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Microsoft Dynamics 365 Finance and Operations Training: Apps Solution Architect MB-700
Certification: Dynamics 365 Finance and Operations Apps Solution Architect
You will Learn:
- Understand the tasks expected to be completed by the solution architect for Microsoft Dynamics implementation
- Complete the solution blueprint artifacts
- Know where to find technical information to address their customer’s questions
MB-700 Dynamics 365 Finance and Operations Training: Apps Solution Architect
Dynamics 365 Finance and Operations Training: Apps Solution Architect is developed for those aspired to be solution architect and also those who are new to this role. This course 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.
Is this the Right MB-700 Dynamics 365 Finance and Operations Training: Apps Solution Architect for You?
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 or a Microsoft dynamics finance and operations consultant.
Good to know before you attend the class:
You must have work experience with Dynamics 365 Finance and Operations.
Course Outline- Dynamics 365 Finance and Operations Training: Apps Solution Architect
Module 1: Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
This module will introduce you to the solution architect role. It will help you understand the major skills needed to perform on this role.
Lessons
- The solution architect role
Lab : Classroom exercises
- Exercise | group exercise
- Exercise | Individual exercise
After completing this module, the students should be able to
- Refresh the knowledge obtained from the online content for solution architect
- List the skills needed for a solution architect
Module 2: Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
This module will introduce to FastTrack and how to interact with them during Microsoft Dynamics implementation.
Lessons
- Learn about initial customer discovery.
- Discover customer communication strategies.
After completing this module, the students should be able to
- Identify the value proposition of Dynamics 365
- Identify engagement types and personnel roles
- Describe workshop scoping and inputs for each workshop
- Make the most of solution blueprint template
- Learn to complete go-live checklist
- know how to become FastTrack recognized solution architect
Module 3: Solution blueprint – Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
This module will help you give you an overview of solution blueprint in general. Also, this module serves as the foundation for the rest of modules as you will be doing several activities to build your very first solution blueprint during this class.
Lessons
- Solution blueprint definition and components
- Project governance and timeline
- Solution architecture and organizational structure
- Working with business process catalog
Lab : Classroom exercise
Lab : Case study – student Activity
- Exercise | what is solution blueprint?
- Exercise | solution blueprint components
- Case study artifact distribution
Student activity;
- 1 | Program Strategy
- 2 | Program Strategy
- 3 | describe overall solution architecture
- 4| describe business processes in scope of the solution
After completing this module, the students should be able to
- Understand solution blueprint definition
- Describe solution blueprint purpose
- Identify main solution blueprint components
- Describe solution scope, goals and challenges
- List implementation team members and project roles
- Describe project timeline for implementation and rollouts
- Explain change management, risks, and escalation path
- Describe overall solution architecture
- Explain organization
- Provide details about the organization
- Describe business processes in scope of the solution
- Understand functional and non-functional requirements
- Document product gaps and their solutions
Module 4:
Get started with Lifecycle Services for finance and operations apps
This module will explain to you the different environment and deployment options. It will allow empower you to define a basic environment strategy for Microsoft Dynamics implementation.
Lessons
- Understand environment planning
- Application lifecycle management and deployment strategy
- Using LCS and Azure DevOps
Lab : Student activity
Lab : Exercise
- Exercise | adopt One version – continuous updates
- Exercise | utilize Lifecycle services
- Student activity | develop environment plan
After completing this module, the students should be able to
- Describe general concepts for cloud deployments
- Environment planning main concepts and types
- Understand process of provisioning production and sandbox environments
- Describe developing an environment plan
- Understand development of the deployment strategy
- Define application lifecycle management
- ALM methodologies
- Define a deployment strategy
- Understand extensibility options
- Learn about upgrade scenarios and tools
- Adopt One version – continuous updates
- Utilize Azure DevOps
- Utilize Lifecycle Services
- Disaster recovery strategy
Module 5: 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).
Lab : Classroom exercise
Lab : Case study – student activity
Module 6: Determine data management strategy
This module will empower you to understand the data related topics within Microsoft Dynamics implementation. It will help you define data migration strategy.
Lessons
- Data management overview
- Develop data migration strategy
- 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.
