Course

Flexible Training – Dynamics 365: Finance and Operations Apps Solution Architect («MB700V»)

Finance and Operations Apps Solution Architects are Microsoft Dynamics 365 professionals who advise stakeholders and translate business requirements into secure, scalable, and reliable solutions.

Vendor code

MB-700

Duration 4 days

Price 3'400.–

Course documents Official Microsoft Courseware and Microsoft Learn

Alternative learning format available: Intensive Training – Dynamics 365: Finance and Operations Apps Solution Architect («MB700»)

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Course facts

Key Learnings

Understanding the tasks expected to be completed by the solution architect for Dynamics implementation
Completing the solution blueprint artifacts
Knowing where to find technical information to address the customer’s questions

Content

The content of this flexible training is derived from the exam «MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect». Start preparing for the course on Microsoft Learn now. During the 3h instructor sessions you will work with the official Microsoft course material (more information under «Methodology & didactics»).

1 Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
The Solution Architect leads successful implementations and focuses on how solutions address the broader business and technical needs of organizations.  This module covers what it takes to get started as a Solution Architect and as key member of the overall project team.

2 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.

3 Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
Learn how to propose a solution.

4 Work with requirements for Microsoft Power Platform and Dynamics 365
It's important to capture the customer’s needs accurately. This module explains how to capture requirements and identify functional and non-functional items.

5 Perform fit gap analysis
A fit gap analysis identifies the difference between the known requirements and the proposed or current solution. This module covers performing a fit gap analysis.

6 Get started with Lifecycle Services for finance and operations apps
To install and maintain finance and operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services to manage the process. Let's get started by looking at the overall functionality and tools.

7 Design and plan an implementation of finance and operations apps
With proper planning, your finance and operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for finance and operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.

8 Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
Translate your Microsoft Dynamics 365 solutions and documentation, or add language support for existing Dynamics 365 products by using Microsoft Dynamics 365 Translation Service through Microsoft Dynamics Lifecycle Services.

9 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.

10 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.

11 Perform user acceptance testing in finance and operations apps
After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

12 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, the roles involved, and the tools available to support it.

13 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.

14 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.

15 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.

16 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.

17 Data integrations with finance and operations apps
Integrations are an important component of implementing finance and operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between finance and operations apps and other applications or services.

18 Work with analytics and reporting in finance and operations apps
Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

19 Describe the business value of the Microsoft Power Platform
Learn about the components of Microsoft Power Platform, the business value for customers, and how the technology works with other Microsoft products.

20 Identify foundational components of Microsoft Power Platform
Learn about the key foundational elements of Power Platform such as administration and the security and governance features. Additionally, we cover such as core capabilities as Microsoft Dataverse and data connectors.

21 Set up and build mobile experiences for finance and operations apps
You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, rental cars, and more. With Microsoft Power Platform and finance and operations apps, you can build and deploy mobile experiences that connect with your data and allow users to use their mobile devices to accomplish tasks like entering expenses.

22 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.

23 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.

24 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.

25 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.

26 Prepare for 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.

27 Feature management in finance and operations apps
Features are added and updated in every release. The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. Then, you can use the workspace to view feature documentation and to enable or disable features.

28 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 Dynamics 365 solution.

29 Create a solution blueprint for Dynamics 365 solutions
The Solution blueprint workshop is part of Success by Design. This module focuses on creating the blueprint, and conducting the workshop to create it.

30 Plan a testing strategy for your Dynamics 365 solution
Testing strategy, identifying gaps in testing plans, and potential risks are discussed in this module.

31 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.

32 Business intelligence and analytics design for Dynamics 365 solutions
This module allows you to spend time reviewing the overall business intelligence and analytics planning, fit-gap analysis, design blueprint to provide guidance on maximizing the use of standard features, alignment to product roadmap, and general design guidance.

33 Gap solution design for Dynamics 365 solutions
This module is designed for implementations that have critical requirements that the standard system doesn't support.

34 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.

35 Review the security model for your Dynamics 365 solutions
A security strategy is key to solutions, and a Security model workshop will help verify that the customer’s security model is comprehensive and that it will support their long-term security strategy. This module primarily focuses on customer engagement applications.

36 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.

37 Dual-write implementation for Dynamics 365 solutions
Dual-write offers an out-of-the-box infrastructure that can provide customers near real-time interaction between Customer engagement apps and finance and operations apps. The Dual-write implementation workshop guides you through key points to help identify and resolve potential blockers to a successful dual-write implementation.

38 Implement a performance strategy for Dynamics 365 solutions
This module provides guidance and best practices for solution design in respect to performance. It will increase awareness of the impact that certain types of configurations and/or customizations have on the overall performance and user experience.

39 Cutover strategy for Dynamics 365 solutions
The goal of this module is to help ensure that a good approach is in place for the planning, incremental readiness, testing, and implementation of the cutover. You need to consider many different areas when you discuss a cutover strategy, and this workshop provides the necessary framework to review those key topics.

40 Post go-live strategy for Dynamics 365 solutions
This module gives the implementation team the opportunity to confirm that the solution has delivered the objectives that were initially set.

41 Get started with configuration and personalization in finance and operations apps
In this module, learners are introduced to the idea of personalizing finance and operations applications to fit their business needs.

42 Configure your user interface in finance and operations apps
In this module, learners are introduced to the idea of personalizing the finance and operations user interface to fit their business needs. They learned how to change menus, forms, and reports.

43 Configure your data in finance and operations apps
We learn that there are different options in updating data. Dynamics is made to integrate seamlessly with Office products.

Component of the following courses

Flexible Training – Dynamics 365: Finance and Operations Apps Solution Architect

Methodology & didactics

Digicomp Flexible Learning Approach:

Training modality: During a period of 4 weeks, 6-8 half-day (3h each) virtual live sessions with our Azure MCT experts will take place. The sessions are already planned and can be easily combined with the daily work routine. Between the sessions there is enough time to process the learned knowledge.
Detailed Session Plan: Click «Timetable» at the bottom of the page where you select your desired date.

Target audience

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.

Requirements

You must complete the following learning paths before attending this instructor-led training:

2 days