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Microsoft Dynamics 365: Finance and Operations Apps Solution Architect (MB-700T00)

New & Exclusive - The architect provides critical guidance and support from pre-sales throughout the remainder of the project lifecycle. One Microsoft exam voucher included with class.

The Dynamics 365 Finance and Operations solution architect is a trusted advisor who consults with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution. The architect is accountable for the integrity and successful delivery of the complete solution design. The architect provides critical guidance and support from pre-sales throughout the remainder of the project lifecycle. They have great breadth of knowledge and experience designing solutions that meet business needs. The solution architect may have a technical, functional, or industry background. The solution architect must demonstrate knowledge of all Dynamics 365 apps and Power Platform. They must have deep understanding of Finance and Operations apps. In addition, they have extensive domain knowledge in one or more industry verticals. This course is designed to prepare those who are aspired to be solution architects and those who are new to this role to learn more about the technical information that solution architects will be dealing with during implantation.

One Microsoft exam voucher included with class.

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Is This The Right Course?

You must complete the following learning paths before attending this instructor led training:

Who Should Attend?

The audience for this course should have previous experience with functional or technical focus in Dynamics 365: Finance and Operations Applications. Primarily for those who are aspired to be solution architect role.

What You'll Learn

Students will Learn,

  • Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
  • Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
  • Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
  • Work with requirements as a solution architect for Microsoft Power Platform and Dynamics 365
  • Perform fit gap analysis
  • Get started with Lifecycle Services for finance and operations apps
  • Design and plan an implementation of finance and operations apps
  • Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
  • Prepare data for migration to finance and operations apps
  • Work with data management in finance and operations apps
  • Perform user acceptance testing in finance and operations apps
  • Get started with a finance and operations implementation project
  • FastTrack Customer Success Program for finance and operations
  • Implement application lifecycle management in finance and operations apps
  • Explore extensions and the extension framework in finance and operations apps
  • Consume business events in finance and operations apps
  • Identify data integration patterns and scenarios in finance and operations apps
  • Data integrations with finance and operations apps
  • Work with analytics and reporting in finance and operations apps
  • Introduction to Microsoft Power Platform
  • How to build a canvas app
  • Introduction to Dataverse
  • How to build a dashboard
  • How to build an automated solution
  • Design and build mobile apps for finance and operations apps
  • Updates and upgrades for finance and operations apps
  • Work with performance and monitoring tools in finance and operations apps
  • Plan and implement security in finance and operations apps
  • Implement role-based security in finance and operations apps
  • Prepare to go-live with finance and operations apps
  • Feature management in finance and operations apps
  • Get started with Success by Design for Dynamics 365
  • Create a solution blueprint for Dynamics 365 solutions
  • Plan a testing strategy for your Dynamics 365 solution
  • Design data models for Dynamics 365 solutions
  • Business intelligence and analytics design for Dynamics 365 solutions
  • Gap solution design for Dynamics 365 solutions
  • Create a data migration strategy for Dynamics 365 solutions
  • Review the security model for your Dynamics 365 solutions
  • Integration design for Dynamics 365 solutions
  • Dual-write implementation for Dynamics 365 solutions
  • Implement a performance strategy for Dynamics 365 solutions
  • Cutover strategy for Dynamics 365 solutions
  • Post go-live strategy for Dynamics 365 solutions
  • Get started with configuration and personalization in Finance and Operations apps
  • Configure your user interface in Finance and Operations apps
  • Configure your data in Finance and Operations apps

Course Outline

Module 1 : Becoming a solution architect for Dynamics 365 and Microsoft Power Platform

  • Learn about what is expected of a solution architect.
  • Learn about the role of a solution architect during the project phases.

Module 2 : Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

  • Learn about initial customer discovery.
  • Discover customer communication strategies.

Module 3 : Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

  • Identify solution components.
  • Develop and validate a demo.

Module 4 : Work with requirements as a solution architect for Microsoft Power Platform and Dynamics 365

  • Learn about leading requirement capture sessions.
  • Learn about functional and non-functional requirements.

Module 5 : Perform fit gap analysis

  • Determine feasibility of requirements.
  • Refine requirements from proof of concept insights.
  • Categorize business requirements and perform a fit gap analysis.
  • Evaluate Dynamics 365 and Microsoft Power Platform apps.

Module 6 : Get started with Lifecycle Services for finance and operations apps

  • Understand the functionality and tools of Lifecycle Services for finance and operations apps
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Identify and analyze gaps using the Business Process Modeler
  • Run the Issue Search tool and analyze results

Module 7 : Design and plan an implementation of finance and operations apps

  • Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
  • Define use case scenarios.
  • Learn how to participate in the creation of Business requirement documents (BRD).
  • Understand the importance of creating and maintaining documented processes.
  • Participate in phase-based planning processes and solution design.
  • Describe the future state business processes based on a proposed solution.
  • Determine when to build versus buy.
  • Create Functional Design Documents (FDD).

