Microsoft Dynamics 365 Training - Senegal

Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330

Module 1: Get Started with Dynamics 365 Supply Chain Management

• Introduction
• Benefits of Supply Chain Management
• Overview of Supply Chain Management
• Cost Accounting
• Cost Management
• Inventory Management and Warehouse Management
• Master Planning
• Procurement and Sourcing
• Vendor Collaboration
• Sales and Marketing
• Customer Portal
• Product Information Management
• Production Control
• Intercompany Trade
• Warehouse Management
• Transportation Management
• Lab - Explore Dynamics 365 Supply Chain Management

Module 2: Get Started with Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Inventory Management Overview
• Configure Inventory Dimensions
• Configure Storage Dimensions
• Configure Tracking Dimensions
• Configure Serial and Batch Numbers
• Configure Sites
• Configure Warehouses
• Configure Inventory Policies
• Exercise - Set Up Inventory Policies for An Item Model Group
• Set Up Item Groups and Item Model Groups
• Allocate Batch and Serial Numbers
• Work with Consignment Inventory
• Lab - Work with Inventory Management

Module 3: Work with Inventory Management Operations in Dynamics 365 Supply Chain Management

• Introduction
• Inventory Operations Scenarios
• Inventory Locations
• Inventory Statuses
• Set Up Disposition Codes
• Warehouse Layout
• Set Up Barcodes
• Counting Reason Codes
• Inventory Journals
• Inventory Journal Approval Workflow
• Initialise Stock Levels in The Warehouse
• Transfer Orders
• Create and Post an Inventory Journal
• Exercise - Create and Post an Inventory Journal

Module 4: Set Up and Work with Outbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Outbound Setup
• Set Up Default Order Settings
• Reserve Inventory Quantities
• Reserve Sales Order Batch Numbers

Module 5: Set Up and Work with Inbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Arrival Overview
• Set Up an Item Arrival Overview Profile
• Set Up Default Order Settings
• Exercise - Use the Item Arrival Profile

Module 6: Set Up and Work with Inventory Control in Dynamics 365 Supply Chain Management

• Introduction
• Inventory Cost Methodologies
• Inventory Closing and Adjustment
• Consolidate Inventory Transactions

Module 7: Use Inventory Reports in Dynamics 365 Supply Chain Management

• Introduction
• ABC Inventory Classification
• Physical Inventory by Inventory Dimension Report
• Inventory Value Report
• Inventory On-hand Report Storage
• Inventory On-hand Mobile Workspace
• Exercise - Use the ABC Classification Report
• Exercise - Use the Physical Inventory by Inventory Dimension Report
• Exercise - Export A Report to Microsoft Excel

Module 8: Create Products and Product Masters in Dynamics 365 Supply Chain Management

• Introduction
• Product Information Workspace
• Concept of A Product
• Create Products
• Set Up Unit Conversions
• Batch Disposition Codes
• Default Order Settings
• Define Products as Not Stocked
• Create Product Masters with Variants
• Variant Specific Sales Tax Groups
• Gain Productivity by Using the Variant Suggestions Page
• Create and Set Up Category Hierarchies and Attributes
• Set Up Item Pricing
• Lab - Create A Product and Product Master

Module 9: Create Bill of Materials in Dynamics 365 Supply Chain Management

• Introduction
• Work with The BOM Designer
• BOM And Formula Versions
• BOM Line Types
• BOM Levels
• Exercise - Create A BOM In the BOM Designer

Module 10: Configure Warehouse Management in Dynamics 365 Supply Chain Management

• Introduction
• Roles in Warehouse Management
• Set Up Warehouse Management
• Configure the Warehouse Layout
• Configure Catch Weight Processing for Warehouse Management
• Warehouse Processes
• Reservation Hierarchies
• Lab - Configure Warehouse Management

Module 11: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

• Introduction
• Enable Warehousing Telemetry
• Warehouse Implementation Workspace
• Wizard-driven Setup of Warehouse Management Parameters
• Wizard-driven Warehouse Configuration
• Simplified Query View of Location Directives

Module 12: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Inbound Advanced Shipping Notices
• Cross Dock Products from Receiving Warehouse to Stores
• Create A GTIN Code for A Product
• Wizard-driven Setup of Warehouse Management Parameters
• Exercise - Register A Load Where Items Are Missing

Module 13: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Warehouse Work
• Cluster Picking
• Packing and Containerisation
• Packing Containers with The Warehouse Management Mobile App
• Transfer Orders and Replenishment
• Exercise - Set Up A Cluster Profile

Module 14: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

• Introduction
• Cycle Counting
• Material Handling Equipment Interface
• Exercise - Create A Cycle Counting Plan

Module 15: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

• Introduction
• Global Mobile Device Parameters
• Set Up and Deploy GS1 And QR Bar Codes
• Set Up Work Type Menu Items
• Set Up Mobile App Step Instructions
• Set Up Detours for Steps in Mobile Device Menu Items
• Exercise - Set Up A Detour for A Step in A Task Flow

Module 16: Get Started with Engineering Change Management for Dynamics 365 Supply Chain Management

• Introduction
• Overview of Features
• End-to-end Walkthrough of Features
• Exercise - Set Up Demo Data for The Sample Scenario
• Exercise - Create A New Engineering Product
• Exercise - Release an Engineering Product to A Local Company
• Exercise - Review and Accept the Product Before You Release It in The Local Company
• Exercise - Use the Product in Transactions in The Local Company
• Exercise - Add the Engineering Product to A Sales Order
• Exercise - Request Changes in The Engineering Product
• Exercise - Make Changes to The Product by Using an Engineering Change Order
• Exercise - Release the Changed Product

Module 17: Set Up Versioned Products in Dynamics 365 Supply Chain Management

• Introduction
• Create an Engineering Organisation
• Create Nomenclature for Product Versions
• Create Product Version Number Rules
• Create Product Dimension Groups by Using the Version Dimension
• Create Product Life Cycle States
• Engineering Attributes
• Product Readiness Policies
• Product Release Policies
• Create Engineering Categories
• Exercise - Create A Product Readiness Policy

Module 18: Configure Engineering Change Management for Dynamics 365 Supply Chain Management

• Introduction
• Set Up Engineering Change Severities
• Set Up Severity Rule Sets
• Set Up Product Owners
• Engineering Workflows
• Exercise - Create A Severity Rule

Module 19: Convert an Existing Product to An Engineering Product in Dynamics 365 Supply Chain Management

• Introduction
• Enable Change Management on Existing Products
• Enable Engineering Product Categories
• Run the Convert to Engineering Product Wizard

Module 20: Get Started with Production Control in Dynamics 365 Supply Chain Management

• Introduction
• Core Concepts in Production Control
• Understand Unified Manufacturing
• Manufacturing Principles
• Overview of The Production Process and Production Life Cycle
• Set Up and Manage Production-Related Reservations
• Reset the Status of a Production Order
• Batch Orders
• Discrete Manufacturing
• Process Manufacturing
• Lean Manufacturing
• Configure Production Control for Unified Manufacturing
• Capacity Planning
• Integration Between the General Ledger and The Production Control Modules
• IoT Intelligence and Insights
• Describe the Value Proposition for Mixed-reality Guides for Production Floor Workers
• Lab - Explore Production Control

Module 21: Get Started with Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Discrete Manufacturing Life Cycle
• Master Planning and Planned Production Orders
• Bills of Materials
• Working with BOM And Item Configurations
• Create A Bill of Materials
• Production Orders
• Exercise - Create A BOM Without A Version
• Exercise - Create A BOM In the BOM Designer
• Exercise - Create A BOM With A Version
• Exercise - Create and Process A Production Order

Module 22: Set Up and Use Production Control for Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Prerequisite Setup in Production Control
• Production Groups
• Production Control Parameters
• Production Pools
• Allocation Keys
• Set Up Journal Parameters
• Create A Production Unit

Module 23: Set Up and Use Discrete Manufacturing Routes in Dynamics 365 Supply Chain Management

• Introduction
• Create Operations and Operation Relations
• Work with Simultaneous Operations
• Set Up Route Groups and Routes
• Route Versions
• Copy Routes
• Route Networks
• Work with Primary and Secondary Routes
• Exercise - Set Up Operations and Routes

Module 24: Set Up Products for Production for Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Set Up Inventory Dimensions in Production
• Set Up Production Dimensions
• Set Up Storage Dimensions
• Set Up Tracking Dimensions

Module 25: Production Costing for Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Production Cost
• General Ledger and Manufacturing Integration
• Inventory Posting Profiles, Item Groups, And Item Model Groups
• End Production Orders
• Production Journals
• Dimension Link
• Production Reports

Module 26: Work with The Costing Sheet in Dynamics 365 Supply Chain Management

• Introduction
• Costing Versions
• Cost Groups
• Calculation Groups
• Costing Sheets
• BOM Calculations
• BOM Measurements
• BOM Reports
• Lab - Analyse BOM Costs by Using the Costing Sheet

Module 27: Work with Capacity Planning and Scheduling in Dynamics 365 Supply Chain Management

• Introduction
• Scheduling Options
• Split A Production Order
• Operations Scheduling
• Job Scheduling
• Scheduling Options from The Gantt Chart
• Resource Scheduling
• Scrap and Waste
• Exercise - Start A Discrete Production Order
• Exercise - Run A Resource Schedule

Module 28: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management

• Introduction
• Understand the Manufacturing Executions
• Identify Roles in Manufacturing Execution
• Planning Consideration for Manufacturing Execution
• Configure Manufacturing Execution
• Setup Time and Attendance for Manufacturing Execution Processes
• Control Production with Manufacturing Execution
• Create and Process Report as Finished Journals with Co-products And By-products
• Calculate and Approve Raw Time Registrations
• Report as Finished from The Job Card Device
• Lab - Manufacturing Execution

Module 29: Set Up Configurable Products in Dynamics 365 Supply Chain Management

• Introduction
• Product Configurator Concepts and Terminology
• Elements of A Product Configuration Model
• Scenario
• Product Model Components
• Exercise - Set Up Components
• Create A Product Configuration Model
• Expression Constraints
• Calculations for Product Configuration
• BOMs And Routes
• Configuration Rules
• Sales Price Models
• Exercise - Create A Product Configuration Model
• Exercise - Add Components and Constraints to A Configuration Model

Module 30: Validate and Release Product Configuration Models in Dynamics 365 Supply Chain Management

• Introduction
• Extra Configuration Model Options
• Improve Product Configuration Performance
• Validate and Test A Product Configuration Model
• Configuration Templates
• Configuration Model Versions
• Release A Product Configuration Model
• Exercise - Release A Product Configuration Model
• Reuse Product Configuration

Module 31: Work with Configurable Products in Dynamics 365 Supply Chain Management

• Introduction
• Configurable Product Use Cases
• Intercompany and Multiple Site Considerations
• Extend A Product Configuration Model Through The API
• Add A Configurable Product to A Sales Order Line
• Exercise - Add A Configurable Product to A Sales Order Line

Module 32: Configure and Perform the Procure-to-Purchase Process in Dynamics 365 Supply Chain Management

• Introduction
• Procurement Scenario
• Overview of The Procure-to-Purchase Process
• Set Up Procurement Categories
• Use Procurement Catalos
• Create A Purchase Requisition
• Create and Process A Request for Quotation
• Create Purchase Orders
• Vendor Categories and Catalogs
• Evaluate A Vendor and Put A Vendor on Hold
• Use Purchasing Policies
• Lab - Work with Procure-to-Purchase Processes

Module 33: Configure and Manage Vendor Collaboration in Dynamics 365 Supply Chain Management

• Introduction
• Purchase Order Statuses with Vendor Collaboration
• Configure Vendor Collaboration
• Maintain Vendor Certification
• Set Up Vendor Collaboration Security Roles
• Use the Vendor Collaboration Invoicing Workspace
• Define Purchase Order Response Information
• Work with Purchase Orders When Vendor Collaboration Is Used
• Purchase Order Statuses and Versions
• Sharing Information About Consignment Inventory
• Inform Vendors About Vendor Collaboration
• Work with Request for Quotes
• Purchase Order Confirmation Workspace
• Accessing Vendor Master Data in The Vendor Information Workspace
• Exercise - Set Up an External Role for A Vendor

Module 34: Process Purchase Orders in Dynamics 365 Supply Chain Management

• Overview of The Purchase Order Process
• Set Up Purchasing Parameters
• Use Purchase Order Change Management
• Use Item Arrivals and Arrival Overview
• Manage Over/Under Delivery for Purchase Orders
• Manage Charges for Purchase Orders
• Create Vendor Returns
• Lab - Create and Process A Purchase Order

Module 35: Configure and Work with Quality Control and Quality Management in Dynamics 365 Supply Chain Management

• Introduction
• Configure Quality Management
• Perform Quality Control and Management Processes
• Describe Transactions Types and Create Quality Orders
• Apply Inventory Blocking
• Perform Quarantine Management
• Exercise - Create and Process A Quality Order
• Exercise - Create and Process a Nonconformance Order

Module 36: Configure and Use Agreements in Dynamics 365 Supply Chain Management

• Introduction
• Work with Trade Agreements
• Create Sales Agreements
• Create Purchase Agreements
• Configure Trade Allowance Management
• Configure Brokerage Contract Management
• Configure Royalty Contract Management
• Configure Vendor Rebates
• Rebate Management Module
• Service Management
• Exercise - Create A Purchase Agreement
• Exercise - Generate and Process Customer Rebates
• Exercise - Create Trade Agreements

Module 37: Set Up Intercompany Trade in Dynamics 365 Supply Chain Management

• Introduction
• Intercompany Trading Overview
• Intercompany Scenarios
• Set Up Intercompany Trade
• Set Up Intercompany Trade Relationships
• Action Policies
• Set Up Charges and Posting
• Set Up Intercompany Agreements and Direct Deliveries
• Lab - Set Up Intercompany Relations

