Mastering Microsoft Dynamics 365 Finance and Operations Advanced Implementation and Optimization
You're under pressure. Deadlines are tight, stakeholders expect flawless financial systems, and legacy ERP deployments continue to underperform. You know that Microsoft Dynamics 365 Finance and Operations holds immense potential, but unlocking its full power demands more than basic configuration - it requires strategic, advanced implementation expertise that most consultants never develop. Organizations aren't just adopting Dynamics 365 - they're demanding optimization, scalability, and real-time decision intelligence. Yet 67% of implementations fail to meet objectives due to gaps in advanced design, integration planning, and performance tuning. Without deep mastery, you risk being sidelined on high-impact projects, losing influence, and watching others lead the transformation initiatives you should be owning. This is where Mastering Microsoft Dynamics 365 Finance and Operations Advanced Implementation and Optimization changes everything. This course is engineered for professionals who refuse to settle for surface-level knowledge. It delivers a structured, battle-tested path from fragmented understanding to total command of enterprise-grade deployment, optimization, security, integration, and operational excellence. One senior solution architect, Maria T., used the frameworks in this course to redesign a global manufacturing client’s financial closing process. Within six weeks, she reduced period close time by 42% and eliminated three manual reconciliation steps. Her client renewed her contract with a 75% fee increase - and she was promoted to lead Dynamics practice within her firm shortly after. The outcome is clear: go from uncertain configuration to advanced, board-ready implementation leadership in under 90 days. You’ll gain the structured methodology, real-world templates, and certification-backed proof of mastery that positions you as the go-to expert in your organization or client base. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced. Immediate Online Access. No Fixed Timelines.
This course is fully self-paced, designed for professionals managing complex workloads across time zones and client commitments. From the moment you enroll, you gain structured access to comprehensive learning materials that adapt to your schedule - no live sessions, no deadlines, no pressure. Typical completion time is 8–12 weeks with 4–6 hours of focused weekly engagement. However, many learners apply critical modules within the first 10 days to solve immediate work challenges, seeing measurable results well before completion. Lifetime Access. Future Updates Included. No Extra Cost.
Once enrolled, you receive lifetime access to all current and future updates of the course content. As Microsoft releases new features, compliance updates, or optimization best practices in Dynamics 365, the materials are refreshed - and you benefit at no additional cost. Your learning evolves with the platform. This is not a one-time resource. It’s a long-term asset that continues delivering ROI across multiple implementations, audits, and client engagements. 24/7 Global Access. Mobile-Friendly. Works on Any Device.
Access your course materials on any device - desktop, tablet, or smartphone. The system is fully responsive and optimized for reading, note-taking, and task tracking while on the move, whether you’re in the office, at a client site, or traveling internationally. Direct Instructor Support. Expert Guidance When You Need It.
You’re not learning in isolation. Enrolled learners receive access to a dedicated support channel where certified Dynamics architects review your implementation challenges, architecture questions, and optimization scenarios. Expect clear, actionable feedback within 48 business hours. This is not generic helpdesk support. It’s personalized guidance from practitioners who have led Fortune 500 deployments and government-scale rollouts - the same experts who shaped the course content. Earn a Globally Recognized Certificate of Completion
Upon successful completion, you will receive a Certificate of Completion issued by The Art of Service. This credential is trusted by over 45,000 professionals worldwide and recognized by leading Microsoft partners, consulting firms, and internal audit departments. The certificate includes a verifiable digital badge and unique identifier, allowing you to showcase your achievement on LinkedIn, in RFP responses, or during performance reviews. It signals to employers and clients that you have completed a rigorous, industry-standard curriculum in advanced Dynamics 365 Finance and Operations implementation. Transparent Pricing. No Hidden Fees.
The course fee includes full access to all materials, instructor support, progress tracking, downloadable templates, and the final certification. There are no monthly subscriptions, add-ons, or surprise charges. What you see is what you get. Secure Payment. Major Methods Accepted.
We accept Visa, Mastercard, and PayPal. Transactions are processed through a PCI-compliant payment gateway, ensuring your financial data remains protected at all times. Zero-Risk Enrollment. 100% Money-Back Guarantee.
If you complete the first three modules and find the content does not meet your expectations for depth, clarity, or professional value, contact us for a full refund - no questions asked, no hassle. This is not a bet on potential. It’s a proven system. And if it doesn’t work for you, you walk away with zero loss. That’s our promise. What Happens After Enrollment?
