2 Days
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.
This course provides the practical knowledge to
Navigate and efficiently use search, filtering and queries
Use operational workspaces
Work with Business Document Management
Work with record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
Personalize workspaces
Run and analyze security reports
Create and use workflow for approval
Work with Organization Hierarchy and its purposes.
How to use personalization feature
Use Data Management workspace
Create and use and entity templates
Import and export data and manage data by using Office Integration
Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. This foundational course provides students with the important first steps in automating and modernizing both global financial and supply chain operations.
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