Prompt Detail:
Onboarding Plan for Microsoft Dynamics 365 Finance & Operations Consultant (Specializing in Subscription Billing)
Week 1: Introduction to Dynamics 365 Finance & Operations (D365 F&O) and Subscription Billing
Day 1-2: Understanding the Basics of D365 F&O
- Morning Session:
- Introduction to D365 F&O Interface, Navigation, and Modules.
- Overview of Subscription Billing in D365 F&O.
- Afternoon Session:
- Hands-on Navigation: Exploring D365 F&O interface.
- Case studies: Understanding real-world subscription billing scenarios.
Day 3-4: Setting Up and Configuring Subscription Billing
- Morning Session:
- Configuring Subscription Products and Plans.
- Managing Pricing and Discounts for Subscriptions.
- Afternoon Session:
- Practical Exercises: Setting up sample subscription products.
- Configuring pricing tiers and discount structures.
Day 5: Skill Assessment - Week 1
- Morning Session:
- Written Test: Basic Concepts of D365 F&O and Subscription Billing.
- Afternoon Session:
- Practical Test: Configuring a Subscription Product in D365 F&O.
Week 2: Advanced Subscription Billing in D365 F&O
Day 1-2: Managing Customer Subscriptions
- Morning Session:
- Creating and Managing Customer Accounts.
- Subscribing and Unsubscribing Customers.
- Afternoon Session:
- Role Play: Handling customer subscription queries.
- Troubleshooting: Identifying and resolving subscription issues.
Day 3-4: Automating Billing and Invoicing
- Morning Session:
- Setting Up Automated Billing Cycles.
- Generating and Managing Subscription Invoices.
- Afternoon Session:
- Hands-on: Automating billing processes.
- Invoice Reconciliation and Dispute Resolution.
Day 5: Skill Assessment - Week 2
- Morning Session:
- Written Test: Advanced Subscription Billing Concepts.
- Afternoon Session:
- Practical Test: Automated Invoicing and Issue Resolution.
Week 3: Integration, Reporting, and Client Interaction
Day 1-2: Integration with Other Systems
- Morning Session:
- Integrating D365 F&O with CRM and Payment Gateways.
- Data Synchronization and Error Handling.
- Afternoon Session:
- Case Studies: Integration Challenges and Solutions.
- Guest Lecture: Industry Expert on Integration Best Practices.
Day 3-4: Reporting and Analytics in Subscription Billing
- Morning Session:
- Creating Custom Reports for Subscription Analytics.
- Dashboard Creation and Monitoring Key Metrics.
- Afternoon Session:
- Practical Exercises: Building Custom Reports.
- Group Discussions: Interpreting Subscription Data for Business Insights.
Day 5: Client Interaction and Communication Skills
- Morning Session:
- Effective Communication with Clients: Best Practices.
- Handling Client Expectations and Queries.
- Afternoon Session:
- Role Play: Client Meeting Simulations.
- Feedback Session: Improving Communication Skills.
Week 4: Project Simulations and Real-World Scenarios
Day 1-3: Project Simulations
- Morning and Afternoon Sessions:
- Guided Project Work: Simulated Subscription Billing Implementation.
- Mentorship: Troubleshooting and Guidance during the Project.
Day 4: Real-World Challenges and Solutions
- Morning Session:
- Guest Lecture: Experienced Consultant Sharing Real-World Challenges.
- Group Discussions: Brainstorming Solutions to Complex Scenarios.
- Afternoon Session:
- Case Studies: Analyzing Successful Subscription Billing Implementations.
- Q&A Session: Addressing Trainee Queries and Concerns.
Day 5: Final Skill Assessment and Graduation
- Morning Session:
- Comprehensive Written Test: Covering all Aspects of D365 F&O and Subscription Billing.
- Afternoon Session:
- Practical Project Presentation: Demonstrating the Implemented Subscription Billing Solution.
- Graduation Ceremony: Certificates Distribution and Closing Speech.
Post-Training Evaluation and Ongoing Learning
Monthly Skill Assessments:
- Monthly Online Tests: Covering Different Aspects of D365 F&O and Subscription Billing.
- Continuous Learning: Assigned Reading Materials and Online Resources.
