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Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert (Finance and Operations Apps Solution Architect Expert)

Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert

Solution Architects for Finance and Operations apps in Microsoft Dynamics 365 are trusted advisors who consult with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution.

Job role: Solutions Architect

Prerequisites: 4 certifications

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Identify solution requirements
  • Design solution components
  • Define solution testing and management strategies



Microsoft Certified: Dynamics 365: Finance and

Operations Apps Solution Architect Expert – Skills

Measured

 

NOTE: The bullets that appear below each of the skills measured are intended to illustrate how

we are assessing that skill. This list is not definitive or exhaustive.

NOTE: In most cases, exams do NOT cover preview features, and some features will only be

added to an exam when they are GA (General Availability).

Identify solution requirements

Identify business requirements

  • describe an organization including companies, divisions, and other entities
  • visualize an organization structure
  • identify reporting requirements, including operational, analytical, and externally facing

reports

Perform gap analyses

  • categorize business requirements and determine what gaps exist between current apps

and services and the proposed solution

  • identify the functional business processes that must be added, removed, or modified

Define compliance requirements

  • define audit requirements
  • determine localization requirements and design a localization strategy, including taxes

and user interfaces

  • identify regulatory and governmental compliance requirements, including data privacy

regulations

Define security requirements

  • design a strategy for segregating duties
  • design the security strategy and architecture for a solution

Determine licensing needs and costs

  • evaluate the costs and benefits of solution options

  • determine licensing requirements for Dynamics 365 for Finance and Operations and

third-party apps and services

  • estimate upfront and ongoing infrastructure and cloud services costs
  • estimate the long-term costs for a solution

Design solution components

Design business processes

  • identify use cases and business optimization opportunities, including upgrade and data

migration scenarios

  • map requirements and business process steps to a solution
  • select solution functional components

Design data migration strategies

  • identify and characterize data sources that must be migrated
  • design a master data management strategy
  • develop a data migration strategy
  • develop a data cut-over plan

Design system integrations

  • identify options to increase return on investment by integrating Office 365 apps and

services and other Microsoft solutions

  • identify options for integrating with third-party solutions
  • select integration strategies
  • recommend add-on technologies and services

Design solution infrastructure

  • select a cloud-based or on-premises implementation
  • identify required infrastructure apps, services, components, and features
  • define performance requirements

Define solution testing and management strategies

Develop an application lifecycle management (ALM) strategy

  • identify the available instance types
  • select instance types for a solution
  • identify use cases, integration points, and methodologies for implementing Azure

DevOps functionality


Recommend Lifecycle Services (LCS) tools

  • identify the available LCS tools, including Business Process Modeler (BPM), Regression

Suite Automation Tool (RSAT) and Regulatory Updates

  • select LCS tools to support a solution

Define a testing strategy

  • design a strategy for performance and load testing
  • define a regression testing strategy, including what requires testing and the order of

• determine when to use RSAT, SysTest, and other tools and technologies

 

testing

 

 

  • define performance goals and requirements, predict transaction volumes

Certification prerequisites

To become a Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert, you must earn at least one of the following: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate, Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate, Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate, Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate certification.


  • Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate

    Option 1: Prerequisite certification

    Dynamics 365 Finance Functional Consultants unify global financials and operations; automate tasks and workflows; and streamline customer ordering, selling, invoicing, and reporting.

  • Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate

    Option 2: Prerequisite certification

    Dynamics 365 Supply Chain Management, Manufacturing Functional Consultants integrate digital and physical systems; improve visibility, manufacturing efficiency, and flexibility; and lower costs for their clients.

  • Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate

    Option 3: Prerequisite certification

    Dynamics 365 Supply Chain Management Functional Consultants streamline cost accounting, inventory management, master planning, and warehouse management for their clients.

  • Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate

    Option 4: Prerequisite certification

    Developers who work with Finance and Operations apps in Microsoft Dynamics 365 implement and extend applications to meet the requirements of the business.

Certification exams

  • Exam MB-240: Microsoft Dynamics 365 Field Service

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and manage assets and agreements.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵2,000.00
Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate (Dynamics 365 Marketing Functional Consultant Associate)

Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate

Developers who work with Finance and Operations apps in Microsoft Dynamics 365 implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

Job role: Developer

Required exams: MB-300MB-500

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Use common functionality and implementation tools
  • Configure security, processes, and options
  • Perform data migration
  • Validate and support the solution
  • Plan Architecture and Solution Design
  • Apply Developer Tools
  • Design and Develop AOT Elements
  • Develop and Test Code
  • Implement Reporting
  • Integrate and Manage Data Solutions
  • Implement Security and Optimize Performance

Microsoft Certified: Dynamics 365: Finance and

Operations Apps Developer Associate – Skills

Measured

 

Use common functionality and implementation tools

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

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

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

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 Versions

Plan Architecture and Solution Design

Identify the major components of Dynamics 365 Finance and Operation

  • select application components and architecture based on business components
  • identify architectural differences between the cloud and on-premises versions of

Dynamics FO

  • prepare and deploy the deployment package
  • identify components of the application stack and map them to the standard models
  • differentiate the purpose and interrelationships between packages, projects, models, and

elements

Design and implement a user interface

  • describe the Dynamics 365 FO user interface layout and components
  • design the workspace and define navigation
  • select page options
  • identify filtering options

Implement Application Lifecycle Management (ALM)

 

  • create overlayered and extension models
  • configure the DevOps source control process
  • describe the capabilities of the Environment Monitoring Tool within Lifecycle Services

(LCS)

  • select the purpose and appropriate uses of LCS tools and components

  • research and resolve issues using Issue Search
  • identify activities that require asset libraries

Apply Developer Tools

Customize Dynamics 365 FO by using Visual Studio

  • design and build projects
  • manage metadata using Application Explorer
  • synchronize data dictionary changes with the application database
  • create elements by using the Element Designer

Manage source code and artifacts by using version control

  • create, check out, and check in code and artifacts
  • compare code and resolve version conflicts

Implement D365 FO framework functionality

  • implement the SysOperation framework
  • implement asynchronous framework
  • implement workflow framework
  • implement the unit test framework
  • identify the need for and implement the Sandbox framework

Design and Develop AOT Elements

Create forms

  • add a new form to a project and apply a pattern (template)
  • configure a data source for the form
  • add a grid and grid fields and groups
  • create and populate menu items
  • test form functionality and data connections
  • add a form extension to a project for selected standard forms

Create and extend tables

  • add tables and table fields to a project
  • populate table and field properties
  • add a table extension to a project for a table
  • add fields, field groups, relations, and indices

Create Extended Data Types (EDT) and enumerations

  • add an EDT to a project and populate EDT properties
  • add an enumeration to a project
  • add or update enumeration elements
  • add or update enumeration element properties
  • add an extension of EDT and enumerations

Create classes and extend AOT elements

  • add a new class to a project
  • create a new class extension and add new methods
  • add event handler methods to a class

Develop and Test Code

Develop X++ code

  • identify and implement base types and operators
  • implement common structured programming constructs of X++
  • create, read, update, and delete (CRUD) data using embedded SQL code
  • identify and implement global functions in X++
  • ensure correct usage of Display Fields
  • implement table and form methods

Develop object-oriented code

 

  • implement X++ variable scoping
  • implement inheritance and abstraction concept
  • implement query objects and QueryBuilder
  • implement attribute classes
  • implement chain of command

Implement Reporting

Describe the capabilities and limitations of reporting tools in Dynamics 365 FO

  • create and modify report data sources and supporting classes
  • implement reporting security requirements
  • describe the report publishing process

Design, create, and revise Dynamics Reports

  • create and modify reports in Dynamics 365 FO that use SQL Server Reporting Services

(SSRS)

