MB700 Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

The MB-700 course is designed for solution architects who lead successful implementations and focus on how solutions meet the business needs of their organization. This course covers various aspects of the solution architect’s role and responsibilities in implementing Microsoft Dynamics 365 Finance and Operations apps.

Key Learnings

Explore the skills and knowledge required for effective solution architecture.:
Learn to design and implement solution architecture that meets business and technical requirements.
Understand how to use Dynamics 365 to meet complex business needs.
Evaluate and manage solution architecture through various phases of a project lifecycle.
Plan and implement integrations between Dynamics 365 Finance and Operations and other systems.
Manage data migration, data quality, and data governance.
Use Data Management tools in Dynamics 365 to streamline operations.

Course Content

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

Introduction to Becoming a Solution Architect
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

Introduction and Discovery Overview
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

Introduction and Overview of Proposing a Solution
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

Introduction
Lead Requirement Capture Sessions
Identify Functional Requirements
Identify Non-Functional Requirements
Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

Introduction to Fit Gap Analysis
Determine Feasibility of Requirements
Refine Requirements from Proof of Concept Insights
Categories 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

Introduction
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
Exercise – Use the Task Recorder to Create and Edit a Recording
Exercise – Create a Business Process in the Business Process Modeler
Exercise – Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

Introduction
Use Implementation Methodologies for a Successful Implementation
Cloud Implementation – Analysis
Cloud Implementation – Design and Develop
Cloud Implementation – Test
Cloud Implementation – Deploy and Operate

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

Introduction
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

Introduction
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

Introduction
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

Module 11: Perform User Acceptance Testing in Finance and Operations Apps

Introduction
Create User Acceptance Test Libraries
Record Test Cases and Save to BPM
Synchronise 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

Implementation Project Overview
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

Overview of the FastTrack Program
FastTrack Engagement Across the Phases
Solution Blueprint Review
Become a FastTrack Recognised Solution Architect

Module 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

Module 15: Explore Extensions and the Extension Framework in Finance and Operations Apps

Introduction
Customization Models
Extension Points for Frameworks
Develop Code to Extend a Framework
Create Pre-Event and Post-Event Handler Classes
Implement the SysOperationSandbox Framework
Lab – Extend an EDT

Module 16: Consume Business Events in Finance and Operations Apps

Introduction
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

Module 17: Identify Data Integration Patterns and Scenarios in Finance and Operations Apps

Introduction
Select an Integration API
Synchronous and Asynchronous Patterns
Data Integration Scenarios

Module 18: Data Integrations with Finance and Operations Apps

Introduction
Set Up a Data Project and Recurring Data Job
Exercise – Create a Data Project and Recurring Data Job
Implement Authorisation to Support Integration
Monitor the 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

Module 19: Work with Analytics and Reporting in Finance and Operations Apps

Introduction
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

Introduction
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

Introduction
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

Introduction
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 23: Updates and Upgrades for Finance and Operations Apps

Introduction
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

Module 24: Work with Performance and Monitoring Tools in Finance and Operations Apps

Introduction
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

Prerequisites

This Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training has no formal prerequisites. However, having a fundamental knowledge of Microsoft Dynamics 365 functionality and experience in IT would also be beneficial.