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

MB-700: Microsoft Dynamics 365 Finance and Operations Apps Solution Architect certification teaches candidates how to design secure, reliable, and scalable solutions using the essential architectural components of Dynamics 365 Finance and Operations apps to meet business requirements. This course is developed for those aspiring to be, or new to, the solution architect role. It provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role. Solution Architects for Finance and Operations apps in Microsoft Dynamics 365 are trusted advisors who understand business recommended practices and software capabilities. They lead team members to implement Dynamics solutions that can achieve the predefined implementation goals.

Audience Profile:

This course is intended for individuals with prior experience in either functional or technical roles within Dynamics 365: Finance and Operations applications. It is particularly suited for those aspiring to become or new to the solution architect role.

Prerequisites:

• None

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.

• 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.

Module 7: Design and Plan an Implementation of Finance and Operations Apps

• Prepare documentation for gathered requirements using methodologies in Lifecycle Services.

• Define use case scenarios.

• 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 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

• 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.

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.

• Create pre-event and post-event handler classes.

• 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.

• Consume business events.

• Extend an existing business event.

• 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 in 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: Set Up and Build Mobile Experiences for Finance and Operations Apps

• How to implement the components necessary for building mobile experiences.

• How to connect to virtual entities to build mobile apps.

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 7.0–8.0 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 27: 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 28: 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 29: 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 30: 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 31: Create a Solution Blueprint for Dynamics 365 Solutions

• Learn how to create solution blueprints for Dynamics 365.

• Develop project plans and track milestones.

• Identify resources and teams necessary for a successful project.