  • create and modify reports in Dynamics 365 FO by using Power BI

  • create and modify reports in Dynamics 365 FO by using Microsoft Excel

Design, create, and revise Dynamics workspace

design KPIs

 

create drill-through workspace elements

implement built-in charts, KPIs, aggregate measurement, aggregate dimension, and

 

 

other reporting components

Integrate and Manage Data Solutions

Identify data integration scenarios

  • select appropriate data integration capabilities
  • identify differences between synchronous vs. asynchronous scenarios

Implement data integration concepts and solutions

  • develop a data entity in Visual Studio
  • develop, import, and export composite data entities
  • identify and manage unmapped fields in data entities
  • consume external web services by using OData and RESTful APIs
  • integrate Dynamics 365 FO with Excel using OData
  • develop and integrate Microsoft Flow and Power Apps

Implement data management

import and export data using entities between D365 FO and other systems

 

enable Entity Change Tracking

 

monitor the status and availability of entities

 

 

 

set up a data project and recurring data job

design entity sequencing

 

generate field mapping between source and target data structures

develop data transformations

 

 

Implement Security and Optimize Performance

Implement role-based security policies and requirements

  • create or modify duties, privileges, and permissions
  • enforce permissions policy
  • implement record-level security by using Extensible Data Security (XDS)

Apply fundamental performance optimization techniques

  • identify and apply caching mechanisms
  • create or modify temp tables for optimization
  • determine when to use set-based queries and row-based queries
  • modify queries for optimization
  • modify variable scope to optimize performance
  • analyze and optimize concurrency

Optimize user interface performance

diagnose and optimize client performance by using browser-based tools

 

diagnose and optimize client performance by using Performance Timer

 

Certification exams

  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; and validate and support the solution.

    Exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer (beta)

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: plan architecture and solution design; apply developer tools; design and develop AOT elements; develop and test code; implement reporting; integrate and manage data solutions; and implement security and optimize performance.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵2,000.00
Microsoft Certified: Power Apps + Dynamics 365 Solution Architect Expert (Power Apps + Dynamics 365 Solution Architect Expert)

Microsoft Certified: Power Apps + Dynamics 365 Solution Architect Expert

Solution Architects for Microsoft Power Apps model-driven apps in Dynamics 365 lead successful implementations and focus on how solutions address the broader business and technical needs of organizations.

A Solution Architect has functional and technical knowledge of the Power Platform model-driven apps in Dynamics 365, such as Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, Dynamics 365 Sales, related Microsoft cloud solutions, and other third-party technologies. A Solution Architect applies knowledge and experience throughout an engagement. The Solution Architect performs proactive and preventative work to increase the value of the customer’s investment and promote organizational health. This role requires the ability to identify opportunities to solve business problems.

Solution Architects have experience across functional and technical disciplines of the Power Platform and model-driven apps in Dynamics 365. Solution Architects should be able to facilitate design decisions across development, configuration, integration, infrastructure, security, availability, storage, and change management. This role balances a project's business needs while meeting functional and non-functional requirements.

Job role: Solutions Architect

Prerequisites: 5 certifications

Required exams: MB-600

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Perform solution envisioning and requirement analysis
  • Architect a solution
  • Implement the solution

Microsoft Certified: Power Apps + Dynamics 365

Solution Architect Expert – Skills Measured

 

NOTE: The bullets that appear below each of the skills measured are intended to illustrate how

we are assessing that skill. This list is not definitive or exhaustive.

NOTE: In most cases, exams do NOT cover preview features, and some features will only be

added to an exam when they are GA (General Availability).

Perform solution envisioning and requirement analysis

Initiate Solution Planning

  • evaluate business requirements
  • identify solution components
  • identify and estimate migration effort

Identify Organization Information and Metrics

  • identify and document a organization's business processes
  • assess organization's risk factors

Identify Existing Solutions and Systems

  • evaluate organization enterprise architecture
  • identify data sources to be included in the solution
  • define usage and quality of legacy data
  • identify desired high level organizational business processes

Capture requirements

  • refine high level requirement
  • identify functional requirements
  • identify non-functional requirements
  • confirm requirements meet organization's goals

Perform Fit/Gap Analysis

  • determine feasibility of requirements
  • evaluate Dynamics 365 apps and AppSource options to solve requirements
  • address functional gaps through alternate solutions
  • determine scope

Architect a solution

Lead Design Process

  • design solution topology
  • tailor customizations to Dynamics 365 apps or AppSource apps used
  • validate and/or design user experience prototypes
  • identify opportunities for component reuse
  • communicate system design visually
  • design Application Lifecycle Management
  • design data migration strategy
  • partition features into apps
  • design visualization strategy
  • design for upgradeability

Design Data and Security Model

  • design entities and fields
  • design reference and configuration data
  • design complex scenarios
  • design business unit team structure
  • design security roles
  • design field security

Design Integrations

  • design collaboration integration
  • design Dynamics 365 integration
  • design internal system integration
  • design third-party integration
  • design authentication strategy
  • design business continuity strategy

Implement the solution

Validate the solution design

  • evaluate detail designs and implementation
  • validate security

Support Go-Live

  • facilitate risk reduction of performance items

  • review and advise in deployment planning
  • review and advise with Go-Live Assessment

• troubleshoot data migration

 

Certification prerequisites

To become a Microsoft Certified: Power Apps + Dynamics 365 Solution Architect Expert, you must earn at least one of the following: Microsoft Certified: Power Apps + Dynamics 365 Developer Associate, Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate, Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate, Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate, Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification.

  • Microsoft Certified: Power Apps + Dynamics 365 Developer Associate

    Option 1: Prerequisite certification

    Developers who work with Microsoft Power Apps and Dynamics 365 are responsible for designing, developing, securing, and extending a Dynamics 365 implementation.

  • Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate

    Option 2: Prerequisite certification

    Microsoft Dynamics 365 Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics.

  • Microsoft Certified: Dynamics 365 Marketing Functional Consultant Associate

    Option 3: Prerequisite certification

    Microsoft Dynamics 365 Marketing Functional Consultants implement solutions that attract and convert leads, build brand awareness, standardize omnichannel messaging, and deliver marketing insights.

  • Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

    Option 4: Prerequisite certification

    Microsoft Dynamics 365 Customer Service Functional Consultants build CX solutions that are fast, agile, and leverage AI to drive actionable insights that anticipate customer needs.

  • Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

    Option 5: Prerequisite certification

    Microsoft Dynamics 365 Field Service Functional Consultants configure the Field Service application, implement solutions that manage the field service lifecycle, and deploy the Connected Field Service (IoT) solution.

Certification exams

  • Exam MB-600: Microsoft Power Apps + Dynamics 365 Solution Architect (beta)

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: perform solution envisioning and requirement analysis; architect a solution; and implement the solution.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵3,000.00
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate (Dynamics 365 Field Service Functional Consultant Associate)

Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

Microsoft Dynamics 365 Field Service Functional Consultants configure the Field Service application, implement solutions that manage the field service lifecycle, and deploy the Connected Field Service (IoT) solution.

Job role: Functional Consultant

Required exams: MB-200MB-240

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Perform discovery, planning, and analysis
  • Manage user experience design
  • Manage entities and data
  • Implement security
  • Implement integration
  • Perform solutions deployment and testing
  • Configure field service applications
  • Manage work orders
  • Schedule and dispatch work orders
  • Manage field service mobility
  • Manage inventory and purchasing
  • Manage assets and agreements

Microsoft Certified: Dynamics 365 Field Service

Functional Consultant Associate – Skills Measured

NOTE: The bullets that appear below each of the skills measured are intended to illustrate how

we are assessing that skill. This list is not definitive or exhaustive.

NOTE: In most cases, exams do NOT cover preview features, and some features will only be

added to an exam when they are GA (General Availability).