Module 38: Work with Intercompany Trade in Dynamics 365 Supply Chain Management

• Introduction
• Synced Intercompany Data
• Create an Intercompany Sales Order
• Process Intercompany Purchase Orders
• Exercise - Process A Sales Order-initiated Intercompany Chain
• Return an Intercompany Sales Order
• Customer Payments for Intercompany Orders
• Exercise - Process Returns in Intercompany
• Create an Intercompany Purchase Order
• Check Intercompany Order Price Discrepancies
• Manage Intercompany Purchase Orders
• Exercise - Process A Purchase Order-initiated Intercompany Chain

Module 39: Get Started with Asset Management for Dynamics 365 Supply Chain Management

• Overview and Benefits
• Asset Management Terminology and Concepts
• Functional Locations and Assets
• Assets and Work Orders
• Use the Asset Management Mobile Workspace
• Asset Management Integration Capabilities
• Integrate Asset Management with Dynamics 365 Guides

Module 40: Work with Functional Locations in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Create Functional Locations
• Install Assets on Functional Locations
• Exercise – Create A Default Functional Location, And Assign It as The Default

Module 41: Work with Assets in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• All Assets Page
• Create an Asset
• Multi-level Assets
• Copy an Asset or Asset Structure
• Move, Remove, And Install an Asset
• Create Assets Based on Purchase Orders
• Asset Bills of Materials
• Asset Event History
• Asset View
• Asset Attribute Overview
• Lab - Work with Assets

Module 42: Manage Maintenance Requests in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• View Maintenance Requests
• Maintenance Request Lifecycle States
• Create and Update Maintenance Requests
• Create Work Orders from Maintenance Requests
• Asset Loans
• Inbound and Outbound Assets
• Maintenance Request Management Workspace
• Work Order Management Workspace
• Maintenance Request Reports
• Exercise - Create A Maintenance Request
• Exercise - Create A Maintenance Request List Report

Module 43: Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Manually Create Work Orders
• Maintenance Forecasts
• Procurement of Work Order Purchase Requisitions
• Bill Customers for Maintenance Work
• Manual Update of Asset Counters
• Automatic Update of Asset Counters
• Maintenance Checklists
• Maintenance Downtime
• Add A Fault to A Work Order
• Work Order Report
• Work Order Pools
• Active Work Order Maintenance Jobs Page
• Work Order Management Workspace
• Exercise - Create and Manage Work Orders

Module 44: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Configure Workers for Work Order Scheduling
• Schedule and Dispatch Work Orders
• Calculate Capacity Load On Scheduled Work Orders
• Lab – Set Up A Preferred Worker, And Schedule A Work Order

Module 45: Use Controls and Reports in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Cost Control for Assets Calculation
• Work Order Date Control Calculation
• Work Order Hour Control Calculation
• Asset Fault Cost Control Calculation
• Calculate Asset KPIs
• Item Where Used Calculation
• Maintenance Status Calculation
• Exercise - Create A Work Order Cost Control Report
• Exercise – Create an Item Where Used Report

Module 46: Use Preventive and Reactive Maintenance in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Maintenance Plans
• Interval Types
• Assign A Maintenance Plan to An Asset
• Schedule Maintenance Plans
• Maintenance Rounds
• Maintenance Schedule
• Maintenance Schedule Cost
• Maintenance Downtime
• Exercise - Create A Maintenance Plan
• Exercise - Update the Maintenance Schedule

Module 47: Work with Capacity Planning in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Calculate Capacity Load
• Calculate an Item Forecast
• Exercise – Run A Capacity Load, And Run an Item Forecast

Module 48: Register and Report Consumption in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Register Consumption
• Create Consumption Reports
• Exercise - Create an Asset Consumption

Module 49: Work with Warranties in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Warranty Agreements
• Warranty on Assets and Asset Types
• Exercise – Set Up A Warranty

Module 50: Work with Maintenance Budgets in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Create Maintenance Budgets
• Update Maintenance Budgets
• Exercise – Create, And Adjust A Maintenance Budget

Module 51: Set Up Accounts Receivable in Dynamics 365 Finance

• Introduction
• Payment Schedule
• Terms of Payment and Payment Days
• Cash Discounts
• Payment Fees
• Set Up the Credit Card Payment Service
• Methods of Payment and Payment Control
• Set Up A Payment Calendar and Payment Calendar Rules
• Create and Maintain Customers
• Set Up Customer Posting Profiles
• Configure Accounts Receivable Charges
• Lab - Configure Customer Posting Profiles and Create A New Customer

Module 52: Get Started with Accounts Receivable Daily Procedures in Dynamics 365 Finance

• Introduction
• Create Free Text Invoices
• Exercise - Create and Process A Free Text Invoice
• Recurring Free Text Invoices
• Create and Handle Payments of Customer Invoices for Sales Orders
• Exercise - Work with Invoices from Sales Orders
• Settle Transactions and Undo Settlements
• Exercise - Process an Invoice and Settle It Against A Payment
• Reimburse A Customer

Module 53: Set Up Credit and Collections in Dynamics 365 Finance

• Introduction
• Set Up Accounts Receivables for Credit and Collections
• Set Up Credit and Collections Components
• Set Up Interest Rates for An Interest Code
• Waive, Reinstate, Or Reverse Interest Fees
• Set Up and Manage Collection Letters
• Exercise - Set Up Credit and Collections in Finance
• Exercise - Create A Write-off Journal for A Customer

Module 54: Process Credit and Collections in Dynamics 365 Finance

• Introduction
• Customer Account Statement
• Working with Collections
• Collections Coordinator Workspace
• Manage Customer Credit and Collections
• Credit Management
• Lab - Work with Credit and Collections

Module 55: Set Up Order to Cash in Dynamics 365 Supply Chain Management

• Introduction
• Overview
• Order to Cash Business Processes
• Relationship Management
• Trade Agreements
• Sales Quotation Setup
• Sales Order Setup
• Order Promising Concepts
• Set Up Order Promising
• Set Up Order Hold Codes
• Set Up Commissions
• Set Up Customer and Item Search

Module 56: Work with Order to Cash in Dynamics 365 Supply Chain Management

• Introduction
• Sales Order Entry Scenarios
• Create and Process Sales Orders
• Sales Order Picking Process
• Process Customer Returns
• Sales Order Reservations
• Lab - Create A Sales Order and Work with Commissions

Module 57: Set Up Landed Cost in Dynamics 365 Supply Chain Management

• Introduction
• Landed Cost Concepts and Terminology
• Landed Cost Parameters
• Set Up Voyages and Shipping Containers
• Set Up Delivery Information
• Set Up Multi-Leg Journeys
• Set Up Shipping Information
• Set Up Costing Parameter Values
• General Ledger Integration Configuration
• Vendor Settings for Landed Cost
• Lab - Create A Voyage Leg

Module 58: Work with Landed Cost in Dynamics 365 Supply Chain Management

• Introduction
• Create A Voyage
• Manage A Voyage
• Estimate and Manage Landed Costs
• Track Inbound Voyages and Shipping Container Journey
• In-transit Processing
• Warehouse Management and Landed Cost
• Process Over and Under Transactions
• Update Tracking for Put Away
• Inquiries and Reports for Landed Cost

Module 59: Manage Transportation Management in Dynamics 365 Supply Chain Management

• Introduction
• Planning Transportation Management
• Configure Transportation Management
• Routing and Transportation Flows
• Load Building Strategy
• Transportation Management Engines
• Bill of Lading
• Plan Freight Transportation Routes with Multiple Stops
• Reconcile Freight in Transportation Management
• Lab - Explore Transportation Management

Module 60: Configure Warehouse Management in Dynamics 365 Supply Chain Management

• Introduction
• Roles in Warehouse Management
• Set Up Warehouse Management
• Configure the Warehouse Layout
• Configure Catch Weight Processing for Warehouse Management
• Warehouse Processes
• Reservation Hierarchies
• Lab - Configure Warehouse Management

Module 61: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

• Introduction
• Enable Warehousing Telemetry
• Warehouse Implementation Workspace
• Wizard-Driven Setup of Warehouse Management Parameters
• Wizard-Driven Warehouse Configuration
• Simplified Query View of Location Directives

Module 62: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Inbound Advanced Shipping Notices
• Cross Dock Products from Receiving Warehouse to Stores
• Create a GTIN Code for A Product
• Wizard-Driven Setup of Warehouse Management Parameters
• Exercise - Register a Load Where Items Are Missing

Module 63: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Warehouse Work
• Cluster Picking
• Packing and Containerisation
• Packing Containers with the Warehouse Management Mobile App
• Transfer Orders and Replenishment
• Exercise - Set Up A Cluster Profile

Module 64: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

• Introduction
• Cycle Counting
• Material Handling Equipment Interface
• Exercise - Create A Cycle Counting Plan

Module 65: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

• Introduction
• Global Mobile Device Parameters
• Set Up and Deploy GS1 and QR Bar Codes
• Set Up Work Type Menu Items
• Set Up Mobile App Step Instructions
• Set Up Detours for Steps in Mobile Device Menu Items
• Exercise - Set Up A Detour for A Step in A Task Flow

Module 66: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management

• Production Input Location
• Production Output Location
• Staging and Order Picking
• Release BOM and Formula Lines to the Warehouse
• Automatically Rewove to Add Unfulfilled Lines to New Waves
• Cross-Docking
• Planned Cross Docking
• Visibility into Material Exceptions
• Lab - Work with Warehouse Management in Manufacturing

Module 67: Set Up Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Master Planning Considerations and Setup
• Master Planning Parameters Page
• Create A Master Plan
• Coverage Settings
• Action Messages
• Demand Forecasting
• Run Plans and Firm Planned Orders
• Set Up and Use the Supply Schedule Page
• Exercise - Firm A Planned Order
• Exercise - Change A Planned Order Type

Module 68: Use Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Set Up Master Planning Add-In
• Apply Filters to A Plan
• Master Planning with Demand Forecasts
• Master Planning Support for Capability-Based Resource Allocation
• Priority-Based Planning
• Master Planning and Purchase Trade Agreements
• Set Up Supply Chain Calendars
• Safety Margins
• Coverage Time Fences
• Approved Planned Orders
• Generate Planned Production Orders
• Analyse and Approve Planned Orders
• Auto-Firming
• Planning with Negative On-Hand Quantities
• View History and Planning Logs
• Cancel A Planning Job
• Use Item Substitution for Bill of Materials
• Exercise - Set Up Purchase Trade Agreements
• Exercise - Approve A Planned Order

Module 69: Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

• Introduction
• Demand Driven Material Requirements Planning (DDMRP) Overview
• Inventory Positioning
• Buffer Profile and Levels
• Demand-Driven Planning
• Visual and Collaborative Implementation

Module 70: Describe Dynamics 365 Supply Chain Management Core Capabilities

• Introduction
• Describe Use Cases for Dynamics 365 Supply Chain Management
• Describe Products and Released Products
• Describe Product Master Records, Product Variants, and Product Dimensions
• Describe Pricing and Discounts
• Describe Intercompany Capabilities

Module 71: Describe the Sales and Procurement Processes in Dynamics 365 Supply Chain Management

• Introduction
• Describe the Order-To-Cash Process
• Describe the Sales Order Creation Process
• Describe the Fulfilment Process
• Describe the Procure-To-Pay Process
• Describe Purchase Requisitions
• Describe the Purchase Order Creation Process
• Describe Purchase Order Receipts

Module 72: Describe Inventory and Warehousing Capabilities in Dynamics 365 Supply Chain Management

• Introduction
• Describe Costing Methods
• Describe On-Hand Inventory Capabilities
• Identify Types of Inventory Journals
• Describe Quality Management Capabilities
• Describe Use Cases for Warehouse Management Systems (WMS)
• Describe Use Cases for Transportation Management Systems
• Describe Use Cases for Landed Cost

Module 73: Describe the Manufacturing Process in Dynamics 365 Supply Chain Management

• Introduction
• Describe Lean, Discrete, and Process Manufacturing
• Describe Manufacturing Strategies
• Describe Bills of Materials (BOMs), Routes, and Operations
• Identify the Production Lifecycle Stages
• Describe Shop Floor Management
• Describe Master Planning and Planning Optimisation

Implement field service solutions using Microsoft Dynamics 365 Field Service MB240 Course Outline

Module 1: Configure Microsoft Dynamics 365 Field Service

• Key Field Service Configuration Considerations
• Define Field Service Products and Services
• Work with Work Order Types, Territories, and Status Settings
• Resolutions
• Define Incident and Service Task Types
• Define Account Preferences

Lab: Configure Field Service Settings

Module 2: Configure Bookable Resources in Dynamics 365 Field Service

• Overview of Bookable Resources
• Setup and Configuration
• Define Bookable Resources
• Work with Crews, Facilities, and Pools
• Configure Entities for URS

Module 3: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service

• Schedule Multiple Resources and Facilities
• Define Resources
• Work with Fulfillment Preferences
• Work with Requirement Groups
• Crew Facility Resource Pool Scheduling

Lab: Schedule Multiple Resources

Module 4: Work Order Management in Dynamics 365 Field Service

• Field Service Work Order Lifecycle
• Create and Define Work Orders
• Work with Work Order-Related Records
• Work with Incidents
• Scheduling Considerations
• Work with Inventory and Warehouses
• Customer Assets

Module 5: Incident Types in Dynamics 365 Field Service

• Define Incident Types
• Create Incident Types
• Use Incident Types

Module 6: Inspections in Dynamics 365 Field Service

• Create Inspections
• Associate Inspections
• Perform Inspections

Module 7: Manage Scheduling Options in Dynamics 365 for Field Service

• Scheduling Capabilities
• Schedule Board
• Schedule and Reschedule
• Reschedule and Move Items

Module 8: Customise the Schedule Board in Dynamics 365 Field Service

• Work with Multiple Schedule Boards
• Schedule Board Options
• Design and Use Views with the Schedule Board
• Configure Schedule Board Filter Queries

Lab: Customise the Schedule Board

Module 9: Deploying Resource Scheduling Optimisation

• Resource Scheduling Optimisation Overview
• Setup and Deployment Options
• RSO Configuration Options
• Optimisation Goals
• Optimisation Scopes
• Optimisation Schedules

Module 10: Dynamics 365 Field Service Mobile Application

• Deploy the Mobile Application
• Work with the Mobile Application
• Service Customer Assets
• Work Offline and Update Offline Data
• More Mobile Application Capabilities

