Describe finance and operations apps, and extend apps by using
Microsoft Power Platform technologies (20-25%)
Identify and use common apps, features, and functionality
describe apps in the finance and operations portfolio
describe the main components of Dynamics 365 Commerce
describe uses cases for and capabilities of workspaces and mobile workspaces
describe case management
describe global address book features and their use cases
identify inquiry and report types available in a default installation
describe use cases for the Business document management and electronic reporting
features
perform searches, save queries and views, create and use, record templates, and create
filters
Extend app functionality by using Microsoft Power Platform technologies
identify use cases for Microsoft Dataverse
identify use cases for Power Apps
identify use cases for Power Automate
identify use cases for Power BI
identify use cases for Power Virtual Agents
Configure administrative features and workflows (30-35%)
Implement security
distinguish between roles, duties, privileges, and permissions
assign security roles to users based on requirements
describe segregation of duties
describe and use the security diagnostics tool
Design and create workflows and business events
describe use cases for workflows
design and create workflows
configure workflow properties, tasks, approvals, and elements
configure queues, workflow assignment hierarchies, workflow parameters, and
troubleshoot workflows
troubleshoot workflows
manage workflow versions
Trigger Power Automate flows by using business events
Configure organization administration features
set up and configure legal entities and operating units
configure and troubleshoot number sequences
create organization hierarchies
describe and apply user options
configure document handling for attachments
configure print management and form setup features
Configure system administration features
describe use cases for the Microsoft Excel Workbook Designer and the Microsoft
Dynamics Office add-in
configure email (SMTP/Exchange)
create and maintain email templates
describe use cases for Entity store
create, export, and import personalization
publish saved views
set up and monitor batch jobs
set up alerts
Manage finance and operations data (25-30%)
Manage data
describe use cases for the Data Management framework
describe use cases for projects, data entities, and templates
copy configuration data between companies or legal entities by using the data
management framework
describe use cases for the dual-write feature
Describe the migration process
identify common migration scenarios and tools in finance and operations apps
identify relevant data entities and elements based on given scenarios
identify data migration requirements
Prepare data for migration and migrate data to finance and operations apps
identify types of data including master, transactional, reference, and parametric
generate field mapping between source and target data structures
import or export data by using the data management framework
support the transition between the existing and migrated systems
perform a test migration and validate output from the process
implement data task automation
Validate and support solutions (20-25%)
Test solutions
describe types of testing, including unit, regression, functional, and end-to-end
describe capabilities of available testing tools
track work items through a project implementation by using Azure DevOps
create test cases and test plans by using Azure DevOps
automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
create test scripts by using Task recorder and upload scripts to Business process modeler
or Azure DevOps
Describe and use Lifecycle Services tools
identify use cases for project asset libraries and shared asset libraries
describe environment purposes and topologies
differentiate between Tier 1 environment and other tiers
describe use cases for Business process modeler libraries
describe the types of environments including sandbox, test, and production
report production outages
create and save trace files to troubleshoot performance issues
describe the impacts of Dynamics 365 One Version service updates on projects