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

Doelgroep

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.

Trainingsdoelstellingen

• Architect solutions
• Define solution strategies
• Manage implementations
• Manage testing

Inhoud training

Becoming a solution architect for Dynamics 365 and Microsoft Power Platform

Learn how to become a solution architect.

This module explains:

• What is expected of a solution architect.
• 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 how to ask customers questions about their business processes and feature requirements to create a viable solution.

In this module, you will:

• Learn about initial customer discovery.
• Discover customer communication strategies.

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

Learn how to propose a solution.

In this module, you will:

• Identify solution components.
• Develop and validate a demo.

Work with requirements for Microsoft Power Platform and Dynamics 365

Discover how to accurately capture customer needs, lead requirement sessions, and identify functional and non-functional requirements for Microsoft Power Platform and Dynamics 365.

In this module, you will:

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

Perform fit gap analysis

Learn about performing a fit gap analysis as a solution architect for Dynamics 365 and Microsoft Power Platform.

This module explains how to:

• 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

Discover the functionality and tools available in Lifecycle Services for finance and operations apps.

In this module, you will:

• 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

Design and plan an implementation of finance and operations apps

This module describes how to design and plan an implementation of finance and operations apps using Lifecycle Services.

In this module, you will:

• 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

Submit translation requests for user interface and documentation files of supported Dynamics 365 products.

In this module, you will:

• 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.

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.

In this module, you will learn how to:

• 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

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.

In this module, you will learn how to:

• 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.

Perform user acceptance testing in finance and operations apps

User acceptance testing is an important step in the go-live preparation. You can use RSAT to automate test cases.

In this module, you will learn about:

• 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)

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, and the tools available to support it.

In this module, you will:

• 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

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.

In this module, you will:

• 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

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.

In this module, you will:

• 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

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.

In this module, you will:

• 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.

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.

In this module, you will:

• Learn about the business events framework.
• Implement new business events through class extension.
• Consume business events.
• Extend and existing business event
• Business events in Microsoft Power Automate.
• Role based security for business events.

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.

In this module, you will:

• 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 recurring integrations to enable exchange of documents between finance and operations and other apps.

In this module, you will:

• 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.

Work with analytics and reporting in finance and operations apps

Empower business users to make important decisions by using analytics and reporting in finance and operations apps.

In this module, you will learn about:

• 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

Describe the business value of the Microsoft Power Platform

In this module, the learner is introduced to the Microsoft Power Platform and its business value.

In this module, you will:

• Examine Microsoft Power Platform.
• Describe the business value of the Power Platform.
• Explore the business value of Power FX.
• 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 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.
• Describe how Microsoft Copilot Studio helps streamline productivity.

Identify foundational components of Microsoft Power Platform

This module introduces learners to the foundational elements of Microsoft Power Platform. Topics range from administration, security, and governance to Microsoft Dataverse and data connectors.

In this module, we will:

• Examine different Power Platform administrative options.
• Describe security and governance in Power Platform.
• Explore Microsoft Dataverse and how to use it to build business solutions.
• Examine Power Platform connectors.

Set up and build mobile experiences for finance and operations apps

Learn how to build mobile experiences for finance and operations apps by using virtual entities

This module explains the following concepts:

• How to implement the components necessary for building mobile experiences
• How to connect to virtual entities to build mobile apps

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 earlier Microsoft Dynamics AX versions to the finance and operations cloud service.

In this module, you will learn:

• 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

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

In this module, you will:

• 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.

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.

In this module, you will:

• 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

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.

In this module, you will learn how to:

• 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 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 .

In this module, you will learn how to:

• 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 how to enable features, disable them, and reschedule them in the Feature management workspace.

In this module, you will:

• 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

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

In this module, you will:

• 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

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

In this module, you will:

• 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 solution

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

In this module, you will:

• 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

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.

In this module, you will:

• 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

The Business intelligence and analytics design workshop is for implementation projects that have significant business intelligence and analytics requirements and need guidance and best practices for solution design.

In this module, you will:

• 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

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

In this module, you will:

• 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

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.

In this module, you will:

• 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

Engage with customers to assess the effectiveness of their security strategy and provide guidance for improvement.

In this module, you will:

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

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.

In this module, you will:

• 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

The Dual-write implementation workshop guides you through key points to help identify and resolve potential blockers to a successful dual-write implementation.

In this module, you will:

• 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

A solution performance strategy in Dynamics 365 is important, and we discuss it in this module. We also cover configuration and customizations, and the impact they may have on the overall performance of your end-user experience.

In this module, you will:

• 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

This module will help ensure that a good approach is in place for the planning, incremental readiness, testing, and implementation of the cutover.

In this module, you will:

• 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

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

In this module, you will:

• 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

Introduce configuration and personalization to Dynamics 365 Finance and Operations apps

After this module, you'll be able to:

• Log in to your environment
• List several ways the environment can be customized without coding
• Demonstrate how to favorite menu items for quick navigation

Configure your user interface in Finance and Operations apps

Configure your user interface in Dynamics 365 Finance and Operations apps

At the end of this module, learners will be able to:

• Add a menu item to 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

Configure your data in Finance and Operations apps

Configure your data in Dynamics 365 Finance and Operations apps

At the end of this module, learners will be able to:

• Modify an entity
• Add security to a user
• Download data to Excel, update, and upload

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