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

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 a 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 a 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 aspiring 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.

INR 75000 + tax

Date : 27 May 2024

Code: mb-700t00

Duration: 5.0 days

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Schedule

Virtual ILT | 27 May 2024 - 31 May 2024
Virtual ILT | 03 Jun 2024 - 07 Jun 2024
Virtual ILT | 08 Jul 2024 - 12 Jul 2024
Virtual ILT | 26 Aug 2024 - 30 Aug 2024
Virtual ILT | 23 Sep 2024 - 27 Sep 2024
Virtual ILT | 21 Oct 2024 - 25 Oct 2024
Virtual ILT | 25 Nov 2024 - 29 Nov 2024
Virtual ILT | 16 Dec 2024 - 20 Dec 2024

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Objectives

  • Learn about what is expected of a solution architect.
  • Learn about the role of a solution architect during the project phases.
  • Learn about initial customer discovery.
  • Discover customer communication strategies.
  • Identify solution components.
  • Develop and validate a demo.
  • Learn about leading requirement capture sessions.
  • Learn about functional and non-functional requirements.
  • 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.
  • 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
  • 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.
  • 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.
  • 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.
  • 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)
  • Learn about the implementation journey for a successful finance and operations project.
  • Identify the different phases of a finance and operations implementation.
  • 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.
  • 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.
  • 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.
  • 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.
  • Identify integration web application programming interfaces.
  • Explore available data integration scenarios.
  • Identify the key differences between synchronous and asynchronous integrations.
  • 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.
  • 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
  • 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
  • Learn basic elements of Power Apps
  • Build a canvas app
  • Customize elements of your app
  • Configure and manage app settings
  • Discover Microsoft Dataverse
  • Learn about the Common Data Model
  • Identify tables, columns, and relationships
  • Learn about environments
  • Discover business rules
  • 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
  • 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
  • The Microsoft Dynamics 365 Unified Operations mobile app
  • Use cases for mobile apps
  • How to build and work with workspaces
  • 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.
  • 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.
  • 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
  • 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
  • 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
  • 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.
  • 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.
  • 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
  • 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.
  • Learn about data modeling in Dynamics 365.
  • Review data modeling best practices and learn how they are related to a Dynamics 365 project.
  • 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
  • Learn about the Gap solution design workshop
  • Prepare for the Gap solution design workshop
  • Learn how to conduct the Gap solution design workshop
  • 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.
  • Evaluate the proposed security model.
  • Provide feedback and recommendations that highlight technical risks and issues.
  • Learn about connecting one or more components to create a unified experience.
  • Discover the process of integrating existing services without migrating or rebuilding.
  • 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
  • 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.
  • 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
  • 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
  • Log into your environment
  • List several ways the environment can be customized without coding
  • Demonstrate how to favorite menu items for quick navigation
  • Modify an entity
  • Add security to a user
  • Download data to Excel, update, and upload

Content

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

The Solution Architect leads successful implementations and focuses on how solutions address the broader business and technical needs of organizations.? This module covers what it takes to get started as a Solution Architect and as key member of the overall project team.

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

Learn how to ask customers questions about their business processes and feature requirements to create a viable solution.

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

Learn how to propose a solution.

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

It is important to capture the customer’s needs accurately. This module explains how to capture requirements and identify functional and non-functional items.

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5. Perform fit gap analysis

A fit gap analysis identifies the difference between the known requirements and the proposed or current solution. This module covers performing a fit gap analysis.

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

To install and maintain finance and operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services to manage the process. Let's get started by looking at the overall functionality and tools.

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

With proper planning, your finance and operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for finance and operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.

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

Translate your Microsoft Dynamics 365 solutions and documentation, or add language support for existing Dynamics 365 products by using Microsoft Dynamics 365 Translation Service through Microsoft Dynamics Lifecycle Services.

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9. Prepare data for migration to finance and operations apps

When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

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10. Work with data management in finance and operations apps

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

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11. Perform user acceptance testing in finance and operations apps

After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

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12. Get started with a finance and operations implementation project

The implementation lifecycle for finance and operations will help you to understand the best practices recommended to accomplishing a successful journey through a finance and operations implementation, the roles involved, and the tools available to support it.

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13. FastTrack Customer Success Program for finance and operations

The Microsoft FastTrack service is intended to ease your project implementation by offering guidance on best practices and answering your how-to questions from Microsoft engineering resources, who are committed to making your experience with Dynamics 365, and finance and operations, a great success.

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14. Implement application lifecycle management in finance and operations apps

Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.

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

Finance and operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.

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16. Consume business events in finance and operations apps

Business events provide a mechanism that lets external systems receive notifications from finance and operations apps. In this way, the systems can perform business actions in response to the business events.

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

As a developer, you are generally part of the data integration scenarios during and after a finance and operations apps implementation. This module explores web application programming interfaces (APIs) that are available for finance and operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.

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18. Data integrations with finance and operations apps

Integrations are an important component of implementing finance and operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between finance and operations apps and third-party applications or services.