Module 8 : Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

  • Learn about the functionality and features of Dynamics 365 Translation Service.
  • Submit translation requests for user interface and documentation files of supported Dynamics 365 products.
  • Review and edit a translation request's output to regenerate new translations.
  • Use the Align tool to create translation memory for future translation requests.

Module 9 : Prepare data for migration to finance and operations apps

  • Choose a data integration (import/export) strategy.
  • Identify common migration scenarios and tools in finance and operations apps.
  • Understand the Bring your own database (BYOD) feature.
  • Identify relevant (legacy) systems.
  • Identify and import static data that is common between industries.
  • Create and review test plans for data migration.
  • Identify and extract source data.
  • Identify relevant data entities and elements.
  • Generate field mapping between source and target data structures.
  • Test a data migration and validate output.
  • Support the transition between the existing and migrated systems.

Module 10 : Work with data management in finance and operations apps

  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
  • Work with the Data management workspace.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Work with data import and export jobs.
  • Clean up the staging tables.
  • Work with database movement operations.
  • Work with the data sharing framework.

Module 11 : Perform user acceptance testing in finance and operations apps

  • Test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to run test cases manually and automatically
  • The Regression suite automation tool (RSAT)

Module 12 : Get started with a finance and operations implementation project

  • Learn about the implementation journey for a successful finance and operations project.
  • Identify the different phases of a finance and operations implementation.

Module 13 : FastTrack Customer Success Program for finance and operations

  • Learn the benefits of being part of the FastTrack program for the success of your implementation.
  • Discover the engagement level from the Microsoft FastTrack team with your project.
  • Define the roles that are needed for a finance and operations implementation.
  • Learn about the resources that will support your project.
  • Learn how to become a FastTrack recognized solution architect.

Module 14 : Implement application lifecycle management in finance and operations apps

  • Define ALM.
  • Learn about the different ALM methodologies.
  • Build models.
  • Create a project plan for building and testing solutions.
  • Create processes for release management, change management, and risk management.

Module 15 : Explore extensions and the extension framework in finance and operations apps

  • Learn about the reasons for creating extensions.
  • Determine when to use the extensibility request form.
  • Learn about the risk of intrusive customizations.
  • Develop code that will extend the functionality of finance and operations apps.
  • Implement the SysOperationSandbox framework.

Module 16 : Consume business events in finance and operations apps

  • Learn about the business events framework.
  • Implement new business events through class extension.
  • Business events in Microsoft Power Automate.
  • Role based security for business events.

Module 17 : Identify data integration patterns and scenarios in finance and operations apps

  • Identify integration web application programming interfaces.
  • Explore available data integration scenarios.
  • Identify the key differences between synchronous and asynchronous integrations.

Module 18 : Data integrations with finance and operations apps

  • Set up a data project.
  • Set up a recurring data job.
  • Define authorization for integrations by using OAuth.
  • Monitor the status and availability of entities.
  • Develop data transformations.
  • Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications.
  • Use composite data entities.
  • Integrate composite data entities.
  • Export composite data entities.
  • Learn about Azure Data Lake and Entity Store, and how to change data in Azure Data Lake
  • Learn about Microsoft Power Platform convergence.

Module 19 : Work with analytics and reporting in finance and operations apps

  • Different types of reports and inquiries in finance and operations apps
  • Financial reporting
  • Configuring finance and operations apps for Microsoft Power Platform
  • Generating and consuming inquiries and reports

Module 20 : Introduction to Microsoft Power Platform

  • Learn the components and features of Microsoft Power Platform
  • Identify when to use each Microsoft Power Platform component application to create business solutions
  • Understand connectors
  • Learn the value of using Microsoft Power Platform to create business solutions

Module 21 : How to build a canvas app

  • Learn basic elements of Power Apps
  • Build a canvas app
  • Customize elements of your app
  • Configure and manage app settings

Module 22 : Introduction to Dataverse

  • Discover Microsoft Dataverse
  • Learn about the Common Data Model
  • Identify tables, columns, and relationships
  • Learn about environments
  • Discover business rules

Module 23 : How to build a dashboard

  • Learn to connect to data in Power BI desktop
  • Transform and model the data you import
  • Build basic visualizations
  • Create and share a dashboard
  • Discover how to collaborate in Power BI

Module 24 : How to build an automated solution

  • Explore and build from existing flow templates
  • Create a flow triggered by a new record or record change
  • Explain how flow can automate and customize approvals

Module 25 : Design and build mobile apps for finance and operations apps

  • The Microsoft Dynamics 365 Unified Operations mobile app
  • Use cases for mobile apps
  • How to build and work with workspaces

Module 26 : Updates and upgrades for finance and operations apps

  • How to upgrade from Dynamics AX legacy (AX 2012 and AX 2009).
  • How to update from earlier finance and operations versions 7.0, 7.1, 7.2, 7.3, and 8.0 to version 10.

