MB 300 - Microsoft Dynamics 365: Core Finance and Operations

Microsoft Dynamics 365 Exam
Prep
MB 300 – Microsoft
Dynamics 365: Core
Finance and Operations
Author name
Date
© Copyright Microsoft Corporation. All rights reserved.

Microsoft Dynamics 365:
Core Finance and
Operations Associate
Overview

Module 1 : Describe finance and operations
apps, and extend apps by using Microsoft
Power Platform technologies

Dynamics 365 Finance and Operations Apps
Dynamics 365 Supply Chain Dynamics 365 Human Dynamics 365 Finance Dynamics 365 Commerce
Management Resources Redefine your traditional global A comprehensive omnichannel
Resolve product quality issues Transform employee financial management to solution that unifies your back-
and accelerate time to market. experiences. monitor performance in real office, in-store, call center, and
time, predict future outcomes. digital experiences
Gain planning agility to fulfil Optimise your HR programmes.
customer demand. Make data-driven decisions to Optimize operations to reduce
Increase organisational agility.
drive business growth costs and drive supply chain
Optimise stock and logistics.
efficiencies

Navigation Elements Dashboard
The primary navigation concepts in

Finance and Operations apps are:
Dashboard
Navigation pane
Workspaces
Tiles Tiles
Navigation search

Using filtering techniques
Filtering options QuickFilter
• Filter pane
• QuickFilter
• Grid column header
filtering/sorting
• Wildcards
Grid column header filtering/sorting

Search in Finance and Operations apps
Search mechanism is used for

finding and navigating to pages
and workspaces that appear in
the navigation pane and on the
dashboard
Two specific ways to search:
Keywords
Form names

Perform searches and work with filters
Filter operator Finance and operations query syntax
Is “circle”/Is equal to “circle” circle
Is not “circle”/Is not equal to “circle” !circle
Is one of “circle”, “square”, “circlesquare” circle,square,circlesquare

Contains “circle” *circle*
Does not contain “circle” !*circle*
Begins with “circle” circle*
After “circle”/Greater than “circle” >circle
Greater than or equal “circle” circle..
Before “circle”/Less than “circle” <circle
Less than or equal “circle” ..circle
Between “square” and “circle” square..circle

What are Record Templates?
Record templates can help you to create records more For example, imagine you are entering rental
quickly, however you can only create record templates information for a car rental business that is located in
for some record types San Francisco. Since most of the customers are likely to
be from the San Francisco area, it would be nice if you
could automatically fill in the values for
the State, Country, and City fields on the rental form

Inquiry and report types available in a default installation
Excel and Microsoft Office integration. Manage and analyze data using Microsoft Excel.
Embedded analytics and native controls. These are built-in and used in operational reports. They
allow you to add aggregate data to workspaces by using native controls, such as charts and grids.
Financial Report Designer. It is a powerful and flexible tool to create custom and complex financial
statements such as balance sheets, income statements, cashflow statements, and advanced financial
reports for financial leaders.
Dashboards and workspaces. This report contains predefined and personalized views.
SQL Server Reporting Services (SSRS). This report is used for business documents and frequent,
high-volume printed materials, such as invoices, packing slips, and picking lists.

Business document management
Configure electronic reporting (ER) parameters.
Import ER solutions.
Configure access permissions.
Use business document management to edit templates.
Initiate editing templates owned by your or other configuration providers.
Start editing a template.

Financial Reporting - Report Designer
By using Report designer, you will be able to
• Save and reuse dimension combinations for multiple reports
• Control how to format and display the dimension descriptions
• Identify the accounts or dimensions that have been omitted from report building blocks
• Format the headers for rolling forecasts
Interactive features
• Change the report date for the report that you're viewing.
• Change the currency of the report that you're viewing.
• View the report in either a summary view or a detailed view.
• Add dimension filters to limit the report content to a specific dimension or combination
of dimensions.
• Add attribute filters to limit the report content to a specific attribute or a combination
of attributes.

Accessing Financial Reporting
Before creating and generating the financial reports, ensure that the following items have
been set up for your company
• Currency
• Fiscal calendar
• Chart of accounts
• Ledger
You can find the Financial reporting menu in the following locations in Dynamics 365
Finance
• General Ledger > Inquiries and reports
• Budgeting > Inquires and reports > Basic budgeting
• Budgeting > Inquiries and reports > Budget planning
• Budgeting > Inquiries and reports > Budget control
• Consolidations

Overview of Finance and
Operations (Dynamics
365) Mobile App
The mobile app enables your organization to
make its business processes available on mobile
devices
Features
Elements
Implementation
Can view, edit, and act on business data
Can build and publish mobile workspaces
Can easily design mobile workspaces
Can optionally optimize the offline capabilities of
workspaces

List of Mobile Workspaces
List of mobile Workspace available are listed below
• Company Directory
• My team
• Invoice Approval
• Expense Management
• Purchase Order Approval
• Project time entry
• Cost Controlling
• Inventory on-hand
• Sales orders
• Vendor Collaboration
• Asset Management

Introduction to Saved Views
Features of Saved Creating and Managing Personal Managing Publishing Views
Views modifying views Views personalizations at an
• Create and save a
organizational level
• Views Have multiple To create a new view, Manage my views dialog personal copy of the view
with views that you want to publish.
named sets of select Save As and enter box gives you basic
personalization's per form, a name and a maintenance capabilities Administrators would • With that view currently
which they can quickly description. over your personal views apply a set of loaded, select the view
switch between as needed name to open the view
personalizations for a
• Views created for page selector drop-down menu.
page to a user or a
types can also include • Select the More button
group of users via the
user-added filters or sorts, and then select Publish.
Personalization page
• Views can be published to The Publish dialog box will
users in specific security open.
roles and specific legal
entities
• Views aren't automatically
saved when a user
performs personalization's
or filters a list
• Views can be added to
workspaces as tiles, lists,
or links

Creating a number sequence
Number sequences can be continuous or non-continuous
• A continuous number sequence does not skip any numbers, but numbers may not be used sequentially.
• Numbers from a non-continuous number sequence are used sequentially, but the number sequence can
skip numbers.
‒ Example - If a user cancels a transaction, a number is generated, but not used. In a continuous number sequence,
that number is recycled later. In a non-continuous number sequence, the number is not used.
Chronological numbering
• For available document references, you can create period-effective number sequence groups and
connect them to unique number sequences
Automatic cleanup of number sequences

• You can run the cleanup process manually or automatically to recover the lost numbers.

