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

Course Description

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.

Course Outline

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

Existing product and platform skills
Expectations of a solution architect
Solution architect role during project phases
Pillars of a great architecture
Check your knowledge

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

Initial customer discovery
Customer discovery meetings
Customer communication strategy
Check your knowledge

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

Identify solution components
Develop and validate a demo
Identify potential third-party components
Recognize strengths and weaknesses in a solution
Check your knowledge

4 - Work with requirements for Microsoft Power Platform and Dynamics 365

Lead requirement capture sessions
Identify functional requirements
Identify non-functional requirements
Confirm and finalize requirements
Check your knowledge

5 - Perform fit gap analysis

Determine feasibility of requirements
Refine requirements from proof of concept insights
Categorize business requirements and perform gap fit analysis
Evaluate Dynamics 365 and Microsoft Power Platform apps
Check your knowledge

6 - Get started with Lifecycle Services for finance and operations apps

Understand the functionality and tools of Lifecycle Services
Determine licensing requirements
Lifecycle Services security
Reuse existing assets, copy, and share data
Perform actions in the Asset library
Work with the Task recorder
Business process modeler (BPM)
Support options
Get product updates from Lifecycle Services
Check your knowledge

7 - Design and plan an implementation of finance and operations apps

Use implementation methodologies for a successful implementation
Cloud implementation - analysis
Cloud implementation - design and develop
Cloud implementation - test
Cloud implementation - deploy and operate
On-premises implementation - analysis
On-premises implementation - design and develop
On-premises implementation - test, deploy, and operate
Gathering and analyzing the requirements
Create functional design documents (FDD)
Check your knowledge

8 - Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

Access Dynamics 365 Translation Service
Types of requests
Reuse translations (recycling)
Custom-trained machine translation system
Check your knowledge

9 - Prepare data for migration to finance and operations apps

Select a data integration (import/export) strategy
Common migration scenarios and tools
Bring your own database (BYOD)
Test a data migration and validate output
Check your knowledge

10 - Work with data management in finance and operations apps

Data management concepts
Use data entities for data management and integration
Work with the Data management workspace
Using Standard and Enhanced views for tiles
Use templates in data management
Export, import, and copy data into a legal entity
Lab - Explore the Data management workspace
Lab - Export data using the Data management workspace
Database movement operations
Data sharing framework
Check your knowledge

11 - Perform user acceptance testing in finance and operations apps

Create user acceptance test libraries
Record test cases and save to BPM
Synchronize and configure your test plan in Azure DevOps
Run user acceptance tests
Data task automation
Check your knowledge

12 - Get started with a finance and operations implementation project

Implementation project overview
Roles in a Dynamics 365 implementation
Project phases
Implementation planning and architecture
Combining tools and solutions for impactful implementations
Check your knowledge

13 - FastTrack Customer Success Program for finance and operations

Overview of the FastTrack program
FastTrack engagement across the phases
Solution blueprint review
Become a FastTrack recognized solution architect
Check your knowledge

14 - Implement application lifecycle management in finance and operations apps

ALM methodologies
Design and create models
Plan the build, test, and quality control processes
Identify upgrade scenarios and appropriate tools
Plan the release, change, and risk management processes
Check your knowledge

15 - Explore extensions and the extension framework in finance and operations apps

Customization models
Extension points for frameworks
Develop code to extend a framework
Implement the SysOperationSandbox framework
Lab - Extend an EDT
Check your knowledge

16 - Consume business events in finance and operations apps

Business event framework
Create a new business event
Activate business events
Role-based security for business events
Business events in Microsoft Power Automate
Check your knowledge

17 - Identify data integration patterns and scenarios in finance and operations apps

Select an integration API
Synchronous and asynchronous patterns
Data integration scenarios
Check your knowledge

18 - Data integrations with finance and operations apps

Set up a data project and recurring data job
Implement authorization to support integration
Monitor status and availability of entities
Develop data transformation
Microsoft Dataverse integrations
Work with composite data entities
Azure Data Lake and Entity Store
Change data in Azure Data Lake
Power Platform convergence
Check your knowledge

19 - Work with analytics and reporting in finance and operations apps

Understand different types of reports and inquiries
Financial reporting
Find inquiries and reports
Generate and consume inquiries and reports
Configure finance and operations apps for Microsoft Power Platform
Lab - Work with reports
Check your knowledge

20 - Describe the business value of the Microsoft Power Platform

Explore Microsoft Power Platform
Describe the business value of the Power Platform
Explore connectors and Microsoft Dataverse
Describe how Power Platform works with Microsoft 365 apps and services
Explore how Power Platform works with Microsoft Teams
Describe how Power Platform works with Microsoft Dynamics 365 apps
Describe how Power Platform solutions consume Microsoft Azure services
Explore how Microsoft Power Platform apps work together

21 - Identify foundational components of Microsoft Power Platform

Describe Power Platform administration
Describe Power Platform security and governance
Explore Microsoft Dataverse
Examine Power Platform connectors