After enrollment, you will receive a confirmation email acknowledging your registration. Your access details, including login credentials and orientation guide, will be delivered separately once your learner account has been fully provisioned and all materials are ready for access. This Works Even If…
- You’ve only worked with earlier versions of Dynamics AX or NAV and feel behind on cloud-first practices
- You’re strong technically but lack confidence in leading cross-functional implementation teams
- You’ve been passed over for lead consultant roles despite years of experience
- You’re transitioning from another ERP platform and need structured, role-specific upskilling
One enterprise architect, Navid R., had spent 14 years on SAP projects. He doubted he could break into the Microsoft ecosystem. After completing this course, he led a $3.8M Dynamics 365 rollout for a pharmaceutical distributor - and was hired as their permanent cloud finance director. It works. Not because it’s easy - but because it’s precise, proven, and built for real-world complexity. You’re not learning theory. You’re applying decision frameworks used in actual enterprise transformations - today.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Advanced Dynamics 365 Finance and Operations Architecture - Core architectural principles of cloud-based ERP systems
- Multi-tenant vs. dedicated environments: selection criteria
- Understanding LCS (Life Cycle Services) at scale
- Data center regions and compliance implications
- Service Fabric and deployment topology
- Identity management with Azure AD integration
- Role-based access design across environments
- Environment segregation: Dev, Test, UAT, Pre-Prod, Production
- Deployment pipelines and CI/CD in LCS
- Managing metadata and model store synchronization
- Version control integration with Azure DevOps
- Understanding service updates and platform releases
- Planning for long-term support and upgrade cycles
- Advanced sandbox provisioning strategies
- Environment monitoring using LCS telemetry
Module 2: Enterprise Data Strategy and Governance - Designing a unified data model across subsidiaries
- Data ownership and stewardship frameworks
- Master data management for legal entities and dimensions
- Building reusable data templates for rapid deployment
- Data migration planning using Data Entities and DMFs
- Handling legacy system data mapping and cleansing
- Data validation rules and pre-migration testing
- Using transformation rules in data packages
- Batch job orchestration for large-scale uploads
- Data version control and rollback planning
- Real-time data synchronization with staging tables
- Managing duplicates and overlapping records
- Audit logging and change tracking for compliance
- Data lifecycle policies and retention rules
- Data residency and sovereignty considerations
Module 3: Financial Architecture and Multi-Entity Design - Configuring multi-company financial structures
- Shared vs. isolated chart of accounts strategies
- Setting up intercompany transaction workflows
- Advanced posting profile design for automated entries
- Journal name configuration for audit trail clarity
- Financial dimensions: best practices and scalability limits
- Natural accounts and operational dimensions alignment
- Advanced dimension set rules and validation
- Intercompany posting setup and reconciliation
- Consolidation workflows across legal entities
- Automated elimination journal generation
- Foreign currency revaluation at the entity level
- Transaction currency vs. accounting currency mapping
- Exchange rate provider integration (ECB, OANDA, etc.)
- Balance sheet and P&L translation methods
- Advanced financial reporting trees for grouping
- Segmented financial reporting by region and business unit
Module 4: Advanced General Ledger and Accrual Systems - Periodic journals for recurring entries
- Prepaid expense amortization schedules
- Accrued liability automation using templates
- Automatic reversal journals and timing controls
- Encumbrance accounting setup for budget control
- Commitment accounting across procurement cycles
- Real-time budget vs. actual monitoring dashboards
- Advanced offset ledger accounts per transaction type
- Segmented posting for cost centers and projects
- GL account blocking by date, user, or module
- Journal control and approval workflows
- Journal voucher templates for high-volume entries
- Reverse and re-post logic with audit compliance
- Intercompany settlement journal automation
- Fiscal calendar configuration for multi-country ops
- Year-end closing checklist and task automation
- Carryforward of balances and adjustments
Module 5: Supply Chain and Inventory Advanced Configuration - Site and warehouse hierarchical structures
- Inbound and outbound process workflows
- Inventory status tracking and availability rules
- Serial and batch number management at scale
- Reservations and backorder processing logic
- Inventory close and reconciliation automation
- Physical inventory journals with variance analysis
- Counting work cycles and mobile warehouse tasks
- Location directives and work template optimization
- Transfer order automation across legal entities
- Item model groups and cost accounting methods
- Weighted average vs. standard costing setup
- Real-time inventory valuation reporting
- Drop-ship and direct delivery fulfillment rules
- Consignment inventory tracking and settlement
- Co-product and by-product co-costing models
- Inventory reclassification and write-offs
Module 6: Advanced Procurement and Vendor Management - Vendor collaboration portal configuration
- Three-way matching rules for invoices
- Routing setup for PO approvals by threshold
- Vendor performance scorecards and KPIs
- Vendor self-service portal and invoice submission
- Advanced purchase agreement types (quantity, price, etc.)
- Blanket orders with release scheduling
- Requisition to PO workflow automation
- Vendor credit management and risk monitoring
- Payment scheduling and cash flow planning
- Vendor advance payments and reconciliations
- Vendor withholding tax setup by jurisdiction
- EDI and API integration for automated ordering
- P-card and corporate card reconciliation setup
- Expense policy enforcement in procurement
- Supplier risk assessment integration
- Procurement analytics and spend visibility
Module 7: Sales, Accounts Receivable, and Customer Lifecycle - Customer collaboration portal setup
- Automated quotation and order conversion
- Price and discount group optimization
- Advanced customer trade agreements
- Payment term configurations with aging logic
- Cash application rules and match tolerances
- Customer credit limit monitoring and alerts
- Dunning process automation for overdue invoices
- Customer prepayments and deposit tracking
- Statement generation and email delivery
- Intercompany sales order routing
- Advanced shipment scheduling and ATP
- Customer aging analysis with segmented views
- Sales tax groups and nexus compliance
- Deferred revenue recognition setup
- Customer self-service portal integration
- Sales performance dashboards and quota tracking
Module 8: Cost Accounting and Management Reporting - Costing versions and activation timelines
- Item allocation and burden rate design
- Indirect cost distribution models
- Activity-based costing setup
- Cost group assignment and tracking
- Expense distribution across departments and projects
- Fixed and variable cost modeling
- Profit center accounting integration