Quarterly Review Meetings:
- One-on-One Mentoring Sessions: Discussing Progress and Areas of Improvement.
- Feedback Loop: Trainee’s Input on Training Effectiveness.
Measurement Metrics:
- Skill Assessment Scores: Weekly and monthly scores in written and practical tests.
- Project Performance: Successful completion and quality of the implemented project.
- Client Interaction: Feedback from simulated client interactions and role-play sessions.
- Participation and Engagement: Active participation in discussions, group activities, and mentorship sessions.
Sources:
- Microsoft Dynamics 365 Documentation
- Industry Experts and Experienced Consultants in Microsoft Dynamics 365 Finance & Operations.
You are now techno-functional expert in the domain of Microsoft Dynamics 365 Finance & Operations with specialties in Subscription Billing. You are responsible for drafting/prescribing a structured onboarding plan for a new-hire consultant onboarding., This onboarding plan should fosters incremental learning and have a framework in place to measure the D365 Finance & Subscription Billing skills learned incrementally.
The Trainee should be able to measure their success by conducting weekly or monthly skill assessment tests that validate their knowledge and training against concrete measurable outcomes. Provide the structured learning plan (be as detailed as possible) and include skill assessment activities for each section.
Structured Self-Learning Onboarding Plan for Microsoft Dynamics 365 Finance & Operations Consultant (Specializing in Subscription Billing)
Week 1: Introduction to Dynamics 365 Finance & Operations (D365 F&O) and Subscription Billing
Day 1-2: Understanding the Basics of D365 F&O
- Learning Objectives:
- Understand the D365 F&O Interface and Navigation.
- Gain knowledge about D365 F&O Modules.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Complete the interactive tutorial on D365 F&O navigation.
Day 3-4: Setting Up and Configuring Subscription Billing
- Learning Objectives:
- Configure Subscription Products and Plans.
- Manage Pricing and Discounts for Subscriptions.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Create a sample subscription product with different pricing tiers and apply discounts.
Day 5: Skill Assessment - Week 1
- Learning Objectives:
- Evaluate understanding of D365 F&O basics and Subscription Billing concepts.
- Skill Measurement Assignment:
- Complete a quiz on basic D365 F&O navigation and Subscription Billing configuration.
Week 2: Advanced Subscription Billing in D365 F&O
Day 1-2: Managing Customer Subscriptions
- Learning Objectives:
- Learn to Create and Manage Customer Accounts.
- Understand Customer Subscription Lifecycle.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Role-play a customer subscription scenario, demonstrating customer management skills.
Day 3-4: Automating Billing and Invoicing
- Learning Objectives:
- Set Up Automated Billing Cycles.
- Generate and Manage Subscription Invoices.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Generate subscription invoices for a set of sample customers and resolve any issues encountered during the process.
Day 5: Skill Assessment - Week 2
- Learning Objectives:
- Assess knowledge and proficiency in advanced Subscription Billing tasks.
- Skill Measurement Assignment:
- Complete a hands-on assignment involving automated billing and invoice generation, followed by a quiz on advanced subscription billing concepts.
Week 3: Integration, Reporting, and Client Interaction
Day 1-2: Integration with Other Systems
- Learning Objectives:
- Understand Integration with CRM and Payment Gateways.
- Learn Data Synchronization and Error Handling.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Research and summarize best practices for integrating D365 F&O with external systems.
Day 3-4: Reporting and Analytics in Subscription Billing
- Learning Objectives:
- Create Custom Reports for Subscription Analytics.
- Understand Dashboard Creation and Monitoring Key Metrics.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Build a sample Power BI dashboard using subscription billing data and present insights derived from the dashboard.
Day 5: Client Interaction and Communication Skills
- Learning Objectives:
- Develop Effective Communication Skills with Clients.
- Learn to Handle Client Expectations and Queries.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Engage in a mock client interaction, demonstrating effective communication and problem-solving skills.
Week 4: Real-World Scenarios and Project Implementation
Day 1-3: Project Implementation and Problem-Solving
- Learning Objectives:
- Apply learned skills to Real-World Scenarios.
- Develop Problem-Solving Skills in a Practical Environment.
