Course Outline

Identify and use common apps, features, and functionality

• describe apps in the finance and operations portfolio
• describe the main components of Dynamics 365 Commerce
• describe uses cases for and capabilities of workspaces and mobile workspaces
• describe case management
• describe global address book features and their use cases
• identify inquiry and report types available in a default installation
• describe use cases for the Business document management and electronic reporting features
• perform searches, save queries and views, create and use, record templates, and create
  filters

Implement security

• distinguish between roles, duties, privileges, and permissions
• assign security roles to users based on requirements
• describe segregation of duties
• describe and use the security diagnostics tool

Configure organization administration features

• set up and configure legal entities and operating units
• configure and troubleshoot number sequences
• create organization hierarchies
• describe and apply user options
• configure document handling for attachments
• configure print management and form setup features

Configure system administration features

• describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
• configure email (SMTP/Exchange)
• create and maintain email templates
• describe use cases for Entity store
• create, export, and import personalization
• publish saved views
• set up and monitor batch jobs
• set up alerts

Manage data

• describe use cases for the Data Management framework
• describe use cases for projects, data entities, and templates
• copy configuration data between companies or legal entities by using the data management framework
• describe use cases for the dual-write feature

Describe the migration process

• identify common migration scenarios and tools in finance and operations apps
• identify relevant data entities and elements based on given scenarios
• identify data migration requirements

Describe and use Lifecycle Services tools

• identify use cases for project asset libraries and shared asset libraries
• describe environment purposes and topologies
• differentiate between Tier 1 environment and other tiers
• describe use cases for Business process modeler libraries
• describe the types of environments including sandbox, test, and production
• report production outages

Configure and manage the production control module

• manage product compliance
• configure commodity pricing
• configure scrap and waste
• differentiate and configure production parameters and statuses
• configure substitute items
• implement subcontracting
• configure production groups, production units, and production pools

Configure discrete manufacturing

•  create bill of materials (BOM) and item configurations
• create and release a dimension-based product master
• define configuration groups and routes for dimension-based product

Manage batch orders

• create and process batch orders
• implement lot and batch control processes
• configure consolidated batch order processes
• create and process report as finished co-product journals
• manage batch order sequencing
• create and process a rework batch order

Manage production orders

•  creating and process production orders
• create and process picking journals
• create and process job card journals
• create and process report as finished journals
• reset the status of a production order

Configure and manage master planning

• set up coverage groups and item coverage
• differentiate between action messages, delay messages, time fences, and negative days
• process and view planned orders

Configure costing policies

• configure and manage costing sheets
• configure and use cost groups
• configure indirect costs
• configure and manage costing versions and cost categories
• configure and perform BOM/formula calculations

Design product configuration models by using Product Configurator

• create and build a product configuration model that includes components and subcomponents
• create and manage product configuration model components
• create calculations for product configuration models
• differentiate between table and expression constraints
• describe use cases for BOM lines and route operations
• configure and manage pricing for production configuration models
• describe the purpose and capabilities of the product configuration models