Lifecycle Services for Dynamics 365 for Finance & Operations


This course is designed for Solution Architects, Senior Functional Consultants, Senior Technical Consultants and Project managers to understand the technology and tools available through Dynamics Lifecycle services and Visual Studio online to support the implementation of Dynamics 365 for Finance and Operations. The workshop is primarily hands on, taking attendees through the best practices of managing the implementation and deployment of Dynamics 365 for Finance and Operations. and the use of tools commonly used through an implementation to support the management of business processes, data, code and environments. The workshop will follow through an example case study to design, deploy, configure and test a solution on Dynamics 365 for Finance and Operations. This workshop requires an existing knowledge of Dynamics 365 for Finance and Operations and will only focus on implementation of Dynamics 365 for Finance and Operations, not the use of Dynamics 365 itself, and hands-on experience in previous AX 2012 implementations.


3 days

Solution Architects
Senior Functional Consultants
Senior Technical Consultants
Project Managers 



Dynamics 365 for Finance & Operations Architecture Overview and Lifecycle Services
Dynamics 365 for Finance & Operations Architecture
Introduction to LCS
Discuss LCS scope, schedule, and adoption targets
Discuss customer/partner/
Microsoft team usage scenarios
Common usage and related best practices
How to stay on top of new features/services that become available
Further Learning Opportunities

Business Process Scoping and Review

Interactive Discussion on Business Processes
Order to Cash
Procure to Pay
Core Financials

Configurations required to run iterations
Data management scenarios and tools
Data Import/Export Framework
Database operations
Cross-Company Data Sharing Framework
Copy Legal Entity

Environment Planning
Dynamics 365 for Finance and Operations Cloud Offer overview
Standard offer environment provisioning
Environment types and environment planning
Environment options overview
Building an environment plan


Functional Testing
Functional Testing
CRP Planning – Testing
Test your configurations/data load

Development Application Lifecycle Management
Application Development Lifecycle Overview
Models and Packages
Overlayer vs extensions
Day in the life of a developer

Managing Security Configuration
Managing Security Configuration
Security Diagnostics
Role Based Security

Tasks Guides
Task recorder basic usage
Advanced Usage
Task Guide
Dynamics 365 for Operations Help

Test Strategy and Automation
Testing Challenges
Testing Automation

Performance Testing
Fundamentals of Performance Testing
Documenting Scenarios and Goals
Optimize for performance during development
Design and build tests
Performance Tuning
Report performance results

Dynamics Mobile Experience
Mobile App
Mobile Shell & Workspaces
Current Standard Mobile Scenarios
Platform Architecture
Operations Warehousing Application
Mobile Options


Architecture & authentication
Data entities & cloud authentication
Service endpoints
OData services
Custom services
Outbound calling
System context
Logic Apps & examples

Powerapps, Flow and Common Data Service
Flow, PowerApps and CDS overvie
Introduction to Flow
Creating and working with Flow
Introduction to PowerApps
Using Power Apps
Overview of Common Data Service
Resources & Recommendations

Upgrade Overview
Upgrade scenarios
Platform only
Platform and application
Management reporter

Analytics and Intelligence
Journey to advance analytics
Power BI integration using Entity store
Bring Your Own Database
Analytical Workspaces
Solution Templates

Go-Live Readiness Review
Go-Live Readiness Review
Go-Live Scope
Risk and Mitigation Plan
Cut Over and Data Migration Plan
Environment Readiness
Support Process