Dynamics 365 Private

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

Course Length: 5 days

This course is designed for IT professionals looking to become a Dynamics 365 Finance and Operations solution architect.

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Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

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  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal turnaround within 1–2 business days
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Course Overview

This course is designed for IT professionals looking to become a Dynamics 365 Finance and Operations 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 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.

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.

Course Benefits

  • Understand the tasks expected to be completed by the solution architect for Dynamics implementation.
  • Complete the solution blueprint artifacts.
  • Know where to find technical information to address their customer questions.

Delivery Methods

Private Class
Delivered for your team at your site or online.

Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline

  1. Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
    1. Existing product and platform skills
    2. Expectations of a solution architect
    3. Solution architect role during project phases
    4. Pillars of a great architecture
    5. Check your knowledge
  2. Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
    1. Initial customer discovery
    2. Customer discovery meetings
    3. Customer communication strategy
    4. Check your knowledge
  3. Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
    1. Identify solution components
    2. Develop and validate a demo
    3. Identify potential third-party components
    4. Recognize strengths and weaknesses in a solution
    5. Check your knowledge
  4. Work with requirements for Microsoft Power Platform and Dynamics 365
    1. Lead requirement capture sessions
    2. Identify functional requirements
    3. Identify non-functional requirements
    4. Confirm and finalize requirements
    5. Check your knowledge
  5. Perform fit gap analysis
    1. Determine feasibility of requirements
    2. Refine requirements from proof of concept insights
    3. Categorize business requirements and perform gap fit analysis
    4. Evaluate Dynamics 365 and Microsoft Power Platform apps
    5. Check your knowledge
  6. Get started with Lifecycle Services for finance and operations apps
    1. Understand the functionality and tools of Lifecycle Services
    2. Determine licensing requirements
    3. Lifecycle Services security
    4. Reuse existing assets, copy, and share data
    5. Perform actions in the Asset library
    6. Work with the Task recorder
    7. Business process modeler (BPM)
    8. Support options
    9. Get product updates from Lifecycle Services
    10. Check your knowledge
  7. Design and plan an implementation of finance and operations apps
    1. Use implementation methodologies for a successful implementation
    2. Cloud implementation - analysis
    3. Cloud implementation - design and develop
    4. Cloud implementation - test
    5. Cloud implementation - deploy and operate
    6. On-premises implementation - analysis
    7. On-premises implementation - design and develop
    8. On-premises implementation - test, deploy, and operate
    9. Gathering and analyzing the requirements
    10. Create functional design documents (FDD)
    11. Check your knowledge
  8. Prepare data for migration to finance and operations apps
    1. Select a data integration (import/export) strategy
    2. Common migration scenarios and tools
    3. Bring your own database (BYOD)
    4. Test a data migration and validate output
    5. Check your knowledge
  9. Work with data management in finance and operations apps
    1. Data management concepts
    2. Use data entities for data management and integration
    3. Work with the Data management workspace
    4. Using Standard and Enhanced views for tiles
    5. Use templates in data management
    6. Export, import, and copy data into a legal entity
    7. Database movement operations
    8. Data sharing framework
    9. Check your knowledge
  10. Perform user acceptance testing in finance and operations apps
    1. Create user acceptance test libraries
    2. Record test cases and save to the business process modeler (BPM)
    3. Synchronize and configure your test plan in Azure DevOps
    4. Run user acceptance tests
    5. Data task automation
    6. Check your knowledge
  11. Prepare to go-live with finance and operations apps
    1. Understand the go-live process
    2. Complete the Lifecycle Services methodology
    3. Perform user acceptance testing (UAT) for your solution
    4. FastTrack go-live assessment
    5. Request a production environment
    6. Check your knowledge
  12. Get started with a finance and operations implementation project
    1. Implementation project overview
    2. Roles in a Dynamics 365 implementation
    3. Project phases
    4. Implementation planning and architecture
    5. Combining tools and solutions for impactful implementations
    6. Check your knowledge
  13. Feature management in finance and operations apps
    1. Feature management workspace
    2. Feature states
    3. Enable a feature