Overview of Global Address Book
You can run the cleanup process

manually or automatically to
recover the lost numbers.
• Party Record – It stores

locations, or addresses, and is
assigned a party role
• Party Roles - Roles that are
associated with party records
are referred to as party roles
‒ Customer
‒ Prospect
‒ Worker
‒ Vendor
‒ Competitor
‒ Applicant
‒ Contact
Create and use Alert Rules
Alert rules scenarios in ERP:

• Scenario 1: Create an alert rule for new sales orders
• Scenario 2: Create an alert rule for postponement of a
delivery date
After you close the dialog box, your rule appears on the
Manage alert Create alert rule rules page.
• You can use the Manage alert rules page to update
your existing alert rules.
• When you create alert rules, you can associate a
predefined event with a specific field.
Components of alert rule

• Event
• Condition
• Expiry of rule
• Contents
• User

Describe case management
You can use the case functionality to resolve

both issues that are external to your
organization and internal issues
Setup processes that employees must
follow for the cases that are opened in your
organization
By planning, tracking, and analyzing cases,
you can develop efficient resolutions that
can be used for similar issues
Only appropriate employees in an
organization should have access to cases
and related information
You can set up a process for each case
category that cases are assigned to.
Although planning a separate process for
each case type takes time, case resolution
will go more smoothly if the processes are
planned out

Case management components
Case categories - The case category hierarchy provides a list of categories that you can assign cases to.
Case category type security - Only appropriate employees in an organization should have access to
cases and related information.
Case processes - You should set up processes that employees must follow for the cases that are
opened in your organization.
Case workflows –
Document handling: Workflow type for document handling.
Signing limit workflow: Use this template to create a workflow for review of signing limit requests.
Case management workflow: Use this type to create a workflow for cases.

Dynamics 365 Finance - Introduction
Dynamics 365 Finance provides

fast, dependable, and
comprehensive accounting,
financial reporting, and analysis
Two objectives of a typical

financial management system in
any company are
• Maximize profit
• Maximize wealth

Benefits of Dynamics 365 Supply Chain Management
Create an ideal manufacturing mix from discrete, lean, and

process in a single, unified solution to support processes
across the supply chain.
Optimize manufacturing parameters for each product family,

including make to stock, make to order, pull to order,
configure to order, and engineer to order.
Streamline scheduling with real-time visibility into resources

by using a unified resource model and scheduling engine by
using the Financial management module in Supply Chain
Management.
Optimize the flow of manufacturing material and finished

goods with advanced warehouse and logistics management.
Improve product quality by identifying and resolving issues

through real-time insights and predictive intelligence.

Dynamics 365 Commerce - Introduction
Dynamics 365 Commerce is a complete retail solution that

gives you a unified experience across all channels.
Dynamics 365 Commerce includes sales, mobility,

intelligence, and productivity to help you achieve more in a
cloud-first, mobile first way.
Features of Dynamic 365 Commerce

• Unified commerce
• Modern point of sale (MPOS)
• Merchandise management
• Customer loyalty

Unified Commerce and Point of Sale (POS)
Unified Commerce Point of sale (POS)

• It Support diverse types of stores, including the Dynamics 365 Commerce supports the following
traditional brick-and-mortar store, online POS options:
stores, and call centers • Retail Modern POS (MPOS)
• Each store can have its own payment methods, • Cloud POS (CPOS)
delivery methods, price groups, income and
expense accounts, registers, and staff The POS shares the same core application code
• You give customers the convenience and
flexibility to buy-in store, pick up in other
locations, or get home delivery

Merchandise Management and Customer Loyalty

Managing your organization with Dynamics 365 Human
Resources

Dynamics 365 Project Operations
It connects sales, resourcing, project management,

and finance teams in a single application to win
more deals, accelerate project delivery, and
maximize profitability
• Leaders get business insights

• Sales is enabled
• Resourcing is set up to optimize
• Project managers can accelerate
• Team members can improve productivity
• Finance can simplify project accounting

Microsoft Power Platform
The low-code platform that spans Microsoft 365, Azure, Dynamics 365, and standalone applications.
Power BI Power Apps Power Automate Power Virtual Agents

Business analytics Application development Process automation Intelligent virtual agents
Data Microsoft
connectors AI Builder
Dataverse

Build and consume solutions for web and mobile with Power Apps
• Build highly customized task- and role-based canvas apps with data from one or multiple sources.
• Generate immersive model-driven apps, starting from your data model and business processes.
• Consume fully accessible apps across web and mobile, embedded, or standalone, on any device.

Integrating Power Apps with Finance and Operations Apps
• By using Power Apps, you can quickly build

custom business apps that connect to your
business data that is stored either in the
underlying data platform (Microsoft Dataverse)
or in various online and on-premises data
sources
• With the native functionality of Finance and
Operations apps, you can embed Power Apps
• Integration will help connect to other services
and data sources easily with no development
experience
• The data entity that you are using to access
data will need to be Public

Integrating Microsoft Dataverse with Finance and Operations apps
• The Common Data Model allows you to bring

your data together in a simplified process by
providing a shared data language for business
and analytical application to use.
• The Common Data Model includes extensible

data schemes that are predefined and can be
used as needed.
• You can use the standard entities, extend the

standard entities to fit your needs, or create
custom entities.
• You can configure Finance and Operations apps

environments to link to the Dataverse as part of
the environment deployment flow in Lifecycle
Services (LCS).
• If you are using both model-driven apps in

Dynamics 365, and Finance and Operations
apps, dual-write lets you seamlessly integrate
data between the two applications

Integrating Finance and Operations apps data using Power Automate
• Power Automate is part of Microsoft Power

Platform, which enables you to connect to data
and services and automate tasks
• Finance and Operations apps have a connector
that comes with Power Automate.
• Identify the entities to access the Finance and
Operations apps Data
• If you want to connect to data from Finance and
Operations apps, your data must be in a data
entity, and that entity must be configured to
enable public APIs

Build powerful virtual agents with Power Virtual Agents
• Enable subject matter experts to easily create

powerful virtual agents using a guided, no-code
graphical interface—all without the need for data
scientists or developers.
• Enable the virtual agent to act on the customer’s
behalf.
• Easily integrate your virtual agent with hundreds
of services and systems out of the box or create
custom workflows.
• Monitor how your virtual agent is performing by
using conversational metrics and dashboards.
• Get in-depth AI-driven insights to improve bot
performance.

