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

Key Learning Areas

• Define skill areas for solution architect role
• Explain instances & deployment models recommendations by Microsoft
• Understand cloud solution, CDM & CDS
• Get more info on Licensing, AppSource & Support for Dynamics 365
• Use Lifecycle services as solution architect
• Know the considerations for blueprinting Dynamics 365 solution
• Understand the concepts and tools used for data management
• Explain the Integration options & Business events on solutions
• Know the available options on solution localization, compliance & reporting
• Have architectural conversations on extensibility, security, & performance
• Knowledge of ALM application lifecycle management
• Identify opportunities for automated testing and using RSAT

Course Outline

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

Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Learn about initial customer discovery
• Discover customer communication strategies

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

• Identify solution components
• Develop and validate a demo

Work with Requirements for Microsoft Power Platform and Dynamics 365

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

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

Get Started with Lifecycle Services for Finance and Operations Apps

• Understand the functionality and tools of Lifecycle Services for finance and operations apps
• Determine licensing requirements
• 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
• Lab: Use the Task recorder to create and edit a recording
• Lab: Create a business process in the business process modeler
• Lab: Create a support incident

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)

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
• Lab: Create, review, and regenerate a user interface translation request
• Lab: Create, review, and regenerate a documentation translation request
• Lab: Create a translation memory file

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

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
• Lab: Explore the Data management workspace
• Lab: Export data using the Data management workspace

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)
• Lab: Build test scripts to test business functionality

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

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

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
• Identify upgrade scenarios and appropriate tools
• Create processes for release management, change management, and risk management

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
• Lab: Extend an EDT

Consume Business Events in Finance and Operations Apps

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

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
  

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
• Lab: Create a data project and recurring data job

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
• Lab: Work with reports

Describe the Business Value of the Microsoft Power Platform

• Examine Microsoft Power Platform
• Describe the business value of the Power Platform
• Explore connectors in the 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

Identify Foundational Components of the Microsoft Power Platform

• Examine the different Power Platform administrative options available
• Describe security and governance in the Power Platform
• Explore Microsoft Dataverse and how to use it to build business solutions
• Examine Power Platform connectors
• Lab: Build a basic Dataverse data model

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

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

Work with Performance and Monitoring Tools in Finance and Operations Apps

• Diagnose performance issues by using the 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
• Lab: Use the Environment monitoring tool in Lifecycle Services

Plan and Implement Security in Finance and Operations Apps

• Understand the 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
• Lab: Import a user and assign a security role
• Lab: Work with security

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
• Lab: Create a new security role and add duties

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

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

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

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

Plan a Testing Strategy for your Dynamics 365 Solutions

• 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

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

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

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

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

Review the Security Model for Your Dynamics 365 Solutions

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

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

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

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

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

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

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
• Lab: Customize your status bar

Configure Your User Interface in Finance and Operations Apps

• Add a menu item to the 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
• Lab: Create favorites
• Lab: View role-based dashboards
• Lab: Change form fields and queries
• Lab: Change report output

Configure Your Data in Finance and Operations Apps

• Modify an entity
• Add security to a user
• Download data to Excel, update, and upload
• Lab: Add a field to a data entity
• Lab: Use Excel to view and update data

Who Benefits

• Experienced solution architects in the tech industry
• Professionals with expertise in Microsoft Dynamics 365
• IT consultants seeking advanced knowledge in Finance & Operations apps
• System administrators seeking skill enhancement
• Software developers working on Dynamics 365 platform
• IT professionals interested in Microsoft's cloud-based solutions

Prerequisites

• Advanced understanding of business operations and processes
• Familiarity with Microsoft Dynamics 365 functionalities and capabilities
• Prior experience in a solution architecture role
• Knowledge of finance and operational applications
• Experience in designing and deploying software solutions
• MB-300 and MB-500 certification completion suggested