    4. Reschedule a feature
    5. Disable a feature
    6. Features that must be enabled
    7. Enable all features
    8. Check for updates
    9. Assign roles
    10. Features that use configuration keys
    11. Data entities
    12. Check your knowledge
  14. Design and plan an implementation of finance and operations apps
    1. Use implementation methodologies for a successful implementation
    2. Cloud implementation - analysis
    3. Cloud implementation - design and develop
    4. Cloud implementation - test
    5. Cloud implementation - deploy and operate
    6. On-premises implementation - analysis
    7. On-premises implementation - design and develop
    8. On-premises implementation - test, deploy, and operate
    9. Gathering and analyzing the requirements
    10. Create functional design documents (FDD)
    11. Check your knowledge
  15. Implement application lifecycle management in finance and operations apps
    1. ALM methodologies
    2. Design and create models
    3. Plan the build, test, and quality control processes
    4. Identify upgrade scenarios and appropriate tools
    5. Plan the release, change, and risk management processes
    6. Check your knowledge
  16. Get started with Lifecycle Services for finance and operations apps
    1. Understand the functionality and tools of Lifecycle Services
    2. Determine licensing requirements
    3. Lifecycle Services security
    4. Reuse existing assets, copy, and share data
    5. Perform actions in the Asset library
    6. Work with the Task recorder
    7. Business process modeler (BPM)
    8. Support options
    9. Get product updates from Lifecycle Services
    10. Check your knowledge
  17. Plan and implement security in finance and operations apps
    1. Understand the security architecture
    2. Encryption in finance and operations apps
    3. Manage users and security
    4. Set up and apply segregation of duties
    5. Run security reports
    6. Stay compliant with user licensing requirements
    7. Security diagnostics for task recordings
    8. Extensible data security policies​
  18. Implement role-based security in finance and operations apps
    1. Create and modify duties, privileges, and permissions
    2. Enforce permissions policy
    3. Extensible data security framework
    4. Apply security permissions
    5. Microsoft Entra ID and OAuth 2.0 authentication
    6. Check your knowledge
  19. Perform user acceptance testing in finance and operations apps
    1. Create user acceptance test libraries
    2. Record test cases and save to the business process modeler (BPM)
    3. Synchronize and configure your test plan in Azure DevOps
    4. Run user acceptance tests
    5. Data task automation
    6. Check your knowledge
  20. Upgrade from AX 2012 to Dynamics 365 Finance
    1. Upgrade analysis report
    2. Pre-upgrade checklist and estimation tools
    3. Data upgrade
    4. Cutover testing
    5. Functional testing
    6. Prepare for go live
    7. Go live
    8. Knowledge check
  21. Updates and upgrades for finance and operations apps
    1. Continuous updates (One Version)
    2. Service updates
    3. Upgrade your finance and operations version
    4. Apply updates to cloud environments
    5. Data upgrade
    6. Update development tools
    7. Check your knowledge
  22. Prepare to go-live with finance and operations apps
    1. Understand the go-live process
    2. Complete the Lifecycle Services methodology
    3. Perform user acceptance testing (UAT) for your solution
    4. FastTrack go-live assessment
    5. Request a production environment
    6. Check your knowledge
  23. Work with performance and monitoring tools in finance and operations apps
    1. Diagnose performance issues by using Trace parser
    2. Load testing by using the Performance SDK
    3. Monitor performance by using SQL Insights
    4. Create a SQL trace by using the SQL Profiler
    5. Monitor server health metrics in Lifecycle Services
    6. Check your knowledge
  24. Explore extensions and the extension framework in finance and operations apps
    1. Customization models
    2. Extension points for frameworks
    3. Develop code to extend a framework
    4. Create pre-event and post-event handler classes
    5. Implement the SysOperationSandbox framework
    6. Implement the workflow framework
    7. Check your knowledge
  25. Work with analytics and reporting in finance and operations apps
    1. Understand different types of reports and inquiries
    2. Financial reporting
    3. Find inquiries and reports
    4. Generate and consume inquiries and reports
    5. Configure finance and operations apps for Microsoft Power Platform
    6. Check your knowledge
  26. Get started with Success by Design for Dynamics 365
    1. Overview of Success by Design
    2. Reasons to use Success by Design
    3. Success by Design phases
    4. Implement Success by Design
    5. Track Success by Design activities and progress
    6. Check your knowledge
  27. Create a solution blueprint for Dynamics 365 solutions
    1. Solution blueprint review workshop overview
    2. Prepare for the Solution blueprint review
    3. Solution blueprint review participants
    4. Conduct the Solution blueprint review workshop
    5. Solution blueprint follow-up
    6. Check your knowledge
  28. Plan a testing strategy for your Dynamics 365 solution
    1. Overview of the Test strategy review workshop