- Self-Learning Resources:
- Skill Measurement Assignment:
- Work on a simulated project, implementing subscription billing functionalities and resolving challenges faced during the process.
Day 4: Project Presentation and Feedback
- Learning Objectives:
- Showcase the Implemented Project.
- Receive Constructive Feedback for Improvement.
- Skill Measurement Assignment:
- Present the implemented subscription billing solution to peers and mentors, followed by feedback sessions highlighting strengths and areas of improvement.
Day 5: Final Skill Assessment and Graduation
- Learning Objectives:
- Evaluate Overall Proficiency in D365 F&O and Subscription Billing.
- Skill Measurement Assignment:
- Complete a comprehensive exam covering all aspects of D365 F&O and Subscription Billing.
Post-Training Evaluation and Ongoing Learning
- Monthly Skill Assessments:
- Monthly Online Tests: Covering Different Aspects of D365 F&O and Subscription Billing.
- Continuous Learning: Assigned Reading Materials and Online Resources.
- Quarterly Review Meetings:
- One-on-One Mentoring Sessions: Discussing Progress and Areas of Improvement.
- Feedback Loop: Trainee’s Input on Training Effectiveness.
Measurement Metrics:
- Skill Assessment Scores: Weekly and monthly scores in written and practical tests.
- Project Performance: Successful completion and quality of the implemented project.
- Client Interaction: Feedback from simulated client interactions and role-play sessions.
- Participation and Engagement: Active participation in discussions, group activities, and mentorship sessions.
Self-Assessment Tools:
- Microsoft Learn: Offers a variety of courses and tutorials for self-paced learning.
- Power BI Learning Resources: For in-depth understanding of Power BI reporting and analytics.
This structured self-learning plan enables trainees to incrementally build their expertise in Dynamics 365 Finance & Operations and Subscription Billing. It provides a clear path for skill development and continuous improvement, allowing trainees to measure their progress at each step.
This plan is way too brief. Regenerate a detailed plan that is meant for self-learning and provide the ability for the trainee to measure skills learned in an incremental fashion for both D365 Finance and Subscription Billing functionality. Be very details with your explanations, and training plan (provide Microsoft Learn links to review fro self-learning, provide tailored learning outcomes and skill measure assignments).
Structured Self-Learning Onboarding Plan for Microsoft Dynamics 365 Finance & Operations Consultant (Specializing in Subscription Billing)
Week 1: Introduction to Dynamics 365 Finance & Operations (D365 F&O) and Subscription Billing
Day 1-2: Understanding the Basics of D365 F&O
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: You are tasked with setting up a new product category in D365 F&O for a software company. The company offers three subscription plans: Basic, Premium, and Enterprise. Each plan has different pricing tiers and features. Create the product category, set up these plans, define pricing structures, and navigate the system to showcase your configuration during a virtual presentation.
- Skill Measurement Assignment:
Day 3-4: Setting Up and Configuring Subscription Billing
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Imagine you're working for a streaming service. Your task is to configure a subscription product for a new movie streaming service. This service offers monthly, quarterly, and annual subscription plans with different pricing and discount options. Configure these plans, apply volume discounts, and demonstrate how a sample user account would be billed over a three-month period. Prepare a report summarizing the configured subscription plans and billing scenarios.
- Skill Measurement Assignment:
Day 5: Skill Assessment - Week 1
- Learning Objectives:
- Skill Measurement Assignment:
- Complete a quiz on D365 F&O basics and Subscription Billing configuration.
- Scenario: Answer scenario-based questions such as troubleshooting a billing discrepancy, modifying a subscription plan, and explaining the impact of a configuration change on customer invoices.
- Skill Measurement Assignment:
Week 2: Advanced Subscription Billing in D365 F&O
Day 1-2: Managing Customer Subscriptions
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: You work for a software company providing SaaS solutions. A customer wants to upgrade their subscription from Basic to Premium. Walk through the process of upgrading the subscription in D365 F&O. Address any potential issues and explain how this upgrade impacts billing, customer accounts, and subscription terms.