Gain insights from your data regardless of where it lives with
Power BI
• Connect to all your data and get a consolidated
view across your business through a single pane
of glass.
• Create ad-hoc analysis, live dashboards, and
interactive reports that are easy to consume on
the web and across mobile devices.
• Build smart apps by infusing insights from your
data and drive action with the power of the
Power Platform.

Module 2:
Configure administrative features and
workflows

What is Role-based Security?
Roles are assigned based on responsibilities in the

organization
Users are assigned to roles via System administration >

Security > Assign users to roles
The administrator can assign users to the sample security

roles

What are Duties?
• Duties refer to parts of

business processes
• Duties contain privileges

What are Privileges?
• Privileges specify the level of

access that is required to
perform a job
• By default, privileges are
provided for all features in
Finance and Operations apps

Understanding Other Attributes of Security
Permissions Authentication
• Permissions represent access to individual • Only authenticated users can establish a
securable objects, such as menu items and connection
tables • It uses Microsoft Azure Active Directory (AAD)
as a primary identity provider
Authorization Auditing
• Authorization is the control of access to apps • It is a feature where the system logs when the
program user signs in or out of the application
‒ External Roles
‒ Dormant user security accounts

Understanding Segregation of Duties
Setting up rules to separate tasks to be performed by
different users is named segregation of Duties
When Definition of a security role or the role assignments of a

user violate the rules, the conflict is logged
To Resolve, run the verify compliance of user-role assignments

process
Also used to comply with regulatory requirements, such as

those from Sarbanes-Oxley (SOX), International Financial
Reporting Standards (IFRS), and the United States Food and
Drug Administration (FDA)

Extensible Data Security Policies
XDS allows developers to

supplement role-based security
by restricting access to table
records based on security policies
• Data security policy
components
• Important considerations

Use a Task Recording to Validate Security
1 Go to Security diagnostic for 2 Open the task recording 3 In the User ID field, select a
task recording user
4 Open the Security menu 5 Select Add Reference 6 Select a security object from
item details page the list – Role, Duty, Privilege

Describe use cases for workflows
Workflow as a system Workflow as a business process

This system is included in Microsoft Finance and This business process defines how a document
Operations apps. It provides functionality that can "flows" through the system by displaying who must
be used to create individual workflows, or business process and approve it.
processes

Defining Workflow Types

Out-of-the-box Workflow Templates
Several types of out-of-the-box workflow templates are available in Finance and Operations apps.
General ledger Expense management
Accounts payable Fixed asset management
Accounts receivable
Budgeting workflow
Cash and bank management

How to Create a Workflow ?
Select a workflow type Configure the elements of the workflow
Select New , Select a workflow to launch Workflow

Resolve any errors or warnings
editor
New elements are added to the Workflow elements

Save and activate the workflow
area
Connect the workflows with pointers
Configure the properties of the workflow

Elements of Workflow
Workflow Elements
Tasks
Approval processes
Line-item workflow elements
Flow-control elements

Overview of Workflow Properties and Elements
Tasks
• Manual task
‒ A manual task is a unit of work that must be
performed by a user
• Automated task
‒ A manual task is a unit of work that must be
performed by a user
Approval Processes
• The user can perform
‒ Approve the document
‒ Reject the document
‒ Request a change to the document
‒ Assign the document to another user for approval
Line-item workflow elements
Flow Control Elements
• Manual decision
• Conditional decision
• Parallel activity
• Sub-workflow

Workflow parameters

Click-once Workflow Editor
• The workflow editor is a graphical interface to

create workflows
• To open the workflow editor, select a Workflow
type to open the Click-once workflow editor

Components of Workflow Editor
Components of Workflow Editor
Workflow Elements
Canvas

Managing a Workflow
Delete a workflow Delete a workflow Export a workflow Import a workflow

Workflow Assignment Hierarchies

Specifying When and How to Receive Notifications
Specifying When and How to Receive Notifications
1. Choose icon, enter Approval User Setup, and then choose the related link.
2. Select the line for the user and then choose the Notification Setup action
3. On the Notification Setup page, fill the fields
• Notification Type
• Notification Method
4. Choose the Notification Schedule action
5. On the Notification Schedule page, fill the fields
• Recurrence
• Time
• Daily Frequency
• Monday Through Sunday
• Date of Month
• Monthly Notification Date

Use cases for Business Events
Sales Quotation Procurement
Workflow Reporting
Workflow Customer Master
Batch Processing Vendor Master
Case Management Month End Close

Integrating Finance and Operations apps data using Power Automate
• Power Automate is part of Microsoft Power

Platform, which enables you to connect to
data and services and automate tasks
• Finance and Operations apps have a
connector that comes with Power
Automate.
• Identify the entities to access the Finance
and Operations apps Data
• If you want to connect to data from Finance
and Operations apps, your data must be in
a data entity, and that entity must be
configured to enable public APIs

What is a Legal Entity ?
A legal entity is an organization that has a registered or legislated legal structure

A company is a type of legal entity
• The company Contoso is an organization that has at least one company or legal entity and has registered
its international companies in multiple countries such as Germany, United States, and France
Register ID’s
• Companies with different regulations has recording registration ID’s
• Examples include Social Security Number(SSN), Tax Identification Number(TIN).