Lab : Classroom exercise
Lab : Case study – student activity
- Exercise | data management overview
- Exercise | develop data migration strategy
- Student activity 4 | develop data migration strategy
After completing this module, the students should be able to
- Describe data management overview
- Understand data management framework
- Utilize data task automation
- Describe database movement operations
- Utilize data sharing framework
- Develop;
- data migration strategy
- cutover plan
- data retention plan
Module 7: Determine integration and interfaces strategies
This module will cover the integration and interface topics. It should help you to understand the available options and tools to use. It will help you define your integration and interface strategy for Microsoft Dynamics implementation.
Lessons
- Develop integration strategy
- Integration options
Lab : Case study – student activity
Lab : Classroom exercises
- Exercise | develop integration strategy
- Exercise | integration options
- Student activity 5 | develop integration strategy
After completing this module, the students should be able to
- Engage a customer in conversation about the benefits of engaging a FastTrack architect or team
- Describe the benefits of having the project team compare and evaluate the functional requirements
- Discuss and explain the different forms of architecture involved when creating a solution blueprint
Module 8: Define security architecture
This module will help you understand the important security aspects for Microsoft Dynamics implementation.
Lessons
- Implement role-based security in finance and operations apps
- Important security aspects
- Security framework
- Define security strategy
Lab : Classroom exercises
Lab : Case study – student activity
- Exercise | important security aspects
- Exercise | security framework
- Student activity 6 | develop security strategy
After completing this module, the students should be able to
- Define cloud security
- Describe main aspects of Azure datacenter security
- understand authentication and authorization
- learn compliance requirements
- Understand encryption
- Know about Microsoft Dynamics implementation
Module 9: Define testing strategy
This module should help you define testing strategy and develop testing plan for Microsoft Dynamics implementation. It will also introduce you to the various testing types and tools.
Lessons
- Testing strategy overview
- Testing planning and execution
Lab : Case study – student activity
Lab : Classroom exercises
- Exercise | testing strategy overview
- Exercise | testing planning and execution
- Student activity 7 | develop testing strategy
After completing this module, the students should be able to
- Understand testing scope
- Solution testing lifecycle and defect management
- Describe testing tools
- Testing roles, responsibilities and test management
- Perform test planning
- Understand One version and adopt regression testing strategy
Module 10: Define performance testing strategy
This module will focus more on the performance topics. It will help you know the importance of performance topic and will empower you on how to address these topics with your customer.
Lessons
- Prepare for performance topics
- Utilize performance testing tools
Lab : Classroom exercises
- Exercise | prepare for performance topics
- Exercise | utilize performance testing tools
After completing this module, the students should be able to
Define performance;
- Goals and scenarios
- Benchmarks and success criteria
- Performance testing strategy
And
- Identify tools for performance testing
- Identify tools for performance monitoring
Module 11: Analytics and Reporting in Finance and Operations
This module will address the key topics for reporting and intelligence needed by the solution architect and during Microsoft Dynamics implementation.
Lessons
- Implement business intelligence and reporting
Lab : Classroom exercises
Lab : Case study – student activity
- Exercise | reporting and business intelligence overview
- Student activity 8 | develop intelligence strategy
After completing this module, the students should be able to
- Outline reporting and analytics overview
- Describe native reporting options
- Describe business intelligence reporting options
- Identify analytics reporting options
- Develop reporting and analytics strategies
Module 12: Determine Licensing, Support and Business Value
This module is designed to help you understand the basics of licensing and support. It is not meant to make you an expert on this topic. However, it will enable you to know where to find the information when you need it.
Lessons
- Understand licensing estimation
- Understand support options
Lab : Classroom exercises
- Exercise | understand licensing estimation
- Exercise | understand support options
After completing this module, the students should be able to
- Estimate number of licenses
- Stay compliant with user licensing requirements
- Understand support options during and post implementations
- Define support strategy
Module 13: Prepare for go-live
This module is to put everything together and prepare for go-live. It will help you get familiar with go-live checklist. This module also will recap major learnings from this class and you will be asked to give a class feedback and about Microsoft Dynamics implementation.
Lessons
- Complete solution blueprint
- Prepare for go-live
- Class recap
Lab : Classroom exercises
- Exercise | prepare for go-live
After completing this module, the students should be able to
- Complete solution blueprint
- Understand go-live readiness assessment process
- Understand completing and submitting go-live checklist
- Describe the process of provisioning production environment
- Define cutover activities and go-live
- Provide class feedback
Related Certifications:
Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert
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