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Skills Measured

Use common functionality and implementation tools (20-25%)
Identify common Microsoft Dynamics 365 Finance features and functionality
• determine when to use workspaces
• identify use cases for Power Platform apps including Power Apps, Power BI and Microsoft Flow
• identify and differentiate between the global address book and other address books
• demonstrate Work Items functionality
• demonstrate Microsoft Dynamics 365 Finance navigation techniques
• identify Inquiry and Report types available in a default installation

Implement Lifecycle Services (LCS) tools
• identify opportunities to re-use existing assets
• analyze Business Process Modeler results and identify gaps in functionality
• including creating an Acceptance Testing BPM library and analyzing the results
• use the LCS tools including Issue Search and analyze results

Configure security, processes, and options (45-50%)
Implement security
• identify and distinguish between the various standard security roles in Finance and Operations
• distinguish between duties, privileges, and permissions
• assign users to security roles based on given scenarios

Design and create workflows
• identify opportunities for automation and controls based on customer workflows
• configure workflow properties and elements
• troubleshoot workflows

Configure options
• set up and configure legal entities
• configure base number sequences
• import or create all necessary startup data including Zip/Postal Code data, customers,vendors, and products
• configure the calendars and date intervals
• configure units of measure and conversions
• configure posting profiles and definitions
• create organization hierarchies
• apply purposes and policies
• describe and apply user options

Implement Microsoft Dynamics 365 Finance common features
• configure Microsoft Office integration with Microsoft Dynamics 365 Finance
• configure email (SMTP/Exchange)
• create and maintain email and record templates
• integrate Power BI with Entity store
• create, export, and import personalizations
• set up network printing

Implement business processes for the solution
• define use case scenarios
• participate in phase-based planning processes and the solution design
• design and create workflows
• set up batch Jobs and alerts
• use business process workspaces

Perform data migration (15-20%)
Plan a migration strategy
• identify common migration scenarios and tools in Microsoft Dynamics 365 Finance
• determine migration scope
• identify relevant data entities and elements based on given scenarios
• establish migration strategy processes including migration scope

Prepare data for migration and migrate data
• identify and extract source data
• generate field mapping between source and target data structures
• support the transition between the existing and migrated systems
• perform a test migration and validate output from the process

Validate and support the solution (15-20%)
Implement and validate the solution within Microsoft Dynamics 365 Finance
• perform user acceptance testing (UAT)
• prepare and validate to Go live
• build test scripts to test business functionality
• automate test case automation by using the Regression Suite Automation Tool (RSAT)
• demonstrate the correlation between test scripts and business requirements
• monitor validation test progress and make ad hoc changes during validation testing to correct identified issues

Support Application Lifecycle Management (ALM) by using LCS
• perform a solution gap analysis
• use LCS tools to identify, report, and resolve issues
• manage Microsoft Dynamics 365 One Version