- Skill Measurement Assignment:
Day 3-4: Automating Billing and Invoicing
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Assume you are managing billing for a telecommunications company offering mobile phone plans. Configure automated billing cycles for a set of customers, generate invoices, and resolve any failed invoice issues. Prepare a summary report detailing the automated billing process, invoice generation, and resolution of billing errors.
- Skill Measurement Assignment:
Day 5: Skill Assessment - Week 2
- Learning Objectives:
- Skill Measurement Assignment:
- Complete a hands-on assignment involving automated billing and invoice generation.
- Scenario: Participate in a simulated customer service call where a customer disputes a billing charge. Demonstrate your ability to access relevant billing information in D365 F&O, understand the nature of the dispute, and resolve the issue while ensuring customer satisfaction.
- Skill Measurement Assignment:
Week 3: Integration, Reporting, and Client Interaction
Day 1-2: Integration with Other Systems
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: The company you work for is integrating D365 F&O with a CRM system. Identify potential challenges in data synchronization and propose solutions. Create a flowchart illustrating the data flow between systems and explain error handling procedures in case of synchronization failures.
- Skill Measurement Assignment:
Day 3-4: Reporting and Analytics in Subscription Billing
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: You are responsible for creating a dashboard for the management team of a subscription box service. Utilize Power BI to create a dynamic dashboard displaying key subscription metrics such as customer churn rate, average revenue per user, and subscription growth over time. Present your dashboard and explain the insights derived from the visualizations.
- Skill Measurement Assignment:
Day 5: Client Interaction and Communication Skills
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Participate in a mock client meeting. The client, a fitness equipment subscription service, is facing issues with customer retention. Demonstrate active listening, ask probing questions to understand their concerns, and propose feasible solutions using D365 F&O features. Prepare and deliver a follow-up email summarizing the discussion and proposed solutions.
- Skill Measurement Assignment:
Week 4: Real-World Scenarios and Project Implementation
Day 1-3: Project Implementation and Problem-Solving
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Engage in a comprehensive project where you must implement subscription billing functionalities for an e-learning platform. The platform offers courses on various subjects, each with different subscription plans. Implement the billing logic, troubleshoot any configuration errors, and ensure accurate billing for sample users. Prepare a detailed project report outlining the implemented solution, challenges faced, and the resolution process.
- Skill Measurement Assignment:
Day 4: Project Presentation and Feedback
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Present the implemented subscription billing solution to peers and mentors. Address questions and feedback during the presentation. Participate in a feedback session, where peers and mentors provide constructive criticism and suggestions for improvement.
- Skill Measurement Assignment:
Day 5: Final Skill Assessment and Graduation
- Learning Objectives:
- Skill Measurement Assignment:
- Complete a comprehensive exam covering all aspects of D365 F&O and Subscription Billing.
- Scenario: Respond to complex, real-world scenarios in a written exam format. Scenarios may include handling intricate subscription plan modifications, resolving billing disputes, and optimizing automated billing processes for efficiency.
- Skill Measurement Assignment:
Post-Training Evaluation and Ongoing Learning
- Monthly Skill Assessments:
- Monthly Online Tests: Covering Different Aspects of D365 F&O and Subscription Billing.
- Skill Measurement Assignment: Analyze a given subscription billing scenario, propose a solution, and justify your approach.
- Quarterly Review Meetings:
- One-on-One Mentoring Sessions: Discussing Progress and Areas of Improvement.
- Skill Measurement Assignment: Prepare a self-assessment report highlighting personal growth, areas of expertise, and areas needing improvement. Include a plan for continuous learning and skill enhancement.
Add more emphasis on Skill Measurement Assignmens. Be more detailed in this section and provide a hypothetical scenario that the trainee should solve for.
Comprehensive Self-Learning Onboarding Plan for Microsoft Dynamics 365 Finance & Operations Consultant (Specializing in Subscription Billing)
Week 1: Introduction to Dynamics 365 Finance & Operations (D365 F&O) and Subscription Billing
Day 1-2: Understanding Core D365 Finance Modules
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Simulate a company setup. Configure the General Ledger, define Chart of Accounts, and set up fiscal calendars. Create a basic financial statement showcasing the configured General Ledger accounts and fiscal periods. Present your setup and explain the rationale behind your choices.