What is an Operating Unit?
It divides the control of economic resources and operational processes
In Finance and Operations, we have the following units
Cost Center Branch
Business unit Rental Location
Value stream Region
Department Teams
Retail channel
* Not installed as part of production environment

Organizational Hierarchies
It represent the relationships The relationship between the Hierarchies address both
between the organizations organizational hierarchy and organizational and statutory
that make up a business financial dimensions is reporting needs
important

Accounting and Reporting Currencies
Accounting currency Reporting currency

It records the converted monetary value of It measures the converted monetary value of
economic transactions in ledger accounts transactions in a secondary currency

Batch Processing of Reports and Setup of Alerts
Reports Alerts

Copying of Batch Jobs
An Existing batch job and the

batch tasks, including recurrences
can be copied

Configure Email Parameters (SMTP/Exchange)
• Email providers
• SMTP Settings
‒ Specify the host name of
the desired SMTP server
‒ Port number should be set
to 587 for secure transport
‒ Specify
the Username and Passwo
rd fields
• Test Email

Creating an E-mail Template
Email Templates saves time Navigate to System Template can be a simple text
and uses standardized texts administration > Setup > or HTML tags
Email > System email
templates

Excel Reports
An out-of-the-box application
called the Excel Data Connector is
Optimize data source queries Ensure correct use of display fields
used to view, update, and edit data
within an Excel workbook
Select the Open in Office icon on the To optimize your queries for SSRS reports, Expressions are functions that can be used
Action Pane. From there, you can make sure that you are only pulling the on fields to retrieve, calculate, display,
select Open in Excel or Export to Excel data that you need group, sort, filter, parameterize, and
format data on the report appearance by
using Microsoft Visual Basic
To increase performance in Power BI, try You can use expressions on a field or
removing unused fields group by right-clicking the field or group
and selecting Expressions

Electronic Reporting and Use cases
What is ER?
• ER is a tool that you can use to configure formats for both incoming and outgoing electronic documents
in accordance with the legal requirements of various countries/regions
Supported Scenarios
• Building a data model
• Translating data model content
• Configuring data model mappings for outgoing documents
• Configuring data model mappings for incoming documents
• Storing a designed model component as a model configuration
• Building a format that uses a data model as a base

Power BI Reports
By using Power BI tools, You can pivot columns, change the shape of charts, filter data, and share
reports
Create a Power BI report

• You will need Visual Studio, and either Power BI Online or Power BI Desktop
• When you have the data loaded, you can drag fields to the canvas to manipulate the data
Modify a Power BI report

• Power BI can be used for quick and simple manipulation of how your data is viewed.
• You can adjust existing reports to filter data as you need it

Module 3 :
Manage Finance and Operations data

Data Management Framework
Data Entities
• It is conceptual abstraction and encapsulation of one or more underlying tables
Data Project
• It is automatically created when you select Import or Export from the workspace and should have at least one job
Data Job
• A job that contains an execution instance of the data project
Job History
• Histories of source to staging and staging to target jobs
Data Package
• They are used for many application lifecycle management scenarios

Data Management Scenarios
Data migration Set up and copy configurations Integration
You can migrate reference, you can use this to copy This is used where the real-time
master, and document data from configuration to configure service-based integration is
legacy or external systems processes or modules by using needed
the Lifecycle Services (LCS)
environment

Data Migration
The framework is intended to help migrate data by using the following features
You can select only the entities you need to migrate
If an import error occurs, you can skip selected records and choose to proceed with the import by using only the
good data
You can move data entities straight from one Finance and Operations apps system to another
Data imports can be easily scheduled by using a batch, which offers flexibility when it is required to run

Data Flow
The first step is to load the The data import/export Now, the data is moved to
file from the source to the framework picks up the data the target by using data
central storage, such as Azure from the central storage and entities that have been
then pushes it into the defined.
staging tables

Overview of Data Entities
Entity capabilities
It provides a single stack to capture business logic
It is the primary mechanism for exporting and importing data

packages
It can be exposed as OData services

Categories in Entities
Categories in Entities
Parameters Reference Master Document Transaction

Configuration Keys and Supported Integrations in Data Entity
Configuration key assignments Supported integrations

• Data entities • Synchronous service (OData)
• Tables used as data sources • Asynchronous integration
• Table fields • Business intelligence
• Data entity fields

Data Migration from Legacy or External System
Migrate existing data assets Migrating data between two similar

• Master data systems
• Subsets of documents • Discover entities and dependencies between
entities
• Maintain a reusable library of data templates
and datasets
• Use data packages to create incremental data
entities
• Viewing data during imports

Data management workspace overview
Data Management Overview

Project Load
Download Project
Configuration Data Templates

Other Attributes of Templates
Templates that have the same entity

• Some entities are required in more than one template. For example, you must have payment terms in both
the Accounts payable and Accounts receivable templates
Merged Templates
• System and Shared
• Financials
• Supply chain management
• Expense and Project Management
• Workers
Master data
• Default templates include entities for master data, such as customers, vendors, and released product
Enable change tracking for entities

• Change tracking enables incremental export of data

Data Projects
Data Projects supports
Export of configurations – Create configurations of entities and use the data management framework to export the
configurations to a package.
Import of configurations – Upload a configuration package and use the data management framework to import the
package.

Process for working with configuration data projects
The recommended process
Set up your system by getting the new data configuration user interface (UI) and setting default file extensions
Set up configuration templates for both export and import
Create and run a configuration data project for export
Create and run a configuration data project for import

Finance and Operations apps integration tools
Finance and Operations apps offer tools for data migration, such as:
Data Management Workspace
Office Integration
Excel Workbook Designer

Data Migration from Legacy or External System
Migrate existing data assets Migrating data between two similar

• Master data systems
• Subsets of documents • Discover entities and dependencies
between entities
• Maintain a reusable library of data
templates and datasets
• Use data packages to create incremental
data entities
• Viewing data during imports

Sequence Data Entities within a Data Package

Sequence Data Package Imports
It is important to set the correct order for importing data packages because of dependencies that exist
within and across modules
To load the Data packages, numbering format is suggested that has been created for the data
packages within Lifecycle Services (LCS),
This could be as follows

• First segment: Module
• Second segment: Data type (setup, master, transaction)
• Third segment: Sequence number

Generate field mapping between source and target data structures
View Map

Generate Data and Source Mapping
Generate Data for the fields in Entities Generate the Source Mapping

Support the transition between the existing and migrated systems
Finance and Operations apps offer tools for data migration, such as:
Define one or more Microsoft Azure SQL databases
Export either all the records (full push) or only the records that have changed or been deleted (incremental push).
Use the rich scheduling capabilities of the batch framework to enable periodic exports.
Access the entity database by using Transact-SQL (T-SQL) and extend the database
Export entities into multiple databases

Configuring BYOD Feature

Perform a Test Migration and Validate Output

Import or Export data by using the data management framework
These are the steps to import or export data:
Create an import or export job
Validate that the source data and target data are mapped correctly
Verify the security for your import or export job
Clean up the staging tables

Creating, Verifying and Cleaning up Import or Export jobs
Create an import or export job