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

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

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20. Describe the business value of the Microsoft Power Platform

Learn about the components of Microsoft Power Platform, the business value for customers, and how the technology works with other Microsoft products.

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21. Identify foundational components of Microsoft Power Platform

Learn about some of the key foundational elements involved in creating Microsoft Power Platform solutions.

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

We live in a digital age, and it's difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use finance and operations apps on your smart device.

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23. Updates and upgrades for finance and operations apps

The world of enterprise resource planning (ERP) is continuously evolving and helping customers scale up in productivity and streamline their operations. The evolution of finance and operations encourages customers to upgrade their previous Microsoft Dynamics AX versions to the finance and operations cloud service.

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

Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.

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25. Plan and implement security in finance and operations apps

If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.

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

Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

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

All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services.

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28. Feature management in finance and operations apps

Features are added and updated in every release. The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. Then, you can use the workspace to view feature documentation and to enable or disable features.

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29. Get started with Success by Design for Dynamics 365

Success by Design is the prescriptive guidance (approaches and best practices) for designing, building, and deploying a Dynamics 365 solution.

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30. Create a solution blueprint for Dynamics 365 solutions

The Solution blueprint workshop is part of Success by Design. This module focuses on creating the blueprint, and conducting the workshop to create it.

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31. Plan a testing strategy for your Dynamics 365 solution

Testing strategy, identifying gaps in testing plans, and potential risks are discussed in this module.

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32. Design data models for Dynamics 365 solutions

A data model workshop is part of Success by Design. This module will provide a basic description of data modeling for Microsoft Dynamics 365 and insight into how you can conduct a data model workshop.

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33. Business intelligence and analytics design for Dynamics 365 solutions

The Business intelligence and analytics design workshop allows you to spend time reviewing the overall business intelligence and analytics planning, fit-gap analysis, design blueprint to provide guidance on maximizing the use of standard features, alignment to product roadmap, and general design guidance. This workshop isn't intended as a fit-gap review.

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34. Gap solution design for Dynamics 365 solutions

The Gap solution design workshop is designed for implementations that have critical requirements that the standard system doesn't support.

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35. Create a data migration strategy for Dynamics 365 solutions

The overall goal of the Success by Design framework is to ensure a successful customer outcome for each implementation. The Data migration strategy workshop is designed to help ensure that the approach to data migration is heading for success.

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36. Review the security model for your Dynamics 365 solutions

A security strategy is key to solutions, and a Security model workshop will help verify that the customer’s security model is comprehensive and that it will support their long-term security strategy.

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37. Integration design for Dynamics 365 solutions

The Integration workshop is part of Success by Design. This module discusses integration strategy and how the Integration workshop will help verify that the project's integration plans are comprehensive and will support initial implementation and long-term needs.

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38. Dual-write implementation for Dynamics 365 solutions

Dual-write offers an out-of-the-box infrastructure that can provide customers near real-time interaction between Customer engagement apps and finance and operations apps. The Dual-write implementation workshop guides you through key points to help identify and resolve potential blockers to a successful dual-write implementation.

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39. Implement a performance strategy for Dynamics 365 solutions

The Solution performance workshop provides guidance and best practices for solution design in respect to performance. The workshop will increase awareness of the impact that certain types of configurations and/or customizations have on the overall performance and user experience.

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40. Cutover strategy for Dynamics 365 solutions

The goal of the Cutover strategy workshop is to help ensure that a good approach is in place for the planning, incremental readiness, testing, and implementation of the cutover. You need to consider many different areas when you discuss a cutover strategy, and this workshop provides the necessary framework to review those key topics.

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41. Post go-live strategy for Dynamics 365 solutions

The Post go-live workshop gives the implementation team the opportunity to confirm that the solution has delivered the objectives that were initially set.

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

In this module, learners were introduced to the idea of personalizing the Dynamics 365 Finance and Operations applications environment to fit their business needs. They learned logging in and a few environment-general tasks.

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43. Configure your user interface in Finance and Operations apps

In this module, learners were introduced to the idea of personalizing the Dynamics 365 Finance and Operations user interface to fit their business needs. They learned how to change menus, forms, and reports.

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44. Configure your data in Finance and Operations apps

We learned that there are different options in updating data. Dynamics is made to integrate seamlessly with Office products.

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45. Configure your data in Finance and Operations apps

We learned that there are different options in updating data. Dynamics is made to integrate seamlessly with Office products.

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Audience

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.

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 3 hr 57 min
  • Use Success by Design for Unified Operations apps solutions - Learn | Microsoft Docs 3 hr 30 min

Certification

product-certification

Skills Measured

  • Architect solutions (20–25%)
  • Define solution strategies (35–40%)
  • Manage implementations (20–25%)
  • Manage testing (10–15%)

Course Benefits

product-benefits
  • Career growth
  • Broad Career opportunities
  • Worldwide recognition from leaders
  • Up-to Date technical skills
  • Popular Certification Badges

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