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Skills Measured


Use common functionality and implementation tools (20-25%)

Identify common Microsoft Dynamics 365 Finance features and functionality

• determine when to use workspaces

• identify use cases for Power Platform apps including Power Apps, Power BI and Microsoft Flow

• identify and differentiate between the global address book and other address books

• demonstrate Work Items functionality

• demonstrate Microsoft Dynamics 365 Finance navigation techniques

• identify Inquiry and Report types available in a default installation


Implement Lifecycle Services (LCS) tools

• identify opportunities to re-use existing assets

• analyze Business Process Modeler results and identify gaps in functionality

• including creating an Acceptance Testing BPM library and analyzing the results

• use the LCS tools including Issue Search and analyze results


Configure security, processes, and options (45-50%)

Implement security

• identify and distinguish between the various standard security roles in Finance and Operations

• distinguish between duties, privileges, and permissions

• assign users to security roles based on given scenarios


Design and create workflows

• identify opportunities for automation and controls based on customer workflows

• configure workflow properties and elements

• troubleshoot workflows


Configure options

• set up and configure legal entities

• configure base number sequences

• import or create all necessary startup data including Zip/Postal Code data, customers,vendors, and products

• configure the calendars and date intervals

• configure units of measure and conversions

• configure posting profiles and definitions

• create organization hierarchies

• apply purposes and policies

• describe and apply user options


Implement Microsoft Dynamics 365 Finance common features

• configure Microsoft Office integration with Microsoft Dynamics 365 Finance

• configure email (SMTP/Exchange)

• create and maintain email and record templates

• integrate Power BI with Entity store

• create, export, and import personalizations

• set up network printing


Implement business processes for the solution

• define use case scenarios

• participate in phase-based planning processes and the solution design

• design and create workflows

• set up batch Jobs and alerts

• use business process workspaces


Perform data migration (15-20%)

Plan a migration strategy

• identify common migration scenarios and tools in Microsoft Dynamics 365 Finance

• determine migration scope

• identify relevant data entities and elements based on given scenarios

• establish migration strategy processes including migration scope


Prepare data for migration and migrate data

• identify and extract source data

• generate field mapping between source and target data structures

• support the transition between the existing and migrated systems

• perform a test migration and validate output from the process


Validate and support the solution (15-20%)

Implement and validate the solution within Microsoft Dynamics 365 Finance

• perform user acceptance testing (UAT)

• prepare and validate to Go live

• build test scripts to test business functionality

• automate test case automation by using the Regression Suite Automation Tool (RSAT)

• demonstrate the correlation between test scripts and business requirements

• monitor validation test progress and make ad hoc changes during validation testing to correct identified issues


Support Application Lifecycle Management (ALM) by using LCS

• perform a solution gap analysis

• use LCS tools to identify, report, and resolve issues

• manage Microsoft Dynamics 365 One Version

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