Module 11: Customise and Configure the Dynamics 365 Field Service Mobile Application

• Edit the Mobile Application
• Offline Configuration
• Barcode Scanning and Global Search
• Audit Locations
• Configure Push Notifications

Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

• Application Setup and User Configuration
• Make Remote Assist Calls for Field Service Work Orders
• Make Remote Assist Calls
• Use Field Service Bookings on a HoloLens Device

Module 13: Customer Assets in Dynamics 365 Field Service

• Create Customer Assets
• Associate Customer Assets
• Set Up Customer Asset Hierarchies
• Use Functional Locations

Module 14: Set Up Field Service to Create Work Orders from IoT Data

• Installation and Setup
• Configure Connected Field Service
• Device Data
• Visualise Device Readings
• IoT Alerts
• Mobile App

Module 15: Create Custom Apps for Dynamics 365 Field Service

• Create Apps from Power Apps
• Deploy the Customer Experiences Portal
• Customise Dynamics 365 Field Service
• Universal Resource Scheduling
• Set Up and Customise Schedule Boards

Module 16: Gather Customer Feedback with Dynamics 365 Customer Voice

• Create a Project by Using the Support Template
• Customise Email Templates with Survey Variables
• Configure Power Automate to Send Surveys After a Case is Resolved
• Create Surveys for Omnichannel Surveys and Satisfaction Metrics
• Set Up Post Chat Surveys

Lab: Customise Email Templates with Survey Variables

Implement customer service solutions using Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Service

• Introducing Dynamics 365 Customer Service
• Customer Service Core Components
• Understand the Modern Customer Journey

Module 2: Managing Cases with Dynamics 365 Customer Service Hub

• Case Management Overview
• Case Creation and Lifecycle
• Considerations for Case Creation Automation
• Exercise - Create and Resolve Cases
• Case Management Scenarios
• Case Management Dashboard Scenarios
• Case Management Work with Cases Scenarios
• Work with Status Reason Transitions
• Exercise - Manage Cases in Microsoft Dynamics 365

Module 3: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

• Introduction to Microsoft Dynamics 365 Queues
• Configure Tables for Queues
• Create a Microsoft Dynamics 365 Queue
• Work with Queues
• Exercise - Use Queues to Manage Case Workloads
• Routing Rule Sets
• Exercise - Use Routing Rules to Assign Cases to Specific Queues

Module 4: Create or Update Records Automatically in Customer Service Hub

• Introduction
• Set Up Rules to Create or Update Records Automatically
• Configure Rules for Creating or Updating Records Automatically
• Map Records Manually with Power Automate
• Complete and Activate your Rule
• Use the Activity Monitor to Review and Track Rules

Module 5: Get Started with Unified Routing for Dynamics 365 Customer Service

• Introduction
• Route Cases by Using Basic Routing Rule Sets
• Set Up Unified Routing
• Create and Manage Users
• Create and Manage Queues for Unified Routing
• Set Up Workstreams for Record Routing

Module 6: Create and Manage Entitlements in Dynamics 365 Customer Service

• Overview of Entitlements
• Create Entitlement Records
• Work with Entitlement Channels
• Other Considerations
• Exercise - Manage Support Contracts by Using Entitlements
• Define Entitlement Templates

Module 7: Create Knowledge Management Solutions in Dynamics 365 Customer Service

• Knowledge Management Overview
• Create and Define Knowledge Articles
• Knowledge Article Lifecycle
• Manage Knowledge Article Versions, Categories, and Translations
• Knowledge Article Publication
• Exercise - Create and Maintain Knowledge Articles

Module 8: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

• Knowledge Article and Case Resolution Overview
• Enable and Configure Entities for Knowledge Search
• Configure Article Search and Display Options
• Search for Knowledge Articles
• Exercise - Resolve Microsoft Dynamics 365 Cases by Using Knowledge Articles
• Article Analytics

Module 9: Create a Survey Project with Dynamics 365 Customer Voice

• Introduction
• Dynamics 365 Customer Voice
• Projects in Dynamics 365 Customer Voice
• Create Your First Project
• Exercise - Create a Basic Project

Module 10: Create Customer Surveys with Dynamics 365 Customer Voice

• Introduction
• Survey Headers and Branding
• Add Branching Logic to Surveys
• Personalise a Survey with Variables
• Add Satisfaction Metrics to a Survey and Project
• Add Multiple Languages for your Surveys
• Exercise - Create a Basic Survey

Module 11: Send Dynamics 365 Customer Voice Surveys

• Introduction
• Create and Personalise Email Templates
• Translate Email Templates into Other Languages
• Email a Survey
• Upload CSV Files
• Use Links and QR Codes
• Analyse Survey Reports
• Exercise - Create an Email Template

Module 12: Automate Dynamics 365 Customer Voice Surveys with Power Automate

• Introduction
• Send a Survey with Power Automate
• Create an Invitation
• Expand Variables to Further Customise Surveys
• Use the Locale Variable for Multilingual Surveys
• Use Variables for Follow-Up Actions
• Exercise – Create a Survey Invitation

Module 13: Set up Customer Service Scheduling

• Introduction
• Set Up Service Scheduling
• Define Resources

Module 14: Schedule Services with Customer Service Scheduling

• Introduction
• Set Up Fulfillment Preferences
• Create Service Activities
• Schedule Service Activities

Module 15: Enhance Agent Productivity with Customer Services Workspace

• Introduction
• Explore the Customer Service Workspace User Interface
• View and Edit Records
• Work with Case Records
• Use the Productivity Pane in Customer Service Workspace

Module 16: Create Custom Experiences for Agents with Agent Experience Profiles in Customer Service

• Introduction
• Create and Use Agent Experience Profiles to Manage Apps
• Application Tab Templates
• Session Templates
• Manage Notification Settings and Templates
• Use Templates in Workstreams

Module 17: Getting Started with Omnichannel for Customer Service

• Introduction to Omnichannel for Customer Service
• Use the Agent Interface
• Manage Sessions and Work with Applications
• Work with Conversations
• Work with Customer Information
• Helping an Agent's Productivity
• Helping an Agent's Productivity

Module 18: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

• Introduction
• Set Up Work Classification
• Route Items to Queues
• Set Up Work Assignments in Queues
• Get Started with Intelligent Routing
• Diagnostics

Module 19: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Configure Phone Numbers and Messaging Accounts
• Configure SMS Workstream
• Configure SMS Workstream Options
• Route SMS Conversations
• Configure Additional Settings

Module 20: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

• Introduction to Chat Channels
• Set Up a Workstream for Chat
• Create a Chat Channel
• Allow Chat Transcripts and File Downloads
• Work with Prechat and Post-Chat Surveys
• Embed a Chat Widget in a Portal
• Use Proactive Chat

Module 21: Create Smart Assist Solutions in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Work with Microsoft Adaptive Cards
• Build a Smart Assist Bot
• Integrate a Smart Assist Bot with Omnichannel for Customer Service

Module 22: Get Started with Customer Service Insights

• Introduction to Customer Service Insights
• Configure Customer Service Insights
• Use Customer Service Analytics Dashboards in Power BI
• Discover Customer Service Insights Dashboards
• Discover Knowledge Search Analytics

Module 23: Create Visualisations for Dynamics 365 Customer Service

• Introduction
• Create and Use Charts
• Create Dashboards for Customer Service
• Use Power BI to View Customer Service Data

Module 24: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Choose a Deployment Type
• Install Connected Customer Service
• Customer Assets and Iot Alerts

Module 25: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Generate Alerts from Iot Devices
• Device Management and Interaction
• Create and Send Commands to Iot Devices

Module 26: Create Custom Apps for Dynamics 365 Customer Service

• Introduction
• Create Power Apps for Dynamics 365 Customer Service
• Deploy a Self-Service Portal for Customer Service
• Customise Case Management

Module 27: Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

• Introduction
• Create an Azure Active Directory application
• Configure the Power Virtual Agents bot
• Configure Omnichannel for Customer Service

Develop Finance and Operations Apps with Dynamics 365 MB500 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Finance and Operations Apps

• Introduction
• Describe Enterprise Resource Planning (ERP)
• Describe Finance and Operations Apps Use Cases
• Describe the Finance and Operations Apps User Interfaces
• Exercise: Navigate the Finance and Operations Apps

Module 2: Explore the Ecosystem and Main Components of Finance And Operations Apps

• Finance and Operations Apps and Associated Apps
• Finance + Operations On-Premises and Cloud-Based Finance and Operations Apps
• Development and Deployment Processes
• User Interface
• Reporting Capabilities

Module 3: Key Differences Between Dynamics AX 2012 And Finance and Operations Apps

• Introduction
• Microsoft Programs to Help Customers
• Microsoft Cloud
• Cloud Concepts
• Architecture Differences to Consider
• Operational Differences to Consider

Module 4: Explore the Technical Architecture of Finance and Operations Apps

• Differentiate Cloud and On-Premises Architecture
• Elements, Models, And Packages
• Application Components and Architecture
• Metadata Management Processes
• Source Control Processes
• Conform Code to Organisation Policies
• Overview of Lifecycle Services

Module 5: Implement Application Lifecycle Management in Finance and Operations Apps

• ALM Methodologies
• Design and Create Models
• Plan the Build, Test, And Quality Control Processes
• Identify Upgrade Scenarios and Appropriate Tools
• Plan the Release, Change, And Risk Management Processes

Module 6: Manage Finance and Operations Apps Implementations by Using Lifecycle Services

• Introduction
• Perform Support Tasks
• Provision and Manage Environments
• Manage Asset Libraries
• Manage the Code Update Process

Module 7: Start Developing for Finance and Operations Apps by Using Visual Studio

• Introduction
• Create and Build Projects
• Create and Use Label Files
• Manage Metadata by Using the Application Explorer
• Build Deployment Packages
• Synchronise Data Changes with The Database
• Use the Element Designer to Create Elements

Lab: Create A Project and Add an Element

Module 8: Manage Source Code by Using Version Control in Finance and Operations Apps

• Introduction
• Configure Visual Studio to Connect to Azure Devops
• Working in Visual Studio
• Manage and Perform Code Reviews

Module 9: Build Extended Data Types and Enumerations for Finance and Operations Apps

• Introduction
• Extended Data Types and Element Properties
• Base Enums and Element Properties

Lab: Create a Base Enumeration, Add Elements, and Update Properties

Module 10: Build Data Models in Finance and Operations Apps

• Create Tables and Table Fields
• Populate Table and Field Properties
• Add Fields, Field Groups, Indexes, and Relations
• Table Methods
• Create, Manage, and Extend Views
• Create, Manage, and Extend Queries
• Create, Manage, and Extend Table Maps

Lab: Create a Table, Add Fields, And Create Field Groups

Module 11: Extend Elements in Finance and Operations Apps

• Introduction
• Add A Table Extension to a Project
• Add A Form Extension to a Project
• Extend Menus
• Implement Delegates

Lab: Extend A Form and Add Controls

Module 12: Build Forms and Optimise Form Performance in Finance and Operations Apps

• Introduction
• Add A New Form to a Project and Apply A Pattern
• Add A Data Source to a Form
• Add Grids, Fields, And Groups to a Form
• Form Methods
• Create and Populate Menu Items
• Create and Extend Menus
• Test Form Functionality and Data Connections
• Diagnose and Optimise Client Performance
• Optimise Form Loading and Performance

Lab: Create a Form

Module 13: Create Classes in Finance and Operations Apps

• Introduction
• Add A Class to A Project
• Add Code and Methods to Meet Business Requirements
• Data Manipulation

Lab: Insert Records by Using a Runnable Class

Module 14: Explore Extensions and The Extension Framework in Finance and Operations Apps

• Introduction
• Customisation Models
• Extension Points for Frameworks
• Develop Code to Extend A Framework
• Create Pre-Event and Post-Event Handler Classes
• Implement the Sysoperationsandbox Framework

Lab: Extend An EDT

Module 15: Configure Your User Interface in Finance and Operations Apps

• Introduction
• Manage Menus: Favourites
• Manage Menus: Dashboards by Role
• Manage Menus: Key Performance Indicators
• Manage Forms: Fields
• Manage Forms: Filters and Ranges
• Configure Reports
• Exercise: Create Favourites
• Exercise: View Role-Based Dashboards
• Exercise: Change Form Fields and Queries
• Exercise: Change Report Output

Module 16: Build Workspaces in Finance and Operations Apps

• Design Kpis
• Create Drill-Through Workspace Elements
• Create Custom Reusable Report Functions by Using RDL
• Implement Built-In Kpis, Charts, And Other Reporting Components
• Exercise: Create A Workspace and Add a Tile, List, Link, And Power BI Element

Module 17: Get Started with Development Using X++ In Finance and Operations Apps

• Introduction
• Implement Base Types and Operators
• Common Structured Programming Constructs Of X++
• Use X++ To Write SQL Statements
• Use Conditional and Iterative Statements
• Exception Handling
• Use Const Values
• Use X++ Runtime Functions for Common Tasks
• Call .NET Libraries by Using X++ Code

Module 18: Develop Object-Oriented Code in Finance And Operations Apps

• Introduction
• Explore Inheritance and Abstract Classes
• Use Attributes
• Implement Chain of Command
• Implement X++ Scoping and Access Identifiers
• Interfaces
• Exercise: Create an Extension by Using Chain Of Command

Module 19: Build Reports for Finance and Operations Apps

• Implement Business Document Management
• Create and Modify Reports That Use SSRS
• Implement Query Objects and Query Builder
• Create and Modify Reports by Using Power BI
• Create and Modify Reports by Using Excel
• Exercise: Create and Deploy A Report

Module 20: Implement the Data Management Package API For Finance and Operations Apps

• Introduction
• Import and Export Apis
• Monitor the Status of Apis
• Manage Entity Change Tracking
• Create Wrapper Classes to Consume External Web Services
• Create Wrapper Classes with C#

Module 21: Explore the Test Framework and Tools in Finance and Operations Apps

• Introduction
• Unit Test Framework
• Acceptance Test Library
• Task Recorder
• Best Practices Tool
• Identify Various Categories and Types of Errors
• Configure the Testing Environment and Prepare Data
• Run Unit Tests
• Document and Fix Issues

