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Microsoft Dynamics 365 for Finance and Operations Complete Implementation Checklist

Microsoft Dynamics 365 for Finance and Operations Complete Implementation Checklist

$199.00
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Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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Microsoft Dynamics 365 for Finance and Operations Complete Implementation Checklist



Course Overview

This comprehensive course is designed to provide participants with a detailed understanding of Microsoft Dynamics 365 for Finance and Operations implementation. The course covers the essential concepts, best practices, and real-world applications to ensure a successful implementation.



Course Objectives

  • Understand the Microsoft Dynamics 365 for Finance and Operations architecture and its components
  • Plan and design a successful implementation project
  • Configure and customize the system to meet business requirements
  • Implement financial management, procurement, and supply chain management modules
  • Integrate with other Microsoft Dynamics 365 products and third-party applications
  • Test and validate the system to ensure data integrity and accuracy
  • Develop a go-live plan and execute a successful deployment
  • Provide ongoing support and maintenance to ensure system adoption and ROI


Course Outline

Module 1: Introduction to Microsoft Dynamics 365 for Finance and Operations

  • Overview of Microsoft Dynamics 365 for Finance and Operations
  • Key features and benefits
  • Architecture and components
  • Licensing and pricing models

Module 2: Planning and Designing the Implementation Project

  • Defining project scope and objectives
  • Identifying business requirements and key stakeholders
  • Developing a project plan and timeline
  • Establishing a project team and roles

Module 3: Configuring and Customizing the System

  • Configuring system parameters and settings
  • Creating custom entities and fields
  • Developing workflows and business processes
  • Configuring security and access controls

Module 4: Financial Management Implementation

  • Configuring financial management parameters
  • Setting up ledgers and financial reporting
  • Implementing accounts payable and accounts receivable
  • Configuring budgeting and forecasting

Module 5: Procurement and Supply Chain Management Implementation

  • Configuring procurement and supply chain management parameters
  • Setting up procurement workflows and business processes
  • Implementing inventory management and warehouse management
  • Configuring supply chain planning and forecasting

Module 6: Integration with Other Microsoft Dynamics 365 Products and Third-Party Applications

  • Integrating with Microsoft Dynamics 365 Sales and Marketing
  • Integrating with Microsoft Dynamics 365 Talent and HR
  • Integrating with third-party applications using APIs and data integration tools
  • Configuring data migration and data validation

Module 7: Testing and Validating the System

  • Developing a testing plan and test cases
  • Executing testing and validation
  • Identifying and resolving defects
  • Conducting user acceptance testing (UAT)

Module 8: Go-Live Planning and Deployment

  • Developing a go-live plan and timeline
  • Configuring and testing the production environment
  • Executing the go-live deployment
  • Providing post-go-live support and maintenance

Module 9: Ongoing Support and Maintenance

  • Providing ongoing support and maintenance
  • Monitoring system performance and troubleshooting issues
  • Planning and executing system upgrades and updates
  • Continuously improving the system and business processes


Course Benefits

Upon completion of this course, participants will receive a certificate issued by The Art of Service, demonstrating their expertise in Microsoft Dynamics 365 for Finance and Operations implementation.



Course Features

  • Interactive and engaging learning experience with hands-on projects and real-world applications
  • Comprehensive and up-to-date content covering the latest features and best practices
  • Personalized learning experience with flexible pacing and mobile accessibility
  • Expert instructors with extensive experience in Microsoft Dynamics 365 for Finance and Operations implementation
  • Certification upon completion, issued by The Art of Service
  • Lifetime access to course materials and updates
  • Gamification and progress tracking to enhance the learning experience
  • Community-driven support and discussion forums
  • Actionable insights and practical knowledge to ensure successful implementation
  • Bite-sized lessons and modular design for easy navigation
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