Microsoft Dynamics 365 Finance And Operations Apps Solution Architect MB700 | Dynamics in Boston

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction to Becoming a Solution Architect
• Existing Product and Platform Skills
• Expectations of a Solution Architect
• Solution Architect Role During Project Phases
• Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction and Discovery Overview
• Initial Customer Discovery
• Customer Discovery Meetings
• Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

• Introduction and Overview of Proposing a Solution
• Identify Solution Components
• Develop and Validate a Demo
• Identify Potential Third-Party Components
• Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

• Introduction
• Lead Requirement Capture Sessions
• Identify Functional Requirements
• Identify Non-Functional Requirements
• Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

• Introduction to Fit Gap Analysis
• Determine Feasibility of Requirements
• Refine Requirements from Proof of Concept Insights
• Categorise Business Requirements and Perform Gap Fit Analysis
• Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

• Introduction
• 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
• Exercise - Use the Task Recorder to Create and Edit a Recording
• Exercise - Create a Business Process in the Business Process Modeler
• Exercise - Create a Support Incident

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

• Introduction
• 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 Analysing the Requirements
• Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

• Introduction
• Access Dynamics 365 Translation Service
• Types of Requests
• Reuse Translations (Recycling)
• Custom-Trained Machine Translation System
• Exercise – Create, Review, and Regenerate a User Interface Translation Request
• Exercise – Create, Review, and Regenerate a Documentation Translation Request
• Exercise – Create a Translation Memory File

Module 9: Prepare Data for Migration to Finance and Operations Apps

• Introduction
• Select a Data Integration (Import/Export) Strategy
• Common Migration Scenarios and Tools
• Bring Your Own Database (BYOD)
• Test a Data Migration and Validate Output

Module 10: Work with Data Management in Finance and Operations Apps

• Introduction
• 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

Module 11: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save to BPM
• Synchronise and Configure Your Test Plan in Azure DevOps
• Run User Acceptance Tests
• Data Task Automation
• Exercise - Build Test Scripts to Test Business Functionality

Module 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

Module 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 Recognised Solution Architect

Module 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

Module 15: Explore Extensions and the Extension Framework in Finance and Operations Apps

• Introduction
• Customisation Models
• Extension Points for Frameworks
• Develop Code to Extend a Framework
• Create Pre-Event and Post-Event Handler Classes
• Implement the SysOperationSandbox Framework
• Lab - Extend an EDT

Module 16: Consume Business Events in Finance and Operations Apps

• Introduction
• Business Event Framework
• Create a New Business Event
• Activate Business Events
• Consume Business Events
• Extend an Existing Business Event
• Role-Based Security for Business Events
• Business Events in Microsoft Power Automate

Module 17: Identify Data Integration Patterns and Scenarios in Finance and Operations Apps

• Introduction
• Select an Integration API
• Synchronous and Asynchronous Patterns
• Data Integration Scenarios

Module 18: Data Integrations with Finance and Operations Apps

• Introduction
• Set Up a Data Project and Recurring Data Job
• Exercise - Create a Data Project and Recurring Data Job
• Implement Authorisation to Support Integration
• Monitor Status and Availability of Entities
• Develop Data Transformation
• Microsoft Dataverse Integrations
• Integrate Dataverse by Using Virtual Entities
• Work with Composite Data Entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change Data in Azure Data Lake
• Power Platform Convergence

Module 19: Work with Analytics and Reporting in Finance and Operations Apps

• Introduction
• 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

Module 20: Describe the Business Value of the Microsoft Power Platform

• Introduction
• 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

Module 21: Identify Foundational Components of Microsoft Power Platform

• Introduction
• Describe Power Platform Administration
• Describe Power Platform Security and Governance
• Explore Microsoft Dataverse
• Examine Power Platform Connectors
• Exercise - Build a Basic Dataverse Data Model

Module 22: Design and Build Mobile Apps for Finance and Operations Apps

• Introduction
• 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

Module 23: Updates and Upgrades for Finance and Operations Apps

• Introduction
• 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

Module 24: Work with Performance and Monitoring Tools in Finance and Operations Apps

• Introduction
• 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
• Exercise - Use the Environment Monitoring Tool in Lifecycle Services

Module 25: Plan and Implement Security in Finance and Operations Apps

• Introduction
• 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
• Exercise - Import a User and Assign Security Role
• Lab - Work with Security

Module 26: Implement Role-Based Security in Finance and Operations Apps

• Introduction
• 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
• Microsoft Entra ID and OAuth 2.0 Authentication

Module 27: Prepare to Go-Live with Finance and Operations Apps

• Introduction
• 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

Module 28: Feature Management in Finance and Operations Apps

• Introduction
• 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

Module 29: Get Started with Success by Design for Dynamics 365

• Introduction
• 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

Module 30: Create a Solution Blueprint for Dynamics 365 Solutions

• Introduction
• 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

Module 31: Plan a Testing Strategy for Your Dynamics 365 Solution

• Introduction
• Overview of the Test Strategy Review Workshop
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 32: Design Data Models for Dynamics 365 Solutions

• Introduction
• Entity Relationship Diagram
• Out-of-the-Box Vs. Custom Tables
• Table Configuration

Module 33: Business Intelligence and Analytics Design for Dynamics 365 Solutions

• Introduction
• 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

Module 34: Gap Solution Design for Dynamics 365 Solutions

• Introduction
• Gap Solution Design Workshop Overview
• Prepare for the Gap Solution Design Workshop
• Conduct the Gap Solution Design Workshop
• Gap Solution Design Follow-Up

Module 35: Create a Data Migration Strategy for Dynamics 365 Solutions

• Introduction
• Data Migration Strategy Overview
• Prepare for the Data Migration Workshop
• Conduct the Data Migration Strategy Workshop

Module 36: Review the Security Model for Your Dynamics 365 Solutions

• Introduction
• Security Workshop Topics

Module 37: Integration Design for Dynamics 365 Solutions

• Introduction
• Integration Design Review Workshop Overview
• Prepare for the Integration Design Review
• Conduct the Integration Design Review
• Integration Design Review Workshop Follow-Up

Module 38: Dual-Write Implementation for Dynamics 365 Solutions

• Introduction
• Dual-Write Implementation Workshop Overview
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 39: Implement a Performance Strategy for Dynamics 365 Solutions

• Introduction
• 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

Module 40: Cutover Strategy for Dynamics 365 Solutions

• Introduction
• 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

Module 41: Post Go-Live Strategy for Dynamics 365 Solutions

• Introduction
• Timing of the Post Go-Live Workshop
• Post Go-Live Workshop Overview
• Prepare for the Workshop
• Post Go-Live Workshop Implementation and Follow-Up

Module 42: Get Started with Configuration and Personalisation in Finance and Operations Apps

• Introduction
• Set Up Your Environment
• Explore Personalisation Functionality
• Knowledge Check
• Exercise - Customise Your Status Bar

Module 43: Configure Your User Interface in Finance and Operations Apps

• Introduction
• Manage Menus: Favorites
• Manage Menus: Dashboards by Role
• Manage Menus: Key Performance Indicators

Module 44: Configure Your Data in Finance and Operations Apps

• Introduction
• Create Entities
• Manage Security
• Integrate with Microsoft Office
• Knowledge Check
• Exercise – Add a Field to a Data Entity
• Exercise – Use Excel to View and Update Data