• Select project category
• Entities are sequenced
Verify the security for your import or export job

• Access to the workspace is restricted
• Applicable roles menu to restrict the job to one or more security roles
Clean up the staging tables

• use the following options
‒ Entity
‒ Job ID
‒ Data Projects

Copy configuration data between companies or legal entities by using the
data management framework
These are the steps for copying configuration data
Export a configuration
Change the legal entity value before import
Import a configuration
Copy into a legal entity

What is Dual Write?
It is an out-of-box infrastructure
that provides near-real-time
interaction between customer
engagement apps and Finance
and Operations apps

Use cases for the dual-write feature
Dual-Write makes Microsoft Dynamics 365 the one-stop shop for all your business solutions
Useful for Businesses that are interested in Power Platform expansions
It follows no-code/low-code principle
It supports both online mode and offline mode

Excel Workbook Designer

Entity Store features
Entity store is an operational data store that is included with Microsoft Dynamics 365 Finance
This feature lets an administrator or power user stage aggregate measurements in a dedicated data
store for reporting and analytics
Customers can use Microsoft Power BI DirectQuery models together with Entity store to enable high-
volume, near-real-time analytical reporting over large volumes of data

Data Task Automation and its Use cases
Data task automation lets you easily repeat many types of data tasks and validate the outcome
of each task
Identify the data-related tasks that will benefit from
automation
Following approach is recommend Define tasks.
Put the data packages that are related to data task

automation in the Shared asset library of Microsoft Dynamics
Lifecycle Services (LCS)
Run the data tasks, and then review the outcomes

Module 4:
Validate and Support the Solution

Functionality and Tools of LCS
The goal of LCS is to deliver the right Tools that are provided in LCS
information, at the right time, to the right • Projects
people, and to help ensure repeatable, • Methodologies
predictable success with each roll-out of an • Business Process Modeler
implementation, update, or upgrade • Cloud-hosted environments
• Cloud-powered support
• Configuration and data manager (preview)
• Customization analysis
• Issue search
• Asset library
• Get updates
• Environment monitoring
• Translation service
• Regulatory updates
• System diagnostics
• Updates
• Upgrade analysis
• Usage profiler
• Downloadable tools
• License sizing estimator

Configure LCS Security
Manage LCS organization users - Invite a Roles available for Users

user to an LCS project • Project owner
• Sign in to LCS. • Environment manager
• Select the project to add the user to. • Project team member
• Select the Project users' tile, and then, on • Project team member (prospect)
the Project users page, select the plus sign (+). • Operations user
• Enter the user’s email address, select the correct
security role, and then select Invite.

Methodologies in LCS- Features
Features Description
• Sure Step Agile Our base methodology, Sure Step Agile

provides a planning phase, and multiple sprints.
Use an out of the box methodology
• Default The default is available so that your existing projects
won’t be forced into a methodology. The default methodology
does not provide any structure
Any user in an organization can create a methodology for use on their

Create a methodology
projects
To share a methodology, a user with organization admin rights can log

in and use Manage Methodologies from the Lifecycle Services home
Modify or create a methodology to be shared across your organization page to promote a methodology created by any member of their
organization

Creating or Updating methodologies
Create a new methodology Change or Update a Methodology

On the Manage methodologies page, click the plus sign (+)

What is Business process modeler(BPM)
The Business process modeler (BPM) lets you create, view, and modify standard process flows
Three types of libraries in BPM :

• Global libraries
• Corporate libraries
• Project libraries
BPM library is divided into three sections:

• Views
• Process hierarchy
• Process details
A business process is a collection of related, structural activities/requirements with interconnection

among them,
Gap analysis sessions: During the fit-gap analysis sessions, the consultant and the product experts
should try to find workarounds for every possible gap

What is RSAT ?
RSAT lets functional power users

record business tasks by using
Task recorder and then convert
the recordings into a suite of
automated tests

User Acceptance Test Libraries
• Libraries that are distributed by Microsoft appear

under Global libraries, whereas libraries that are
published by your organization appear
under Corporate libraries
• To create a library, you need to sign in to LCS,
select the Business process modeler tile, and
then create a new library
• The library can also be created by using the
Microsoft Excel import functionality

Record Test Cases and Save to BPM
After you have created a BPM library, you'll need to use the task recorder to create your test cases and then
upload the cases to BPM.
Create and save a new task Upload an AXTR file to BPM Download a task recording Save an existing task
recording recording to BPM
1. Select the library to 1. Select the library to
1. Go to Settings > Task upload the task download the task 1. sign in to the client.
recorder recording to recording
2. Go to Settings > Task
2. Select Create recording 2. In the right pane, 2. Select a process that recorder.
select Upload. has task recording
3. Enter a name for the 3. Select Edit Recording
uploaded.
recording and then 3. Select Browse to find
select Start and select the file to 3. On the Overview pane,
upload select Download to
4. When the recording is
save
complete, in the Task
recorder pane,
select Stop
5. To save the task
recording to an
attached BPM,
select Save to Lifecycle
Services

Guidelines for Recording Test Cases
Write a limited number of test cases
Focus on business processes that have been customized
An individual test case (recording) should cover one or two business tasks only, typically run by one person
A test case should have at least one validation
Avoid printing a report in a test case
80+ percent of test cases should be of transactions or source documents

Synchronize and Configure your test plan in Azure DevOps
After configuration is complete, you can synchronize the BPM library with an Azure DevOps project.
1. On the Business process libraries page, on the tile for the library that you want to synchronize, select the ellipsis button
(...) and then select Azure DevOps sync
2. After Azure DevOps synchronization is complete, select the ellipsis button (...) and then select Sync test cases

Run User Acceptance Tests
Run manual test cases
Run automated test cases
Investigate test runs

SharePoint Library
Tools available in the on-premises project

• Methodology
• Business process modeler
• Cloud-hosted environments
• Code upgrade
• Issue search
• Localization and translation
• Support
• Project Users
• Project settings
• Asset library
• SharePoint online library

Assets and Shared Assets Library
Shared Asset Library Project-Level Asset Library

Asset Library Support
Types of Assets Asset Scopes Asset status
Software deployable package Me Draft

Data package Project Published
GER Configuration Organization
Retail SDK Global
Database backups

