1.1.1 Finance and operations apps and associated apps Flashcards
5 main D365 app types?
Sales
Service
Marketing
Finance and Operations
D365 Human Resources
Sales type purpose?
Prioritization of right prospects by business
Build relationships
Increase sales
Sales type applications?
D365 Sales
Microsoft Relationship Sales Solution (MRSs)
D365 Sales Insights
D365 Customer Insights
D365 Product Visualize
Service type purpose?
Helps technicians meet your customer service expectations by offering applications that enable:
Performance optimization
Viewing customer insights
Quickly solve problems
Service type applications?
D365 Customer Service
D365 Field Service
D365 Remote Assistant
D365 Project Service Automation
D365 Customer Insights
D365 Virtual agent for customer service
D365 Customer Service Insights
Marketing type purpose?
Targets the right buyers
Manages multi-channel marketing campaigns
Creating sales-ready leads
Marketing type applications?
D365 Marketing
D365 Market Insights
D365 Customer Insights
Adobe Marketing Cloud
Why F&O apps?
Organizations need the ability to optimize their retail and supply chain operations and seamlessly connect to their back-office data
Solutions of cloud based ERPs?
Finance and operations apps
Dynamics 365 Commerce
D365 HR purpose?
Helps HR professionals get the workforce insights needed to build data-driven employee experiences across multiple areas
D365 HR areas?
Compensation
Benefits
Leave and absence
Compliance
Payroll
Performance feedback
Training and certification
Self-service programs
Microsoft Power Platform?
Empowers people and organizations to innovate and create applications for your business and connect to D365 apps and external applications.
3 applications that make MS Power Platform?
Power Apps
Power BI
Power Automate
Power Apps?
Build powerful apps that meets the needs of your business without writing a single line of code.
Task automation
Data management
Application extension functionality
Power BI?
Reporting and analytics application that allows you to embed intelligence into your application. Helps discover insights
Power Automate?
Automates business processes
Create automated workflows that connect to services both inside and outside D365 apps.
Provides guidance to ensure data and process consistency
3 key models in F&O?
Application Suite
Application Foundation
Application Platform
Application Suite?
Largest OOB model
Includes much of the metadata in the main navigational areas of the application;
Accounts Receivable
Accounts Payable
Warehouse Management
Application Foundation?
Metadata that comprises:
Organizational modeling
Number sequences
Global address book
Source documentation
Application Platform?
Runtime and data access metadata
Workflow and services
D365 Client and presentation
SSRS Reporting
IDE meaning?
Integrated Development Environment