Perform discovery, planning, and analysis

Create and validate documentation

  • create high-level entity relationship diagram
  • create and document mock-ups
  • identify document data for migration and integration
  • determine out of the box (OOB) functionality
  • validate functional requirements
  • select artifacts necessary for a proof of concept (POC) of functional solution designs

Perform continuous collaboration with customer

  • identify collaboration tools
  • perform an audit
  • identify artifacts to be recorded in change logs
  • select between managed and unmanaged solutions
  • identify components for entities

Manage user experience design

Create and configure apps

  • configure settings to meet minimal capabilities
  • configure out of the box and custom items to meet minimal capabilities specified
  • create and configure dashboards
  • create and configure forms
  • create and configure charts
  • create and manage reports
  • create and configure views
  • design site map
  • export or import field translation

  • configure mobile settings

Create and configure templates

  • identify available templates in Dynamics 365
  • create email templates
  • create Excel templates
  • create Word templates

Create and manage processes

  • configure a business rule
  • configure a business process flow
  • configure a workflow

Manage entities and data

Modify an existing data model

  • create new or an modify existing entity
  • create new or modify existing relationships
  • create new or modify existing fields
  • manage accounts and contacts

Import and export data

  • import data by using the import data wizard
  • export data from Dynamics 365
  • create data templates
  • choose file types to upload into system
  • identify Source fields to Dynamics 365 Fields mapping
  • save mappings to template

Manage data

  • perform data cleanup
  • mitigate data loading risks
  • mitigate excessive database growth
  • configure bulk record deletion
  • configure duplicate detection setting

Implement security

Configure security in Office 365

  • identify Dynamics 365 security role assignments
  • add users to security group administration

Configure security settings

  • manage security roles
  • manage users
  • manage teams
  • create and manage field security profiles
  • configure hierarchy security

Implement integration

Configure Outlook add-in

  • identify required client software requirements
  • identify required server software requirements
  • configure server-side sync
  • develop a plan to deploy Outlook App to users
  • perform unit testing
  • identify minimum application and operation system environments

Configure email integration

  • configure email mailboxes
  • configure email protocols
  • configure email settings
  • enable server-side synchronization
  • enable Dynamics 365 App for Outlook

Integrate with Office 365

  • determine enabled Office 365 capabilities
  • design SharePoint online folder configuration architecture
  • create SharePoint sites and document locations
  • integrate OneNote, integrate OneDrive for Business
  • configure integration with the Office 365 toolset
  • validate integrity of data in SharePoint
  • integrate data by using Excel data online

Create, configure, and maintain Microsoft Flows

  • create service connections
  • configure source and target fields
  • create, validate, and execute Microsoft Flow logic
  • share flows with other users

Perform solutions deployment and testing

Manage environments

  • determine whether to use managed or unmanaged solution
  • determine subcomponents to include in solution
  • create or use a custom publisher
  • migrate from sandbox environments
  • administer environments
  • configure environments

Manage applications

  • manage applications using the Dynamics 365 Administration Center
  • manage Dynamics 365 applications using solutions

Perform system administration

  • configure connection roles
  • configure language and locales
  • configure currencies
  • configure subjects
  • configure custom help
  • configure session and inactivity timeouts
  • manage global audit settings
  • configure audit user access
  • manage audit logs
  • manage entity and field auditing
  • configure relevant search
  • configure QuickFind settings
  • configure categorized search

Perform quality assurance

  • create system, performance, unit, and regression testing scripts
  • perform performance tuning
  • perform optimization testing
  • verify network capacity and throughput by using the Dynamics 365 Diagnostics Tool
  • perform data query performance

Manage solutions

  • create solutions
  • export solutions
  • import solutions
  • distribute solutions and patches

Configure field service applications

Configure general settings

  • determine and configure field service security roles
  • determine and configure resource scheduling options
  • identify and configure field service entities
  • determine and configure product and service categories
  • configure territories, postal codes and organizational units
  • determine and configure skill types
  • configure characteristics and skills
  • configure proficiency models
  • implement resource roles and categories
  • set defaults for work orders, bookings, the schedule board, and agreements

Configure product and service pricing

  • create a product or service
  • configure minimum charge amount and duration
  • add products and services to incidents
  • determine when a product has a default list price and a work order price list
  • associate products and services with price lists
  • define tax codes
  • set up price list validity dates

Configure bookable resources

  • manage bookable resources
  • enable mapping functionality
  • configure geocoding
  • define start and end locations for resources
  • define work hours for resources
  • set up bookable resource categories, characteristics, and resource pay types
  • set up bookable resource territories
  • set up resource pools and crews

Integrate other tools with Field Service

  • determine uses for Remote Assist
  • benefits of using Resource Scheduling Optimization
  • benefits of Connected Field Service
  • using Push Notifications on the mobile app

Manage work orders

Describe the work order lifecycle

  • configure work orders, work order types, and priority
  • configure work order lifecycle stages
  • configure booking status and work order status values
  • configure uses and capabilities for billing accounts, service accounts, and sub-accounts

Create and manage work orders

  • create a work order from an incident or an opportunity
  • add status and sub-status information to a work order
  • organize work orders and resources by geography
  • associate a work order and a price list
  • identify processes to close a work order

Manage incidents

  • configure incident types
  • configure service task types
  • add service tasks, products, and services
  • configure Requirement Groups
  • attach Guides to Service Tasks

Schedule and dispatch work orders

Manage scheduling options

  • schedule work orders using Schedule Board and Schedule Assistant
  • determine when to use each scheduling option
  • enable scheduling board geocoding
  • manually schedule work orders
  • reassign and reschedule work orders
  • move incomplete work orders
  • understand resource utilization

Implement the Schedule Board

  • identify features and uses for Booking Requirements view
  • implement the integrated map feature
  • create additional schedule boards
  • configure schedule boards
  • customize the schedule board
  • define booking rules
  • facility Scheduling

Implement the Schedule Assistant

  • apply constraints to resource queries
  • filter data
  • specify a search radius

Configure Resource Scheduling Optimization (RSO)

  • create optimizing profiles
  • define objectives and constraints
  • configure optimization of resources
  • geocoding for travel time

Configure Universal Resource Scheduling

  • determine Universal Resource Scheduling use scenarios
  • components of Universal Resource Scheduling
  • configure URS for field service
  • fields passed from work order to requirements
  • create requirement views
  • configure an entity to be schedulable

Manage field service mobility

Install and configure the mobile app

  • configure actions that field agents can perform
  • configure the mobile app
  • configure display customizations
  • assign security roles
  • administer connected devices
  • integrate with Dynamics 365 Guides
  • add Guides to HoloLens app

Manage mobile projects

  • identify project artifacts that can be modified or edited
  • modify configuration settings
  • publish a mobile project
  • Mobile Device Management, security and synchronization

Manage inventory and purchasing

Manage inventory

  • set up inventory and warehouses
  • view product inventory
  • adjust inventory levels
  • transfer inventory
  • determine when to integrate inventory with Enterprise Resource Planning application

Manage purchasing and product returns

  • determine the purchase order process
  • create purchase orders
  • create a list of receivable products for a purchase order
  • determine product return options
  • create return merchandise authorizations (RMAs) and return to vendor (RTV)
  • finalize returns

Manage assets and agreements

Create and manage agreements

  • determine when to use agreements
  • define and configure agreement preferences and settings
  • configure automatic generation of bookings

• configure automatic generation of invoices

• define Service Level Agreements (SLAs)

• enable SLAs

• add an SLA to a Work Order

• using Entitlements

Manage customer assets

• create and register customer assets

• configure products to auto-create customer assets

• associate work orders with customer assets

• create child assets

• determine opportunities for Internet of Things (IoT)

 

  • configure Connected Field Service
  • manage IoT devices

Certification exams

  • Exam MB-200: Microsoft Power Platform + Dynamics 365 Core

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: perform discovery, planning, and analysis; manage user experience design; manage entities and data; implement security; implement integration; and perform solutions deployment and testing.