    2. Prepare for the workshop
    3. Workshop implementation and follow-up
    4. Check your knowledge
  29. Design data models for Dynamics 365 solutions
    1. Data modeling overview
    2. Entity relationship diagram
    3. Out-of-the-box vs. custom tables
    4. Table configuration
    5. Check your knowledge
  30. Business intelligence and analytics design for Dynamics 365 solutions
    1. Business intelligence and analytics design workshop overview
    2. Prepare for the Business intelligence and analytics design workshop
    3. Conduct the Business intelligence and analytics design workshop
    4. Business intelligence and analytics design follow-up
    5. Check your knowledge
  31. Gap solution design for Dynamics 365 solutions
    1. Gap solution design workshop overview
    2. Prepare for the Gap solution design workshop
    3. Conduct the Gap solution design workshop
    4. Gap solution design follow-up
    5. Check your knowledge
  32. Create a data migration strategy for Dynamics 365 solutions
    1. Data migration strategy overview
    2. Prepare for the Data migration workshop
    3. Conduct the Data migration strategy workshop
    4. Check your knowledge
  33. Review the security model for your Dynamics 365 solutions
    1. The importance of security in Dynamics 365
    2. Key considerations of a strong security model
    3. Security module overview
    4. Business units and teams
    5. Implemented-security-mechanisms
    6. Security module overview
    7. Check your knowledge
  34. Plan and implement security in finance and operations apps
    1. Understand the security architecture
    2. Encryption in finance and operations apps
    3. Manage users and security
    4. Set up and apply segregation of duties
    5. Run security reports
    6. Stay compliant with user licensing requirements
    7. Security diagnostics for task recordings
    8. Extensible data security policies​
  35. Integration design for Dynamics 365 solutions
    1. Integration design review workshop overview
    2. Prepare for the Integration design review
    3. Conduct the Integration design review
    4. Integration design review workshop follow-up
    5. Check your knowledge
  36. Dual-write implementation for Dynamics 365 solutions
    1. Dual-write implementation workshop overview
    2. Prepare for the workshop
    3. Workshop implementation and follow-up
    4. Check your knowledge
  37. Implement a performance strategy for Dynamics 365 solutions
    1. Solution performance workshop topics
    2. Define performance benchmarks and success criteria
    3. Timing of the Solution performance review
    4. Prepare for the workshop
    5. Workshop implementation and follow-up
    6. Check your knowledge
  38. Cutover strategy for Dynamics 365 solutions
    1. Purpose of the Cutover strategy workshop
    2. Timing of the Cutover strategy review
    3. Cutover strategy workshop overview
    4. Prepare for the workshop
    5. Workshop implementation and follow-up
    6. Check your knowledge
  39. Post go-live strategy for Dynamics 365 solutions
    1. Timing of the Post go-live workshop
    2. Post go-live workshop overview
    3. Prepare for the workshop
    4. Post go-live workshop implementation and follow up
    5. Check your knowledge
  40. Get started with configuration and personalization in finance and operations apps
    1. Set up your environment
    2. Explore personalization functionality
    3. Knowledge check
  41. Configure your user interface in finance and operations apps
    1. Manage menus: Favorites
    2. Manage menus: Dashboards by role
    3. Manage menus: Key performance indicators
    4. Manage forms: Fields
    5. Manage forms: Filters and ranges
    6. Configure reports
    7. Knowledge check
  42. Configure your data in finance and operations apps
    1. Create entities
    2. Manage security
    3. Integrate with Microsoft Office
    4. Knowledge check
  43. Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
    1. Identify solution components
    2. Develop and validate a demo
    3. Identify potential third-party components
    4. Recognize strengths and weaknesses in a solution
    5. Check your knowledge
  44. Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
    1. Initial customer discovery
    2. Customer discovery meetings
    3. Customer communication strategy
    4. Check your knowledge
  45. Perform fit gap analysis
    1. Determine feasibility of requirements
    2. Refine requirements from proof of concept insights
    3. Categorize business requirements and perform gap fit analysis
    4. Evaluate Dynamics 365 and Microsoft Power Platform apps
    5. Check your knowledge
  46. Implement application lifecycle management in finance and operations apps
    1. ALM methodologies
    2. Design and create models
    3. Plan the build, test, and quality control processes
    4. Identify upgrade scenarios and appropriate tools
    5. Plan the release, change, and risk management processes
    6. Check your knowledge
  47. Challenge project - Architecting solutions for a new product line for customers
    1. Prepare

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Class Prerequisites

Experience in the following is required for this Dynamics 365 class:

  • Previous experience with Dynamics 365: Finance and Operations Applications

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