Advanced Financial Management in Dynamics 365 F&O

Duration: Hours

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    Training Mode: Online

    Description

    Introduction of Financial Management in Dynamics365

    The “Advanced Financial Management in Dynamics365 F&O” training is designed for financial professionals, Dynamics 365 consultants, and system administrators who are looking to enhance their expertise in managing complex financial processes using Dynamics 365 for Finance and Operations. This course covers advanced financial functionalities, including financial reporting, budgeting, consolidation, and compliance management. Participants will learn how to utilize Dynamics 365’s advanced tools to streamline financial operations, optimize financial performance, and ensure regulatory compliance. The training also focuses on best practices for configuring financial modules, integrating with other Dynamics 365 applications, and leveraging analytics for strategic financial decision-making.

    Prerequisites for Financial Management

    To fully benefit from this training, participants should have:

    • A fundamental understanding of Microsoft Dynamics 365 for Finance and Operations.
    • Experience with basic financial management processes within Dynamics 365, such as general ledger, accounts payable, and accounts receivable.
    • Familiarity with financial reporting and budgeting concepts.
    • Basic knowledge of ERP systems and their role in financial management.
    • Understanding of business processes related to financial accounting and operations.

    Table of Contents:

    1: Introduction to Salesforce Development

    1.1 Overview of Salesforce Platform and Development Tools
    1.2 Understanding Salesforce’s MVC (Model-View-Controller) Architecture
    1.3 Introduction to Salesforce Development Environments
    1.4 Salesforce Developer Console
    1.5 Visual Studio Code with Salesforce Extensions
    1.6 Setting Up a Salesforce Developer Edition Account
    1.7 Hands-on Exercise: Navigating Salesforce Development Tools

    2: Getting Started with Apex

    2.1 Introduction to Apex: Salesforce’s Programming Language
    2.2 Apex Syntax and Basic Concepts
    2.3 Variables, Data Types, and Control Structures
    2.4 Apex Classes and Methods
    2.5 Understanding Governor Limits and Best Practices in Apex Development
    2.6 Hands-on Exercise: Writing Simple Apex Classes and Triggers

    3: Advanced Apex Programming

    3.1 Object-Oriented Programming Concepts in Apex
    3.2 Inheritance, Polymorphism, and Encapsulation
    3.3 Working with SOQL (Salesforce Object Query Language) and SOSL (Salesforce Object Search Language)
    3.4 Developing Apex Triggers and Trigger Frameworks(Ref: Advanced .NET Development: Mastering Frameworks and Techniques)

    3.5 Debugging and Testing Apex Code
    3.6 Hands-on Exercise: Building Advanced Apex Classes and Triggers

    4: Introduction to Visualforce

    4.1 What is Visualforce? Understanding the Visualforce Framework
    4.2 Visualforce Page Components and Controllers
    4.3 Creating Visualforce Pages with Standard Controllers
    4.4 Best Practices for Visualforce Page Development
    4.5 Hands-on Exercise: Creating Basic Visualforce Pages

    5: Advanced Visualforce Development

    5.1 Introduction to Custom Controllers and Extensions in Visualforce
    5.2 Using Visualforce with Apex Controllers for Dynamic UI Behavior
    5.3 Integrating Visualforce Pages with Standard Salesforce Objects
    5.4 Visualforce and JavaScript: Enhancing User Experience
    5.5 Hands-on Exercise: Developing Custom Visualforce Pages and Controllers

    6: Building User Interfaces with Visualforce and Apex

    6.1 Designing Interactive User Interfaces Using Visualforce
    6.2 Leveraging Apex to Build Custom UI Components
    6.3 Creating Forms and Handling User Input with Visualforce
    6.4 Best Practices for Responsive and Accessible Visualforce Pages
    6.5 Hands-on Exercise: Creating Interactive UI Components in Visualforce

    7: Data Management and Integration with Apex

    7.1 Working with DML (Data Manipulation Language) Statements in Apex
    7.2 Managing Data Relationships and Transactions
    7.3 Integrating Apex with External Systems via Callouts
    7.4 Handling Asynchronous Operations in Apex (Batch Apex, Future Methods)
    7.5 Hands-on Exercise: Developing Apex Callouts and Batch Processes

    8: Security Considerations in Apex and Visualforce Development

    8.1 Understanding Salesforce Security Model (CRUD, FLS, Sharing Rules)
    8.2 Securing Apex Code: Best Practices for Data Security
    8.3 Implementing Security in Visualforce Pages
    8.4 Protecting Against Common Vulnerabilities (SOQL Injection, Cross-Site Scripting)
    8.5 Hands-on Exercise: Securing Apex Code and Visualforce Pages

    9: Debugging, Testing, and Deploying Salesforce Applications

    9.1 Debugging Techniques and Tools in Salesforce
    9.2 Writing Unit Tests for Apex Classes and Triggers
    9.3 Code Coverage Requirements and Best Practices for Testing
    9.4 Deploying Apex and Visualforce Components in Salesforce
    9.5 Hands-on Exercise: Debugging and Testing Salesforce Applications

    10: Introduction to Lightning Experience and Migration Considerations

    10.1 Overview of Lightning Experience and Its Benefits
    10.2 Differences Between Visualforce and Lightning Components
    10.3 Strategies for Migrating Visualforce Pages to Lightning
    10.4 Best Practices for Coexistence of Visualforce and Lightning Components
    10.5 Hands-on Exercise: Planning a Visualforce to Lightning Migration

    11: Capstone Project: Developing a Custom Salesforce Application

    11.1 Project Overview: Designing a Comprehensive Salesforce Application
    11.2 Requirements Gathering and Application Design
    11.3 Implementing Apex Logic and Visualforce UI
    11.4 Ensuring Security and Performance Optimization
    11.5 Hands-on Exercise: Developing and Deploying the Capstone Project

    12: Certification Preparation and Next Steps

    12.1 Preparing for Salesforce Platform Developer I Certification Exam
    12.2 Review of Key Concepts and Best Practices
    12.3 Study Tips and Resources for Salesforce Certification
    12.4 Exploring Further Learning Opportunities in Salesforce Development
    12.5 Course Wrap-Up and Feedback
    12.6 Final Q&A and Course Completion

    Conclusion

    By the end of this Financial Management in Dynamics365 training, participants will have a comprehensive understanding of advanced financial management in Dynamics365 for Finance and Operations. They will gain practical experience in configuring and optimizing financial modules, preparing them for complex financial management scenarios and Microsoft certification exams.

    Reference

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