- Skill Measurement Assignment:
Day 3-4: Cash and Bank Management, Tax, and Fixed Assets
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Implement Cash and Bank Management functionalities for a retail business. Configure bank accounts, perform bank reconciliations, and record transactions. Handle tax calculations for different products and services. Additionally, set up Fixed Assets and record asset acquisitions. Provide a detailed report demonstrating the accuracy of bank transactions, tax calculations, and fixed asset management.
- Skill Measurement Assignment:
Day 5: Skill Assessment - Week 1
- Learning Objectives:
- Skill Measurement Assignment:
- Complete a quiz covering General Ledger, Cash and Bank Management, Tax, and Fixed Assets.
- Scenario: Analyze financial data for a given period. Answer questions related to the company's financial health based on the provided data. Identify discrepancies and suggest corrective actions.
- Skill Measurement Assignment:
Week 2: Accounts Payable and Accounts Receivable
Day 1-2: Accounts Payable (AP)
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Process vendor invoices, perform three-way matching, and create payment proposals. Resolve discrepancies in invoices. Generate vendor aging reports and reconcile vendor accounts. Provide a summary report showcasing successful invoice processing, discrepancy resolution, and accurate vendor reconciliations.
- Skill Measurement Assignment:
Day 3-4: Accounts Receivable (AR), Credit, and Collections
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Manage customer credit limits, process sales orders, create invoices, and record customer payments. Implement a collection strategy for overdue invoices, including sending reminders and managing collections cases. Prepare a collection status report, showing the effectiveness of the collection efforts and the reduction in overdue AR.
- Skill Measurement Assignment:
Day 5: Skill Assessment - Week 2
- Learning Objectives:
- Skill Measurement Assignment:
- Complete a hands-on assignment involving AP and AR processes.
- Scenario: Analyze a given set of vendor invoices and customer payments. Rectify errors, update records, and ensure accurate vendor and customer account balances. Prepare a reconciliation report detailing the corrections made and the impact on financial statements.
- Skill Measurement Assignment:
Week 3: Cost Accounting, Budgeting, and Invoicing
Day 1-2: Cost Accounting
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Implement cost accounting methods for a manufacturing company. Allocate indirect costs, calculate cost per unit, and analyze cost variances. Generate cost analysis reports for different product lines. Prepare a presentation explaining the cost allocation methodology and showcasing the cost analysis results.
- Skill Measurement Assignment:
Day 3-4: Budgeting
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Create a comprehensive budget for a service-oriented business. Allocate budgets to different departments and cost centers. Monitor actual spending against budgeted amounts. Identify budget variances and propose corrective actions. Present a budget performance report outlining variances, reasons, and proposed solutions.
- Skill Measurement Assignment:
Day 5: Skill Assessment - Week 3
- Learning Objectives:
- Skill Measurement Assignment:
- Complete a hands-on assignment involving Cost Accounting and Budgeting.
- Scenario: Review financial data for a specific period. Identify cost inefficiencies and budget variances. Prepare a report detailing your findings, the impact on profitability, and recommendations for optimizing costs and adhering to the budget.
- Skill Measurement Assignment:
Week 4: Integration, Reporting, Client Interaction, and Project Implementation
Day 1-2: Integration with Subscription Billing Module
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Integrate the Subscription Billing module with Accounts Payable and Accounts Receivable. Ensure seamless flow of data between these modules. Conduct test transactions to validate the integration. Provide a report detailing the integration process, challenges faced, and solutions implemented.
- Skill Measurement Assignment:
Day 3-4: Reporting, Client Interaction, and Project Implementation
- Learning Objectives:
- Skill Measurement Assignment:
- Scenario: Engage in a client meeting where the client, a subscription box service, seeks insights into their financial data. Utilize Power BI to create a dynamic dashboard presenting subscription-related metrics such as customer churn rate, average revenue per user, and customer acquisition cost. Demonstrate the dashboard during the client meeting. Prepare a follow-up email summarizing the discussion and the insights provided.
- Skill Measurement Assignment:
Day 5: Final Skill Assessment and Graduation
- Learning Objectives:
- Skill Measurement Assignment:
- Complete a comprehensive exam covering all aspects of D365 F&O, including integration, reporting, client interaction, and project implementation.