Actions in the Asset Library
The actions performed in the Asset library
1 Upload an asset to the Asset library
2 Upload a new version for a specific asset (Shared asset library only)
Move assets from the Shared asset library to the project-level Asset library
3 • Import from the Shared asset library
• Copy from the Shared asset library
4 Save to my library

Identify opportunities to reuse existing assets

Environment Planning
Terminologies Environment types

• Environment purpose • Standard
• Environment topology • Add-on
• Environment tier • Cloud-hosted
• Environment image (VHD)

Tier-1 versus Tier-2 and higher
Tier-1 Tier-2 and higher
Single-box environment Multi-box environment
All components are installed on the same server Components are installed on multiple servers
Microsoft SQL Server is used Azure SQL Database is used
The architecture differs from the architecture of the The architecture is the same as the architecture of the
production environment production environment
The environment can be cloud-hosted, or it can be deployed The environment can be deployed only as a standard
as an environment image (VHD) environment or an add-on environment
The environment isn't suitable for UAT or performance testing The environment is suitable for UAT and performance testing

Standard Cloud Offer
It offers two environments
• Tier-2 environnent: Standard Acceptance testing
• Production environment
‒ File storage
‒ Database Storage

Additional Environments
Deployment considerations for

development environments
Cloud-hosted – The environments are managed
by the customer/partner
Environment image – The environments are

hosted on-premises

Issue Search in LCS
Search for product issues and regulatory features
Go to Microsoft Dynamics Lifecycle Services (LCS)
Select a project to work in
Click the Issue search tile
Enter search terms. You can enter a keyword or group of keywords, or a Microsoft Knowledge Base (KB)
number.
You can also use a dollar sign ($) to indicate an Application Object Tree (AOT) object path in the format
$\ObjectType\Object or $\ObjectType\Object#Method (for example, $\Classes\Tax#Save). Standard
search operators such as AND and OR are supported

Service Requests Types and SLAs
Applicable
Service request type Requested service Lead time Downtime
environments
Environment deployment Any Environment deployment Service level agreement (SLA):
within two business days
Package application Production Deployable package Five hours Five hours

application
Sandbox point-in-time Any Tier 2 or higher Database point-in-time Five hours Four hours
restore sandbox restore
Production point-in-time Production Database point-in-time Based on data volume Based on data volume
restore restore
Sandbox to Production Tier 2 or higher sandbox Sandbox to Production Five hours Four hours
to Production
Other Production Maintenance mode Five hours Not applicable,
Production IP safe list rules Five hours Two hours
Production Power BI Embedded Five hours Two hours

Dynamics 365 Translation Service(DTS) Overview

DTS supported product versions
Supported format for Supported format for
Product name Versions Notes
user interface files documentation files
Microsoft Dynamics AX All versions .ktd, .ald .docx
2012
Dynamics 365 Finance and All versions .label.txt .docx, .html .txt is the specific label
Operations apps format and .html is the
custom help solution
format
Microsoft Dynamics 365 All versions .label.txt .docx
Commerce
Microsoft Dynamics CRM All versions .resx .docx
Microsoft Dynamics NAV All versions .etx, .stx, .resx, .txt, .xml, .docx .txt and .xml are the NAV
.xlf specific format, and .xlf is
the Business Central
extension resource format

Accessing DTS
Access DTS in two places in LCS
• From the LCS home page
• From within an LCS project
Accessing DTS from the LCS home page vs. accessing it from within an LCS project
• Launching DTS Dashboard
DTS dashboard from LCS Home Page DTS dashboard within LCS Project

Diagnostics Tools
Environment type Tools
Production systems • Activity monitoring
• Environment monitoring
• SQL insights
User acceptance testing (UAT)/sandbox • Activity monitoring

• SQL insights
Demo/build • Activity monitoring

Environments deployed in customer/partner subscriptions • System diagnostics

Report a Production Outage
It provides a quick and effective channel to escalate issues to Microsoft Support
Reporting flow
In a live production environment, a customer experiences an outage or other situation with prevents business from
continuing
The customer reports a production outage issue by using the LCS Support portal
The customer selects a production outage issue and provides additional information
A Microsoft support engineer acknowledges the production outage ticket within 30 minutes of submission and
begins to immediately collaborate with stakeholders to investigate and resolve the issue
A support engineer contacts the customer to provide a status update

Stages to Report a Production Outage

Types of Testing
Functional Testing Non-Functional Testing

• Smoke testing
• Unit Testing
• Integration Testing
• Regression Testing
• Sanity Testing
• Usability Testing
• User Acceptance Testing

Available Testing Tools
Regression suite automation Tool (RSAT)
Acceptance test library
Data task automation
SysTest framework
Task recorder–based testing
PerfSDK

Unit Test Framework
Visual Studio comes with a SysTest Framework that allows you to write unit test code, integrate the tests, and then run the test
to automate code testing
you can run these unit tests that will enter the required data and run testing processes to determine if functionality is
performing as expected

Acceptance Test Library (ATL)
It is an X++ test library that allows developers to

create consistent test data
Classes are grouped into the following concepts
• Navigation
• Test data methods
• Entities
• Creators
• Commands
• Queries
• Specifications

Task Recorder
The Task recorder helps users write test cases that represent a business process task or business process
Create a task recording Download and Save a task recording

• Refresh the browser • Task recording package
• Select Settings > Task recorder • Raw recording file
• Select Create recording • BPM File
• Enter a name of the recording and select Start • Save the recording to the LCS library
• Run through a process
• Select Stop

Maintain a Recording
To maintain a recording saved locally as in Maintenance mode, you can choose

a file with the ".axtr" extension from several controls to maintain a task
• Open the Task recorder pane. recording:
• Select Maintain a recording. • Step
• Select It is in a file I can upload to load the Task • Play
recorder package (.axtr). • Play Until
• Select Start

Edit a Recording
Use the following procedures to edit a recording
Insert step
Move steps under a sub task
Import a Task Recorder recording into Visual Studio

Validate Expected Values

Validate Expected Values
Validate the state of a control
Validate whether a control is enabled or disabled
Validate whether a control is editable or read-only

Uploading Custom Business Processes to BPM
To upload custom business processes that you recorded, follow these steps
On the Project home page, click the Business process modeler tile
On the Business process library page, click Upload in the My libraries section or the Corporate
libraries section
On the Upload page, select the industry and enter a name and description for the file that you are
uploading. Click Upload
After the business process file has been uploaded