Module 22: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save To BPM
• Synchronise and Configure Your Test Plan in Azure Devops
• Run User Acceptance Tests
• Data Task Automation
• Exercise: Build Test Scripts to Test Business Functionality

Module 23: Explore Reporting Tools in Finance and Operations Apps

• Introduction
• Create and Modify Report Data Sources and Supporting Classes
• Implement Reporting Security Requirements
• Publish A Report

Lab: Set Authorisation Requirements on Database Tables

Module 24: Compare Reporting and Analytics in Finance and Operations Apps with Dynamics AX 2012

• Introduction
• Reporting and Power BI Analysis
• Reporting Options
• Data Export Components
• Modernise Your Data Warehouse
• Modernise Your Analytics and Reporting

Module 24: Identify Data Integration Patterns and Scenarios in Finance And Operations Apps

• Introduction
• Select an Integration API
• Synchronous and Asynchronous Patterns
• Data Integration Scenarios

Module 26: Implement Data Integration Concepts and Solutions for Finance and Operations Apps

• Introduction
• Develop an Entity and Enable It for Data Export
• Implement Custom Services
• Expose Odata Endpoints from Data Entities
• Consume External Web Services
• Integrate Finance and Operations Apps with Microsoft Excel
• Integrate Finance and Operations Apps with External Applications by Using Power Apps
• Download Electronic Document Interchange Solutions
• Verify Source and Target Data for Auditing
• Debug with JSON Web Tokens

Module 27: Data Integrations with Finance and Operations Apps

• Introduction
• Set Up A Data Project and Recurring Data Job
• Exercise - Create A Data Project and Recurring Data Job
• Implement Authorisation to Support Integration
• Monitor Status and Availability of Entities
• Develop Data Transformation
• Microsoft Dataverse Integrations
• Integrate Dataverse By Using Virtual Entities
• Work with Composite Data Entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change Data in Azure Data Lake
• Power Platform Convergence

Module 28: Connect to Microsoft Power Platform Services with Finance and Operations Apps

• Connect Your Finance and Operations Apps Data Using Power Automate
• Triggers and Actions Used in Power Automate for Finance and Operations Apps
• Connect to Your Finance and Operations Apps Data with Power Apps
• Finance and Operations Data on Common Data Model and Microsoft Dataverse

Module 29: Dual-Write Implementation for Dynamics 365 Solutions

• Introduction
• Dual-Write Implementation Workshop Overview
• Prepare for The Workshop
• Workshop Implementation and Follow-Up

Module 30: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, And Copy Data into A Legal Entity
• Database Movement Operations
• Data Sharing Framework

Lab: Explore the Data Management Workspace

Lab: Export Data Using the Data Management Workspace

Module 31: Work with Performance and Monitoring Tools in Finance and Operations Apps

• Introduction
• Diagnose Performance Issues by Using Trace Parser
• Load Testing by Using the Performance SDK
• Monitor Performance by Using SQL Insights
• Create A SQL Trace by Using the SQL Profiler
• Monitor Server Health Metrics in Lifecycle Services
• Exercise: Use the Environment Monitoring Tool in Lifecycle Services

Module 32: Implement Role-Based Security in Finance and Operations Apps

• Introduction
• Create and Modify Duties, Privileges, And Permissions
• Enforce Permissions Policy
• Extensible Data Security Framework
• Apply Security Permissions
• Microsoft Entra ID and Oauth 2.0 Authentication

Lab: Create A New Security Role and Add Duties

Module 33: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import A User and Assign Security Role

Lab: Work with Security

Module 34: Apply Basic Performance Optimisation in Finance and Operations Apps

• Introduction
• Identify and Apply Caching Mechanisms
• Optimise Temporary Table Usage
• When to Use Set-Based Statements and Row-Based Operations
• Query Optimisation Principles
• Modify the Scope of a Variable
• Analyse and Optimise Concurrency
• Apply Parallel Processing Algorithms
• Implement the Async Framework
• Develop Windows Powershell Scripts

Lab: Create Runnable Classes in Visual Studio to Test Code

Microsoft Power Platform Fundamentals PL900 Course Outline

Module 1: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Use Artificial Intelligence to Increase Productivity
• Explore the Business Value of Power Fx
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Explore How Microsoft Power Platform Apps Work Together
• Describe How Power Platform Solutions Consume Microsoft Azure Services

Module 2: Identify Foundational Components of Microsoft Power Platform

• Introduction
• Describe Power Platform Administration
• Describe Power Platform Security and Governance
• Explore Microsoft Dataverse
• Examine Power Platform Connectors
• Exercise - Build a Basic Dataverse Data Model

Module 3: Describe How to Build Applications with Microsoft Power Apps

• Introduction
• Describe Power Apps
• Explore Canvas Applications
• Explore Model-Driven Applications
• Differentiate Between Canvas Apps and Model-Driven Apps
• Build a Basic Canvas App
• Exercise: Build a Canvas App
• Build a Basic Model-Driven App
• Exercise: Build a Basic Model-Driven App

Module 4: Describe Building Automation with Microsoft Power Automate

• Introduction
• Describe the Capabilities of Power Automate
• Explore the Different Power Automate Apps
• Describe the Components of a Cloud Flow
• Consider Power Automate Scenarios
• Describe Process Mining
• Build a Basic Power Automate Cloud Flow
• Build a Cloud Flow with Copilot
• Build a Desktop Flow
• Exercise: Build a Basic Power Automate Flow
• Describe the Business Value of Power Automate

Module 5: Describe the Capabilities of Microsoft Power BI

• Introduction
• Describe Using Power BI to Build Data-Driven Analytics
• Explore the Different Power BI Elements
• Describe Cleaning and Transforming Data in Power BI Desktop
• Describe Using AI Insights to Spot Trends and Anomalies
• Build a Basic Dashboard
• Consider the Business Value of Power BI

Module 6: Demonstrate the Capabilities of Microsoft Power Pages

• Introduction
• Explore Power Pages
• Describe the Business Value of Power Pages
• Build a Power Pages Site
• Use Cases to Use Copilot to Streamline the Process of Building a Power Pages Site

Module 7: Describe the AI Authoring Experience in Power Platform

• Introduction
• Explore Copilot Studio
• Describe the Components of Copilot Studio
• Create a Basic Copilot
• Describe Use Cases for Generative AI Bots
• Describe AI Builder
• Describe the Lifecycle to Create an AI Builder Model

Microsoft Power Platform Developer PL400 Course Outline

Module 1: Use Imperative Development Techniques for Canvas Apps in Power Apps

• Imperative Versus Declarative Development
• Three Types of Variables in Power Apps
• Global Variables
• Contextual Variables
• Collections
• Additional Variable Concepts
• Exercise - Using Variables and Collections

Module 2: Perform Custom Updates in a Power Apps Canvas App

• Sometimes You Need Something More Than Forms
• Use the Patch Function to Create and Edit Records
• Delete Records from Data Sources and Collections
• Use the Patch Function to Update a Gallery

Module 3: Use Dataverse Choice Columns with Formulas

• Introduction
• Filter Dataverse Choice Columns with Power Fx Formulas
• Modify Choice and Choices Values
• Exercise - Dataverse Choice Columns

Module 4: Reduce Complexity in Your Data Model with Dataverse Table Relationships

• Introduction
• Work with One-To-Many Relationships
• Work with Many-To-Many Relationships
• Exercise - Work with Dataverse Relational Data

Module 5: Work with Relational Data in a Power Apps Canvas App

• What Is Relational Data?
• Work with Relationships in Power Apps
• Exercise - Work with Relational Data
• Microsoft Dataverse for Apps Makes Relationships Even Easier

Module 6: Work with Data Source Limits (Delegation Limits) in a Power Apps Canvas App

• Delegation Overview
• Functions, Predicates, and Data Sources Combine to Determine Delegation
• Delegation Warnings, Limits, and Non-Delegable Functions

Module 7: Complete Testing and Performance Checks in a Power Apps Canvas App

• Importance of Thinking About Performance
• Improve Performance with Data Sources
• Testing and Troubleshooting Your App
• Exercise - Use the Concurrent Function to Test Performance

Module 8: Optimise App Load Time

• Introduction
• Use Monitor to Troubleshoot App Start Performance Issues
• Optimise App.OnStart
• Data Load Strategies

Module 9: Use Monitor to Troubleshoot Power Apps

• Introduction
• Identify and Resolve Common Problems
• Collaborate by Using Monitor
• Exercise - Troubleshoot and Debug Monitor

Module 10: Use Power Apps Instrumentation with Application Insights

• Introduction
• Set Up an App for Application Insights
• View Application Insights Data
• Custom Logging with Trace
• Exercise - Collect and Analyse Telemetry Data

Module 11: Get Started with Power Automate

• Introducing Power Automate
• Create Your First Flow
• Exercise - Create Recurring Flows
• Exercise - Monitor Incoming Emails
• Exercise - Share Flows
• Troubleshoot Flows

Module 12: Introduction to Expressions in Power Automate

• Introduction to Expressions
• Get Started with Expressions
• Notes Make Things Easier
• Types of Functions
• Write Complex Expressions
• Exercise - Creating a Manual Flow and Using Expressions

Module 13: Use Dataverse Triggers and Actions in Power Automate

• Introduction
• Dataverse Triggers
• Query Data
• Create, Update, Delete, and Relate Actions
• Exercise - Create a Cloud Flow with a Dataverse Connector

Module 14: Introduction to Microsoft Power Platform Developer Resources

• Introduction to Microsoft Power Platform for Developers
• Overview of Dataverse and the Common Data Model
• Extending Power Platform with Azure
• Power Platform Environments
• Exercise - Prepare Development Environment

Module 15: Use Developer Tools to Extend Power Platform

• Introduction to Developer Power Platform Tooling
• Exercise - Use the Power Apps CLI
• Solutions Overview
• Deploy Apps with Package Deployer
• Exercise - Install and Use Developer Tools

Module 16: Introduction to Extending Power Platform

• Introduction
• User Experience Extensibility
• Dataverse Extensibility
• Exercise - Create a Custom API
• Determine When to Configure or When to Code

Module 17: Work with Dataverse Web API

• Introduction to the Microsoft Dataverse Web API
• Insomnia
• Authenticate Against Microsoft Dataverse Using OAuth
• Use OData to Query Data
• Use FetchXML to Query Data
• Call Power Automate Actions from the Web API
• Use the Web API to Impersonate Another User
• Track Entity Data Changes with Change Tracking and the Web API

Module 18: Perform Common Actions with Client Script in Power Platform

• Introduction to Client-Side Scripting
• Upload Scripts
• Event Handlers
• Context Objects
• Client Scripting Common Tasks
• Exercise - Use Client Script to Hide a Form Section

Module 19: Automate Business Process Flows with Client Script

• Client Scripting Best Practices
• Debugging Client Script
• Exercise - Use Table Data from Client Script

Module 20: Build a Power Apps Component

• Introduction to Creating a Code Component
• Create a Code Component Solution Package
• Test and Debug Code Components

Module 21: Introduction to Dataverse for Developers

• Introduction to Developing with Microsoft Dataverse
• Microsoft Dataverse Extensibility Model
• Event Framework

Module 22: Extend Plug-Ins in Power Platform

• Introduction
• Plug-Ins Usage Scenarios
• Plug-In Execution Context
• Exercise - Write Your First Plug-In

Module 23: Integrate Dataverse Azure Solutions

• Microsoft Dataverse Azure Solutions Overview
• Expose Microsoft Dataverse Data to Azure Service Bus
• Write a Service Bus Event Listener That Consumes Microsoft Dataverse Messages
• Publish Microsoft Dataverse Events with Webhooks
• Write an Azure Function That Processes Microsoft Dataverse Events

Module 24: Explore Azure Functions

• Introduction
• Discover Azure Functions
• Compare Azure Functions Hosting Options
• Scale Azure Functions

Module 25: Develop Azure Functions

• Introduction
• Explore Azure Functions Development
• Create Triggers and Bindings
• Connect Functions to Azure Services
• Exercise: Create an Azure Function by Using Visual Studio Code

Module 26: Configure Custom Connectors with Authenticated APIs in Microsoft Power Platform

• Introduction
• Authentication Options
• Use APIs with Azure AD
• Configure Microsoft Entra ID Authentication
• Exercise - Use Graph API from a Custom Connector
• Share and Move Between Environments

Module 27: Configure Policy Templates for Custom Connectors in Microsoft Power Platform

• Introduction
• Use Expressions to Access Runtime Values
• Use Policies for Data Conversion
• Configure Host URL and Routing
• Add or Update Values
• Exercise - Use a Policy Template to Dynamically Set the Host URL

Module 28: Create Microsoft Power Platform OpenAPI Custom Connectors

• Introduction
• Use OpenAPI Extensions
• Use the Dynamic List of Values Extension
• Use Dynamic Schema
• Exercise - Use OpenAPI Extensions

Module 29: Manage Solutions in Power Apps and Power Automate

• Introduction
• Add and Remove Apps, Flows, and Entities in a Solution
• Edit a Solution-Aware App, Flow, and Table
• Exercise - Import and Export Solutions
• Build and Deploy a Complex Solution with Flows, Apps, and Entities
• Automate Solution Management

Module 30: Introduction to Solutions for Microsoft Power Platform

• Introduction
• Solution Layering
• Solution Architecture Tools and Techniques
• Use Version Control for Solutions

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Start your Free Dynamics 365 Business Central Trial

• Introduction - Create Your Own Business Central Account
• Sign in to Business Central
• Use a Demo Database
• Start a Trial with your Own Data
• Extend Your Trial and Subscribe or Unsubscribe your Organisation
• Exercise - Sign in to Business Central