    Exam MB-240: Microsoft Dynamics 365 Field Service

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage field service mobility; manage inventory and purchasing; and manage assets and agreements.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Power Apps + Dynamics 365 Developer Associate (Power Apps + Dynamics 365 Developer Associate)

Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate

Dynamics 365 Finance Functional Consultants unify global financials and operations; automate tasks and workflows; and streamline customer ordering, selling, invoicing, and reporting.

Job role: Functional Consultant

Required exams: MB-300MB-310

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Use common functionality and implementation tools
  • Configure security, processes, and options
  • Perform data migration
  • Validate and support the solution
  • Set up and configure financial management
  • Manage and apply common processes
  • Implement and manage Accounts payable and receivable
  • Manage Budgeting and Fixed assets

Microsoft Certified: Dynamics 365 Finance Functional

Consultant Associate – Skills Measured

Use common functionality and implementation tools

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

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

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

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

Set up and configure financial management

Implement and configure financial modules

  • configure and apply accrual schemes
  • configure cash flow reports
  • configure the letter of credit and letter of guarantee templates
  • set up intercompany accounting
  • create and configure account structures
  • configure other modules including cash and bank management and budgeting, credit

and collections, audit workbench, and consolidations

  • implement posting definitions

Implement and test cost and allocation policies

  • implement cost accounting processes
  • implement inventory costing versions
  • implement item groups
  • create and process Ledger allocation rules
  • demonstrate use of cost accounting terminology
  • construct fiscal calendars, years, and periods

Perform periodic processes

  • configure financial period close
  • define and demonstrate periodic closing processes and end-of-year processes
  • demonstrate regional tax reporting capabilities

  • perform bank reconciliation
  • perform financial consolidation
  • create a cost accounting report by using the cost accounting Report Wizard
  • allocate funds by using Accounting distributions

Configure, collect, and report taxes

  • configure tax components
  • implement and test end-of-year tax reporting
  • prepare periodic filings

Manage and apply common processes

Define and configure the account structure

  • demonstrate the advanced ledger entries functionality
  • set up derived financial hierarchies
  • demonstrate financial consolidation and elimination processes
  • set up funds
  • define and configure the main account
  • define and configure the financial dimensions and dimension sets
  • perform financial statements
  • perform tracking of posted transactions

Implement regulatory and localization features and manage currencies

  • set up legal entity currencies and conversions
  • configure currency exchange rate providers
  • implement foreign currency revaluation processes
  • determine which regulatory and localization features to apply to a given scenario

Implement and manage journals

  • identify the different types of journals available and their setup
  • set up journal controls
  • configure the journal posting restriction rules
  • configure approval processes by using workflows
  • create voucher templates
  • perform daily procedures using journals

Implement and manage accounts payable and receivable

Implement and manage Accounts receivable

  • set up customer posting profiles
  • manage delinquent customers
  • configure billing codes for free text invoices, process orders, invoices, and payments
  • configure and process credit and collection
  • configure customer payment setup
  • prepare and send customer account statements
  • configure accounts receivable charges

Implement and manage Accounts payable

  • configure invoice validation policies
  • set up vendor posting profile, process orders, invoices, and payments
  • configure the Vendor collaboration module
  • configure vendor payments
  • configure accounts payable charges

Manage budgeting and fixed assets

Configure and manage Budgeting processes

  • configure budgeting components
  • create a budget plan template
  • create a budget plan by using the budget plan wizard
  • perform the budget planning process
  • configure budget controls
  • create and demonstrate registry entries
  • implement budget workflows

Implement and manage fixed assets

  • create fixed assets and fixed assets groups
  • configure fixed asset parameters
  • identify when to enable integration with purchasing and sales module
  • perform acquisition, depreciation, and disposal of fixed assets

Certification exams

  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; and validate and support the solution.

    Exam MB-310: Microsoft Dynamics 365 Finance

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: set up and configure financial management; manage and apply common processes; implement and manage accounts payable and receivable; and manage budgeting and fixed assets.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate (Finance and Operations Apps Developer Associate)

Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate

Developers who work with Finance and Operations apps in Microsoft Dynamics 365 implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

Job role: Developer

Required exams: MB-300MB-500

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Use common functionality and implementation tools
  • Configure security, processes, and options
  • Perform data migration
  • Validate and support the solution
  • Plan Architecture and Solution Design
  • Apply Developer Tools
  • Design and Develop AOT Elements
  • Develop and Test Code
  • Implement Reporting
  • Integrate and Manage Data Solutions
  • Implement Security and Optimize Performance

Microsoft Certified: Dynamics 365: Finance and

Operations Apps Developer Associate – Skills

Measured

 

Use common functionality and implementation tools

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

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

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

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 Versions

Plan Architecture and Solution Design

Identify the major components of Dynamics 365 Finance and Operation

  • select application components and architecture based on business components
  • identify architectural differences between the cloud and on-premises versions of

Dynamics FO

  • prepare and deploy the deployment package
  • identify components of the application stack and map them to the standard models
  • differentiate the purpose and interrelationships between packages, projects, models, and

elements

Design and implement a user interface

  • describe the Dynamics 365 FO user interface layout and components
  • design the workspace and define navigation
  • select page options
  • identify filtering options

Implement Application Lifecycle Management (ALM)

 

  • create overlayered and extension models
  • configure the DevOps source control process
  • describe the capabilities of the Environment Monitoring Tool within Lifecycle Services

(LCS)

  • select the purpose and appropriate uses of LCS tools and components

  • research and resolve issues using Issue Search
  • identify activities that require asset libraries

Apply Developer Tools

Customize Dynamics 365 FO by using Visual Studio

  • design and build projects
  • manage metadata using Application Explorer
  • synchronize data dictionary changes with the application database
  • create elements by using the Element Designer

Manage source code and artifacts by using version control

  • create, check out, and check in code and artifacts
  • compare code and resolve version conflicts

Implement D365 FO framework functionality

  • implement the SysOperation framework
  • implement asynchronous framework
  • implement workflow framework
  • implement the unit test framework
  • identify the need for and implement the Sandbox framework

Design and Develop AOT Elements

Create forms

  • add a new form to a project and apply a pattern (template)
  • configure a data source for the form
  • add a grid and grid fields and groups
  • create and populate menu items
  • test form functionality and data connections
  • add a form extension to a project for selected standard forms

Create and extend tables

  • add tables and table fields to a project
  • populate table and field properties
  • add a table extension to a project for a table
  • add fields, field groups, relations, and indices

Create Extended Data Types (EDT) and enumerations

  • add an EDT to a project and populate EDT properties
  • add an enumeration to a project
  • add or update enumeration elements
  • add or update enumeration element properties
  • add an extension of EDT and enumerations

Create classes and extend AOT elements

  • add a new class to a project
  • create a new class extension and add new methods
  • add event handler methods to a class

Develop and Test Code

Develop X++ code

  • identify and implement base types and operators
  • implement common structured programming constructs of X++
  • create, read, update, and delete (CRUD) data using embedded SQL code
  • identify and implement global functions in X++
  • ensure correct usage of Display Fields
  • implement table and form methods

Develop object-oriented code

 

  • implement X++ variable scoping
  • implement inheritance and abstraction concept
  • implement query objects and QueryBuilder
  • implement attribute classes
  • implement chain of command

Implement Reporting

Describe the capabilities and limitations of reporting tools in Dynamics 365 FO

  • create and modify report data sources and supporting classes
  • implement reporting security requirements
  • describe the report publishing process

Design, create, and revise Dynamics Reports

  • create and modify reports in Dynamics 365 FO that use SQL Server Reporting Services

(SSRS)

  • create and modify reports in Dynamics 365 FO by using Power BI

  • create and modify reports in Dynamics 365 FO by using Microsoft Excel

Design, create, and revise Dynamics workspace

design KPIs

 

create drill-through workspace elements

implement built-in charts, KPIs, aggregate measurement, aggregate dimension, and

 