Running and Managing Test Cases uses RSAT
Regression Suite Automation Tool (RSAT)
Load test cases and create automation files
Modify test parameters
Run
Investigate Results
Upload to Azure DevOps
Process compliance

Load Test Cases and Create Automation Files
Load Test Case Automate Test Case
Generate Test Execution Files

Modify Test Parameters

Modify Test Parameters – Running with different attributes
Run a Test as a Specific User Pause after a specific test step
Run a test in the context of a specific

company
Other notable test case execution settings
• Fail on warning message in the Infolog
• Abort test suite execution on failure
• Pause between steps
Infolog and message validation
Run
Pause Stop Validate

Investigate Results

Upload and Process Compliance
Upload to Azure DevOps

• It uploads recordings and test
automation files
Process compliance
• Managing the readiness of
test cases

Take traces by using Trace Parser
Capture the trace
Make sure your scenario is in a warm state
Select Help, and then select Trace
Name the trace, Select Start Trace
Perform actions that need to be analyzed
When you are finished, select Stop trace

• Download Trace
• Upload Trace

Tips - Describe finance and operations apps, and extend apps
by using Microsoft Power Platform technologies
When you use the navigation search feature to find a page, the search results show the page title
and the navigation path, so that you know the location of the page in the application.
The navigation pane consists of four collapsible sections : Favorites , Recent , Workspaces and
Modules

Navigation in the mobile app consists of four basic concepts: the dashboard, workspaces, pages, and
actions.
The Filter pane is an inline pane that slides in from the left side of the screen and pushes the page
content to the right, so that users can see the data that they want to filter.

The global address book (GAB) is a centralized repository for master data that must be stored
for all internal and external persons and organizations that the company interacts with. When an
address changes, the update only needs to be made in one place.
Alerts form a notification system for critical events in the system. You can use alerts to stay
informed about events that you want to track during the workday like about deliveries that are
overdue, prices that change, or other events that you must respond to.

Dynamics 365 Supply Chain Management provides a single source of business intelligence
that drives productivity from assets and resources, aligns employees toward strategic goals, and
enables real-time response to organizational and customer demands.
Cost accounting lets you collect data from various sources, such as the general ledger, sub-
ledgers, budgets, and statistical information. You can then analyze, summarize, and evaluate
cost data so that management can make the best possible decisions for price updates, budgets,
cost control, and so on.

Supply Chain Management functionality that helps companies generate planned orders such as
purchase, transfer, and production orders is called Master planning
Inventory management can be used to perform Inbound operations, Quality assurance,

Inventory activities, Outbound operations, and Inventory control.

Tips - Configure administrative features and workflows
In role-based security, access is not granted to individual users, only to security roles. Users are
assigned to roles. A user who is assigned to a security role has access to the set of privileges
that is associated with that role.
Users are assigned to roles via System administration > Security > Assign users to roles.

Security reports can be found under System administration > Inquiries > Security.
User role assignments report generates a view of the current user role assignments in your
system.
The Security role effective access report provides a view of the effective permissions for each
security role. This report provides a flattened list of permissions grouped by type across all sub-
roles, duties, and privileges contained in the role.

A workflow represents a business process. It defines how a document flows (or moves) through
the system by showing who must complete a task, make a decision, or approve a document.
Business events provide a mechanism that lets external systems receive notifications from
Finance and Operations applications. In this way, the systems can perform business actions in
response to the business events.

Business events can be consumed in Microsoft Power Automate via the application
connector. The connector has a trigger that is named when a business event occurs.
After the when a business event happens trigger is added to a flow, the following information
must be provided – Instance, Category, Business event and Legal entity .

Cost center is an operating unit in which managers are accountable for budgeted and actual
expenditures. It is used for the management and operational control of business processes that
span legal entities.
Value stream is an operating unit that controls one or more production flows. It is commonly
used in lean manufacturing to control the activities and flows that are required to supply a
product or service to consumers.

Tips - Manage Finance and Operations data
A synchronous pattern is a blocking request and response pattern, where the caller is blocked
until the recipient has finished running the Excel integration and gives a response.
An asynchronous pattern is a non-blocking pattern, where the caller submits the request and
then continues without waiting for a response.

OData is a standard protocol for creating and consuming data. The purpose of OData is to
provide a protocol that is based on Representational State Transfer (REST) for create, read,
update, and delete (CRUD) operations.
Batch data API with recurring integration enables the exchange of documents or files between
Finance and Operations apps and any third-party application or service.

Financial Report Designer is the flexible tool which is used to customize and create financial
statements such as balance sheets, income statements, and cashflow statements. With this tool,
you can create advanced financial reports for financial leaders.
Microsoft
. Power Platform includes dashboards and workspaces that contain predefined and
personalized views, Power BI, Power Apps, and Power Automate integrations.

Dual-write provides data integration across Microsoft Dynamics 365 applications. It follows the
no-code/low-code principle.
Dual-write supports both online mode and offline mode. Data from customers, products,
operations, projects, and the Internet of Things (IoT) automatically flows to Common Data
Service through dual-write. This connection is useful for businesses that are interested in Power
Platform expansions.

To create and manage data import and export jobs in Finance and Operations apps, you can use
the Data management workspace. By default, the data import and export process creates a
staging table for each entity in the target database.
You can clean up staging tables by using the Staging clean up feature in the Data
management workspace. The following options can be used to select which records should be
deleted from which staging table –Entity, Job ID , Data projects

Tips - Validate and Support the Solution
During the fit-gap analysis sessions, the consultant and the product experts should try to find
workarounds for every possible gap. You can use the BPM libraries and add your requirements
associated with the customer’s business process.
You can use Issue search to search for product issues and determine whether an issue has been
resolved, is open, or has a workaround. You can also Issue search for regulatory features and
determine whether a feature is available or is planned in a future release.

First step before connecting to an LCS project to retrieve task recordings is to ensure that a
BPM library exists in LCS.
The LCS Project workspace provides an outlined methodology showing each phase of your
project, and provides high-level milestones that are used to track deliverables and project goals.

Solution management is a collection of artifacts, such as deployable software packages, logos,

and custom reports, that can be applied to a new project, so when the environment will be
deployed it will include all the artifacts..
ATL (Acceptance test library) is the tool that allows you to skip user interface (UI) and directly
debug the code. ATL is suggested to be best used for data setup testing and validation testing
of integration and components. In some scenarios, it could be used for unit tests.

