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

Price
$2,975.00 USD

Duration
5 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

Add Exam Voucher
Click Here for
Purchasing Options

Course Overview

The Dynamics 365 Finance and Operations solution architect is a trusted advisor who consults with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution. The architect is accountable for the integrity and successful delivery of the complete solution design. The architect provides critical guidance and support from pre-sales throughout the remainder of the project lifecycle. They have great breadth of knowledge and experience designing solutions that meet business needs. The solution architect may have a technical, functional, or industry background. The solution architect must demonstrate knowledge of all Dynamics 365 apps and Power Platform. They must have deep understanding of Finance and Operations apps. In addition, they have extensive domain knowledge in one or more industry verticals. This course is designed to prepare those who are aspired to be solution architects and those who are new to this role to learn more about the technical information that solution architects will be dealing with during implantation.

Who Should Attend?

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.

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about Learning Credits or our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

There are no prerequisites for this course.

Agenda

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

2 - Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

  • Initial customer discovery
  • Customer discovery meetings
  • Customer communication strategy

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

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

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

6 - Get started with Lifecycle Services for finance and operations apps

  • 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

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)

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

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

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

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

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

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 recognized solution architect

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

15 - Explore extensions and the extension framework in finance and operations apps

  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Create pre-event and post-event handler classes
  • Implement the SysOperationSandbox framework

16 - Consume business events in finance and operations apps

  • 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

17 - Identify data integration patterns and scenarios in finance and operations apps

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

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
  • 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

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

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
  • Use Artificial Intelligence to increase productivity

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

22 - Set up and build mobile experiences for finance and operations apps

  • Virtual entities
  • Set up Dataverse virtual entities
  • Integration setup
  • Enable virtual entities
  • Build a mobile experience
  • Access mobile experiences

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

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

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​

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
  • Microsoft Entra ID and OAuth 2.0 authentication

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

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

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

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

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

32 - Design data models for Dynamics 365 solutions

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

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

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

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

36 - Review the security model for your Dynamics 365 solutions

  • Security workshop topics

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

38 - Dual-write implementation for Dynamics 365 solutions

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

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

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

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

42 - Get started with configuration and personalization in Finance and Operations apps

  • Set up your environment
  • Explore personalization functionality

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

44 - Configure your data in Finance and Operations apps

  • Create entities
  • Manage security
  • Integrate with Microsoft Office
 

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



Do You Have Additional Questions? Please Contact Us Below.

contact us contact us 
 
Contact Us about Starting Your Business Training Strategy with New Horizons