 

other reporting components

Integrate and Manage Data Solutions

Identify data integration scenarios

  • select appropriate data integration capabilities
  • identify differences between synchronous vs. asynchronous scenarios

Implement data integration concepts and solutions

  • develop a data entity in Visual Studio
  • develop, import, and export composite data entities
  • identify and manage unmapped fields in data entities
  • consume external web services by using OData and RESTful APIs
  • integrate Dynamics 365 FO with Excel using OData
  • develop and integrate Microsoft Flow and Power Apps

Implement data management

import and export data using entities between D365 FO and other systems

 

enable Entity Change Tracking

 

monitor the status and availability of entities

 

 

 

set up a data project and recurring data job

design entity sequencing

 

generate field mapping between source and target data structures

develop data transformations

 

 

Implement Security and Optimize Performance

Implement role-based security policies and requirements

  • create or modify duties, privileges, and permissions
  • enforce permissions policy
  • implement record-level security by using Extensible Data Security (XDS)

Apply fundamental performance optimization techniques

  • identify and apply caching mechanisms
  • create or modify temp tables for optimization
  • determine when to use set-based queries and row-based queries
  • modify queries for optimization
  • modify variable scope to optimize performance
  • analyze and optimize concurrency

Optimize user interface performance

diagnose and optimize client performance by using browser-based tools

 

diagnose and optimize client performance by using Performance Timer

 

Certification exams

  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; and validate and support the solution.

    Exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer (beta)

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: plan architecture and solution design; apply developer tools; design and develop AOT elements; develop and test code; implement reporting; integrate and manage data solutions; and implement security and optimize performance.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate (Dynamics 365 Finance Functional Consultant Associate)

Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate

Dynamics 365 Finance Functional Consultants unify global financials and operations; automate tasks and workflows; and streamline customer ordering, selling, invoicing, and reporting.

Job role: Functional Consultant

Required exams: MB-300MB-310

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Use common functionality and implementation tools
  • Configure security, processes, and options
  • Perform data migration
  • Validate and support the solution
  • Set up and configure financial management
  • Manage and apply common processes
  • Implement and manage Accounts payable and receivable
  • Manage Budgeting and Fixed assets

Microsoft Certified: Dynamics 365 Finance Functional

Consultant Associate – Skills Measured

Use common functionality and implementation tools

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

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

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

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

Set up and configure financial management

Implement and configure financial modules

  • configure and apply accrual schemes
  • configure cash flow reports
  • configure the letter of credit and letter of guarantee templates
  • set up intercompany accounting
  • create and configure account structures
  • configure other modules including cash and bank management and budgeting, credit

and collections, audit workbench, and consolidations

  • implement posting definitions

Implement and test cost and allocation policies

  • implement cost accounting processes
  • implement inventory costing versions
  • implement item groups
  • create and process Ledger allocation rules
  • demonstrate use of cost accounting terminology
  • construct fiscal calendars, years, and periods

Perform periodic processes

  • configure financial period close
  • define and demonstrate periodic closing processes and end-of-year processes
  • demonstrate regional tax reporting capabilities

  • perform bank reconciliation
  • perform financial consolidation
  • create a cost accounting report by using the cost accounting Report Wizard
  • allocate funds by using Accounting distributions

Configure, collect, and report taxes

  • configure tax components
  • implement and test end-of-year tax reporting
  • prepare periodic filings

Manage and apply common processes

Define and configure the account structure

  • demonstrate the advanced ledger entries functionality
  • set up derived financial hierarchies
  • demonstrate financial consolidation and elimination processes
  • set up funds
  • define and configure the main account
  • define and configure the financial dimensions and dimension sets
  • perform financial statements
  • perform tracking of posted transactions

Implement regulatory and localization features and manage currencies

  • set up legal entity currencies and conversions
  • configure currency exchange rate providers
  • implement foreign currency revaluation processes
  • determine which regulatory and localization features to apply to a given scenario

Implement and manage journals

  • identify the different types of journals available and their setup
  • set up journal controls
  • configure the journal posting restriction rules
  • configure approval processes by using workflows
  • create voucher templates
  • perform daily procedures using journals

Implement and manage accounts payable and receivable

Implement and manage Accounts receivable

  • set up customer posting profiles
  • manage delinquent customers
  • configure billing codes for free text invoices, process orders, invoices, and payments
  • configure and process credit and collection
  • configure customer payment setup
  • prepare and send customer account statements
  • configure accounts receivable charges

Implement and manage Accounts payable

  • configure invoice validation policies
  • set up vendor posting profile, process orders, invoices, and payments
  • configure the Vendor collaboration module
  • configure vendor payments
  • configure accounts payable charges

Manage budgeting and fixed assets

Configure and manage Budgeting processes

  • configure budgeting components
  • create a budget plan template
  • create a budget plan by using the budget plan wizard
  • perform the budget planning process
  • configure budget controls
  • create and demonstrate registry entries
  • implement budget workflows

Implement and manage fixed assets

  • create fixed assets and fixed assets groups
  • configure fixed asset parameters
  • identify when to enable integration with purchasing and sales module
  • perform acquisition, depreciation, and disposal of fixed assets

Certification exams

  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; and validate and support the solution.

    Exam MB-310: Microsoft Dynamics 365 Finance

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: set up and configure financial management; manage and apply common processes; implement and manage accounts payable and receivable; and manage budgeting and fixed assets.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate (Supply Chain Management, Manufacturing Functional Consultant)

Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate

Dynamics 365 Supply Chain Management Functional Consultants streamline cost accounting, inventory management, master planning, and warehouse management for their clients.

Job role: Functional Consultant

Required exams: MB-300MB-330

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Use common functionality and implementation tools
  • Configure security, processes, and options
  • Perform data migration
  • Validate and support the solution
  • Implement product information management
  • Implement inventory management
  • Implement and manage supply chain processes
  • Implement warehouse management and transportation management and perform business processes

Microsoft Certified: Dynamics 365 Supply Chain

Management Functional Consultant Associate – Skills

Measured

Use common functionality and implementation tools

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

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

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

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

Implement product information management

Create and manage products

  • create a product and product variants
  • create Bill of materials (BOMs)
  • identify the purpose and capabilities of the Product Configuration models
  • create and configure category hierarchies
  • create product attributes

Configure products for supply chain management

  • create and manage inventory dimensions
  • create Item groups and Item model groups
  • create and print product labels
  • create and assign bar codes
  • configure Item coverage
  • configure product compliance processes

Manage inventory pricing and costing

  • configure inventory costing
  • configure costing versions
  • configure and manage commodity pricing
  • create purchase, sales, and trade agreements

  • create smart rounding rules

Implement inventory management

Configure inventory management

  • identify the purpose of inventory forecasting
  • set up inventory and warehouse parameters
  • configure and perform Quality control and Quality management processes
  • configure inventory valuation reports
  • configure ABC classification
  • configure inventory closing components
  • implement inventory breakdowns

Manage and process inventory activities

  • create and process inventory and warehouse journals
  • create and process transfer orders
  • create and process chain orders
  • manage direct delivery orders
  • process quarantine orders
  • process quality orders
  • perform inventory closing and adjustments
  • apply inventory blocking

Implement and manage supply chain processes

Implement procurement and sourcing

  • create and manage purchase requisitions, requests for quotes (RFQs), and purchase

orders (POs)

  • create and manage vendor catalogs
  • configure Purchase Order change management
  • configure and apply vendor rebates
  • implement and manage consignment inventory
  • configure and test Vendor collaboration portal
  • manage over and under deliveries and delivery schedules

Implement common sales and marketing features

  • configure quotations, sales orders, and return orders
  • configure sales groups and commissions
  • configure and manage up-sell, cross-sell, discounts, and price groups
  • configure customer and prospect searches

  • implement and manage leads and prospects
  • configure inter-company Trade relations

Implement advanced sales and marketing features

  • configure brokers and royalties
  • configure trade allowances and customer rebates
  • implement and process foreign trade
  • configure and process Vendor 1099

Implement warehouse management and transportation management

and perform business processes

Configure warehouse management

  • implement components for warehouse management
  • implement location directives
  • implement Inventory Statuses
  • implement Waves
  • implement Loads
  • implement shipments
  • implement Work
  • implement mobile devices

Perform warehouse management processes

  • identify inventory movement processes
  • perform cycle counting
  • use mobile devices for inbound and outbound processes
  • implement containerization and packaging
  • process inbound orders
  • process outbound orders
  • perform cluster picking
  • process shipments
  • identify and apply the replenishment process

Implement transportation management and perform business processes

  • configure container management
  • configure and manage transportation management
  • perform planning and executing of loads and shipments
  • configure and generate freight bills and invoices
  • identify and configure route and rate engines
  • configure and use dock appointment scheduling
  • perform transportation processes by using the load planning workbench

Certification exams

  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration;
    and validate and support the solution.

    Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: implement product information management; implement inventory management; implement and manage supply chain processes;
    implement warehouse and transportation management; and perform business processes.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate (Dynamics 365 Sales Functional Consultant Associate)

Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate

Microsoft Dynamics 365 Sales Functional Consultants implement solutions that anticipate and plan customer connections, manage deals through processing and closing, and accelerate sales team performance using data analytics.

Job role: Functional Consultant

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Perform discovery, planning, and analysis
  • Manage user experience design
  • Manage entities and data
  • Implement security
  • Implement integration
  • Perform solutions deployment and testing
  • Perform configuration
  • Manage core sales entities
  • Manage sales entities

Microsoft Certified: Dynamics 365 Sales Functional

Consultant Associate – Skills Measured

 

Perform discovery, planning, and analysis

Create and validate documentation

  • create high-level entity relationship diagram
  • create and document mock-ups
  • identify document data for migration and integration
  • determine out of the box (OOB) functionality
  • validate functional requirements
  • select artifacts necessary for a proof of concepts (POC) of functional solution designs

Perform continuous collaboration with customer

  • identify collaboration tools
  • perform an audit
  • identify artifacts to be recorded in change logs
  • select between managed and unmanaged solutions
  • identify components for entities

Manage user experience design

Create and configure apps

  • configure settings to meet minimal capabilities
  • configure out of the box and custom items to meet minimal capabilities specified
  • create and configure dashboards
  • create and configure forms
  • create and configure charts
  • create and manage reports
  • create and configure views
  • design site map
  • export or import field translation
  • configure mobile settings
  • implement App Designer

Create and configure templates

  • identify available templates in Dynamics 365
  • create email templates

  • create Excel templates
  • create Word templates
  • create and configure article and campaign templates

Create and manage processes

  • configure a business rule
  • configure a business process flow
  • configure a workflow

Manage entities and data

Modify an existing data model

  • create new or an modify existing entity(s)
  • create new or modify existing relationships
  • create new or modify existing fields
  • manage accounts and contacts

Import and export data

  • import data by using the import data wizard
  • export data from Dynamics 365
  • create data templates
  • choose file types to upload into system
  • identify source fields to Dynamics 365 Fields mapping
  • save mappings to template

Manage data

  • perform data cleanup
  • mitigate data loading risks
  • mitigate excessive database growth
  • configure bulk record deletion
  • configure duplicate detection setting

Implement security

Configure security in Office 365

  • identify Dynamics 365 Admin role assignments
  • add users to security group administration

Configure security settings

  • manage security roles
  • manage users
  • manage teams
  • create and manage field security profiles
  • configure hierarchy security

Implement integration

Configure App for Outlook

  • identify required client software requirements
  • identify required server software requirements
  • configure server-side sync
  • develop a plan to deploy Outlook App to users
  • perform unit testing
  • identify minimum application and operation system environments

Configure email integration

  • configure email mailboxes
  • configure email protocols
  • configure email settings
  • enable server-side synchronization
  • enable Dynamics 365 App for Outlook

Integrate with Office 365

  • determine enabled Office 365 capabilities
  • design SharePoint online folder configuration architecture
  • create SharePoint sites and document locations
  • integrate OneNote
  • integrate OneDrive for Business
  • configure integration with the Office 365 toolset
  • validate integrity of data in SharePoint
  • integrate data by using Excel data online

Create, configure, and maintain Power Automate flows

  • create service connections
  • configure source and target fields
  • create, validate, and execute Power Automate logic
  • share flows with other users

Perform solutions deployment and testing

Manage environments

  • determine whether to use managed or unmanaged solution
  • determine subcomponents to include in a solution
  • create or use a custom publisher
  • migrate from sandbox environments
  • administer environments
  • configure environments

Manage applications

  • manage applications using the Dynamics 365 Administration Center
  • manage Dynamics 365 applications using solutions

Perform system administration

  • configure connection roles
  • configure language and locales
  • configure currencies
  • configure subjects
  • configure custom help
  • configure session and inactivity timeouts
  • manage global audit settings
  • configure audit user access
  • manage audit logs
  • manage entity and field auditing
  • configure relevant search
  • configure QuickFind settings
  • configure categorized search

Perform quality assurance

  • create system, performance, unit, and regression testing scripts
  • perform performance tuning
  • perform optimization testing
  • verify network capacity and throughput by using the Dynamics 365 Diagnostics Tool
  • perform data query performance

Manage solutions

  • create solutions
  • export solutions
  • import solutions
  • distribute solutions and patches

Perform configuration

Configure sales settings

  • configure sales territories
  • configure default revenue type
  • configure auto number settings
  • configure business closures
  • configure fiscal year
  • configure currencies
  • configure sales team roles
  • configure sales security roles
  • configure goal management components
  • create and manage sales collateral
  • configure relationship cards
  • configure playbook management

Configure processes

  • configure record creation rules
  • configure out of the box sales business process flows

Create and configure sales visualizations

  • configure sales content pack for Power BI
  • configure sales dashboards
  • design and create sales charts
  • execute and analyze sales reports

Configure integration with external sales applications

  • implement Dynamics 365 AI for sales
  • configure and enable embedded intelligence
  • implement social selling assistant
  • implement LinkedIn Sales Navigator

Manage core sales entities

Create and manage leads

  • create and search for leads
  • convert activities to leads
  • perform lead qualification
  • configure status reasons
  • scan business card

Create and manage opportunities

  • create and search for opportunities
  • close opportunity as won or lost
  • track stakeholders and sales team
  • add product line items to opportunity
  • customize the Opportunity Close form
  • configure status reasons

Manage sales entities

Create and manage quotes

  • add quotes to opportunities
  • edit quotes in various stages
  • send quotes to customers
  • convert quotes to orders
  • create a template from a quote

Create and manage sales order processing

  • create and manage orders
  • create and manage invoices
  • create and manage competitors

Create and manage product and product catalog

  • configure product families, bundles, and products
  • configure price lists
  • configure discount lists
  • configure unit groups
  • configure product lifecycle

Certification exams

  • Exam MB-200: Microsoft Power Platform + Dynamics 365 Core

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: perform discovery, planning, and analysis; manage user experience design; manage entities and data; implement security; implement integration; and perform solutions deployment and testing.


    Exam MB-210: Microsoft Dynamics 365 Sales

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: perform configuration, manage core sales entities, and manage sales entities.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate (Dynamics 365 Customer Service Functional Consultant Associate)

Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate

Microsoft Dynamics 365 Customer Service Functional Consultants build CX solutions that are fast, agile, and leverage AI to drive actionable insights that anticipate customer needs.