Module 2: Introducing Microsoft Dynamics 365 Business Central

• Introduction to Business Central
• Identify Available Subscription Types for Business Central
• Explore the Relationship Management Functionality
• Use Dynamics 365 Sales with Business Central
• Discover Supply Chain Management Capabilities
• Process and Administer the Purchase Cycle
• Process and Administer the Sales Cycle
• Send Documents to Customers
• Explore How to Administer Jobs
• Discover Service Management Capabilities
• Business Central Manufacturing Capabilities
• Business Central Human Resources Capabilities
• In Microsoft 365 Experience for Business Central
• Exercises - Create a Customer and a New Office Furniture Item

Module 3: Customise Microsoft Dynamics 365 Business Central

• Introduction - Cloud Architecture for Business Central
• Tailor, Extend, And Build Applications

Module 4: Administer Dynamics 365 Business Central Online

• Introduction - Get Started with the Cloud Solution Provider Program
• Extend a Trial for a Customer
• Access the Administration Center
• Manage Sandbox and Production Environments
• Set Up Tenant Notifications
• Inspect Environment Telemetry and Troubleshoot Issues
• Export Databases
• Enable Features
• Monitoring and Analyzing Telemetry
• Analyze Performance Using the In-Client Performance Profiler

Module 5: Create New Companies in Business Central

• Introduction - Create New Companies with Setup Data
• Create New Companies Without Data
• Create New Companies with Setup and Demo Data
• Create New Companies with Demo Data for Manufacturing Scenarios
• Create a New Company by Copying Data from an Existing Company
• Set Up Company Information
• Exercise - Create a Company with Demo Data

Module 6: Migrate Data to Business Central

• Introduction - Data Migration Concepts
• Use the Data Migration Assisted Setup
• Work with Data Templates
• Import Data from Excel
• Create Journal Opening Balances
• Import Business Data from Other Finance Systems
• Set Up a Company with Rapidstart Services
• Exercise - Create a New Customer Template

Module 7: Manage Users and Implement Security in Business Central

• Introduction - Add Users
• Create User Groups
• Implement Permissions and Permission Sets
• Configure User Access Times and Logging
• Understand Users, Profiles, and Role Centers
• Perform User-Specific Setup
• Auditing Changes
• Exercise - Add a New User

Module 8: Set up Email in Dynamics 365 Business Central

• Introduction
• Set Up Email Accounts
• Compose and Send an Email
• Send Documents by Email
• Document Sending Profiles
• Assign Email Scenarios
• Send a Sales Document by Email

Module 9: Integrate Business Central with Outlook

• Introduction
• Set Up Email Logging
• Set Up Outlook Integration
• Use the Contact Insights Outlook Add-In
• Creating Invoices from your Meeting Appointments
• Do a Quick Document Lookup
• Exercise - Set Up and Send Email

Module 10: Create Workflows in Dynamics 365 Business Central

• Introduction
• Create a Workflow Manually
• Create a Workflow from Workflow Templates
• Create a Power Automate Flow
• Set Up Users
• Set Up Notifications
• Set Up Approval Workflows by Using Assisted Setup

Module 11: Use Approval Workflows in Dynamics 365 Business Central

• Introduction
• Request Approval of a Record
• Cancel a Request for Approval
• Approve or Reject a Request for Approval
• Delegate a Request for Approval
• Manage Overdue Approval Requests

Module 12: User Interface Essentials in Dynamics 365 Business Central

• Introduction to the User Interface - The App Bar
• App Launcher
• Business Central Main Pages
• Search for Page or the Tell Me Icon
• My Settings
• Get Help
• Tour Business Central
• Different Types of Pages in the User Interface
• Use the Role Explorer
• More User Interface Features
• Exercise - Assign Another Role Center, Use the Search for Page Icon, and Find and Use Keyboard Shortcuts

Module 13: Personalise the Microsoft Dynamics 365 Business Central User Interface

• Introduction - Personalise the Business Central User Interface
• Personalise the Role Center
• Personalise List and Card Pages
• Personalise Document Pages and Add Fields
• Exercise – Personalise the Customer List and Clear Personalisation

Module 14: Use Alternative Interfaces for Dynamics 365 Business Central

• Introduction
• Explore the User Interface on your Smartphone and Tablet
• Use the Outlook Interface for Business Central
• Use Microsoft Teams to Share Business Data
• Exercise - Use Outlook as your Business Central Inbox

Module 15: Change How Documents Look in Business Central

• Overview of Report and Document Layouts
• Create and Modify a Custom Report or Document Layout
• Update Report or Document Layouts
• Change Which Layout is Currently Used on a Report
• Implement Report Selections
• Manage Saved Settings for Reports
• Set Up Printers
• Exercise - Change the Layout Currently Used on a Report

Module 16: Configure Business Central for Excel and Power BI

• Create Web Services to Link Power BI and Business Central
• Add Business Central as a Data Source in Power BI
• Create List Data Power BI Reports to Display in Business Central
• Configure Business Central Apps in Power BI
• Work with Business Data in Excel
• Analyse, Group, and Pivot Data on List Pages Using Data Analysis Mode
• Exercise - Create a Business Central Web Service to Use as a Power BI Data Source

Module 17: Migrate On-Premises Data to Dynamics 365 Business Central

• Introduction
• End-To-End Process of Migrating Data
• Run the Cloud Migration Tool
• Address Common Questions and Issues with Migrations

Module 18: Set Up General Ledger Configuration Options in Dynamics 365 Business Central

• Introduction
• Set up the General Fasttab
• Set up the Dimensions Fasttab
• Set up the Background Posting Fasttab
• Set up the Reporting Fasttab
• Set up the Application Fasttab
• Enable Data Check

Module 19: Set up Number Series and Trail Codes in Dynamics 365 Business Central

• Introduction to Setting up Number Series
• Assign Number Series and Number Series Relationships
• Set Up Trail Codes
• Exercise - Create a Number Series

Module 20: Set up Posting Groups in Dynamics 365 Business Central

• Introduction - Set Up and Assign Specific Posting Groups
• Set Up and Assign Inventory Posting Groups
• General Posting Groups
• Configure the General Posting Setup
• Exercise - Set Up and Assign a Customer Posting Group

Module 21: Set up Dimensions in Dynamics 365 Business Central

• Introduction - Set Up Dimensions and Dimension Values
• Manually Enter Dimensions in a Sales Order
• Set Up Global and Shortcut Dimensions
• Set Up Default Dimensions
• Set Up Default Dimensions for Account Types
• Set Up Default Dimension Priorities
• Set Up Dimension Combinations
• Exercise - Set Up a Dimension with Dimension Values

Module 22: Set Up the Chart of Accounts in Dynamics 365 Business Central

• Introduction to Setting Up G/L Accounts
• Use the Chart of Accounts
• Set Up Account Categories and Subcategories
• Maintain the Chart of Accounts
• Review General Ledger Entries

Module 23: Set Up General Journal Templates in Dynamics 365 Business Central

• Introduction - Set Up General Journal Templates
• Set Up General Journal Batches

Module 24: Create and Process Journal Entries in Dynamics 365 Business Central

• Introduction - Create Journal Entries
• Process Journal Entries
• Use Standard Journals
• Correct Journal Entries
• Set Up Checking Documents and Journals While you Work
• Exercise - Create and Post a Journal Entry

Module 25: Post Periodic Journal Entries in Dynamics 365 Business Central

• Introduction to Recurring Journals
• Allocate Amounts
• Edit Recurring Journals in Excel
• Exercise - Create and Post a Recurring Journal

Module 26: Work with Trade Master Data in Microsoft Dynamics 365 Business Central

• Introduction
• Set Up Units of Measure
• Assign Characteristics to an Item
• Set Up Item Categories
• Manage Customers
• Merge Customer Accounts
• Manage Vendors
• Merge Vendor Accounts
• Manage Resources
• Configure Salespeople and Purchasers
• Use Templates to Create Master Data
• Exercise - Create a New Item and A New Location and Link Them to a Vendor

Module 27: Set up Trade in Microsoft Dynamics 365 Business Central

• Introduction
• Purchases and Payables Setup
• Set Up Locations
• Inventory Setup

Module 28: Create Purchase Documents in Dynamics 365 Business Central

• Introduction - Create A Purchase Quote
• Create a Blanket Order
• Manage Purchase Orders
• Describe Responsibility Centers
• Exercise - Create and Process a Purchase Order and Review the Posted Documents

Module 29: Receive and Invoice Items in Dynamics 365 Business Central

• Introduction - Receive Items
• Reverse a Receipt
• Process Vendor Invoices
• Review Posted Purchase Documents
• Reverse or Correct a Posted Purchase Invoice

Module 30: Set Up Purchase Prices and Discounts in Dynamics 365 Business Central

• Introduction - Set Up Purchase Prices
• Use Special Prices in Purchase Orders
• Set Up Line Discounts
• Set Up Invoice Discounts

Module 31: Post Purchase Item Charges in Dynamics 365 Business Central

• Introduction - Set Up Item Charges
• Process Item Charges in a Purchase Order
• Process Item Charges in a Purchase Invoice
• Analyse the Direct Unit Cost of an Item

Module 32: Estimate Purchase Order Receipt Dates in Dynamics 365 Business Central

• Introduction - Set Up Order Promising
• Estimate Purchase Order Receipts

Module 33: Create Sales Documents in Dynamics 365 Business Central

• Introduction - Create A Sales Quote
• Create A Blanket Order
• Manage Sales Orders
• Configure Recurring Sales Lines
• Offer Similar Products to Your Customers
• Map Multiple References to an Item
• Sell Catalog Items
• Create Purchasing Codes
• Process Drop Shipments
• Process Special Orders
• Exercise - Create a Sales Quote and Convert it to an Invoice, Create a Drop Shipment and Sell Catalog Items

Module 34: Ship and Invoice Items in Dynamics 365 Business Central

• Introduction - Ship Items to Customers
• Reverse a Shipment
• Invoice Customers
• Review Posted Sales Documents
• Reverse or Correct a Posted Sales Invoice
• Process Prepayment Invoices for Sales and Purchases

Module 35: Manage Sales Prices in Dynamics 365 Business Central

• Introduction - Set Up Sales Prices for a Customer
• Set Up Sales Prices for Customer Groups
• Use Special Prices in Sales Orders
• Create New Sales Prices
• Bulk Edit the Unit Price on the Item Card
• Exercise - Create a Special Price for a Customer

Module 36: Set Up Discounts for your Customers in Dynamics 365 Business Central

• Introduction - Set Up Line Discounts
• Use Line Discounts When Selling Items to Customers
• Set Up Invoice Discounts
• Use Invoice Discounts When Selling Items to Customers
• Exercise - Set Up Invoice Discounts

Module 37: Promising Sales Order Delivery in Dynamics 365 Business Central

• Introduction - Sales Order Promising Key Concepts
• Set Up Order Promising
• Promising Sales Order Delivery

Module 38: Set Up Returns Management in Dynamics 365 Business Central

• Introduction - Set Up Sales Return Order Management
• Set Up Purchase Return Order Management
• Return Reasons

Module 39: Manage Customer Returns in Dynamics 365 Business Central

• Introduction - Replace Wrong Items
• Return Defective Items to Vendors
• Exercise - Return Items in Dynamics 365 Business Central

Module 40: Manage Returns to Vendors in Dynamics 365 Business Central

• Introduction - Register a Compensation Agreement with a Vendor
• Apply Exact Cost Reversing

Module 41: Set up Cash Management in Dynamics 365 Business Central

• Introduction - Create Bank Accounts
• Describe Data Exchange Definitions
• Configure Payment Methods
• Set Up Customers and Vendors in Cash Management
• Relationship Between Customer and Customer Ledger Entries
• Relationship Between Vendor and Vendor Ledger Entries
• Set Up Customer Bank Accounts
• Set Up Vendor Bank Accounts
• Set Up Payment Registration

Module 42: Enter Payments in the Cash Receipt Journal and the Payment Journal in Dynamics 365 Business Central

• Introduction - Enter Payments
• Apply Payments
• Unapply Customer and Vendor Ledger Entries
• Process Payment Registrations
• Set Up Payment Tolerances
• Set Up G/L Accounts for Payment Tolerances
• Process Payment Tolerances When Posting Payments
• Exercise - Register a Customer Payment

Module 43: Suggest Vendor Payments in Dynamics 365 Business Central

• Introduction - Suggest Vendor Payments
• Suggest Payments by Using Vendor Priority and Available Amounts
• Pay Invoices on Their Due Date
• Exercise - Suggest Vendor Payments for a Single Vendor

Module 44: Use Checks to Pay Vendors in Dynamics 365 Business Central

• Introduction - Enter and Post Payables Checks
• Print and Post Payables Checks
• Void A Check

Module 45: Perform a Bank Reconciliation in Dynamics 365 Business Central

• Introduction to and Completing the Reconciliation Process
• Post the Bank Account Reconciliation
• Import a Bank Statement
• Undo a Bank Account Reconciliation

Module 46: Set Up Payment Reconciliation Journals in Dynamics 365 Business Central

• Introduction to Setting Up Payment for Reconciliation Journals
• Set Up Number Series
• Set Up Automatic Payment Application and Payment Application Rules
• Set Up Bank Statement File Import

Module 47: Use the Payment Reconciliation Journal in Dynamics 365 Business Central

• Introduction - Import Bank Statements
• Reconcile Payments by Using Automatic Applications
• Map Text on Recurring Payments
• Post and Reconcile the Payment Reconciliation

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction to Becoming a Solution Architect
• Existing Product and Platform Skills
• Expectations of a Solution Architect
• Solution Architect Role During Project Phases
• Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction and Discovery Overview
• Initial Customer Discovery
• Customer Discovery Meetings
• Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

• Introduction and Overview of Proposing a Solution
• Identify Solution Components
• Develop and Validate a Demo
• Identify Potential Third-Party Components
• Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

• Introduction
• Lead Requirement Capture Sessions
• Identify Functional Requirements
• Identify Non-Functional Requirements
• Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

• Introduction to Fit Gap Analysis
• Determine Feasibility of Requirements
• Refine Requirements from Proof of Concept Insights
• Categorise Business Requirements and Perform Gap Fit Analysis
• Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

