Introduction to Microsoft Dynamics 365 Finance and Operations with Data Migration — Lesson 4: Supply Chain Scenarios and Migration Validation

Learning Objectives

• Create products, purchase orders, inventory journals, production records, and related operational transactions
• Reconcile migrated master and transaction data, permissions, reports, errors, acceptance, and support
• Validate supply chain scenarios and migration validation decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Create products: Create products, purchase orders, inventory journals, production records, and related operational transactions
• Reconcile migrated master and transaction data: Reconcile migrated master and transaction data, permissions, reports, errors, acceptance, and support
• Validate supply chain scenarios and migration validation decisions with documented requirements: Validate supply chain scenarios and migration validation 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

Complete a migration validation and handoff checklist.

• 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 Supply Chain Scenarios and Migration Validation in a realistic scenario and validate the result with documented evidence.