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

Prerequisites:

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

• Architect solutions for Dynamics 365 and Power Platform – Learn | Microsoft Docs 
• Use Success by Design for Unified Operations apps solutions – Learn | Microsoft Docs 

Target Audience:

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

Course Objectives:

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 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
• Describe the business value of the Microsoft Power Platform
• Identify foundational components of Microsoft Power Platform
• 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 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: Describe the business value of the Microsoft Power Platform

• Examine Microsoft Power Platform.
• Describe the business value of the Power Platform.
• Explore connectors in Power Platform.
• Review using Microsoft Dataverse to organize business data.
• Examine how Power Platform works together with Microsoft 365 apps and services.
• Explore solutions using Power Platform Microsoft Teams.
• Describe how Power Platform works with Dynamics 365.
• Describe how Power Platform solutions can consume Azure Services.
• Explore how Power Platform apps work together to create solutions.

Module 21: Identify foundational components of Microsoft Power Platform

• Examine the different Power Platform administrative options available.
• Describe security and governance in Power Platform.
• Explore Microsoft Dataverse and how to use it to build business solutions.
• Examine Power Platform connectors.

Module 22: 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 23: 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 24: 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 25: 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 26: 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 27: 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 28: 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 29: 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 30: 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 31: 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 32: 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 33: 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 34: 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 35: 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 36: 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 37: 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 38: 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 39: 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 40: 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 41: 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 42: 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 43: 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 44: Configure your data in Finance and Operations apps

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