• Introduction
• Understand the Functionality and Tools of Lifecycle Services
• Determine Licensing Requirements
• Lifecycle Services Security
• Reuse Existing Assets, Copy, and Share Data
• Perform Actions in the Asset Library
• Work with the Task Recorder
• Business Process Modeler (BPM)
• Support Options
• Get Product Updates from Lifecycle Services
• Exercise - Use the Task Recorder to Create and Edit a Recording
• Exercise - Create a Business Process in the Business Process Modeler
• Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

• Introduction
• Use Implementation Methodologies for a Successful Implementation
• Cloud Implementation - Analysis
• Cloud Implementation - Design and Develop
• Cloud Implementation - Test
• Cloud Implementation - Deploy and Operate
• On-Premises Implementation - Analysis
• On-Premises Implementation - Design and Develop
• On-Premises Implementation - Test, Deploy, and Operate
• Gathering and Analysing the Requirements
• Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

• Introduction
• Access Dynamics 365 Translation Service
• Types of Requests
• Reuse Translations (Recycling)
• Custom-Trained Machine Translation System
• Exercise – Create, Review, and Regenerate a User Interface Translation Request
• Exercise – Create, Review, and Regenerate a Documentation Translation Request
• Exercise – Create a Translation Memory File

Module 9: Prepare Data for Migration to Finance and Operations Apps

• Introduction
• Select a Data Integration (Import/Export) Strategy
• Common Migration Scenarios and Tools
• Bring Your Own Database (BYOD)
• Test a Data Migration and Validate Output

Module 10: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, and Copy Data into a Legal Entity
• Lab - Explore the Data Management Workspace
• Lab - Export Data Using the Data Management Workspace
• Database Movement Operations
• Data Sharing Framework

Module 11: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save to BPM
• Synchronise and Configure Your Test Plan in Azure DevOps
• Run User Acceptance Tests
• Data Task Automation
• Exercise - Build Test Scripts to Test Business Functionality

Module 12: Get Started with a Finance and Operations Implementation Project

• Implementation Project Overview
• Roles in a Dynamics 365 Implementation
• Project Phases
• Implementation Planning and Architecture
• Combining Tools and Solutions for Impactful Implementations

Module 13: FastTrack Customer Success Program for Finance and Operations

• Overview of the FastTrack Program
• FastTrack Engagement Across the Phases
• Solution Blueprint Review
• Become a FastTrack Recognised Solution Architect

Module 14: Implement Application Lifecycle Management in Finance and Operations Apps

• ALM Methodologies
• Design and Create Models
• Plan the Build, Test, and Quality Control Processes
• Identify Upgrade Scenarios and Appropriate Tools
• Plan the Release, Change, and Risk Management Processes

Module 15: Explore Extensions and the Extension Framework in Finance and Operations Apps

• Introduction
• Customisation Models
• Extension Points for Frameworks
• Develop Code to Extend a Framework
• Create Pre-Event and Post-Event Handler Classes
• Implement the SysOperationSandbox Framework
• Lab - Extend an EDT

Module 16: Consume Business Events in Finance and Operations Apps

• Introduction
• Business Event Framework
• Create a New Business Event
• Activate Business Events
• Consume Business Events
• Extend an Existing Business Event
• Role-Based Security for Business Events
• Business Events in Microsoft Power Automate

Module 17: Identify Data Integration Patterns and Scenarios in Finance and Operations Apps

• Introduction
• Select an Integration API
• Synchronous and Asynchronous Patterns
• Data Integration Scenarios

Module 18: Data Integrations with Finance and Operations Apps

• Introduction
• Set Up a Data Project and Recurring Data Job
• Exercise - Create a Data Project and Recurring Data Job
• Implement Authorisation to Support Integration
• Monitor Status and Availability of Entities
• Develop Data Transformation
• Microsoft Dataverse Integrations
• Integrate Dataverse by Using Virtual Entities
• Work with Composite Data Entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change Data in Azure Data Lake
• Power Platform Convergence

Module 19: Work with Analytics and Reporting in Finance and Operations Apps

• Introduction
• Understand Different Types of Reports and Inquiries
• Financial Reporting
• Find Inquiries and Reports
• Generate and Consume Inquiries and Reports
• Configure Finance and Operations Apps for Microsoft Power Platform
• Lab - Work with Reports

Module 20: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Describe How Power Platform Solutions Consume Microsoft Azure Services
• Explore How Microsoft Power Platform Apps Work Together

Module 21: Identify Foundational Components of Microsoft Power Platform

• Introduction
• Describe Power Platform Administration
• Describe Power Platform Security and Governance
• Explore Microsoft Dataverse
• Examine Power Platform Connectors
• Exercise - Build a Basic Dataverse Data Model

Module 22: Design and Build Mobile Apps for Finance and Operations Apps

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations Mobile App
• Page Design Guidelines
• Action Design Guidelines
• Form Design Requirements
• Design Considerations
• Understand Use Cases for Mobile Apps
• Get the Dynamics 365 Unified Operations Mobile App

Module 23: Updates and Upgrades for Finance and Operations Apps

• Introduction
• Upgrade from Finance and Operations Version 7.x to Version 10
• Update from Finance and Operations Version 8.x to Version 10.0.x
• Data Upgrade
• Upgrade from AX 2012
• Migrate from AX 2009

Module 24: Work with Performance and Monitoring Tools in Finance and Operations Apps

• Introduction
• Diagnose Performance Issues by Using Trace Parser
• Load Testing by Using the Performance SDK
• Monitor Performance by Using SQL Insights
• Create a SQL Trace by Using the SQL Profiler
• Monitor Server Health Metrics in Lifecycle Services
• Exercise - Use the Environment Monitoring Tool in Lifecycle Services

Module 25: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import a User and Assign Security Role
• Lab - Work with Security

Module 26: Implement Role-Based Security in Finance and Operations Apps

• Introduction
• Create and Modify Duties, Privileges, and Permissions
• Enforce Permissions Policy
• Extensible Data Security Framework
• Apply Security Permissions
• Lab - Create a New Security Role and Add Duties
• Microsoft Entra ID and OAuth 2.0 Authentication

Module 27: Prepare to Go-Live with Finance and Operations Apps

• Introduction
• Understand the Go-Live Process
• Complete the Lifecycle Services Methodology
• Perform User Acceptance Testing (UAT) for Your Solution
• FastTrack Go-Live Assessment
• Request a Production Environment

Module 28: Feature Management in Finance and Operations Apps

• Introduction
• Feature Management Workspace
• Feature States
• Enable a Feature
• Reschedule a Feature
• Disable a Feature
• Features That Must Be Enabled
• Enable All Features
• Check for Updates
• Assign Roles
• Features That Use Configuration Keys
• Data Entities

Module 29: Get Started with Success by Design for Dynamics 365

• Introduction
• Overview of Success by Design
• Reasons to Use Success by Design
• Success by Design Phases
• Implement Success by Design
• Track Success by Design Activities and Progress

Module 30: Create a Solution Blueprint for Dynamics 365 Solutions

• Introduction
• Solution Blueprint Review Workshop Overview
• Prepare for the Solution Blueprint Review
• Solution Blueprint Review Participants
• Conduct the Solution Blueprint Review Workshop
• Solution Blueprint Follow-Up

Module 31: Plan a Testing Strategy for Your Dynamics 365 Solution

• Introduction
• Overview of the Test Strategy Review Workshop
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 32: Design Data Models for Dynamics 365 Solutions

• Introduction
• Entity Relationship Diagram
• Out-of-the-Box Vs. Custom Tables
• Table Configuration

Module 33: Business Intelligence and Analytics Design for Dynamics 365 Solutions

• Introduction
• Business Intelligence and Analytics Design Workshop Overview
• Prepare for the Business Intelligence and Analytics Design Workshop
• Conduct the Business Intelligence and Analytics Design Workshop
• Business Intelligence and Analytics Design Follow-Up

Module 34: Gap Solution Design for Dynamics 365 Solutions

• Introduction
• Gap Solution Design Workshop Overview
• Prepare for the Gap Solution Design Workshop
• Conduct the Gap Solution Design Workshop
• Gap Solution Design Follow-Up

Module 35: Create a Data Migration Strategy for Dynamics 365 Solutions

• Introduction
• Data Migration Strategy Overview
• Prepare for the Data Migration Workshop
• Conduct the Data Migration Strategy Workshop

Module 36: Review the Security Model for Your Dynamics 365 Solutions

• Introduction
• Security Workshop Topics

Module 37: Integration Design for Dynamics 365 Solutions

• Introduction
• Integration Design Review Workshop Overview
• Prepare for the Integration Design Review
• Conduct the Integration Design Review
• Integration Design Review Workshop Follow-Up

Module 38: Dual-Write Implementation for Dynamics 365 Solutions

• Introduction
• Dual-Write Implementation Workshop Overview
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 39: Implement a Performance Strategy for Dynamics 365 Solutions

• Introduction
• Solution Performance Workshop Topics
• Define Performance Benchmarks and Success Criteria
• Timing of the Solution Performance Review
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 40: Cutover Strategy for Dynamics 365 Solutions

• Introduction
• Purpose of the Cutover Strategy Workshop
• Timing of the Cutover Strategy Review
• Cutover Strategy Workshop Overview
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 41: Post Go-Live Strategy for Dynamics 365 Solutions

• Introduction
• Timing of the Post Go-Live Workshop
• Post Go-Live Workshop Overview
• Prepare for the Workshop
• Post Go-Live Workshop Implementation and Follow-Up

Module 42: Get Started with Configuration and Personalisation in Finance and Operations Apps

• Introduction
• Set Up Your Environment
• Explore Personalisation Functionality
• Knowledge Check
• Exercise - Customise Your Status Bar

Module 43: Configure Your User Interface in Finance and Operations Apps

• Introduction
• Manage Menus: Favorites
• Manage Menus: Dashboards by Role
• Manage Menus: Key Performance Indicators

Module 44: Configure Your Data in Finance and Operations Apps

• Introduction
• Create Entities
• Manage Security
• Integrate with Microsoft Office
• Knowledge Check
• Exercise – Add a Field to a Data Entity
• Exercise – Use Excel to View and Update Data

Microsoft Power Platform Functional Consultant PL200 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Describe How Power Platform Solutions Consume Microsoft Azure Services
• Explore How Microsoft Power Platform Apps Work Together

Module 2: Get Started with Power Pages

• Introduction to Power Pages
• Get Started with Power Pages
• Core Tools and Components of Power Pages
• Overview of Power Pages Security
• Overview of Power Pages Extensibility

Module 3: Create and Use Analytics Reports with Power BI

• Introduction
• Use Power BI
• Building Blocks of Power BI
• Tour and Use the Power BI Service

Module 4: Manage Workspaces and Datasets in Power BI

• Introduction
• Distribute a Report or Dashboard
• Monitor Usage and Performance
• Recommend a Development Life Cycle Strategy
• Troubleshoot Data by Viewing its Lineage
• Configure Data Protection

Module 5: Create Tables in Dataverse

• Introduction to Microsoft Dataverse
• Table Characteristics
• Exercise - Create a Microsoft Dataverse Table
• Exercise - Import Data into your Microsoft Dataverse Database
• Table Relationships
• Exercise - Create Table Relationships
• Dataverse Logic and Security
• Exercise - Create a Custom Table and Import Data
• Dataverse Auditing
• Dual-Write Vs. Virtual Tables

Module 6: Manage Tables in Dataverse

• Identify Tables and Table Types in Dataverse
• Create a Custom Table
• Enable Attachments Within a Table
• Licensing Requirements for Each Table Type
• Lab - Create a New Custom Table and Enable Attachments

Module 7: Create and Manage Columns within a Table in Dataverse

• Define Columns in Microsoft Dataverse
• Column Types in Microsoft Dataverse
• Add a Column to a Table
• Create a Primary Name Column
• Restrictions That Apply to Columns in a Table
• Create an Auto Numbering Column
• Create an Alternate Key
• Exercises

Module 8: Create a Relationship Between Tables in Dataverse

• Relate One or More Tables - Introduction
• Relationship Types That are Available in Microsoft Dataverse
• Create a One-To-Many Relationship Between Tables
• Create a Many-To-Many Relationship Between Tables
• Edit or Delete Relationships
• Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

Module 9: Working with Choices in Dataverse

• Define Choice Column
• Standard Choices Column
• Lab - Create a New Choice or Modify an Existing Choice

Module 10: Get Started with Security Roles in Dataverse

• Introduction to Environment Roles
• Understand Environment Roles
• Adding or Disabling an Environment User
• Understand Security Concepts in Dataverse
• Understand User Security Roles and Security Role Defaults
• Exercise - Create A Custom Role
• Check the Roles That a User Belongs To
• Configure Dataverse Teams for Security
• Configure Dataverse Group Teams for Security

Module 11: Use Administration Options for Dataverse

• Introduction to Microsoft Power Platform Admin Center Portal
• Use Microsoft Power Platform Admin Center Portal
• Tenant Storage Capacity
• Advanced Customisation Options in Power Apps Portal
• Enable and Disable Auditing

Module 12: Manage Dynamics 365 Model-driven App Settings and Security

• Introduction
• Configure Role-Based Security
• Manage Teams and Business Units
• Explore Settings and Customisations
• Knowledge Check
• Exercise - Create A New Security Role

Module 13: Introduction to Microsoft Power Platform Security and Governance

• Introduction
• Identify Microsoft Power Platform Environments
• Data Loss Prevention Policies
• Microsoft Power Platform Center of Excellence Starter Kit
• Exercise - Create a Power Platform Environment

Module 14: Get Started with Model-driven Apps in Power Apps

• Introducing Model-Driven Apps
• Components of Model-Driven Apps
• Design Model-Driven Apps
• Exercise
• Exercise - Control Security When Sharing Model-Driven Apps
• Exercise - Create a Model-Driven App

Module 15: Configure Forms, Charts, and Dashboards in Model-driven Apps

• Forms Overview
• Form Elements
• Configure Multiple Forms
• Use Specialised Form Components
• Configure Views Overview
• Configure Grids
• Create and Edit Views
• Configure Charts Overview
• Dashboards Overview
• Use Interactive Streams and Tiles