- Revenue and cost matching at transaction level
- Standard cost update and variance reporting
- Bill of materials (BOM) cost rollups
- Routings and production cost aggregation
- Projected vs. actual cost comparison
- Cost accounting period close workflows
- Integration with project costing and time tracking
- Cross-charge cost allocation between departments
- Management report packs in Power BI
Module 9: Project Management and Accounting Deep Dive - Project categorization and hierarchy structures
- Hourly vs. fixed-price project types
- Project budget creation and tracking
- Resource requirement planning
- Time and expense entry workflows
- Automated timesheet approvals
- Project invoicing templates and milestones
- Progress billing and retainage handling
- Accrual-based revenue recognition
- Project profitability dashboards
- Integration with resource management
- Project forecasting and scenario modeling
- Subcontractor billing and management
- Internal project cost tracking
- Project-to-GL integration and reconciliation
- Project performance reporting by manager, client, sector
- Multi-client project rate cards
Module 10: Advanced Integration Patterns and APIs - OData v4 endpoint design for external systems
- Azure Logic Apps integration patterns
- Custom data entity creation and exposure
- Power Automate flows for business events
- Event-driven integration using Business Events
- Change tracking and delta sync strategies
- Real-time vs. batch integration trade-offs
- ID mapping and cross-system reference management
- Middleware selection: Azure, MuleSoft, custom
- Handling integration failures and retries
- Logging, monitoring, and alerting frameworks
- Third-party API authentication (OAuth, certificates)
- Secure data transfer using Azure API Management
- File-based integrations with SFTP and polling
- Handling JSON and XML payloads in transformations
- Error queue management and manual resolution
- Integration performance benchmarking
Module 11: Security, Compliance, and Audit Controls - Segregation of duties (SoD) analysis framework
- Role-based security with granular permissions
- Field-level security and data masking
- Security duty and privilege inheritance
- SoD conflict detection using LCS tools
- Custom security role creation and testing
- User provisioning automation via Azure AD
- Multi-factor authentication enforcement
- Activity logging with Azure Monitor
- Audit trail configuration for critical transactions
- GDPR and CCPA compliance settings
- Data encryption at rest and in transit
- Access review workflows and attestations
- Privileged access management (PAM) setup
- Session timeout and idle disconnect policies
- Compliance certification documentation templates
- Internal audit reporting automation
Module 12: Performance Optimization and Troubleshooting - LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
Module 1: Foundations of Advanced Dynamics 365 Finance and Operations Architecture - Core architectural principles of cloud-based ERP systems
- Multi-tenant vs. dedicated environments: selection criteria
- Understanding LCS (Life Cycle Services) at scale
- Data center regions and compliance implications
- Service Fabric and deployment topology
- Identity management with Azure AD integration
- Role-based access design across environments
- Environment segregation: Dev, Test, UAT, Pre-Prod, Production
- Deployment pipelines and CI/CD in LCS
- Managing metadata and model store synchronization
- Version control integration with Azure DevOps
- Understanding service updates and platform releases
- Planning for long-term support and upgrade cycles
- Advanced sandbox provisioning strategies
- Environment monitoring using LCS telemetry
Module 2: Enterprise Data Strategy and Governance - Designing a unified data model across subsidiaries
- Data ownership and stewardship frameworks
- Master data management for legal entities and dimensions
- Building reusable data templates for rapid deployment
- Data migration planning using Data Entities and DMFs
- Handling legacy system data mapping and cleansing
- Data validation rules and pre-migration testing
- Using transformation rules in data packages
- Batch job orchestration for large-scale uploads
- Data version control and rollback planning
- Real-time data synchronization with staging tables
- Managing duplicates and overlapping records
- Audit logging and change tracking for compliance
- Data lifecycle policies and retention rules
- Data residency and sovereignty considerations
Module 3: Financial Architecture and Multi-Entity Design - Configuring multi-company financial structures
- Shared vs. isolated chart of accounts strategies
- Setting up intercompany transaction workflows
- Advanced posting profile design for automated entries
- Journal name configuration for audit trail clarity
- Financial dimensions: best practices and scalability limits
- Natural accounts and operational dimensions alignment
- Advanced dimension set rules and validation
- Intercompany posting setup and reconciliation
- Consolidation workflows across legal entities
- Automated elimination journal generation
- Foreign currency revaluation at the entity level
- Transaction currency vs. accounting currency mapping
- Exchange rate provider integration (ECB, OANDA, etc.)
- Balance sheet and P&L translation methods
- Advanced financial reporting trees for grouping
- Segmented financial reporting by region and business unit
Module 4: Advanced General Ledger and Accrual Systems - Periodic journals for recurring entries
- Prepaid expense amortization schedules
- Accrued liability automation using templates
- Automatic reversal journals and timing controls
- Encumbrance accounting setup for budget control
- Commitment accounting across procurement cycles
- Real-time budget vs. actual monitoring dashboards
- Advanced offset ledger accounts per transaction type
- Segmented posting for cost centers and projects
- GL account blocking by date, user, or module
- Journal control and approval workflows
- Journal voucher templates for high-volume entries
- Reverse and re-post logic with audit compliance
- Intercompany settlement journal automation
- Fiscal calendar configuration for multi-country ops
- Year-end closing checklist and task automation
- Carryforward of balances and adjustments
Module 5: Supply Chain and Inventory Advanced Configuration - Site and warehouse hierarchical structures
- Inbound and outbound process workflows
- Inventory status tracking and availability rules
- Serial and batch number management at scale
- Reservations and backorder processing logic
- Inventory close and reconciliation automation
- Physical inventory journals with variance analysis
- Counting work cycles and mobile warehouse tasks
- Location directives and work template optimization
- Transfer order automation across legal entities
- Item model groups and cost accounting methods
- Weighted average vs. standard costing setup
- Real-time inventory valuation reporting
- Drop-ship and direct delivery fulfillment rules
- Consignment inventory tracking and settlement
- Co-product and by-product co-costing models
- Inventory reclassification and write-offs
Module 6: Advanced Procurement and Vendor Management - Vendor collaboration portal configuration
- Three-way matching rules for invoices
- Routing setup for PO approvals by threshold
- Vendor performance scorecards and KPIs
- Vendor self-service portal and invoice submission
- Advanced purchase agreement types (quantity, price, etc.)