Module 27 : Work with performance and monitoring tools in finance and operations apps

  • Diagnose performance issues by using Trace parser.
  • Explore load testing by using the Performance SDK.
  • Monitor performance by using the SQL Insights dashboard.
  • Monitor server Health metrics in Microsoft Dynamics Lifecycle Services.

Module 28 : Plan and implement security in finance and operations apps

  • Understand security architecture of finance and operations apps
  • Learn about encryption in finance and operations apps
  • Manage users
  • Manage security
  • Apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements

Module 29 : Implement role-based security in finance and operations apps

  • Create and modify roles, duties, privileges, and permissions.
  • Review the role-based security hierarchy.
  • Use and enforce permissions policies.
  • Define the extensible data security framework (XDS).
  • Apply security permissions.
  • Stay compliant with user licensing requirements

Module 30 : Prepare to go-live with finance and operations apps

  • Prepare for go-live
  • Complete the Microsoft Dynamics Lifecycle Services methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack Go-live assessment
  • Request the production environment

Module 31 : Feature management in finance and operations apps

  • Learn about the Feature management workspace in finance and operations apps.
  • Discover when and how to enable features, including how to disable and reschedule features.
  • Learn how to check for feature updates and assign roles.

Module 32 : Get started with Success by Design for Dynamics 365

  • Learn how to use FastTrack techniques on your own project.
  • Review the Success by Design processes and workshops.
  • Identify the different phases of a project.
  • Discover the available tools for tracking project progress.

Module 33 : Create a solution blueprint for Dynamics 365 solutions

  • Learn how to identify project goals
  • Learn about the project's tenant strategy
  • Consider any non-functional requirements
  • Learn how to prepare, and conduct the Solution blueprint workshop

Module 34 : Plan a testing strategy for your Dynamics 365 solution

  • Identify measurable and non-measurable testing goals and results.
  • Plan the entire testing strategy for an engagement.
  • Learn how to prepare and conduct the Test strategy review workshop.

Module 35 : Design data models for Dynamics 365 solutions

  • Learn about data modeling in Dynamics 365.
  • Review data modeling best practices and learn how they are related to a Dynamics 365 project.

Module 36 : Business intelligence and analytics design for Dynamics 365 solutions

  • Learn about the Business intelligence and analytics design workshop
  • Prepare for the Business intelligence and analytics design workshop
  • Learn how to conduct the Business intelligence and analytics design workshop

Module 37 : Gap solution design for Dynamics 365 solutions

  • Learn about the Gap solution design workshop
  • Prepare for the Gap solution design workshop
  • Learn how to conduct the Gap solution design workshop

Module 38 : Create a data migration strategy for Dynamics 365 solutions

  • Learn about the best practices of data migration.
  • Discover how data migration relates to and can affect a project.
  • Learn how to prepare and conduct the Data migration strategy workshop.

Module 39 : Review the security model for your Dynamics 365 solutions

  • Evaluate the proposed security model.
  • Provide feedback and recommendations that highlight technical risks and issues.

Module 40 : Integration design for Dynamics 365 solutions

  • Learn about connecting one or more components to create a unified experience.
  • Discover the process of integrating existing services without migrating or rebuilding.

Module 41 : Dual-write implementation for Dynamics 365 solutions

  • Learn about the Dual-write implementation workshop
  • Prepare for the Dual-write implementation workshop
  • Learn how to conduct the Dual-write implementation workshop
  • Follow up after the Dual-write implementation workshop

Module 42 : Implement a performance strategy for Dynamics 365 solutions

  • Learn about the Solution performance review.
  • Prepare for the Solution performance workshop.
  • Define performance benchmarks and success criteria.
  • Learn how to conduct the Solution performance workshop.

Module 43 : Cutover strategy for Dynamics 365 solutions

  • Learn about the Cutover strategy workshop
  • Prepare for the Cutover strategy workshop
  • Learn how to conduct the Cutover strategy workshop
  • Follow up after the Cutover strategy workshop

Module 44 : Post go-live strategy for Dynamics 365 solutions

  • Learn about the Post go-live workshop
  • Prepare for the Post go-live workshop
  • Implement the Post go-live workshop
  • Follow up after the Post go-live workshop

Module 45 : Get started with configuration and personalization in Finance and Operations apps

  • Log into your environment
  • List several ways the environment can be customized without coding
  • Demonstrate how to favorite menu items for quick navigation

Module 46 : Configure your user interface in Finance and Operations apps

  • Add a menu item to favorites
  • Explain how different roles see different dashboards
  • Add a KPI to a dashboard workspace
  • Modify the fields in a form
  • Modify the fields in a report

Module 47 : Configure your data in Finance and Operations apps

  • Modify an entity
  • Add security to a user
  • Download data to Excel, update, and upload
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Prerequisites

You must complete the following learning paths before attending this instructor led training:

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