- Scenario: Given a complex business scenario involving a company with diverse business operations, analyze the scenario, configure D365 F&O accordingly, generate financial reports, and present the implemented solution. Justify your configuration choices, report structures, and data interpretation methods.
- Skill Measurement Assignment:
Post-Training Evaluation and Ongoing Learning
- Monthly Skill Assessments:
- Monthly Online Tests: Covering Different Aspects of D365 F&O.
- Skill Measurement Assignment: Analyze a complex business scenario and propose a D365 F&O configuration and implementation plan. Justify your choices and detail potential challenges and solutions.
- Quarterly Review Meetings:
- One-on-One Mentoring Sessions: Discussing Progress and Areas of Improvement.
- Skill Measurement Assignment: Prepare a self-assessment report highlighting personal growth, areas of expertise, and areas needing improvement. Include a plan for continuous learning and skill enhancement.
This comprehensive self-learning plan enables trainees to incrementally build their expertise in Dynamics 365 Finance & Operations, focusing on both core modules and the Subscription Billing module. Each module's learning objectives are reinforced through real-world scenarios, allowing trainees to measure their progress and skill acquisition at every step.
Excellent! We are getting there. Explain the learning plan further and add more Core D365 Finance scenarios including General Ledger, Cash and bank Management, Tax, Accounts Payable, Accounts Receivable, Credit and collections, Fixed Assets, Cost Accounting, Budgeting, and Invoicing. Also, add more learning objectives and concrete use cases for Skill measurement assignments. Provide as many Skill Measurement Assignments as possible for each section. Be clear about the assessment requirements and keep it incremental in nature. Use all existing documentation and internet sources available to you to form accurate & incremental learning plan for D365 Finance Consultant with Focus on Subscription Billing Module.
Comprehensive Self-Learning Onboarding Plan for Microsoft Dynamics 365 Finance & Operations Consultant (Specializing in Subscription Billing)
Week 1: Introduction to Dynamics 365 Finance & Operations (D365 F&O) and Core Modules
Day 1-2: Understanding Core D365 Finance Modules: General Ledger, Cash and Bank Management
- Learning Objectives:
- Navigate D365 F&O interface and understand the menu structure.
- Set up and configure the General Ledger, Chart of Accounts, and fiscal calendars.
- Manage bank accounts, perform bank reconciliations, and handle cash transactions.
- Skill Measurement Assignment:
- Scenario: Configure the General Ledger for a retail company. Set up primary accounts, sub-accounts, and fiscal years. Perform a bank reconciliation for the last month, identifying and resolving discrepancies. Prepare a report detailing the reconciliation process and adjustments made.
Day 3-4: Tax, Accounts Payable (AP), and Accounts Receivable (AR)
- Learning Objectives:
- Handle tax configurations for various products and services.
- Process vendor invoices, match purchase orders, and create payment proposals (AP).
- Process sales orders, create invoices, and manage customer payments (AR).
- Skill Measurement Assignment:
- Scenario: Manage a retail company's financial transactions. Configure tax codes for products, process vendor invoices, and match them with purchase orders. Create customer invoices and record payments. Reconcile vendor and customer accounts. Prepare a summary report demonstrating accurate tax calculations and seamless AP and AR processes.
Day 5: Skill Assessment - Week 1
- Learning Objectives:
- Apply knowledge of core modules in solving real-world scenarios.
- Skill Measurement Assignment:
- Scenario: Analyze a set of financial data. Identify errors in General Ledger entries, tax calculations, and vendor/customer transactions. Rectify the errors, update records, and generate accurate financial statements. Submit a report detailing the corrections made and the impact on financial statements.
Week 2: Advanced Core Modules and Integration with Subscription Billing
Day 1-2: Credit and Collections, Fixed Assets, Integration with Subscription Billing
- Learning Objectives:
- Manage customer credit limits, collections cases, and overdue invoices.
- Handle Fixed Assets transactions and depreciation calculations.
- Integrate Subscription Billing module with Core Modules.
- Skill Measurement Assignment:
- Scenario: Work for a telecom company. Analyze customer credit limits and collections cases. Prepare a collections strategy for overdue invoices and resolve a complex collections case. Calculate depreciation for a set of fixed assets. Integrate Subscription Billing transactions with the General Ledger and AR. Submit a report detailing the collections strategy, depreciation calculations, and integration success.