22 - Design and build mobile apps for finance and operations apps

Demonstration
Overview of the Dynamics 365 Unified Operations mobile app
Page design guidelines
Action design guidelines
Form design requirements
Design considerations
Understand use cases for mobile apps
Get the Dynamics 365 Unified Operations mobile app
Check your knowledge

23 - Updates and upgrades for finance and operations apps

Upgrade from finance and operations version 7.x to version 10
Update from finance and operations version 8.x to version 10.0.x
Data upgrade
Upgrade from AX 2012
Migrate from AX 2009
Check your knowledge

24 - Work with performance and monitoring tools in finance and operations apps

Diagnose performance issues by using Trace parser
Load testing by using the Performance SDK
Monitor performance by using SQL Insights
Create a SQL trace by using the SQL Profiler
Monitor server health metrics in Lifecycle Services
Check your knowledge

25 - Plan and implement security in finance and operations apps

Understand the security architecture
Encryption in finance and operations apps
Manage users and security
Set up and apply segregation of duties
Run security reports
Stay compliant with user licensing requirements
Security diagnostics for task recordings
Extensible data security policies
Lab - Work with security
Check your knowledge

26 - Implement role-based security in finance and operations apps

Create and modify duties, privileges, and permissions
Enforce permissions policy
Extensible data security framework
Apply security permissions
Lab - Create a new security role and add duties
Check your knowledge

27 - Prepare to go-live with finance and operations apps

Understand the go-live process
Complete the Lifecycle Services methodology
Perform user acceptance testing (UAT) for your solution
FastTrack go-live assessment
Request a production environment
Check your knowledge

28 - Feature management in finance and operations apps

Feature management workspace
Feature states
Enable a feature
Reschedule a feature
Disable a feature
Features that must be enabled
Enable all features
Check for updates
Assign roles
Features that use configuration keys
Data entities
Check your knowledge

29 - Get started with Success by Design for Dynamics 365

Overview of Success by Design
Reasons to use Success by Design
Success by Design phases
Implement Success by Design
Track Success by Design activities and progress
Check your knowledge

30 - Create a solution blueprint for Dynamics 365 solutions

Solution blueprint review workshop overview
Prepare for the Solution blueprint review
Solution blueprint review participants
Conduct the Solution blueprint review workshop
Solution blueprint follow-up
Check your knowledge

31 - Plan a testing strategy for your Dynamics 365 solution

Overview of the Test strategy review workshop
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge

32 - Design data models for Dynamics 365 solutions

Entity relationship diagram
Out-of-the-box vs. custom tables
Table configuration
Check your knowledge

33 - Business intelligence and analytics design for Dynamics 365 solutions

Business intelligence and analytics design workshop overview
Prepare for the Business intelligence and analytics design workshop
Conduct the Business intelligence and analytics design workshop
Business intelligence and analytics design follow-up
Check your knowledge

34 - Gap solution design for Dynamics 365 solutions

Gap solution design workshop overview
Prepare for the Gap solution design workshop
Conduct the Gap solution design workshop
Gap solution design follow-up
Check your knowledge

35 - Create a data migration strategy for Dynamics 365 solutions

Data migration strategy overview
Prepare for the Data migration workshop
Conduct the Data migration strategy workshop
Check your knowledge

36 - Review the security model for your Dynamics 365 solutions

Security workshop topics
Check your knowledge

37 - Integration design for Dynamics 365 solutions

Integration design review workshop overview
Prepare for the Integration design review
Conduct the Integration design review
Integration design review workshop follow-up
Check your knowledge

38 - Dual-write implementation for Dynamics 365 solutions

Dual-write implementation workshop overview
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge

39 - Implement a performance strategy for Dynamics 365 solutions

Solution performance workshop topics
Define performance benchmarks and success criteria
Timing of the Solution performance review
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge

40 - Cutover strategy for Dynamics 365 solutions

Purpose of the Cutover strategy workshop
Timing of the Cutover strategy review
Cutover strategy workshop overview
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge

41 - Post go-live strategy for Dynamics 365 solutions

Timing of the Post go-live workshop
Post go-live workshop overview
Prepare for the workshop
Post go-live workshop implementation and follow up
Check your knowledge

42 - Get started with configuration and personalization in Finance and Operations apps

Set up your environment
Explore personalization functionality

43 - Configure your user interface in Finance and Operations apps

Manage menus: Favorites
Manage menus: Dashboards by role
Manage menus: Key performance indicators
Manage forms: Fields
Manage forms: Filters and ranges
Configure reports

44 - Configure your data in Finance and Operations apps

Create entities
Manage security
Integrate with Microsoft Office

There are no prerequisites for this course.

Course Information

Length: 5 day

Format: Lecture and Lab

Delivery Method: n/a

Max. Capacity: 16

Schedule

Contact Us

Do you have more questions? We're delighted to assist you!

1-877-797-2799

info@firefly.cloud

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.