- Blanket orders with release scheduling
- Requisition to PO workflow automation
- Vendor credit management and risk monitoring
- Payment scheduling and cash flow planning
- Vendor advance payments and reconciliations
- Vendor withholding tax setup by jurisdiction
- EDI and API integration for automated ordering
- P-card and corporate card reconciliation setup
- Expense policy enforcement in procurement
- Supplier risk assessment integration
- Procurement analytics and spend visibility
Module 7: Sales, Accounts Receivable, and Customer Lifecycle - Customer collaboration portal setup
- Automated quotation and order conversion
- Price and discount group optimization
- Advanced customer trade agreements
- Payment term configurations with aging logic
- Cash application rules and match tolerances
- Customer credit limit monitoring and alerts
- Dunning process automation for overdue invoices
- Customer prepayments and deposit tracking
- Statement generation and email delivery
- Intercompany sales order routing
- Advanced shipment scheduling and ATP
- Customer aging analysis with segmented views
- Sales tax groups and nexus compliance
- Deferred revenue recognition setup
- Customer self-service portal integration
- Sales performance dashboards and quota tracking
Module 8: Cost Accounting and Management Reporting - Costing versions and activation timelines
- Item allocation and burden rate design
- Indirect cost distribution models
- Activity-based costing setup
- Cost group assignment and tracking
- Expense distribution across departments and projects
- Fixed and variable cost modeling
- Profit center accounting integration
- Revenue and cost matching at transaction level
- Standard cost update and variance reporting
- Bill of materials (BOM) cost rollups
- Routings and production cost aggregation
- Projected vs. actual cost comparison
- Cost accounting period close workflows
- Integration with project costing and time tracking
- Cross-charge cost allocation between departments
- Management report packs in Power BI
Module 9: Project Management and Accounting Deep Dive - Project categorization and hierarchy structures
- Hourly vs. fixed-price project types
- Project budget creation and tracking
- Resource requirement planning
- Time and expense entry workflows
- Automated timesheet approvals
- Project invoicing templates and milestones
- Progress billing and retainage handling
- Accrual-based revenue recognition
- Project profitability dashboards
- Integration with resource management
- Project forecasting and scenario modeling
- Subcontractor billing and management
- Internal project cost tracking
- Project-to-GL integration and reconciliation
- Project performance reporting by manager, client, sector
- Multi-client project rate cards
Module 10: Advanced Integration Patterns and APIs - OData v4 endpoint design for external systems
- Azure Logic Apps integration patterns
- Custom data entity creation and exposure
- Power Automate flows for business events
- Event-driven integration using Business Events
- Change tracking and delta sync strategies
- Real-time vs. batch integration trade-offs
- ID mapping and cross-system reference management
- Middleware selection: Azure, MuleSoft, custom
- Handling integration failures and retries
- Logging, monitoring, and alerting frameworks
- Third-party API authentication (OAuth, certificates)
- Secure data transfer using Azure API Management
- File-based integrations with SFTP and polling
- Handling JSON and XML payloads in transformations
- Error queue management and manual resolution
- Integration performance benchmarking
Module 11: Security, Compliance, and Audit Controls - Segregation of duties (SoD) analysis framework
- Role-based security with granular permissions
- Field-level security and data masking
- Security duty and privilege inheritance
- SoD conflict detection using LCS tools
- Custom security role creation and testing
- User provisioning automation via Azure AD
- Multi-factor authentication enforcement
- Activity logging with Azure Monitor
- Audit trail configuration for critical transactions
- GDPR and CCPA compliance settings
- Data encryption at rest and in transit
- Access review workflows and attestations
- Privileged access management (PAM) setup
- Session timeout and idle disconnect policies
- Compliance certification documentation templates
- Internal audit reporting automation
Module 12: Performance Optimization and Troubleshooting - LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- Designing a unified data model across subsidiaries
- Data ownership and stewardship frameworks
- Master data management for legal entities and dimensions
- Building reusable data templates for rapid deployment
- Data migration planning using Data Entities and DMFs
- Handling legacy system data mapping and cleansing
- Data validation rules and pre-migration testing
- Using transformation rules in data packages
- Batch job orchestration for large-scale uploads
- Data version control and rollback planning
- Real-time data synchronization with staging tables
- Managing duplicates and overlapping records
- Audit logging and change tracking for compliance
- Data lifecycle policies and retention rules
- Data residency and sovereignty considerations
Module 3: Financial Architecture and Multi-Entity Design - Configuring multi-company financial structures
- Shared vs. isolated chart of accounts strategies
- Setting up intercompany transaction workflows
- Advanced posting profile design for automated entries
- Journal name configuration for audit trail clarity
- Financial dimensions: best practices and scalability limits
- Natural accounts and operational dimensions alignment
- Advanced dimension set rules and validation
- Intercompany posting setup and reconciliation
- Consolidation workflows across legal entities
- Automated elimination journal generation
- Foreign currency revaluation at the entity level
- Transaction currency vs. accounting currency mapping
- Exchange rate provider integration (ECB, OANDA, etc.)
