Identify and use common Finance and Operations apps, features, and functionality

This course demonstrates how to configure and use navigation techniques, operational workspaces, user options, help, global address book, form setup, print management, case management, Business Document Management by using electronic reporting features and create mobile apps in Dynamics 365 Finance and Operations apps
SKU: 20010
*
¥11,510

DEMO: This is a sample video of this course.

Course Length: 03 Hours 36 Minutes 05 Seconds
The paid version of this course contains videos for the following: 

Course Outline

Identify and use common Finance and Operations apps, features, and functionality

This course prepares you for a part of the Describe Finance and Operations apps and extend apps by using Microsoft Power 
Platform technologies section between 20%-25% (As of August 9th, 2021) of the Core Exam MB-300 for Dynamics 365 Finance and Operations.

At Course Completion
The goal of this course is to enable students on how to:
  • Navigate Dynamics 365 Finance and Operations apps
    • Perform searches
    • Quick filter
    • Command Search
    • Create filters
    • Saving queries
    • Advanced inquiries, filters, and sorting
    • Work the views
  • Use operational workspaces in Dynamics 365 Finance and Operations apps
    • Describes its capabilities
    • Get familiar with some of the out-of-box available workspaces 
    • Leverage and use workspaces  
  • Configure User options and use Help in Dynamics 365 Finance and Operations apps
    • Visual
    • Language
    • Time zones
    • Preferences
    • Date format
    • Time zone
    • Delegation of workflows
    • Usage data
    • Email settings
    • FeedBack
    • Help – Search Help
    • Search TaskGuide
    • Support -> connect to LCS
    • Ideas
    • Tracing
    • About
  • Global address book, Print management, and Form notes, setup, sorting parameters, and Advanced note management in Dynamics 365 Finance and Operations apps
    • Describe global address book features
    • Configure form setup features
    • Configure Print management
    • Configure Advanced notes for 
      • Vendors in Accounts payable
      • Customers in Accounts receivable
      • Products in Product information management
  • Configure and work with Case Management in Dynamics 365 Finance and Operations apps
    • Configure case categories
    • Understand and work with case processes
    • assign security roles to case categories
    • Create and work with cases
  • Configure and use Business Documents in Dynamics 365 Finance and Operations apps
    • Configure Document type for SharePoint repository
    • Enable Business Document management required features
    • Configure Business document parameters
    • Download GER configurations from LCS
    • Configure Electronic reporting 
    • Import GER configuration to an active ER configuration provider
    • Use Business document management workspace
    • Create, edit, publish and use the Business document templates
  • Create mobile apps and use out-of-box apps in Dynamics 365 Finance and Operations apps
    • Describe use cases for out-of-the-box mobile apps
    • Create mobile apps
    • Install Microsoft Finance and Operations on your smart device
    • Publish and use your mobile apps by using Microsoft Finance and Operations on your smart device