Design and plan an implementation of finance and operations apps

Functional Consultant
Solution Architect
Dynamics 365
Supply Chain Management

With proper planning, your finance and operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for finance and operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.

Learning objectives

In this module, you will:

  • Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
  • Define use case scenarios.
  • Learn how to participate in the creation of Business requirement documents (BRD).
  • Understand the importance of creating and maintaining documented processes.
  • Participate in phase-based planning processes and solution design.
  • Describe the future state business processes based on a proposed solution.
  • Determine when to build versus buy.
  • Create Functional Design Documents (FDD).


The ability to use finance and operations apps for basic processing