- Balance sheet and P&L translation methods
- Advanced financial reporting trees for grouping
- Segmented financial reporting by region and business unit
Module 4: Advanced General Ledger and Accrual Systems - Periodic journals for recurring entries
- Prepaid expense amortization schedules
- Accrued liability automation using templates
- Automatic reversal journals and timing controls
- Encumbrance accounting setup for budget control
- Commitment accounting across procurement cycles
- Real-time budget vs. actual monitoring dashboards
- Advanced offset ledger accounts per transaction type
- Segmented posting for cost centers and projects
- GL account blocking by date, user, or module
- Journal control and approval workflows
- Journal voucher templates for high-volume entries
- Reverse and re-post logic with audit compliance
- Intercompany settlement journal automation
- Fiscal calendar configuration for multi-country ops
- Year-end closing checklist and task automation
- Carryforward of balances and adjustments
Module 5: Supply Chain and Inventory Advanced Configuration - Site and warehouse hierarchical structures
- Inbound and outbound process workflows
- Inventory status tracking and availability rules
- Serial and batch number management at scale
- Reservations and backorder processing logic
- Inventory close and reconciliation automation
- Physical inventory journals with variance analysis
- Counting work cycles and mobile warehouse tasks
- Location directives and work template optimization
- Transfer order automation across legal entities
- Item model groups and cost accounting methods
- Weighted average vs. standard costing setup
- Real-time inventory valuation reporting
- Drop-ship and direct delivery fulfillment rules
- Consignment inventory tracking and settlement
- Co-product and by-product co-costing models
- Inventory reclassification and write-offs
Module 6: Advanced Procurement and Vendor Management - Vendor collaboration portal configuration
- Three-way matching rules for invoices
- Routing setup for PO approvals by threshold
- Vendor performance scorecards and KPIs
- Vendor self-service portal and invoice submission
- Advanced purchase agreement types (quantity, price, etc.)
- Blanket orders with release scheduling
- Requisition to PO workflow automation
- Vendor credit management and risk monitoring
- Payment scheduling and cash flow planning
- Vendor advance payments and reconciliations
- Vendor withholding tax setup by jurisdiction
- EDI and API integration for automated ordering
- P-card and corporate card reconciliation setup
- Expense policy enforcement in procurement
- Supplier risk assessment integration
- Procurement analytics and spend visibility
Module 7: Sales, Accounts Receivable, and Customer Lifecycle - Customer collaboration portal setup
- Automated quotation and order conversion
- Price and discount group optimization
- Advanced customer trade agreements
- Payment term configurations with aging logic
- Cash application rules and match tolerances
- Customer credit limit monitoring and alerts
- Dunning process automation for overdue invoices
- Customer prepayments and deposit tracking
- Statement generation and email delivery
- Intercompany sales order routing
- Advanced shipment scheduling and ATP
- Customer aging analysis with segmented views
- Sales tax groups and nexus compliance
- Deferred revenue recognition setup
- Customer self-service portal integration
- Sales performance dashboards and quota tracking
Module 8: Cost Accounting and Management Reporting - Costing versions and activation timelines
- Item allocation and burden rate design
- Indirect cost distribution models
- Activity-based costing setup
- Cost group assignment and tracking
- Expense distribution across departments and projects
- Fixed and variable cost modeling
- Profit center accounting integration
- Revenue and cost matching at transaction level
- Standard cost update and variance reporting
- Bill of materials (BOM) cost rollups
- Routings and production cost aggregation
- Projected vs. actual cost comparison
- Cost accounting period close workflows
- Integration with project costing and time tracking
- Cross-charge cost allocation between departments
- Management report packs in Power BI
Module 9: Project Management and Accounting Deep Dive - Project categorization and hierarchy structures
- Hourly vs. fixed-price project types
- Project budget creation and tracking
- Resource requirement planning
- Time and expense entry workflows
- Automated timesheet approvals
- Project invoicing templates and milestones
- Progress billing and retainage handling
- Accrual-based revenue recognition
- Project profitability dashboards
- Integration with resource management
- Project forecasting and scenario modeling
- Subcontractor billing and management
- Internal project cost tracking
- Project-to-GL integration and reconciliation
- Project performance reporting by manager, client, sector
- Multi-client project rate cards
Module 10: Advanced Integration Patterns and APIs - OData v4 endpoint design for external systems
- Azure Logic Apps integration patterns
- Custom data entity creation and exposure
- Power Automate flows for business events
- Event-driven integration using Business Events
- Change tracking and delta sync strategies
- Real-time vs. batch integration trade-offs
- ID mapping and cross-system reference management
- Middleware selection: Azure, MuleSoft, custom
- Handling integration failures and retries
- Logging, monitoring, and alerting frameworks
- Third-party API authentication (OAuth, certificates)
- Secure data transfer using Azure API Management
- File-based integrations with SFTP and polling
- Handling JSON and XML payloads in transformations
- Error queue management and manual resolution
- Integration performance benchmarking
Module 11: Security, Compliance, and Audit Controls - Segregation of duties (SoD) analysis framework
- Role-based security with granular permissions
- Field-level security and data masking
- Security duty and privilege inheritance
- SoD conflict detection using LCS tools
- Custom security role creation and testing
- User provisioning automation via Azure AD
- Multi-factor authentication enforcement
- Activity logging with Azure Monitor
- Audit trail configuration for critical transactions
- GDPR and CCPA compliance settings
- Data encryption at rest and in transit
- Access review workflows and attestations
- Privileged access management (PAM) setup
- Session timeout and idle disconnect policies
- Compliance certification documentation templates
- Internal audit reporting automation
Module 12: Performance Optimization and Troubleshooting - LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- Periodic journals for recurring entries
- Prepaid expense amortization schedules
- Accrued liability automation using templates
- Automatic reversal journals and timing controls
- Encumbrance accounting setup for budget control
- Commitment accounting across procurement cycles
- Real-time budget vs. actual monitoring dashboards
- Advanced offset ledger accounts per transaction type
- Segmented posting for cost centers and projects
- GL account blocking by date, user, or module
- Journal control and approval workflows
- Journal voucher templates for high-volume entries
- Reverse and re-post logic with audit compliance
- Intercompany settlement journal automation
- Fiscal calendar configuration for multi-country ops
- Year-end closing checklist and task automation
- Carryforward of balances and adjustments
Module 5: Supply Chain and Inventory Advanced Configuration - Site and warehouse hierarchical structures
- Inbound and outbound process workflows
- Inventory status tracking and availability rules
- Serial and batch number management at scale
- Reservations and backorder processing logic
- Inventory close and reconciliation automation
- Physical inventory journals with variance analysis
- Counting work cycles and mobile warehouse tasks
- Location directives and work template optimization
- Transfer order automation across legal entities
- Item model groups and cost accounting methods
- Weighted average vs. standard costing setup
- Real-time inventory valuation reporting
- Drop-ship and direct delivery fulfillment rules
- Consignment inventory tracking and settlement
- Co-product and by-product co-costing models
- Inventory reclassification and write-offs
Module 6: Advanced Procurement and Vendor Management - Vendor collaboration portal configuration
- Three-way matching rules for invoices
- Routing setup for PO approvals by threshold
- Vendor performance scorecards and KPIs
- Vendor self-service portal and invoice submission
- Advanced purchase agreement types (quantity, price, etc.)
