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

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: Describe the business value of the Microsoft Power Platform

• 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

• 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

• 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

• 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

• 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

• 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 26: 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 27: 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 28: 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 29: 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 30: 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 31: 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 32: Design data models for Dynamics 365 solutions

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

Module 33: 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 34: 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 35: 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 36: Review the security model for your Dynamics 365 solutions

• Security workshop topics

Module 37: 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 38: Dual-write implementation for Dynamics 365 solutions

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

Module 39: 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 40: 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 41: 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 42: Get started with configuration and personalization in Finance and Operations apps

• Set up your environment
• Explore personalization functionality

Module 43: 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 44: Configure your data in Finance and Operations apps

• Create entities
• Manage security
• Integrate with Microsoft Office