Module 16: Get Started with Power Apps Canvas Apps

• Introduction to Power Apps
• Power Apps Building Blocks
• Exercise - Create Your First App in Power Apps
• Ways to Build Power Apps
• Power Apps Related Technologies
• Additional Power Apps Related Technologies
• Designing a Power Apps App

Module 17: Connect to Other Data in a Power Apps Canvas App

• Overview of the Different Data Sources
• Work with Action-Based Data Sources
• Power Automate is a Companion to Power Apps

Module 18: How to Build the UI in a Canvas App in Power Apps

• Use Themes to Quickly Change the Appearance of your App
• Branding a Control
• Icons
• Images
• Personalisation
• Using the Tablet or Phone Form Factors
• Exercise - Create UI for a New Canvas App

Module 19: Manage Apps in Power Apps

• Exercise - Manage App Versions in Power Apps
• Exercise - Share Apps in Power Apps
• Exercise - Understand Environments in Power Apps
• Power Apps Review

Module 20: Build your First App with Power Apps and Dataverse for Teams

• Introduction
• Create your First App with the Hero Template
• Customise your App with Power Apps Studio
• Publish your App
• Install Template Apps

Module 21: Access Dataverse in Power Pages Websites

• Introduction
• Use Lists to Display Multiple Dataverse Records
• Use Forms to Interact with Dataverse Data
• Exercise - Use the List and Form Components

Module 22: Authentication and User Management in Power Pages

• Introduction
• Power Pages Authentication Settings
• User Registration in Power Pages
• Authentication Management for Power Pages Users
• Power Pages Authentication Providers
• Exercise - Use an Invitation to Register Users

Module 23: Power Pages Maintenance and Troubleshooting

• Introduction
• Power Pages Website Maintenance
• Power Pages Website Troubleshooting
• Exercise - Run the Portal Checker

Module 24: Define and Create Business Rules in Dataverse

• Define Business Rules - Introduction
• Define the Components of a Business Rule
• Create a Business Rule
• Exercise - Create a Business Rule

Module 25: Get Started with Power Automate

• Introducing Power Automate
• Exercise - Create Your First Flow
• Exercise - Create Recurring Flows
• Exercise - Monitor Incoming Emails
• Exercise - Share Flows
• Troubleshoot Flows

Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate

• Administer Flows
• Export and Import Flows
• Learn How to Distribute Button Flow

Module 27: Use Dataverse Triggers and Actions in Power Automate

• Introduction
• Dataverse Triggers
• Use Triggers
• Work with Dataverse Actions

Module 28: Extend Dataverse with Powee Automate

• Introduction
• Set Up a Flow and Configure its Trigger
• Email Dataverse Record
• Add To-Do Items
• Test and Run your Flow

Module 29: Introduction to Expressions in Power Automate

• Introduction to Expressions
• Get Started with Expressions
• Notes Make Things Easier
• Types of Functions
• Write Complex Expressions
• Exercise - Creating a Manual Flow and Using Expressions

Module 30: Build your First Power Automate for Desktop Flow

• Introduction
• Set Up the Environment
• Explore Power Automate for Desktop
• Create Your First Power Automate for Desktop Flow
• Record Power Automate for Desktop Actions
• Edit and Test Recorded Actions

Module 31: Run a Power Automate for Desktop Flow in Unattended Mode

• Introduction
• Set Up an Unattended Desktop Flow
• Create a New Cloud Flow That Calls an Existing Flow in Unattended Mode
• Perform a Test Run
• Best Practices

Module 32: Optimise your Business Process with Process Advisor

• Introduction
• Get Familiar with Process Advisor
• Create Your First Recording
• Edit Recordings and Group Actions
• Analyse Recordings and Interpret Results
• Automation Recommendations

Module 33: Get Started with Power Virtual Agents Bots

• Introduction
• Get Started Working with Environments
• Create Bots and Work with the Power Virtual Agents Interface
• Create Topics
• Test Bots
• Publish Bots and Analyse Performance
• Exercise - Build your First Chatbot

Module 34: Enhanced Power Virtual Agents Bots

• Introduction
• Use Power Automate to Add Actions
• Transfer Conversations to Agents by Using Omnichannel for Customer Service
• Create Topics for Existing Support Content
• Analyse Bot Performance

Module 35: Manage Topics in Power Virtual Agents

• Introduction
• Work with Bot Topics
• Branch a Topic
• System Topics
• Create Topics for Existing Support Content
• Work with System Fallback Topics
• Manage Topics

Module 36: Manage Power Virtual Agents

• Introduction
• Environments in Power Virtual Agents
• Bot Topics Permissions
• Bot Entities and Flow Permissions
• Monitor and Diagnose
• Administer and Manage
• Export and Import Bots
• Authentication

Module 37: Get Started Building with Power BI

• Introduction
• Use Power BI
• Building Blocks of Power BI
• Tour and Use the Power BI Service

Module 38: Get Data with Power BI Desktop

• Overview of Power BI Desktop
• Explore Power BI Desktop
• Connect to Data Sources
• Get Data from Excel
• Transform Data to Include in a Report
• Combine Data from Multiple Sources
• Clean Data to Include in a Report

Module 39: Model Data in Power BI

• Introduction to Modeling your Data
• How to Manage your Data Relationships
• Create Calculated Columns
• Optimise Data Models
• Create Measures
• Create Calculated Tables
• Explore Time-Based Data

Module 40: Use Visuals in Power BI

• Introduction to Visuals in Power BI
• Create and Customise Simple Visualisations
• Create Slicers
• Map Visualisations
• Matrices and Tables
• Create Scatter, Waterfall, and Funnel Charts
• Modify Colors in Charts and Visuals
• Page Layout and Formatting

Module 41: Explore Data in Power BI

• Introduction to the Power BI Service
• Quick Insights in Power BI
• Create and Configure A Dashboard
• Ask Questions of your Data with Natural Language
• Create Custom Q&A Suggestions
• Share Dashboards with your Organisation
• Display Visuals and Tiles in Full Screen
• Edit Tile Details and Add Widgets
• Get More Space on Your Dashboard

Module 42: Publish and Share in Power BI

• Introduction to Using Workspaces
• Publish Power BI Desktop Reports
• Print and Export Dashboards and Reports
• Introducing Power BI Mobile
• Create Workspaces in Power BI
• Build Apps
• Use Apps
• Integrate Onedrive for Business with Power BI
• Publish to Web

Module 43: Manage Solutions in Power Apps and Power Automate

• Introduction
• Add and Remove Apps, Flows, And Entities in a Solution
• Edit a Solution-Aware App, Flow, And Table
• Exercise - Import and Export Solutions
• Build and Deploy a Complex Solution with Flows, Apps, and Entities
• Automate Solution Management

Module 44: Load/Export Data and Create and Data Views in Dataverse

• View Data in a Table
• Create or Edit Views of Data in a Table
• Load Data into a Table
• Export Data from a Table
• Add, Update, or Delete Data in a Table by Using Excel
• Import Data Using Power Query
• Generate a New Dataflow from an Excel Template
• Dataflow and Azure Integration

Module 45: Get Started with AI Builder

• Introduction to AI Builder
• Choose an AI Capability
• Create your First Model
• Ways to Use Your Models

Module 46: Manage Models in AI Builder

• Model Lifecycle
• Manage Model Versions
• Share your Models

Module 47: Use AI Builder in Power Automate

• Introduction to AI Builder Usage in Power Automate
• AI Builder in Power Automate Saves Time
• Exercise - Use AI Builder Actions in Power Automate
• Advanced Usage of AI Builder in Power Automate

Module 48: Functional Consultant Skills

• Introduction
• Create Entity Relationship Diagrams
• Create and Document Mock-Ups
• Document Functional Requirements and Artifacts
• Complete Fit-Gap Analysis
• Discuss Stakeholder Management Responsibilities
• Understand Industry Accelerators
• Define Application Lifecycle Management
• Participate in Testing
• Evaluate Options
• Define Connectors
• Understand Power Apps Component Framework

Module 49: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

• Introduction
• Key Considerations for ALM
• Solutions
• Configuration and Reference Data
• Release Process
• ALM With Azure Devops

Microsoft Power Platform Solution Architect PL600 Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction to Becoming a Solution Architect
• Existing Product and Platform Skills
• Expectations of a Solution Architect
• Solution Architect Role During Project Phases
• Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction and Discovery Overview
• Initial Customer Discovery
• Customer Discovery Meetings
• Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

• Introduction and Overview to Proposing A Solution
• Identify Solution Components
• Develop and Validate a Demo
• Identify Potential Third-Party Components
• Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

• Introduction
• Lead Requirement Capture Sessions
• Identify Functional Requirements
• Identify Non-Functional Requirements
• Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

• Introduction to Fit Gap Analysis
• Determine Feasibility of Requirements
• Refine Requirements from Proof of Concept Insights
• Categorise Business Requirements and Perform Gap Fit Analysis
• Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Solution Architect Series: Implement Project Governance for Power Platform and Dynamics 365

• Introduction to Project Governance
• Project Governance
• Solution Architect’s Role in Project Governance
• Techniques for Keeping a Project on Track
• Work as a Team

Module 7: Solution Architect Series: Power Platform Architecture

• Introduction
• Environments
• Environment Data Location
• Work with Data
• Custom Logic
• Platform Limits
• High Availability and Disaster Recovery Considerations

Module 8: Solution Architect Series Model Data for Power Platform Solutions

• Introduction
• Common Data Model
• Data Modeling
• Choose a Data Store
• Data Modeling for Dataverse
• Best Practices for Dataverse
• Exercise - Model Data
• Architecture of Fabrikam Data Model and Devices
• Report Data and Handle Primary Visitors
• Handle Visitors, Waivers, and Photos
• Example Data Model Solution

Module 9: Solution Architect Series: Evaluate Power Platform Analytics and AI

• Introduction
• Power Platform Reporting Capabilities
• Power BI Overview
• Data Requirements
• Power BI and Power Platform
• Dataflows
• AI

Module 10: Solution Architect Series: Explore Power Apps Architecture

• Introduction
• Common App Patterns
• App Composition
• Components
• Optimise Canvas Apps
• Microsoft Teams and Power Apps
• Portal Apps

Module 11: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

• Introduction
• Key Considerations For ALM
• Solutions
• Configuration and Reference Data
• Release Process
• ALM With Azure Devops

Module 12: Explore Power Automate Architecture

• Introduction
• Triggers
• Common Actions
• Error Handling
• Best Practice
• Business Process Flows

Module 13: Solution Architect Series: Model Security for Power Platform Solutions

• Introduction
• Environment Security
• Data Loss Prevention
• Access to Dataverse
• Security in Apps
• Exercise - Security Modeling

Module 14: Solution Architect Series: Implement Integrations with Power Platform

• Introduction
• Integration Challenges
• Inbound Data Integration
• Outbound Data Integration

Module 15: Solution Architect Series: Explore Power Virtual Agents

• Introduction
• Chatbot Building Options
• Chatbot Concepts
• Best Practices
• Integrate Chatbots
• Power Virtual Agents in Teams

Module 16: Solution Architect Series: Explore Robotic Process Automation

• Introduction
• Power Automate for Desktop
• Record and Edit Tasks
• Run Desktop Flows
• Process Advisor

Module 17: Solution Architect Series: Testing and Go-Live

• Introduction
• Plan for Go-Live
• Data Migration
• Plan for Go-Live

Microsoft Dynamics 365 Business Central Developer (MB-820) Training Course Outline

Module 1: Get started with Microsoft Dynamics 365 Business Central

• Start your Free Dynamics 365 Business Central Trial
• Introduction to the capabilities of Microsoft Dynamics 365 Business Central
• Customise Microsoft Dynamics 365 Business Central

Module 2: Use Application Development Best Practices in Microsoft Dynamics 365 Business Central

• Introduction to Application Types in Business Central
• Understand the Process of Bringing an App to AppSource in Business Central
• Consider Application Monetisation Responsibilities in Business Central
• Implement SaaSification Techniques in Business Central
• Prepare for an Easy Application Upgrade Experience in Business Central
• Learn about Application Performance and Monitoring in Business Central
• Implement Test Automation Techniques in Business Central

Module 3: Deploy and Configure Microsoft Dynamics 365 Business Central

• Administer Dynamics 365 Business Central online
• Create New Companies in Business Central
• Migrate Data to Business Central
• Migrate on-Premises Data to Dynamics 365 Business Central
• Manage Users and Implement Security in Dynamics 365 Business Central
• Set up Email in Dynamics 365 Business Central
• Integrate Dynamics 365 Business Central with Outlook
• Integrate Dynamics 365 Business Central with Teams
• Create Workflows in Dynamics 365 Business Central
• Use Approval Workflows in Dynamics 365 Business Central

Module 4: Discover the Foundation of Customising Microsoft Dynamics 365 Business Central

• Introduction to the Development Environment for Dynamics 365 Business Central
• Work with Tables in Dynamics 365 Business Central
• Extend and Modify an Existing Table in Dynamics 365 Business Central
• Work with Pages in Dynamics 365 Business Central
• Extend and Modify an Existing Page in Dynamics 365 Business Central
• Work with Entitlements and Permission Sets in Dynamics 365 Business Central
• Introduction to Integrating Dataverse with Dynamics 365 Business Central
• Debug and Deploy your Extension in Dynamics 365 Business Central

Module 5: Build Reports for Microsoft Dynamics 365 Business Central

• Introduction to Report Components in Dynamics 365 Business Central
• Use the Report Design Process in Dynamics 365 Business Central
• Design the Data Model of a Report in Dynamics 365 Business Central
• Add a Layout to a Report in Dynamics 365 Business Central
• Complete the Report Request Page in Dynamics 365 Business Central
• Add Reports to Tell Me and Substitute a Report in Dynamics 365 Business Central
• Use Report Triggers, Functions, and Processing-Only Reports in Dynamics 365 Business Central
• Implement Multilingual Reports in Dynamics 365 Business Central
• Work with Reports in Dynamics 365 Business Central
• Analyse List Data using Data Analysis Mode in Business Central
• Extend Reports in Dynamics 365 Business Central

Module 6: Learn the Application Foundation with the AL Programming Language for Microsoft Dynamics 365 Business Central

