Length
1 Day
Price
$1,500
Audience
Beginner, Business Analyst
On Demand
$750 (50 % Discount)
This Revision
MB-300T03-A
Technology
Microsoft Dynamics 365 Finance and Operations
Delivery Method
Instructor Led Classroom and OnDemand
Language
English

MB-300T03: Data migration and preparing for go-live with Dynamics 365 for Finance and Operations

 

About this course

Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals.

This course discusses data migration and go-live preparation for Microsoft Dynamics 365 for Finance and Operations.

 


Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

  

Course Schedule

Please note all Instructor Led courses will be in Australian EST time zone.

  •  Brisbane

Feb 19th

  • Sydney

Feb 26th

  • Melbourne

Feb 19th

  • Perth

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  •  Canberra

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  • Auckland

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  • On Demand - Attend from the comfort of home or office

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  • Private Group Training 

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Module 1: Prepare Data for Migration and Migrate Data

This unit explores integration patterns, scenarios, and solutions for Finance and Operations. Although this unit does not include technical details about how to use or set up every integration pattern or how to work with sample code, it is always wise to be aware of available integration tools.

Lessons

  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output

Module summary

When it’s time for data migration, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. In this module, you will learn how to prepare data for a successful migration by identifying important factors such as legacy systems, and static and common data.

In this module, you learned how to:

  • Choose a data integration (import/export) strategy.
  • Identify common migration scenarios and tools in Finance and Operations.
  • Understand the bring your own database (BYOD) feature.
  • Identify relevant (legacy) systems.
  • Identify and import static data that is common between industries.
  • Create and review test plans for data migration.
  • Identify and extract source data.
  • Identify relevant data entities and elements.
  • Generate field mapping between source and target data structures.
  • Perform a test migration and validate output.
  • Support the transition between the existing and migrated systems.


Module 2: Use Data Management

In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. Finally, you'll learn how to use the asynchronous recurring integration features of the Data management platform. You can use the data management framework to manage data entities and data entity packages in Finance and Operations.

Lessons

  • Introduction
  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
  • Practice Labs

Module summary

In this module, you learned how to:

  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
  • Work with the Data management workspace.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Work with data import and export jobs.
  • Clean up the staging tables.


Module 3: Perform User Acceptance Testing

In order to test and evaluate the customer solution prior to the go-live, you need to have an environment of Dynamics 365 for Finance and Operations, that has all the configurations, possible customization via extensions. It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios.

Lessons

  • Introduction
  • Create and perform test cases for User Acceptance
  • Practice Lab
  • Module summary
  • In this module you learned about:
  • How to understand the correlation between test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a Scenario Acceptance Testing BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to execute your tests


Module 4: Prepare to Go Live

All your hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. This is a crucial and final stage of your exciting experience of completing an implementation. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. You cannot guarantee your success without knowing how to prepare for Finance and Operations go live and the final stage of implementation.

Lessons

  • Introduction
  • Get ready to go live
  • Module summary
  • In this module, you will have learned how to:
  • Prepare for go live.
  • Complete the Lifecycle Services (LCS) methodology.
  • Perform User acceptance testing (UAT) for your solution.
  • Understand the FastTrack Go-live assessment.
  • Request the production environment.


Module 5: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

You will have completed the course.

Prerequisites

This course is intended for Business Analysts and Functional Consultants.

Although not compulsory, it is recommended that students attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’

This course is intended for Business Analysts and Functional Consultants.