- Blanket orders with release scheduling
- Requisition to PO workflow automation
- Vendor credit management and risk monitoring
- Payment scheduling and cash flow planning
- Vendor advance payments and reconciliations
- Vendor withholding tax setup by jurisdiction
- EDI and API integration for automated ordering
- P-card and corporate card reconciliation setup
- Expense policy enforcement in procurement
- Supplier risk assessment integration
- Procurement analytics and spend visibility
Module 7: Sales, Accounts Receivable, and Customer Lifecycle - Customer collaboration portal setup
- Automated quotation and order conversion
- Price and discount group optimization
- Advanced customer trade agreements
- Payment term configurations with aging logic
- Cash application rules and match tolerances
- Customer credit limit monitoring and alerts
- Dunning process automation for overdue invoices
- Customer prepayments and deposit tracking
- Statement generation and email delivery
- Intercompany sales order routing
- Advanced shipment scheduling and ATP
- Customer aging analysis with segmented views
- Sales tax groups and nexus compliance
- Deferred revenue recognition setup
- Customer self-service portal integration
- Sales performance dashboards and quota tracking
Module 8: Cost Accounting and Management Reporting - Costing versions and activation timelines
- Item allocation and burden rate design
- Indirect cost distribution models
- Activity-based costing setup
- Cost group assignment and tracking
- Expense distribution across departments and projects
- Fixed and variable cost modeling
- Profit center accounting integration
- Revenue and cost matching at transaction level
- Standard cost update and variance reporting
- Bill of materials (BOM) cost rollups
- Routings and production cost aggregation
- Projected vs. actual cost comparison
- Cost accounting period close workflows
- Integration with project costing and time tracking
- Cross-charge cost allocation between departments
- Management report packs in Power BI
Module 9: Project Management and Accounting Deep Dive - Project categorization and hierarchy structures
- Hourly vs. fixed-price project types
- Project budget creation and tracking
- Resource requirement planning
- Time and expense entry workflows
- Automated timesheet approvals
- Project invoicing templates and milestones
- Progress billing and retainage handling
- Accrual-based revenue recognition
- Project profitability dashboards
- Integration with resource management
- Project forecasting and scenario modeling
- Subcontractor billing and management
- Internal project cost tracking
- Project-to-GL integration and reconciliation
- Project performance reporting by manager, client, sector
- Multi-client project rate cards
Module 10: Advanced Integration Patterns and APIs - OData v4 endpoint design for external systems
- Azure Logic Apps integration patterns
- Custom data entity creation and exposure
- Power Automate flows for business events
- Event-driven integration using Business Events
- Change tracking and delta sync strategies
- Real-time vs. batch integration trade-offs
- ID mapping and cross-system reference management
- Middleware selection: Azure, MuleSoft, custom
- Handling integration failures and retries
- Logging, monitoring, and alerting frameworks
- Third-party API authentication (OAuth, certificates)
- Secure data transfer using Azure API Management
- File-based integrations with SFTP and polling
- Handling JSON and XML payloads in transformations
- Error queue management and manual resolution
- Integration performance benchmarking
Module 11: Security, Compliance, and Audit Controls - Segregation of duties (SoD) analysis framework
- Role-based security with granular permissions
- Field-level security and data masking
- Security duty and privilege inheritance
- SoD conflict detection using LCS tools
- Custom security role creation and testing
- User provisioning automation via Azure AD
- Multi-factor authentication enforcement
- Activity logging with Azure Monitor
- Audit trail configuration for critical transactions
- GDPR and CCPA compliance settings
- Data encryption at rest and in transit
- Access review workflows and attestations
- Privileged access management (PAM) setup
- Session timeout and idle disconnect policies
- Compliance certification documentation templates
- Internal audit reporting automation
Module 12: Performance Optimization and Troubleshooting - LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- Vendor collaboration portal configuration
- Three-way matching rules for invoices
- Routing setup for PO approvals by threshold
- Vendor performance scorecards and KPIs
- Vendor self-service portal and invoice submission
- Advanced purchase agreement types (quantity, price, etc.)