Job role: Functional Consultant

Required exams: MB-200MB-230

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Perform discovery, planning, and analysis
  • Manage user experience design
  • Manage entities and data
  • Implement security
  • Implement integration
  • Perform solutions deployment and testing
  • Perform configuration
  • Manage cases and the knowledge base
  • Manage queues, entitlements, and SLAs
  • Configure voice of the customer

Microsoft Certified: Dynamics 365 for Customer

Service Functional Consultant Associate – Skills

Measured

Perform discovery, planning, and analysis

Create and validate documentation

  • create high-level entity relationship diagram
  • create and document mock-ups
  • identify document data for migration and integration
  • determine out of the box (OOB) functionality
  • validate functional requirements
  • select artifacts necessary for a proof of concepts (POC) of functional solution designs

Perform continuous collaboration with customer

  • identify collaboration tools
  • perform an audit
  • identify artifacts to be recorded in change logs
  • select between managed and unmanaged solutions
  • identify components for entities

Manage user experience design

Create and configure apps

  • configure settings to meet minimal capabilities
  • configure out of the box and custom items to meet minimal capabilities specified
  • create and configure dashboards
  • create and configure forms
  • create and configure charts
  • create and manage reports
  • create and configure views
  • design site map
  • export or import field translation
  • configure mobile settings
  • implement App Designer

Create and configure templates

  • identify available templates in Dynamics 365
  • create email templates
  • create Excel templates
  • create Word templates
  • create and configure article and campaign templates

Create and manage processes

  • configure a business rule
  • configure a business process flow
  • configure a workflow

Manage entities and data

Modify an existing data model

  • create new or an modify existing entity(s)
  • create new or modify existing relationships
  • create new or modify existing fields
  • manage accounts and contacts

Import and export data

  • import data by using the import data wizard
  • export data from Dynamics 365
  • create data templates
  • choose file types to upload into system
  • identify source fields to Dynamics 365 Fields mapping
  • save mappings to template

Manage data

  • perform data cleanup
  • mitigate data loading risks
  • mitigate excessive database growth
  • configure bulk record deletion
  • configure duplicate detection setting

Implement security

Configure security in Office 365

  • identify Dynamics 365 Admin role assignments
  • add users to security group administration

Configure security settings

  • manage security roles
  • manage users
  • manage teams
  • create and manage field security profiles
  • configure hierarchy security

Implement integration

Configure App for Outlook

  • identify required client software requirements
  • identify required server software requirements
  • configure server-side sync
  • develop a plan to deploy Outlook App to users
  • perform unit testing
  • identify minimum application and operation system environments

Configure email integration

  • configure email mailboxes
  • configure email protocols
  • configure email settings
  • enable server-side synchronization
  • enable Dynamics 365 App for Outlook

Integrate with Office 365

  • determine enabled Office 365 capabilities
  • design SharePoint online folder configuration architecture
  • create SharePoint sites and document locations
  • integrate OneNote
  • integrate OneDrive for Business
  • configure integration with the Office 365 toolset
  • validate integrity of data in SharePoint
  • integrate data by using Excel data online

Create, configure, and maintain Power Automate flows

  • create service connections
  • configure source and target fields
  • create, validate, and execute Power Automate logic
  • share flows with other users

Perform solutions deployment and testing

Manage environments

  • determine whether to use managed or unmanaged solution
  • determine subcomponents to include in a solution
  • create or use a custom publisher
  • migrate from sandbox environments
  • administer environments
  • configure environments

Manage applications

  • manage applications using the Dynamics 365 Administration Center
  • manage Dynamics 365 applications using solutions

Perform system administration

  • configure connection roles
  • configure language and locales
  • configure currencies
  • configure subjects
  • configure custom help
  • configure session and inactivity timeouts
  • manage global audit settings
  • configure audit user access
  • manage audit logs
  • manage entity and field auditing
  • configure relevant search
  • configure QuickFind settings
  • configure categorized search

Perform quality assurance

  • create system, performance, unit, and regression testing scripts
  • perform performance tuning
  • perform optimization testing
  • verify network capacity and throughput by using the Dynamics 365 Diagnostics Tool
  • perform data query performance

Manage solutions

  • create solutions
  • export solutions
  • import solutions
  • distribute solutions and patches

Perform configuration

Configure Service Management settings

May include but not limited to:

  • describe process of record creation and update rules
  • configure queues
  • configure holiday schedule
  • configure customer service schedule
  • configure user work hours
  • configure categories and subjects
  • configure cases
  • configure customer service security roles
  • configure goal management components
  • create routing rules
  • configure services

Configure processes

May include but not limited to:

  • configure custom business process flows
  • implement business process flows from Microsoft AppSource

Create and configure customer service visualizations

May include but not limited to:

  • configure customer service content pack for Power BI
  • configure customer service dashboards
  • design and create customer service charts
  • execute and analyze customer service reports

Manage cases and the knowledge base

Create and manage cases

May include but not limited to:

  • manage case list
  • create and search for case records
  • convert activities to cases
  • perform case resolution
  • implement case routing rules
  • implement parent/child cases
  • merge cases
  • configure status reason transitions

Create and manage the knowledge base

May include but not limited to:

  • configure entities for knowledge management
  • link an article with a case
  • use the knowledge base to resolve cases
  • create and manage knowledge base article lifecycle
  • create and manage knowledge base articles
  • search for articles

Manage queues, entitlements, and SLAs

Create and manage queues

May include but not limited to:

  • differentiate queue types
  • add cases and activities to queues
  • implement case routing
  • configure entities for queues
  • configure queue email settings
  • configure record creation and update rules

Create and manage entitlements

May include but not limited to:

  • define and create entitlements
  • manage entitlement templates
  • activate and deactivate entitlements
  • renew or cancel an entitlement
  • assign an entitlement to a case

Create and manage SLAs

May include but not limited to:

  • determine SLA conditions
  • define and create SLAs
  • implement actions and details
  • use SLAs on-demand
  • manage cases with SLAs
  • create and manage SLA items

Configure voice of the customer

Notice of planned skills update: In April 2020, Voice of the Customer skills and exam questions

will be replaced with Forms Pro skills and questions. Please prepare for your exam accordingly.

Create surveys

May include but not limited to:

  • create a theme and upload images
  • add pages to a survey and personalize data
  • identify survey question types
  • add survey questions
  • identify respondent types
  • configure response routing
  • configure survey scoring
  • configure survey unsubscription options

Preview, test, and publish surveys

May include but not limited to:

  • distribute survey link using email
  • embed a survey in a web page
  • clone, import, and translate surveys

Manage survey responses

May include but not limited to:

  • summarize survey results
  • determine report types
  • implement workflow conditional logic for survey actions
  • create business actions based upon survey responses

Certification exams

  • Exam MB-200: Microsoft Power Platform + Dynamics 365 Core

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: perform discovery, planning, and analysis; manage user experience design; manage entities and data; implement security; implement integration; and perform solutions deployment and testing.

    Exam MB-230: Microsoft Dynamics 365 Customer Service

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: perform configuration; manage cases and the knowledge base; manage queues, entitlements, and SLAs; and configure voice of the customer.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate (Supply Chain Management Functional Consultant Associate)

Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate

Dynamics 365 Supply Chain Management Functional Consultants streamline cost accounting, inventory management, master planning, and warehouse management for their clients.

