81143: System Admin and Deployment Planning in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Code: 81143
Course duration: 2 days
Price: $1,990

81143: System Admin and Deployment Planning in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (2 Days)

 

Description

This course describes system administration and deployment planning in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. It starts with with an in-depth overview of deployments using the tools available, and discusses how licensing and subscriptions for Microsoft services work as well as describing the build process and environments for both cloud and on-premises deployments. It then looks at managing users and security including security architecture, LCS security and the Extensible Data Security (XDS) Framework.

It then takes an in-depth look at the administration functionality including hotfixes trace parser, batch jobs, and email setup, as well as data caching, database logging, the use of configuration keys and system parameters, and the Power BI process. The organization model is introduced and how to create models and hierarchies, and assign hierarchy purposes.

The course then turns to workflows and how to use them and the graphical workflow editor as well as how to create and set up queues. Next the tools available for diagnostics and monitoring are presented and the hot, warm, and cold paths that diagnostics and telemetry can take are described. Environment monitoring and the system diagnostic dashboard are reviewed and performance troubleshooting using LCS is described. Finally an in-depth overview of building and consuming data packages is presented

Part 1

Module 01: Overview and Planning Deployments

Lesson 1: Deployment Options

Lesson 2: LCS, Subscriptions, and Topologies

Lesson 3: Build Process

Lesson 4: Production Cloud Deployments

Lesson 5: Disaster Recovery

Lesson 6: On-Premises Deployment Considerations

Lesson 7: On-Premises Hardware, Network, and Software Requirements

Lesson 8: Subscription Estimator Tool 

Lesson 9: Staff Skills Review.

Module 02: Managing Users and Security. 

Lesson 1: Security Overview

Lesson 2: LCS Security.

Lesson 3: Signing in to CustomerSource. 

Lesson 4: Demo: Sign in to CustomerSource

Lesson 5: Adding Users. 

Lesson 6: Demo: Create a New User. 

Lesson 7: Demo: Add a User to a Group

Lesson 8: Role Based Security

Lesson 9: Demo: Use Security Diagnostics to Grant a Role or Privilege

Lesson 10: Extensible Data Security Framework (XDS)

Lesson 11: Demo: Review an OOB XDS Security Policy

Lesson 12: Customizing Security Overview

Lesson 13: Demo: Create and Edit a Security Role

Lesson 14: Demo: Create and Edit a Security Duty.

Lesson 15: Demo: Publish Changes to Roles, Duties, and Privileges.

Lesson 16: Segregation of Duties.

Lesson 17: Demo: Set up Segregation of Duties Rules

Lesson 18: Demo: Verify Role Assignments

Module 03:  System Administration

Lesson 1: LCS Hotfix Servicing

Lesson 2: Trace Parser

Lesson 3: Demo: Create and Analyze a Trace

Lesson 4: Batch

Lesson 5: Demo: Create a Batch Group and Run a Report

Lesson 6: Demo: Run a Batch Job

Lesson 7: Email Overview

Lesson 8: Data Cachin

Lesson 9: Database Logging

Lesson 10: Demo: Set up a Database Log

Lesson 11: Demo: Make Changes that are Recorded in the Database Log

Lesson 12: Reviewing Database Log Entries

Lesson 13: Demo: View and Clean up a Database Log

Lesson 14: Configuration Keys Overview

Lesson 15: Demo: View Configuration Keys

Lesson 16: Demo: Review System Parameters

Lesson 17: Power BI Overview

Lesson 18: Demo: Register your Deployment

Lesson 19: Demo: Configure Power BI

Lesson 20: Demo: Connect to Power BI 

Module 04:  Organization Model

Lesson 1: Organization Types

Lesson 2: Demo: Create Organizations

Lesson 3: Create Hierarchies

Lesson 4: Demo: View and Create and Organization Hierarchy

Lesson 5: Assign Purposes. 

Lesson 6: Demo: Assign Purposes

Lesson 7: Demo: Adding the Security Hierarchy Purpose to an Organization

Lesson 8: Examples

Module 05:  Workflow

Lesson 1: Architecture Overview

Lesson 2: Workflow Types Overview

Lesson 3: Graphical Workflow Editor Overview

Lesson 4: Demo: Graphical Workflow Editor

Lesson 5: Approval Element

Lesson 6: Demo: Configure an Approval Element in a Workflow

Lesson 7: Task Elements

Lesson 8: Demo: Create Manual and Automated Tasks

Lesson 9: Decision Elements

Lesson 10: Demo: Configure Manual and Conditional Decisions

Lesson 11: Line Level Workflows

Lesson 12: Demo: Line Level Workflow

Lesson 13: About Sub Workflows

Lesson 14: Demo: Create and Use a SubWorkflow

Lesson 15: Parallel Activity Elements

Lesson 16: Demo: Configure a Parallel Activity

Lesson 17: Set up Queues

Lesson 18: Demo: Creating Queues

Lesson 19: Demo: Position Hierarchies

Lesson 20: Demo: Assign Approval Element

Lesson 21: Demo: Escalate a Workflow Element

Lesson 22: Configure Delegation

Lesson 23: Demo: Configure Delegation for Workflow

Lesson 24: Workflow Participants

Lesson 25: Demo: Workflow Parameters

Lesson 26: Demo: Workflow History Form

Lesson 27: Demo: Export Workflow History to Excel 

Module 06:  Diagnostic and Monitoring Tools

Lesson 1: Hot, Warm, and Cold Path

Lesson 2: What is Monitored?

Lesson 3: How to Operate using Lifecycle Services

Lesson 4: Demo: Environment Monitoring

Lesson 5: Demo: Diagnostic Tool 

Lesson 6: Canned Queries for Debugging

Lesson 7: Demo: Review Canned Queries

Lesson 8: Performance Troubleshooting

Lesson 9: Demo: Review Debug Option

Module 07:  Building and Consuming Data Packages

Lesson 1: Data Management Overview

Lesson 2: Demo: Explore Data Management Form

Lesson 3: Create Data Packages

Lesson 4: Demo: Export Data Package

Lesson 5: Managing Data Packages

Lesson 6: Move Data Between Environments

Lesson 7: Demo: Import Data Package

 

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