- Blanket orders with release scheduling
- Requisition to PO workflow automation
- Vendor credit management and risk monitoring
- Payment scheduling and cash flow planning
- Vendor advance payments and reconciliations
- Vendor withholding tax setup by jurisdiction
- EDI and API integration for automated ordering
- P-card and corporate card reconciliation setup
- Expense policy enforcement in procurement
- Supplier risk assessment integration
- Procurement analytics and spend visibility
Module 7: Sales, Accounts Receivable, and Customer Lifecycle - Customer collaboration portal setup
- Automated quotation and order conversion
- Price and discount group optimization
- Advanced customer trade agreements
- Payment term configurations with aging logic
- Cash application rules and match tolerances
- Customer credit limit monitoring and alerts
- Dunning process automation for overdue invoices
- Customer prepayments and deposit tracking
- Statement generation and email delivery
- Intercompany sales order routing
- Advanced shipment scheduling and ATP
- Customer aging analysis with segmented views
- Sales tax groups and nexus compliance
- Deferred revenue recognition setup
- Customer self-service portal integration
- Sales performance dashboards and quota tracking
Module 8: Cost Accounting and Management Reporting - Costing versions and activation timelines
- Item allocation and burden rate design
- Indirect cost distribution models
- Activity-based costing setup
- Cost group assignment and tracking
- Expense distribution across departments and projects
- Fixed and variable cost modeling
- Profit center accounting integration
- Revenue and cost matching at transaction level
- Standard cost update and variance reporting
- Bill of materials (BOM) cost rollups
- Routings and production cost aggregation
- Projected vs. actual cost comparison
- Cost accounting period close workflows
- Integration with project costing and time tracking
- Cross-charge cost allocation between departments
- Management report packs in Power BI
Module 9: Project Management and Accounting Deep Dive - Project categorization and hierarchy structures
- Hourly vs. fixed-price project types
- Project budget creation and tracking
- Resource requirement planning
- Time and expense entry workflows
- Automated timesheet approvals
- Project invoicing templates and milestones
- Progress billing and retainage handling
- Accrual-based revenue recognition
- Project profitability dashboards
- Integration with resource management
- Project forecasting and scenario modeling
- Subcontractor billing and management
- Internal project cost tracking
- Project-to-GL integration and reconciliation
- Project performance reporting by manager, client, sector
- Multi-client project rate cards
Module 10: Advanced Integration Patterns and APIs - OData v4 endpoint design for external systems
- Azure Logic Apps integration patterns
- Custom data entity creation and exposure
- Power Automate flows for business events
- Event-driven integration using Business Events
- Change tracking and delta sync strategies
- Real-time vs. batch integration trade-offs
- ID mapping and cross-system reference management
- Middleware selection: Azure, MuleSoft, custom
- Handling integration failures and retries
- Logging, monitoring, and alerting frameworks
- Third-party API authentication (OAuth, certificates)
- Secure data transfer using Azure API Management
- File-based integrations with SFTP and polling
- Handling JSON and XML payloads in transformations
- Error queue management and manual resolution
- Integration performance benchmarking
Module 11: Security, Compliance, and Audit Controls - Segregation of duties (SoD) analysis framework
- Role-based security with granular permissions
- Field-level security and data masking
- Security duty and privilege inheritance
- SoD conflict detection using LCS tools
- Custom security role creation and testing
- User provisioning automation via Azure AD
- Multi-factor authentication enforcement
- Activity logging with Azure Monitor
- Audit trail configuration for critical transactions
- GDPR and CCPA compliance settings
- Data encryption at rest and in transit
- Access review workflows and attestations
- Privileged access management (PAM) setup
- Session timeout and idle disconnect policies
- Compliance certification documentation templates
- Internal audit reporting automation
Module 12: Performance Optimization and Troubleshooting - LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- Costing versions and activation timelines
- Item allocation and burden rate design
- Indirect cost distribution models
- Activity-based costing setup
- Cost group assignment and tracking
- Expense distribution across departments and projects
- Fixed and variable cost modeling
- Profit center accounting integration
- Revenue and cost matching at transaction level
- Standard cost update and variance reporting
- Bill of materials (BOM) cost rollups
- Routings and production cost aggregation
- Projected vs. actual cost comparison
- Cost accounting period close workflows
- Integration with project costing and time tracking
- Cross-charge cost allocation between departments
- Management report packs in Power BI
Module 9: Project Management and Accounting Deep Dive - Project categorization and hierarchy structures
- Hourly vs. fixed-price project types
- Project budget creation and tracking
- Resource requirement planning
- Time and expense entry workflows
- Automated timesheet approvals
- Project invoicing templates and milestones
- Progress billing and retainage handling
- Accrual-based revenue recognition
- Project profitability dashboards
- Integration with resource management
- Project forecasting and scenario modeling
- Subcontractor billing and management
- Internal project cost tracking
- Project-to-GL integration and reconciliation
- Project performance reporting by manager, client, sector
- Multi-client project rate cards
Module 10: Advanced Integration Patterns and APIs - OData v4 endpoint design for external systems
- Azure Logic Apps integration patterns
- Custom data entity creation and exposure
- Power Automate flows for business events
- Event-driven integration using Business Events
- Change tracking and delta sync strategies
- Real-time vs. batch integration trade-offs
- ID mapping and cross-system reference management
- Middleware selection: Azure, MuleSoft, custom
- Handling integration failures and retries
- Logging, monitoring, and alerting frameworks
- Third-party API authentication (OAuth, certificates)
- Secure data transfer using Azure API Management
- File-based integrations with SFTP and polling
- Handling JSON and XML payloads in transformations
