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

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.
SKU: 81143
GTIN: 81143
Manufacturer: Microsoft
£400.00 (GBP)

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.

Learning Objectives

  • Describe the deployment options that are available for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
  • Discuss the topologies available for Dynamics 365 for Finance and Operations deployments
  • Review the project lifecycle, subscriptions, and topologies available in a cloud deployment
  • Discuss the build process and the environments required for the build process
  • Outline the production cloud deployment features
  • Review the on-premises deployment considerations
  • Describe how disaster recovery in a cloud deployment works
  • Discuss and demonstrate how the subscription estimator tool works
  • Describe the features and terminology for security
  • Explain how users gain access to Lifecycle Services (LCS)
  • Create new users
  • Configure role based security
  • Describe the features and uses for the Extensible Data Security (XDS) Policy framework
  • Set up and use segregation of duties
  • Describe the features of LCS Hotfix Servicing
  • Configure and use the Trace Parser
  • Set up and use the batch processing
  • Configure to send emails
  • Configure the properties for data caching
  • Set up and inquire on the Database Logs
  • Review the configuration keys
  • Set up the system parameters
  • Configure the settings for Power BI
  • Describe organizations and how to create them
  • Explain hierarchies and how they’re created
  • Learn the various purposes and how to assign them to a hierarchy
  • Cover organization units and how to add them to a hierarchy
  • Review some examples of how purposes are used
  • Describe the system architecture components
  • Review the various workflow types
  • Use the graphical workflow editor
  • Explain the use for each type of element
  • Create and configure approval elements, task elements, and decision elements
  • Create and use line-level workflows and sub- workflows
  • Configure a parallel activity
  • Describe the use of queues
  • Set up and use a queue in a workflow
  • Use hierarchies in assignments for a workflow
  • Configure an escalation for a workflow
  • Set up and use delegation
  • Describe the use of workflow participants
  • Run and monitor workflow
  • Review hot, cold and warm path
  • Discuss what is being monitored
  • Review diagnostics and monitoring in Lifecycle Services (LCS)
  • Demonstrate canned queries
  • Explain performance troubleshooting techniques
  • Walk through the high-level structure of the data management utilities
  • Create a Data Package
  • Export a Data Package
  • Import a Data Package
  • Walk through the involvement of LCS in data management

Prerequisites

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