Microsoft Dynamics 365 Finance Administrator — Lesson 3: Data, Integration, Security and Business Applications

Learning Objectives

• Manage data entities, imports, exports, packages, recurring integrations, Power BI, Power Apps, and service connections
• Apply users, roles, duties, privileges, segregation, auditing, identity, and sensitive-data controls
• Validate data, integration, security and business applications decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Manage data entities: Manage data entities, imports, exports, packages, recurring integrations, Power BI, Power Apps, and service connections
• Apply users: Apply users, roles, duties, privileges, segregation, auditing, identity, and sensitive-data controls
• Validate data: Validate data, integration, security and business applications decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant design, configuration, development, analysis, administration, or support workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Implement a secured data and application-integration scenario.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Data, Integration, Security and Business Applications in a realistic scenario and validate the result with documented evidence.