Job role: Functional Consultant

Required exams: MB-300MB-330

 

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Use common functionality and implementation tools
  • Configure security, processes, and options
  • Perform data migration
  • Validate and support the solution
  • Implement product information management
  • Implement inventory management
  • Implement and manage supply chain processes
  • Implement warehouse management and transportation management and perform business processes

Microsoft Certified: Dynamics 365 Supply Chain

Management Functional Consultant Associate – Skills

Measured

Use common functionality and implementation tools

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

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

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

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

Implement product information management

Create and manage products

  • create a product and product variants
  • create Bill of materials (BOMs)
  • identify the purpose and capabilities of the Product Configuration models
  • create and configure category hierarchies
  • create product attributes

Configure products for supply chain management

  • create and manage inventory dimensions
  • create Item groups and Item model groups
  • create and print product labels
  • create and assign bar codes
  • configure Item coverage
  • configure product compliance processes

Manage inventory pricing and costing

  • configure inventory costing
  • configure costing versions
  • configure and manage commodity pricing
  • create purchase, sales, and trade agreements

  • create smart rounding rules

Implement inventory management

Configure inventory management

  • identify the purpose of inventory forecasting
  • set up inventory and warehouse parameters
  • configure and perform Quality control and Quality management processes
  • configure inventory valuation reports
  • configure ABC classification
  • configure inventory closing components
  • implement inventory breakdowns

Manage and process inventory activities

  • create and process inventory and warehouse journals
  • create and process transfer orders
  • create and process chain orders
  • manage direct delivery orders
  • process quarantine orders
  • process quality orders
  • perform inventory closing and adjustments
  • apply inventory blocking

Implement and manage supply chain processes

Implement procurement and sourcing

  • create and manage purchase requisitions, requests for quotes (RFQs), and purchase

orders (POs)

  • create and manage vendor catalogs
  • configure Purchase Order change management
  • configure and apply vendor rebates
  • implement and manage consignment inventory
  • configure and test Vendor collaboration portal
  • manage over and under deliveries and delivery schedules

Implement common sales and marketing features

  • configure quotations, sales orders, and return orders
  • configure sales groups and commissions
  • configure and manage up-sell, cross-sell, discounts, and price groups
  • configure customer and prospect searches

  • implement and manage leads and prospects
  • configure inter-company Trade relations

Implement advanced sales and marketing features

  • configure brokers and royalties
  • configure trade allowances and customer rebates
  • implement and process foreign trade
  • configure and process Vendor 1099

Implement warehouse management and transportation management

and perform business processes

Configure warehouse management

  • implement components for warehouse management
  • implement location directives
  • implement Inventory Statuses
  • implement Waves
  • implement Loads
  • implement shipments
  • implement Work
  • implement mobile devices

Perform warehouse management processes

  • identify inventory movement processes
  • perform cycle counting
  • use mobile devices for inbound and outbound processes
  • implement containerization and packaging
  • process inbound orders
  • process outbound orders
  • perform cluster picking
  • process shipments
  • identify and apply the replenishment process

Implement transportation management and perform business processes

  • configure container management
  • configure and manage transportation management
  • perform planning and executing of loads and shipments
  • configure and generate freight bills and invoices
  • identify and configure route and rate engines
  • configure and use dock appointment scheduling
  • perform transportation processes by using the load planning workbench

Certification exams

  • Exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration;
    and validate and support the solution.

    Exam MB-330: Microsoft Dynamics 365 Supply Chain Management

    Languages: English

    Retirement date: none

    This exam measures your ability to accomplish the following technical tasks: implement product information management; implement inventory management; implement and manage supply chain processes;
    implement warehouse and transportation management; and perform business processes.


Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

Recommended Courses and Certification:
₵1,700.00
Microsoft Certified: Azure IoT Developer Specialty (Microsoft Certified: Azure IoT Developer Specialty)

Microsoft Certified: Azure IoT Developer Specialty

Prove that you understand how to implement the Azure services that form an IoT solution, including data analysis, data processing, data storage options, and platform-as-a-service options. IoT Developers must be able to recognize Azure IoT service configuration settings within the code portion of an IoT solution.

Job role: Developer

Skills measured

  • NOTE: The bullets that appear below each of the skills measured in the document below are intended to illustrate how we are assessing that skill. This list is not definitive or exhaustive.
  • Implement the IoT solution infrastructure
  • Provision and manage devices
  • Implement Edge
  • Process and manage data
  • Monitor, troubleshoot, and optimize IoT solutions
  • Implement security

Microsoft Certified: Azure IoT Developer Specialty –

Skills Measured

NOTE: The bullets that appear below each of the skills measured are intended to illustrate how

we are assessing that skill. This list is not definitive or exhaustive.

NOTE: In most cases, exams do NOT cover preview features, and some features will only be

added to an exam when they are GA (General Availability).

Implement the IoT solution infrastructure

Create and configure an IoT Hub

  • create an IoT Hub
  • register a device
  • configure a device twin
  • configure IoT Hub tier and scaling

Build device messaging and communication

  • build messaging solutions by using SDKs (device and service)
  • implement device-to-cloud communication
  • implement cloud-to-device communication
  • configure file upload for devices

Configure physical IoT devices

  • recommend an appropriate protocol based on device specifications
  • configure device networking, topology, and connectivity

Provision and manage devices

Implement the Device Provisioning Service (DPS)

  • create a Device Provisioning Service
  • create a new enrollment in DPS
  • manage allocation policies by using Azure Functions
  • link an IoT Hub to the DPS

Manage the device lifecycle


  • provision a device by using DPS
  • deprovision an autoenrollment
  • decommission (disenroll) a device

Manage IoT devices by using IoT Hub

  • manage devices list in the IoT Hub device registry
  • modify device twin tags and properties
  • trigger an action on a set of devices by using IoT Hub Jobs and Direct Methods
  • set up Automatic Device Management of IoT devices at scale

Build a solution by using IoT Central

  • define a device type in Azure IoT Central
  • configure rules and actions in Azure IoT Central
  • define the operator view
  • add and manage devices from IoT Central
  • monitor devices

Implement Edge

Set up and deploy an IoT Edge device

  • create a device identity in IoT Hub
  • deploy a single IoT device to IoT Edge
  • create a deployment for IoT Edge devices
  • install container runtime on IoT devices
  • define and implement deployment manifest
  • update security daemon and runtime

Develop modules

  • create and configure an Edge module
  • deploy a module to an Edge device
  • publish an IoT Edge module to an Azure Container Registry

Configure an IoT Edge device

  • select and deploy an appropriate gateway pattern
  • implement module-to-module communication
  • implement and configure offline support

Process and manage data


Configure routing in Azure IoT Hub

  • implement message enrichment in IoT Hub
  • configure routing of IoT Device messages to endpoints
  • define and test routing queries
  • integrate with Event Grid

Configure stream processing

  • create ASA for data and stream processing of IoT data
  • process and filter IoT data by using Azure Functions
  • configure Stream Analytics outputs

Configure an IoT solution for Time Series Insights (TSI)

  • implement solutions to handle telemetry and time-stamped data
  • create an Azure Time Series Insights (TSI) environment
  • connect the IoT Hub and the Time Series Insights (TSI)

Monitor, troubleshoot, and optimize IoT solutions

Configure health monitoring

  • configure metrics in IoT Hub
  • set up diagnostics logs for Azure IoT Hub
  • query and visualize tracing by using Azure monitor

Troubleshoot device communication

  • establish maintenance communication
  • verify device telemetry is received by IoT Hub
  • validate device twin properties, tags and direct methods
  • troubleshoot device disconnects and connects

Perform end-to-end solution testing and diagnostics

  • estimate the capacity required for each service in the solution
  • conduct performance and stress testing
  • set up device D2C message tracing by using Azure Distributed Tracing

Implement security

Implement device authentication in the IoT Hub


  • choose an appropriate form of authentication
  • manage the X.509 certificates for a device
  • manage the symmetric keys for a device

Implement device security by using DPS

  • configure different attestation mechanisms with DPS
  • generate and manage x.509 certificates for IoT Devices
  • configure enrollment with x.509 certificates
  • generate a TPM endorsements key for a device
  • configure enrollment with symmetric keys

Implement Azure Security Center (ASC) for IoT

  • enable ASC for IoT in Azure IoT Hub
  • create security modules
  • configure custom alerts

 

Certification exams

  • Exam AZ-220: Microsoft Azure IoT Developer (beta)

    Languages: English

    Retirement date: none

    This exam measures your ability to implement the IoT solution infrastructure; provision and manage devices; implement solutions on Azure IoT Edge devices; process and manage data; monitor, troubleshoot, and optimize IoT solutions; and implement security.



Price Includes International Curriculum Courseware And Very Active Real-Time Labs.

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