• Introduction to the Basics of AL Programming in Dynamics 365 Business Central
• Learn the AL Statements in Dynamics 365 Business Central
• Work with AL Built-in Functions in Dynamics 365 Business Central
• Handle Errors by using Application Language in Dynamics 365 Business Central
• Create Custom Procedures in Dynamics 365 Business Central
• Work with Code Units in Dynamics 365 Business Central
• Use Events and Triggers in Dynamics 365 Business Central
• Implement Interfaces in Dynamics 365 Business Central
• Manipulate Data by Using Code in Dynamics 365 Business Central
• Manage Multilanguage Development in Dynamics 365 Business Central

Module 7: Learn about the Data Management Foundation in Microsoft Dynamics 365 Business Central

• Introduction to the Basics of File Management in Dynamics 365 Business Central
• Work with XMLports in Dynamics 365 Business Central
• Work with Queries in Dynamics 365 Business Central

Module 8: Interface with Microsoft Dynamics 365 Business Central

• Work with Web Services in Dynamics 365 Business Central
• Work with the API in Dynamics 365 Business Central
• Access REST Services from within Dynamics 365 Business Central
• Use Azure Functions with Dynamics 365 Business Central
• Build Control Add-In Objects in Dynamics 365 Business Central
• Use AL-Controlled Barcode Scanning in Dynamics 365 Business Central

Module 9: Tailor Roles and Design the UI for Microsoft Dynamics 365 Business Central

• Set up Onboarding Experiences in Dynamics 365 Business Central
• Develop a Role Centre in Dynamics 365 Business Central
• Build an Assisted Setup in Dynamics 365 Business Central
• Send Notifications in Dynamics 365 Business Central
• Customise the UI Experience in Dynamics 365 Business Central

Module 10: Work with Essential Development Standards for Microsoft Dynamics 365 Business Central

• Identify Functional Table Types and Characteristics in Dynamics 365 Business Central
• Implement the Data Process Model in Dynamics 365 Business Central
• Work with Master Data in Dynamics 365 Business Central
• Use Document Standards in Dynamics 365 Business Central

Module 11: Work with Source Control using Git in Visual Studio Code for Business Central

• Configure Git
• Compare and Contrast Local and Remote Repositories
• Use the .Gitignore File
• Add and Remove Files in Git
• Get the Status of your Git Repository
• Use a Remote Git Repository
• Clone a Remote Git Repository
• Work with a Remote Git Repository
• Exercise - Source Control with Git

Module 12: Continuous Integration with Azure DevOps for Microsoft Dynamics 365 Business Central

• Use Application Lifecycle Management for Business Central
• Work with Source Control using Git in Visual Studio Code for Business Central
• Use Branching and Merging with Git for Business Central
• Use Docker in your Business Central Development Process
• Introduction to Test Automation in Business Central
• Use Azure Pipelines for CI/CD with Business Central
• Work with Azure Boards for Project Management in Business Central

Module 13: Develop using Power Apps and Power Automate for Dynamics 365 Business Central

• Introduction to Microsoft Power Platform and Business Central
• Create a Canvas App Based on Business Central Data
• Use Power Automate with Business Central
• Use Model-Driven Apps and Dataverse with Business Central
• Create a Custom Connector to Extend Microsoft Power Platform functionalities with Business Central

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

Module 1: Introduction

• Versions of Dynamics 365 And the Dynamics 365 Framework
• The Function of Devices, Apps, And Hubs
• An Overview of Solutions and The Differences Between Organizations and Environments

Module 2: Initial Setup and Configuration

• Using the Dynamics 365 Admin Center and Power Platform Admin Center
• Configuring System Settings, Including Auto Save, Format, And Email Settings
• Integrating with Skype, SharePoint, And OneNote
• Setting Up Auditing Features

Module 3: Security

• Designing and Configuring Business Units
• Setting Up Security Roles, Users, And Teams
• Implementing Access Teams and Hierarchy Security

Module 4: Creating and Managing Entities

• Understanding Different Entity Types
• Creating Custom Entities and Managing Entity Properties
• Configuring Entity Security

Module 5: Customising Fields

• Using Calculated and Rollup Fields
• Configuring Field-Level Security
• Creating Business Rules for Field Validation

Module 6: Customising Relationships and Mappings

• Reviewing Relationship Types, Such As 1-To-Many and Many-To-Many
• Implementing Hierarchical Relationships and Configuring Field Mappings

Module 7: Customizing Forms, Views, And Visualizations

• Customizing Various Form Types: Main, Quick View, And Quick Create
• Creating and Customizing Different View Types
• Building Charts and Dashboards

Module 8: Unified Client Interface (UCI)

• Configuring UCI Apps Using the App Designer and Sitemap Designer

Module 9: Processes

• Creating and Maintaining Workflows
• Designing Business Process Flows
• Utilizing Custom Actions

Module 10: Solution Management

• Understanding Managed and Unmanaged Solutions
• Exporting, Importing, and Updating Solutions
• Managing Solution Versions Through Cloning

Configure Dynamics 365 Customer Experience Model-Driven Apps MB-280 Training Course Outline

Module 1: Create and Manage Environments in Dataverse

• Environments in Microsoft Dataverse
• Developer Environments
• Create and Manage an Environment
• Create an Instance of a Microsoft Dataverse Database
• Add Users and Roles Within an Environment
• Manage Settings in an Environment
• Environment Operations

Module 2: Create Tables in Dataverse

• Introduction to Microsoft Dataverse
• Table Characteristics
• Exercise - Create a Microsoft Dataverse Table
• Exercise - Import Data into your Microsoft Dataverse Database
• Table Relationships
• Exercise - Create Table Relationships
• Dataverse Logic and Security
• Exercise - Create a Custom Table and Import Data
• Dataverse Auditing
• Dual-Write Vs. Virtual Tables

Module 3: Manage Tables in Dataverse

• Identify Tables and Table Types in Dataverse
• Create a Custom Table
• Enable Attachments Within a Table
• Licensing Requirements for Each Table Type
• Exercise - Create a New Custom Table and Enable Attachments

Module 4: Create and manage columns within a table in Dataverse

• Define Columns in Microsoft Dataverse
• Column Types in Microsoft Dataverse
• Add a Column to a Table
• Primary Column
• Restrictions That Apply to Columns in a Table
• Create an Auto Numbering Column
• Create an Alternate Key
• Exercises

Module 5: Work with Choices in Dataverse

• Define Choice Column
• Choice Columns
• Standard Choices Column
• Exercise - Create a New Choice or Modify an Existing Choice

Module 6: Load/Export Data and Create Data Views in Dataverse

• View Data in a Table
• Create or Edit Views of Data in a Table
• Dataverse Data Import Options
• Load Data into a Table
• Dataverse Data Export Options
• Export
• Add, Update, or Delete Data in a Table by Using Excel
• Import Data Using Power Query

Module 7: Connect to Other Data in a Power Apps Canvas App

• Overview of the Different Data Sources
• Work with Action Data
• Power Automate Is a Companion to Power Apps

Module 8: Create a Relationship Between Tables in Dataverse

• Relate One or More Tables - Introduction
• Relationship Types that are Available in Microsoft Dataverse
• Create a one-to-many Relationship Between Tables
• Create a Many-To-Many Relationship Between Tables
• Edit or Delete Relationships
• Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

Module 9: Define and Create Business Rules in Dataverse

• Define Business Rules - Introduction
• Define the Components of a Business Rule
• Create a Business Rule
• Exercise - Create a Business Rule

Module 10: Create and Define Calculation or Rollup Columns in Dataverse

• Introduction to Roll Up Columns
• Create a Rollup Column
• Introduction to Calculated Columns
• Create a Calculation Column
• Exercise - Create a Rollup Column
• Exercise - Create a Calculated Column
• Introduction to Power Fx Formula Columns

Module 11: Customise the Command Bar

• Introduction
• Create or Edit Modern Commands
• Work with Classic Commands
• Use Power Fx
• Exercise - Customize the Command Bar

Module 12: Common Command Bar Scenarios

• Introduction
• Scenario - Duplicate a Row
• Scenario - Use Multiple Data Sources
• Scenario - Use Data Source and Record Information
• Scenario - Notify and Confirm
• Exercise - Launch an External Site and Navigate to Views

Module 13: Advanced Command Bar Concepts

• Introduction
• Command Bar Application Lifecycle Management
• Understand Autosave
• Using Javascript For Commands
• Command Scope
• Exercise - Use Custom Pages with Commands

Module 14: Visualise Data with Dataverse Views

• Introduction
• Create and Edit Views in Power Apps Maker Portal
• Exercise - Add Columns to a View
• Filter and Sort Data for Dataverse Views
• Exercise - List Your Accounts

Module 15: Use Power Query to Load Data in Dataverse

• Introduction
• Import Static Data by Using Power Query
• Exercise – Add New Accounts from A Text File
• Import Dynamic Data by Using Power Query
• Exercise – Transfer an Attendee List to a Contact Table

Module 16: Use Microsoft Word and Excel Templates with Dataverse

• Introduction
• Create a Dynamic Word Template
• Exercise – Create a Work Order Template
• Create a Dynamic Excel Template
• Exercise – Create a Sales Forecasting Template

Module 17: Export Data from Dataverse and Use Microsoft Excel to Edit Records

• Introduction
• Export Data to Excel
• Exercise - Create an Editable Excel File for Bulk Validation
• Edit and Update Data in Excel
• Exercise - Edit Account Information in Excel and Visualize Updates in Dataverse

Module 18: Use Azure and External Tools to Manipulate Data

• Introduction
• Use Dataverse Community Tools for Data Manipulation
• Review Power BI Integration with Dataverse

Microsoft Power Apps for End Users 55265AC Course Outline

Module 1: Introduction to PowerApps

• What is PowerApps?
• Benefits of Apps
• How to Get PowerApps
• Canvas Apps and Model-Driven Apps
• License Options and Costs
• Discover PowerApps with Templates

Lab: Introduction to PowerApps

Module 2: Getting Started with PowerApps

• Building a New App from a Data Source
• Add, Edit, and Remove Controls
• Intro to Formulas
• Testing an App
• App Settings
• Publish and Share Apps
• Version History and Restore
• PowerApps Mobile App

Lab: Getting Started

Module 3: Branding and Media

• Less is More
• Duplicate Screens
• Fonts
• Screen Colours and Matching Colours
• Screen Backgrounds
• Buttons and Icons
• Hide on Timer
• Size and Alignment by Reference
• Show and Hide on Timer

Lab: Branding and Media

Module 4: PowerApps Controls

• Text Controls for Data Entry, and Display
• Controls - Drop Downs, Combo Box, Date Picker, Radio Button
• Forms - Add and Edit Data in Underlying Data Sources Quickly
• Charts - Present Information in Pie, Line, and Bar Charts

Lab: Build Apps from Blank

Module 5: Data Sources and Logic

• Data Storage and Services
• How do I Decide which Database to Use?
• Connect to On-Premises Data - Gateway
• What is Delegation?
• Specific Data Examples
• Displaying Data

Lab: Data Source and Logic

Module 6: Model-Driven Apps

• What is a Model-Driven App?
• Where will My Data be Stored?
• How do Create a Model-Driven App
• Canvas Vs Model-Driven Summary

Lab: Model-Driven App

Module 7: PowerApp Integration

• Embed PowerApps in Teams
• Embed PowerApps in SharePoint Online
• Start a Flow from a PowerApp

Lab: PowerApp Integration

Module 8: Administration and Maintenance of PowerApps

• Identify which Users have been Using Powerapps
• Reuse an App in Another Location (Move from Testing or Development to Production)
• Review App Usage
• Prevent a User from Using Powerapps
• Manage Environments

Lab: Administration and Maintenance

Introduction to Microsoft Dynamics 365 55250A Training Course Outline

Module 1: Introduction

• What is Dynamics 365?
• Benefits of Dynamics 365
• Sales Apps and Hubs
• Customer Service Apps and Hubs
• Marketing App
• Dynamics 365 and PowerApps
• Web Interface
• Outlook Interface
• Lists and Grids
• Forms
• Look ups and Related Records
• Where to get Help
• Further reading and resources
• Lab: Setting up your lab environment
• Lab: Dynamics 365 Orientation

Module 2: Records, Activities and Personal Options

• Records and Relationships
• Activities
• Timeline Control
• Relationship Assistant
• Connections
• Setting your Personal Options
• Lab: Set Personal Options
• Lab: Working with Activities

Module 3: Performing Work in Dynamics 365

• Working with data and records
• Security considerations
• System Views and Personal Views
• Creating a Record
• Editing an existing Record
• Deleting a Record
• Related Records
• Reassigning a Record to a new Owner
• Sharing a record with another User or Team
• Performing operations on multiple Records
• Lab: Managing Records
• Lab: Create a Personal View

Module 4: Searching in Dynamics 365

• Introduction to searching in Dynamics 365
• Global Search
• Quick Find
• Advanced Find
• Lab: Using Global Find
• Lab: Using Quick Find
• Lab: Using Advanced Find

Module 5: Reports, Charts and Dashboards

• Introduction to Reports, Charts and Dashboards
• Default Reports
• Reporting Wizard
• Working with Charts
• Working with Dashboards
• Lab: Create a custom Report
• Lab: Explore the Charts
• Lab: Explore the Dashboards

Introduction to AL Programming in Dynamics 365 Business Central Training Course Outline

Module 1: Introduction to AL

• Introduction
• Get Started with Application Language

Module 2: Work With Identifiers, Syntax, and Variables

• Introduction
• Protected Variables
• Guidelines for Placing AL Code
• Reusing Code

Module 3: Discover Intrinsic Data Types

• Introduction
• Fundamental Data Types
• Complex Data Types

Module 4: Options, Enums, and Working with Collections

• Introduction to Options and Enums
• Introduction to Collection
• Arrays
• Lists
• Dictionary

Module 5: Use Assignments and Type Conversions

• Introduction to Use Assignments and Type Conversions

Module 6: Define Different Expression Types

• Introduction
• Unary Operators
• String Operators
• Arithmetic Operators
• Relational Expressions
• Logical Expressions
• Boolean Expressions