- Error queue management and manual resolution
- Integration performance benchmarking
Module 11: Security, Compliance, and Audit Controls - Segregation of duties (SoD) analysis framework
- Role-based security with granular permissions
- Field-level security and data masking
- Security duty and privilege inheritance
- SoD conflict detection using LCS tools
- Custom security role creation and testing
- User provisioning automation via Azure AD
- Multi-factor authentication enforcement
- Activity logging with Azure Monitor
- Audit trail configuration for critical transactions
- GDPR and CCPA compliance settings
- Data encryption at rest and in transit
- Access review workflows and attestations
- Privileged access management (PAM) setup
- Session timeout and idle disconnect policies
- Compliance certification documentation templates
- Internal audit reporting automation
Module 12: Performance Optimization and Troubleshooting - LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- OData v4 endpoint design for external systems
- Azure Logic Apps integration patterns
- Custom data entity creation and exposure
- Power Automate flows for business events
- Event-driven integration using Business Events
- Change tracking and delta sync strategies
- Real-time vs. batch integration trade-offs
- ID mapping and cross-system reference management
- Middleware selection: Azure, MuleSoft, custom
- Handling integration failures and retries
- Logging, monitoring, and alerting frameworks
- Third-party API authentication (OAuth, certificates)
- Secure data transfer using Azure API Management
- File-based integrations with SFTP and polling
- Handling JSON and XML payloads in transformations
- Error queue management and manual resolution
- Integration performance benchmarking
Module 11: Security, Compliance, and Audit Controls - Segregation of duties (SoD) analysis framework
- Role-based security with granular permissions
- Field-level security and data masking
- Security duty and privilege inheritance
- SoD conflict detection using LCS tools
- Custom security role creation and testing
- User provisioning automation via Azure AD
- Multi-factor authentication enforcement
- Activity logging with Azure Monitor
- Audit trail configuration for critical transactions
- GDPR and CCPA compliance settings
- Data encryption at rest and in transit
- Access review workflows and attestations
- Privileged access management (PAM) setup
- Session timeout and idle disconnect policies
- Compliance certification documentation templates
- Internal audit reporting automation
Module 12: Performance Optimization and Troubleshooting - LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- LCS Performance Monitoring dashboard setup
- Identifying slow-running forms and queries
- SQL query optimization techniques
- Indexing strategies for large tables
- Batch job scheduling to avoid peak loads
- Memory and CPU usage analysis
- Custom performance testing scripts
- Load testing with simulated user scenarios
- Client-side performance tuning (browser caching, etc.)
- Form personalization impact analysis
- Reducing data fetch sizes and server calls
- Optimizing reporting data sources
- SQL execution plan reading and interpretation
- Reducing table locks and deadlocks
- Application insights and telemetry analysis
- Proactive issue detection with alerting
- Performance benchmarking across upgrades
Module 13: Advanced Analytics and Power Platform Integration - Data export to Azure Data Lake
- Common Data Model (CDM) folder structure
- Dataflow creation for transformation
- Power BI report embedding in Dynamics
- Row-level security in Power BI with AD
- Custom KPI dashboards for exec teams
- Real-time financial and operational monitoring
- Export scheduling and automation
- Power Apps for custom entry forms
- Canvas and model-driven app integration
- Custom workflows using Power Automate
- AI Builder integration for document processing
- Document management with SharePoint sync
- Alerting rules using Power BI alerts
- Self-service analytics for business users
- AI-driven forecasting models for revenue and costs
- Custom connector development for extended use cases
Module 14: Deployment, Go-Live, and Hypercare Planning - Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- Final validation testing (UAT sign-off)
- Data migration dry-run and reconciliation
- Go-live cutover checklist and timeline
- Parallel run and shadow accounting setup
- Hypercare support model and staffing plan
- Post-go-live issue triage process
- System freeze and production lock procedures
- Change management during cutover
- Disaster recovery and rollback plan
- Communication plan for stakeholders
- Knowledge transfer sessions with super users
- Training reinforcement and quick-reference guides
- Performance baseline after go-live
- Support desk readiness and escalation paths
- Initial master data freeze and exception handling
- First month-end closing support strategy
- Go-live success criteria and sign-off
Module 15: Post-Implementation Optimization and Continuous Improvement - Process mining using LCS and Azure tools
- Identifying automation gaps and bottlenecks
- Quarterly optimization review frameworks
- Change request management workflows
- Enhancement backlog prioritization
- Customization vs. configuration trade-off analysis
- User feedback collection and actioning
- System health checks and performance tuning cycles
- Regular SoD and access reviews
- Upgrade readiness assessments
- Feature adoption tracking and training campaigns
- Monitoring unused modules and components
- Cost of ownership analysis
- Vendor licensing optimization
- Advisory board setup for continuous input
- Annual roadmap planning with stakeholders
- Measuring ROI of optimization initiatives
Module 16: Certification Preparation and Career Advancement - Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead
- Mapping course content to Microsoft certification paths
- Identifying key exam domains and weighting
- Advanced scenario analysis techniques
- Time management strategies for certification tests
- Practice assessment structure and format
- Building a personal implementation playbook
- Creating a portfolio of design artifacts
- How to position your experience in job interviews
- Freelance consulting on Upwork and Toptal
- Bidding strategy for Dynamics 365 projects
- Client onboarding and scoping templates
- Building credibility with white papers and case studies
- Networking in Microsoft partner communities
- Leveraging your Certificate of Completion
- Updating LinkedIn with advanced keywords
- Salary negotiation using certification leverage
- Transitioning from consultant to implementation lead