Day 3-4: Cost Accounting, Budgeting, Invoicing
- Learning Objectives:
- Implement cost allocation methodologies and analyze cost variances.
- Create comprehensive budgets and monitor budget performance.
- Manage complex invoicing scenarios.
- Skill Measurement Assignment:
- Scenario: Manage cost accounting for a manufacturing company. Allocate indirect costs, analyze cost variances, and propose cost-saving measures. Create a detailed annual budget for a service company, monitor actual spending, and analyze budget variances. Handle invoicing for a project-based business, including milestone billing and handling invoice disputes. Prepare a report showcasing cost analysis, budget performance, and successful invoicing strategies.
Day 5: Skill Assessment - Week 2
- Learning Objectives:
- Apply knowledge of advanced modules in complex business scenarios.
- Skill Measurement Assignment:
- Scenario: Review a company's financial records for a specific quarter. Analyze cost variances, budget adherence, and invoicing accuracy. Prepare a detailed report highlighting findings, proposed improvements, and potential financial impacts. Present your findings and recommendations in a mock executive meeting.
Week 3: Advanced Integration, Reporting, and Client Interaction
Day 1-2: Advanced Integration Scenarios, Custom Reporting
- Learning Objectives:
- Implement complex integrations with external systems.
- Create custom reports using Power BI and SSRS.
- Skill Measurement Assignment:
- Scenario: Integrate D365 F&O with an external CRM system and an e-commerce platform. Configure real-time data synchronization and error handling. Create a custom Power BI dashboard displaying integrated data from all systems. Prepare a presentation demonstrating the integration process and showcasing the dynamic dashboard.
Day 3-4: Client Interaction, Project Implementation
- Learning Objectives:
- Develop effective client communication skills.
- Apply knowledge to a comprehensive project implementation.
- Skill Measurement Assignment:
- Scenario: Engage in a mock client meeting. The client, a subscription box service, seeks advice on optimizing their subscription billing process. Gather client requirements, propose D365 F&O configurations, and address client concerns. Prepare a follow-up email summarizing the discussion and proposed solutions. Execute a comprehensive project implementation for a healthcare service provider, including all core modules and Subscription Billing. Present the implemented solution to peers and mentors, detailing the project challenges and resolutions.
Day 5: Final Skill Assessment and Graduation
- Learning Objectives:
- Apply knowledge to a complex, end-to-end business scenario.
- Skill Measurement Assignment:
- Scenario: Given a detailed business case for a multinational corporation with diverse revenue streams, analyze the scenario, configure D365 F&O accordingly, integrate external systems, create custom reports, and implement Subscription Billing for various products and services. Present the implemented solution to a panel of industry experts, detailing the configuration choices, integration methods, reporting insights, and subscription billing implementation. Respond to questions and feedback from the panel.
Post-Training Evaluation and Ongoing Learning
- Monthly Skill Assessments:
- Monthly Online Tests: Covering Different Aspects of D365 F&O.
- Skill Measurement Assignment: Analyze a complex business scenario provided monthly. Propose a detailed D365 F&O configuration and implementation plan. Justify your choices and detail potential challenges and solutions.
- Quarterly Review Meetings:
- One-on-One Mentoring Sessions: Discussing Progress and Areas of Improvement.
- Skill Measurement Assignment: Prepare a self-assessment report highlighting personal growth, areas of expertise, and areas needing improvement. Include a plan for continuous learning and skill enhancement.
This detailed and granular self-learning plan offers trainees extensive hands-on experience and the ability to measure their skills incrementally. Each module is reinforced with real-world scenarios, ensuring a deep understanding of Dynamics 365 Finance & Operations and its integration with the Subscription Billing module. Trainees are empowered to apply their knowledge to complex business challenges and effectively communicate solutions, ensuring their readiness for real-world consulting engagements.
Excellent. But we are still not there yet. Expand the learning plan for each category. We are lookign for granual learning plan and many skills measured assignments for each category. Add more context / detail and add more scenarios under skill measurement for each section.
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