---

Course Outline

Identify and use common apps, features, and functionality

• describe apps in the finance and operations portfolio
• describe the main components of Dynamics 365 Commerce
• describe uses cases for and capabilities of workspaces and mobile workspaces
• describe case management
• describe global address book features and their use cases
• identify inquiry and report types available in a default installation
• describe use cases for the Business document management and electronic reporting features
• perform searches, save queries and views, create and use, record templates, and create
  filters

---

Extend app functionality by using Microsoft Power Platform technologies

• identify use cases for Microsoft Dataverse
• identify use cases for Power Apps
• identify use cases for Power Automate
• identify use cases for Power BI
• identify use cases for Power Virtual Agents

---

Implement security

• distinguish between roles, duties, privileges, and permissions
• assign security roles to users based on requirements
• describe segregation of duties
• describe and use the security diagnostics tool

---

Configure organization administration features

• set up and configure legal entities and operating units
•  configure and troubleshoot number sequences
• create organization hierarchies
• describe and apply user options
• configure document handling for attachments
• configure print management and form setup features

Manage data

• describe use cases for the Data Management framework
• describe use cases for projects, data entities, and templates
• copy configuration data between companies or legal entities by using the data management framework
• describe use cases for the dual-write feature

---

Describe the migration process

• identify common migration scenarios and tools in finance and operations apps
• identify relevant data entities and elements based on given scenarios
• identify data migration requirements

---

Test solutions

• describe types of testing, including unit, regression, functional, and end-to-end
• describe capabilities of available testing tools
• track work items through a project implementation by using Azure DevOps
• create test cases and test plans by using Azure DevOps
• automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
• create test scripts by using Task recorder and upload scripts to Business process modeler
  or Azure DevOps

---

Describe and use Lifecycle Services tools

• identify use cases for project asset libraries and shared asset libraries
• describe environment purposes and topologies
• differentiate between Tier 1 environment and other tiers
• describe use cases for Business process modeler libraries
• describe the types of environments including sandbox, test, and production
• report production outages

---

Create and manage products

• create and release products and product variants
• create and apply product templates
• differentiate between bills of materials (BOMs) and formulas
• create BOMs
• identify the purpose and capabilities of the product configuration models
• create and configure category hierarchies
• create and manage product states during the life cycle of a product
• create product attributes

---

Configure prerequisites for products

• create and manage inventory dimensions
• configure storage, tracking, and product dimension groups
• create item model groups
• create and print product labels
• describe use cases for item groups
• configure reservation hierarchies
• configure unit sequence groups

---

Configure Inventory management

• configure inventory management parameters and journals
• configure inventory valuation reports
• configure ABC classifications
• implement inventory breakdowns

---

Manage and process inventory activities

• create and process journals including bill of materials, item arrival, transfer, movement,inventory adjustment, counting, and tag counting journals
• create and process transfer orders
• configure and perform inventory closings
• perform inventory closings and adjustments
• apply inventory blocking

---

Implement common sales and marketing features

• describe how price groups link discounts to system tables
• describe sales order reservations
• configure sales agreements
• configure and process quotations, sales orders, and return orders
• configure quotations, sales orders, and return orders
• configure sales groups, commissions, and workers
• configure and manage discounts and price groups
• configure customer, product, and prospect searches
• implement and manage leads and prospects
• configure and process intercompany orders
• configure trade allowances and customer rebates

---

Configure warehouse management

• create sites, warehouses, locations, location formats, location profiles, location types, and zones
• create and manage warehouse workers
• configure work policies and work breaks
• implement location directives
• configure inventory statuses
• configure wave, load, and work templates
• configure mobile device menus, menu items, and display settings

---

Manage master plans

• view and process planned orders
• set up and use the Supply Schedule form
• configure safety margins
• configure and process safety stock journals
• copy, edit, and delete master plans