Create user acceptance test library includes creating a BPM library, record test cases and save
to BPM, and manage and distribute BPM libraries.
Data task automation in Finance and Operations apps lets you repeat many types of data tasks
and validate the outcome of each task. Data task automation is useful for projects that are in the
implementation phase.

The Asset library is a storage location for the various assets that are associated with a tenant in
Microsoft Dynamics Lifecycle Services (LCS). Two types of Asset library are available in LCS-
The Shared asset library and the project-level Asset library.
The project-level Asset library is used to share assets across environments within a project in
LCS. This library can be accessed by all users within a project. To access the project-level Asset
library, sign in to LCS, and open a project. Then, on the hamburger menu, click Asset library.

The Shared asset library is used by Microsoft and Partners to share assets across multiple
tenants, projects, and environments in LCS. This library can be accessed by any user who signs
in to LCS. To access the Shared asset library, sign in to LCS, and then click the Shared asset
library tile.

Important Note
The sample questions provided here gives an idea of the various styles and formats used
in the questions presented during the certification exam. The samples discussed here are
not intended to represent content, reference, or questions that will be on the actual
examination.
The participants must complete in-depth course(s) and gain sufficient hands on
experience to prepare for the exam. Content presented in this session must only be used
to understand the popular formats in which your knowledge on the subject may be
tested.

About MCQ format
You are presented with a short scenario/case. This is followed by one or more set of questions.
You need to select the best (one) answer.
Only 1 answer must be selected.

About Hotspot format
You are presented with a short scenario/case. This is followed by a question with one or multiple options to be
selected correctly. The choices to be selected are presented in drop-down, radio button and check box selection
format.
Score is gained for each correct answer choice.

About Build List format
You are presented with a procedural task and list of activities. You need to identify and build/order the
necessary steps to complete the task.
On the left side are the action objects, which you need to select and move into the answer area on the right.
You can drag the objects, or you can use the arrow keys in the middle section of the screen to move the
objects. If you want to remove your selection from the answer area, use the back arrow key or drag the
selection back into the action list. To reorder your answer, select the up and down arrows on the right side of
the screen, or drag your selection to the desired location in the list.

About Drag n Drop format
You are presented with a short scenario. This is followed by a question which requires you to match the listed
options to the given item/statement.
To answer, drag the option(s) listed to match the appropriate item/statement.
Each option may be used once, more than once, or not at all.
NOTE: Score is gained for each correct answer.

You are presented with a real-world business case. On the left side of the screen, you are presented with the
menu options to see detailed information on the background, existing environment, business & technical
requirements and problem statements. This case study has multiple questions associated with the business
case. Each question in the series contains a unique solution that might meet stated goals.
After you answer all the questions in this section, review the answers before moving to the next section of the
exam. After you begin a new section, you will NOT be able to return to the case study.

Schedule
Visit the the exam
Exam page
Select your
country
Go to exam page

Login using your MC ID (or create one if
this is your first MS Exam)

Select “At Click “System
my home Test”
or office ”

Check microphone Check internet speed Check webcam

Check microphone Check internet speed Check webcam

Back on Exam scheduling tab,
click Next.

• Read the online exam policies.
• Click Next after you agree to all policies.

Select preferred proctor language and click Next.

Select preferred proctor language and click Next.
*May show different language options for your location

Select one of the Then select an
available dates for available time
the available time of your
options to light up preference.

1 Add payment details
Optionally Add Voucher /

2 Promo Code
3 Complete payment process
Confirmation Email is received

4 in from Pearson VUE on your
MC ID email.

1 Add payment details
Optionally Add Voucher /

2 Promo Code
3 Complete payment process
Confirmation Email is received

4 in from Pearson VUE on your
MC ID email.

REVIEW ID POLICIES (Prior to Exam Day):
• Please be prepared to show one (1) valid form of unexpired,
Government issued personal ID.
• The Government issued ID must have your signature and
must have your photo.
• The name on the registration must match the names on the
Government issued ID exactly.

Login: START YOUR
1 EXAM (Exam Day)
2 Login:
www.microsoft.com/learning
Click “Dashboard” to view your

appointments, and then choose
3 “Start a previously scheduled
online proctored exam.”
Click on your exam under

4 'Purchased Online Exams'
Click “Begin” and proceed

through the self check-in
5 process and wait for a Proctor Note: It is recommended logging in 15 minutes early to start the check-in process. YOU WILL ONLY
to connect with you HAVE up to 15 minutes after your scheduled appointment time to begin the exam process.

Learn more at:
https://partner.microsoft.com/trai
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Can’t find what you need in the technical services? Your Partner Network benefits have you covered. Follow the online submission instructions here: http://aka.ms/TechConsultinstructions

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© Copyright Microsoft Corporation. All rights reserved.

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The primary navigation concepts in

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Filtering options QuickFilter

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Search mechanism is used for

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Is not “circle”/Is not equal to “circle” !circle

Is one of “circle”, “square”, “circlesquare” circle,square,circlesquare

Does not contain “circle” !*circle*

Begins with “circle” circle*

After “circle”/Greater than “circle” >circle

Greater than or equal “circle” circle..

Before “circle”/Less than “circle” <circle

Less than or equal “circle” ..circle

Between “square” and “circle” square..circle

© Copyright Microsoft Corporation. All rights reserved.

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Configure access permissions.

Use business document management to edit templates.

Initiate editing templates owned by your or other configuration providers.

Start editing a template.

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Automatic cleanup of number sequences

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You can run the cleanup process

• Party Record – It stores

Alert rules scenarios in ERP:

Components of alert rule

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You can use the case functionality to resolve

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Dynamics 365 Finance provides

Two objectives of a typical

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Create an ideal manufacturing mix from discrete, lean, and

Optimize manufacturing parameters for each product family,

Streamline scheduling with real-time visibility into resources

Optimize the flow of manufacturing material and finished

Improve product quality by identifying and resolving issues

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Dynamics 365 Commerce is a complete retail solution that

Dynamics 365 Commerce includes sales, mobility,

Features of Dynamic 365 Commerce

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Unified Commerce Point of sale (POS)

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It connects sales, resourcing, project management,

• Leaders get business insights

Does not contain “circle” !circle