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