start customization
• Extension capabilities
• Project
• Create a new project
• Adding new or existing element in the project
• Import/export project
• Development planning
• Be agile
• Establishing the code review process
• Development process
• Conceptualization
• Create or extends data model
• Create or extends business logic
• Create or extend user interface
• Navigation concepts
• Form patterns
• User interface extensibility
• Control extensibility
• Reporting and analytics
• SQL server reporting services
• Power BI
• Security
• Security for custom objects
• Author unit tests
• Learn and improve
• Build and continuous updates
• Automated build
• Continuous updates
• Guidelines and best practices

Module 10: Analytics, Business Intelligence, and Reporting

• Information insights in Dynamics 365 for Finance and Operations, Enterprise edition
• Platform enablement for analytics
• Excel
• Power BI
• Power BI choices
• Pricing
• Data refresh
• Collaboration
• Cortana Intelligence Suite
• Data insights leveraging Azure
• Modern reports and SSRS
• Electronic reporting
• Mobile platform
• Offline and mobile apps
• Financial reporting / management reporter
• Best practices in analytics and information insights
   

Module 11: Testing and Training

• Importance of testing
• Types of testing
• Feature testing
• Testing of custom developed features
• Testing of standard and ISV solution features
• System integration testing
• Process/system testing
• Data migration testing
• Integration testing
• Performance/load testing
• User acceptance testing
• End-to-end testing
• Automated testing strategies
• Test automation features in Finance and Operations
• SysTest framework
• Task recorder-based (coded UI) testing
• PerfSDK
• Integrating test with build process
• Test planning guidelines and recommendations
• Test planning and scenarios
• The UAT planning and execution
• Planning
• UAT kickoff
• Execution
• Sign-off
• End-to-end test planning and execution
• Execution and real-life examples
• Training
• The training and help system in Finance and Operations
• Modern clients and navigation concepts
• In-product help
• The business process modeler
• The task recorder and task guides
• Documentation website
• Planning and executing training
• Training plan
• Training preparation
• The training environment
• Change management

Module 12: Go Live

• Production environment and responsibilities
• Cloud deployment
• Local business data
• Cloud and Edge deployment
• Go Live activities
• The organization's readiness to Go Live
• Sign offs
• The decision to Go Live
• Business contingency planning
• Go Live planning and execution
• Planning
• Executing a release
• The importance of communication
• Post Go Live Support
• Resources for support
• Support tools and LCS
• Issue/support lifecycle
• Issue discovered/encountered
• Issue tracking
• Root cause analysis
• Escalation to Microsoft
• Production environment support with Microsoft
• Support analytics using monitoring and diagnostics
• Monitoring
• Diagnostics
• Analytics
• Best practices in post Go Live/support
   

Module 13:Update, Upgrade, and Migration

• Understanding update, upgrade, and migration
• Updating to the latest Dynamics 365 for Finance and Operation version
• Updates to the latest platform
• Updates to the latest application
• Upgrading your code
• Upgrading your data
• Updates to a specific application hotfix
• Upgrading/migrating from Dynamics AX 2012 or AX 2009
• When to upgrade or migrate
• Upgrading/migration planning
• Operations
• Business benefit
• Business engagement
• System
• Upgrade versus reimplementation
• Managing the scope
• Managing customization (fit-gap)
• ISV Solutions
• Managing the data
• Impact on integrations
• Impact on Power BI and reporting
• Cloud and digital
• Deployment options
• Upgrading from Dynamics AX 2012
• Code upgrade
• Data upgrade
• Developing data upgrade script for custom schema changes
• Running the data upgrade process
• Validation and final cutover
• Migrating from Dynamics AX 2009
• Planning and code migration
• Data migration
• Best practices in upgrade and migration