Implement finance and operations apps

Intermediate
Functional Consultant
Solution Architect
Administrator
Dynamics 365
Finance
Supply Chain Management

Learn the most important elements and the best practices to implement finance and operations apps successfully. From the first step where you are planning and designing your project methodology, the use of FastTrack services, the development strategy, data management and more, to the best ways for maintaining and monitoring your operations after Go-live.

Prerequisites

  • The ability to use finance and operations apps for basic processing
  • Knowledge of customer implementation processes

Modules in this learning path

The implementation lifecycle for finance and operations will help you to understand the best practices recommended to accomplishing a successful journey through a finance and operations implementation, the roles involved, and the tools available to support it.

The Microsoft FastTrack service is intended to ease your project implementation by offering guidance on best practices and answering your how-to questions from Microsoft engineering resources, who are committed to making your experience with Dynamics 365, and finance and operations, a great success.

To install and maintain finance and operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services to manage the process. Let's get started by looking at the overall functionality and tools.

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.

After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.

Finance and operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.

Business events provide a mechanism that lets external systems receive notifications from finance and operations apps. In this way, the systems can perform business actions in response to the business events.

As a developer, you are generally part of the data integration scenarios during and after a finance and operations apps implementation. This module explores web application programming interfaces (APIs) that are available for finance and operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.

Integrations are an important component of implementing finance and operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between finance and operations apps and other applications or services.

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

Learn about the components of Microsoft Power Platform, the business value for customers, and how the technology works with other Microsoft products.

Note

This content was partially created with the help of AI. An author reviewed and revised the content as needed. Read more.

Learn about the value and capabilities of Microsoft Power Apps and ways citizen and professional developers use this technology to build simple applications for their business.

Learn how you can use Power BI to easily build reports and dashboards with interactive visualizations and AI-driven insights. See how other organizations have used this solution to drive business results with actionable insights.

Note

This content was partially created with the help of AI. An author reviewed and revised the content as needed. Read more.

Microsoft Power Automate is all about process automation. Power Automate allows anyone with knowledge of the business process to create repeatable flows that, when triggered, leap into action and perform the process for them.

Note

This content was partially created with the help of AI. An author reviewed and revised the content as needed. Read more.

You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, rental cars, and more. With Microsoft Power Platform and finance and operations apps, you can build and deploy mobile experiences that connect with your data and allow users to use their mobile devices to accomplish tasks like entering expenses.

The world of enterprise resource planning (ERP) is continuously evolving and helping customers scale up in productivity and streamline their operations. The evolution of finance and operations encourages customers to upgrade their earlier Microsoft Dynamics AX versions to the finance and operations cloud service.

Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.

If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.

Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services.

Features are added and updated in every release. The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. Then, you can use the workspace to view feature documentation and to enable or disable features.