- Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies (20-25%)
- Configure administrative features and workflows (30-35%)
- Manage Finance and Operations data (25-30%)
- Validate and support solution (20-25%)
Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies (20-25%) Top
Identify and use common apps, features, and functionality
- Describe apps in the Finance and Operations portfolio
- Describe the main components of Dynamics 365 Commerce
- Describe uses cases for and capabilities of workspaces and mobile workspaces
- Describe case management
- Describe global address book features and their use cases
- Identify inquiry and report types available in a default installation*
- Describe use cases for the Business Document Management and electronic reporting
features - Perform searches, save queries and views, create and use, record templates, and filters
Extend app functionality by using Microsoft Power Platform technologies
- Identify use cases for Microsoft Dataverse
- Identify use cases for Power Apps
- Identify use cases for Power Automate
- Identify use cases for Power BI
- Identify use cases for Power Virtual Agents
Configure administrative features and workflows (30-35%) Top
Implement security
- Distinguish between roles, duties, privileges, and permissions
- Assign security roles to users based on requirements
- Describe segregation of duties
- Describe and use the Security Diagnostics tool
Design and create workflows and business events
- Describe use cases for workflows
- Design and create workflows
- Configure workflow properties, tasks, approvals, and elements
- Configure queues, workflow assignment hierarchies, workflow parameters, and troubleshoot workflows
- Manage workflow versions
- Trigger Power Automate flows by using business events
Configure Organization administration features
- Set up and configure legal entities and operating units
- Configure and troubleshoot number sequences
- Create organization hierarchies
- Describe and apply user options
- Configure document handling for attachments
- Configure print management and form setup features
Configure system administration features
- Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
- Configure email (SMTP/Exchange)
- Create and maintain email templates
- Describe use cases for Entity store
- Create, export, and import personalization
- Publish saved views*
- Set up and monitor batch jobs
- Set up and alerts
Manage Finance and Operations data (25-30%) Top
Manage data
- Describe use cases for the Data Management framework
- Describe use cases for projects, and types of data entities, and templates
- Copy configuration data between companies or legal entities by using the Data Management framework
- Describe use cases for the Dual Write feature
- Describe the migration strategy process
- Identify common migration scenarios and tools in Finance and Operations apps
- Identify relevant data entities and elements based on given scenarios
Prepare data for migration and migrate data to Finance and Operations apps
- Identify types of data including the master, transactional, reference, and parametric data
- Generate field mapping between source and target data structures
- Import or export data by using the Data Management framework
- Support the transition between the existing and migrated systems
- Perform a test migration and validate the output from the process
- Implement data task automation
Validate and support solution (20-25%) Top
Test solutions
- Describe the type of testing including unit, regression, functional, and end-to-end testing
- Describe capabilities of available testing tools
- Track work items through a project implementation by using Azure DevOps
- Create test cases and test plans by using Azure DevOps
- Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
- Create test scripts by using Task Recorder and upload scripts to Business Process Modeler or Azure DevOps
Implement Describe and use Lifecycle Services (LCS) tools
- Identify use cases for project asset libraries and shared asset libraries
- Describe environment purposes and topologies
- Differentiate between Tier 1 environment and other tiers
- Describe use cases for Business Process Modeler libraries
- Describe the types of environments including sandbox, test, and production
- Report production outages
- Create and save trace files to troubleshoot performance issues
- Describe the impacts of Dynamics 365 One Version service updates on projects
