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Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert (MB700)

 

Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

This certification is a good fit for people in finance departments who work in accounts receivable, accounts payable, general ledger, fixed assets, budgeting, cost accounting and cost management, or expenses. You must have a fundamental understanding of business accounting principles and financial operations.

Dynamics 365 Finance Functional Consultant Associate

This four-day course is designed to prepare those aspiring to become Solution Architects and those new to this role to learn more about the technical information that Solution Architects will need to address during implementation.

The Dynamics 365 Finance and Operations Solution Architect is a trusted advisor who consults with organizations and implementation team members to refine business requirements into a well-defined, cost-effective solution. The architect is responsible for the integrity and design success of the complete solution. The architect provides essential guidance and support from pre-sales throughout the project lifecycle. They have a great breadth of knowledge and experience in designing solutions that meet business needs. The solution architect may have a technical, functional or industrial background. The solution architect must demonstrate knowledge of all Dynamics 365 applications and the Power Platform. They should have a thorough understanding of Finance and Operations applications. Additionally, they have deep domain knowledge in one or more industry verticals.

This training is a comprehensive preparation for the MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect exam for obtaining the Dynamics 365 Finance and Operations Apps Solution Architect Expert certification.

Microsoft

A preferential rate (-15%) applies to the regular cost for non-profit organizations, as well as the government sector. In addition, you can benefit from additional advantages through a corporate agreement when you need to train several people or teams in your company. Contact us for details.

Public class

Duration: 
4 days / 28 hours

Private class

Virtual classroom
Minimum no. of participants: 5
4 days / 28 hours
Price on request
English or French
Training plan: 

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

Module 1: Becoming a solution architect for Dynamics 365 and Microsoft Power Platform

  • 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

  • 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

  • Identify solution components
  • Develop and validate a demo
  • Identify potential third-party components
  • Recognize strengths and weaknesses in a solution

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

  • Lead requirement capture sessions
  • Identify functional requirements
  • Identify non-functional requirements
  • Confirm and finalize requirements

Module 5: Perform fit gap analysis

  • Determine feasibility of requirements
  • Refine requirements from proof of concept insights
  • Categorize 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

  • Understand the functionality and tools of Lifecycle Services
  • 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)
  • Issue search and support
  • Get product updates from Lifecycle Services

Module 7: Design and plan an implementation of finance and operations apps

  • 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 analyzing the requirements
  • Create functional design documents (FDD)

Module 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

  • Access Dynamics 365 Translation Service
  • Types of requests
  • Reuse translations (recycling)
  • Custom-trained machine translation system

Module 9: Prepare data for migration to finance and operations apps

  • 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

  • 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
  • Database movement operations
  • Data sharing framework

Module 11: Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation

Module 12: Get started with a finance and operations implementation project

  • 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

  • FastTrack engagement across the phases
  • Solution blueprint review
  • Become a FastTrack recognized solution architect

Module 14: Implement application lifecycle management in finance and operations aALM methodologies

  • Design and create models
  • Plan the build, test, and quality control processes
  • Plan the release, change, and risk management processespps

Module 15: Explore extensions and the extension framework in finance and operations apps

  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Implement the SysOperationSandbox framework

Module 16: Consume business events in finance and operations apps

  • Business event framework
  • Create a new business event
  • Activate business events
  • 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

  • Select an integration API
  • Synchronous and asynchronous patterns
  • Data integration scenarios

Module 18: Data integrations with finance and operations apps

  • Set up a data project and recurring data job
  • Implement authorization to support integration
  • Monitor status and availability of entities
  • Develop data transformation
  • Microsoft Dataverse integrations
  • Work with composite data entities
  • Azure Data Lake and Entity Store
  • Change data in Azure Data Lake
  • Power Platform convergence

Module 19: Work with analytics and reporting in finance and operations apps

  • 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

Module 20: Introduction to Microsoft Power Platform

  • What is Microsoft Power Platform?
  • The business value of Microsoft Power Platform
  • Data Connectors
  • Data loss prevention, compliance, privacy, and accessibility
  • Pulling it all together

Module 21: How to build a canvas app

  • Learn basic elements
  • Build a canvas app
  • Get started with functions in Power Apps
  • Share an app

Module 22: Introduction to Dataverse

  • Overview of Dataverse
  • Identify tables and columns in Dataverse
  • Understand relationships
  • Environments in Dataverse
  • Business rules
  • Administer

Module 23: How to build a dashboard

  • Connect to data
  • Transform data
  • Visualize data
  • Build a dashboard
  • Collaborate and share

Module 24: How to build an automated solution

  • Create a flow from a template
  • Build recurring flows
  • Build a button flow
  • Build an approval request

Module 25: Design and build mobile apps for finance and operations apps

  • 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 26: Updates and upgrades for finance and operations apps

  • 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 27: Work with performance and monitoring tools in finance and operations apps

  • 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

Module 28: Plan and implement security in finance and operations apps

  • 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

Module 29: Implement role-based security in finance and operations apps

  • Create and modify duties, privileges, and permissions
  • Enforce permissions policy
  • Extensible data security framework
  • Apply security permissions

Module 30: Prepare to go-live with finance and operations apps

  • 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 31: Feature management in finance and operations apps

  • 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 32: Get started with Success by Design for Dynamics 365

  • 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 33: Create a solution blueprint for Dynamics 365 solutions

  • 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 34: Plan a testing strategy for your Dynamics 365 solution

  • Overview of the Test strategy review workshop
  • Prepare for the workshop
  • Workshop implementation and follow-up

Module 35: Design data models for Dynamics 365 solutions

  • Entity relationship diagram
  • Out-of-the-box vs. custom tables
  • Table configuration

Module 36: Business intelligence and analytics design for Dynamics 365 solutions

  • 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 37: Gap solution design for Dynamics 365 solutions

  • Gap solution design workshop overview
  • Prepare for the Gap solution design workshop
  • Conduct the Gap solution design workshop
  • Gap solution design follow-up

Module 38: Create a data migration strategy for Dynamics 365 solutions

  • Data migration strategy overview
  • Prepare for the Data migration workshop
  • Conduct the Data migration strategy workshop

Module 39: Review the security model for your Dynamics 365 solutions

  • Security workshop topics

Module 40: Integration design for Dynamics 365 solutions

  • Integration design review workshop overview
  • Prepare for the Integration design review
  • Conduct the Integration design review
  • Integration design review workshop follow-up

Module 41: Dual-write implementation for Dynamics 365 solutions

  • Dual-write implementation workshop overview
  • Prepare for the workshop
  • Workshop implementation and follow-up

Module 42: Implement a performance strategy for Dynamics 365 solutions

  • 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 43: Cutover strategy for Dynamics 365 solutions

  • 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 44: Post go-live strategy for Dynamics 365 solutions

  • 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 45: Get started with configuration and personalization in Finance and Operations apps

  • Set up your environment
  • Explore personalization functionality

Module 46: Configure your user interface in Finance and Operations apps

  • Manage menus: Favorites
  • Manage menus: Dashboards by role
  • Manage menus: Key performance indicators
  • Manage forms: Fields
  • Manage forms: Filters and ranges
  • Configure reports

Module 47: Configure your data in Finance and Operations apps

  • Create entities
  • Manage security
  • Integrate with Microsoft Office
Exclusives: 
Certification information: 
  • Exam code: MB-700
  • Cost: 0$ (included in your training)
  • Skills measured
    • This list contains the skills measured on the exam associated with this certification. For information about upcoming or recent changes, see the associated exam details page and download the exam skills outline.
    • Architect solutions
    • Define solution strategies
    • Manage implementations
    • Manage testing

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