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Course #:MB-700T00

Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Training

This course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.

Objectives

Define skill areas for solution architect role

Explain instances & deployment models recommendations by Microsoft

Understand cloud solution, CDM & CDS

Get more info on Licensing, AppSource & Support for Dynamics 365

Use Lifecycle services as solution architect

Know the considerations for blueprinting Dynamics 365 solution

Understand the concepts and tools used for data management

Explain the Integration options & Business events on solutions

Know the available options on solution localization, compliance & reporting

Have architectural conversations on extensibility, security, & performance

Know what is ALM application lifecycle management

Identify opportunities for automated testing and using RSAT

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 and new to solution architect role.

Prerequisites

You must complete the solution architect learning path for solution architects

Duration

Three Days

Outline of Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Training

Module 1: The Architect Role

The solution architect is one of the most critical roles for delivering success to Microsoft customers, and it requires many skills. This course primarily focuses on technical skills.

 

Other topics in this module provide overviews of other skill areas that might be helpful for understanding the solution architect role. These skill areas include:

 

Delivery skills The ability to deliver a business solution to your customer.

 

Industry skills The accumulated knowledge obtained about a certain industry.

 

Soft skills Skills that help you communicate with others, from co-workers to customers.

 

Lessons

solution architect skills

Recap the solution architect learning path

Group exercise

List the skills needed for a solution architect

 

Refresh the knowledge obtained by online content for solution architects

Module 2: Environment, Instances & Deployment Models

Topics and concepts in this module include:

 

Instance strategy Dynamics 365 Finance and Operations solutions can be deployed with multiple instances, which some organizations consider for scalability or security and privacy reasons.

 

Environment planning Environment planning helps provide a clear understanding of what environment(s) are required for which task(s) for a planned duration.

 

Infrastructure design Key considerations for Dynamics 365 infrastructure design are discussed in this topic.

 

Deployment models Cloud-hosted and on-premises deployments have different requirements, which are discussed in this section.

 

Lessons

Instance strategy

Environment planning

Infrastructure & deployment

Group exercise

Describe the primary drivers and usage of instance strategy.

 

understand the purpose of environment planning.

know the differences between the different managed environments

Explain each of the initial infrastructure requirements

Describe hardware configuration needs for on-premises Dynamics 365 deployments

Discuss the four primary security requirements solution architects should focus on during design

Module 3: Cloud Solution, CDM & CDS

Topics and concepts in this module include:

 

Instance strategy Dynamics 365 Finance and Operations solutions can be deployed with multiple instances, which some organizations consider for scalability or security and privacy reasons.

 

Environment planning Environment planning helps provide a clear understanding of what environment(s) are required for which task(s) for a planned duration.

 

Infrastructure design Key considerations for Dynamics 365 infrastructure design are discussed in this topic.

 

Deployment models Cloud-hosted and on-premises deployments have different requirements, which are discussed in this section.

 

Lessons

Introduction

CDM and CDS core concepts

Power Platform

Dual Write

Group Exercise

Explain what the Microsoft Common Data Model is

 

Converse with customers about what CDM means

Discuss the functionality that the Common Data Service (CDS) provides

Explain Microsoft Power Platform and its primary components

Discuss the Dual Write functionality

Module 4: Licensing, AppSource & Support

Topics in this module include:

 

Licensing requirements Having the appropriate licensing in place is an important aspect of deploying Dynamics 365 for Finance and Operations solutions.

 

Microsoft-certified ISV solutions AppSource, a rich source of information about ISV (independent software vendor) solutions that have been certified by Microsoft, can be used to identify solutions that can complement projects that you’re involved with.

 

Support options Knowing which support options are available as well as other support considerations can be important to a project’s success.

 

Lessons

Introduction

Licensing

AppSource

Support

Describe the licensing requirements for Dynamics 365 for Finance and Operations solutions

 

Discuss the different ways the subscriptions for licenses can be obtained

Determine whether an ISV might have an existing solution registered

Describe the steps required to finalize the support strategy and assess readiness for go-live

Explain the different aspects of the five different support plans

Explain the six considerations the solution architect and project team need to know

Module 5: Lifecycle services

Topics in this module include:

 

Core LCS features and concepts Brief definitions for many LCS features and concepts that enable closer collaboration, speed implementations, and reduce time to value.

 

The role and function of Azure DevOps and how to connect to LCS LCS can take advantage of the tools in Azure DevOps to track implementation and associate work items with requirements and business processes, including bugs, tasks, backlog items, tests, and documents.

 

Lessons

Introduction

Core features and concepts

Understand the role and function of Azure DevOps and how to connect to LCS

Group exercise

Describe three or more functions of LCS and the benefits it provides during solution implementation

 

Explain the functionality of five or more tools and/or features provided by LCS

Explain the benefit of synchronizing a Business Process Modeler (BPM)

Describe the role and function of Azure DevOps when connecting to LCS

Module 6: Blueprinting Dynamics 365 solutions

Topics include:

 

Develop a solution blueprint Reviews Process, Application, Data, Integration, Intelligence, Security, Continuous Update, Platform, and Timeline architecture considerations.

 

Engage FastTrack in solution blueprint review Reviews the benefits of engaging a Microsoft FastTrack architect and/or team to review solution blueprints to help ensure a positive customer outcome.

 

Lessons

Introduction

Develop a solution blueprint

Engage FastTrack in solution blueprint review

Discuss and explain the different forms of architecture involved when creating a solution blueprint

 

Engage a customer in conversation about the benefits of engaging a FastTrack architect or team

Describe the benefits of having the project team compare and evaluate the functional requirements

Module 7: Data Management

The topic of data management is broad, and it has many ramifications when deploying Dynamics 365. Four key considerations are discussed:

 

Data migration strategy Based on what data is needed for

 

Cutover plan Considerations include what data needs to be brought in during cutover and whether any data needs to be manually entered

 

Tools and framework Different tools and frameworks are available for different scenarios

 

Data retention plan Considerations include what data needs to be stored for business operation and compliance purposes

 

Lessons

Introduction

Data management

Key considerations

Group exercise

Discuss the key elements of data management

 

Articulate the questions a solution architect needs to ask when identifying data quality issues

Explain the questions a solution architect needs to ask prior to data migration

Describe the necessary data migration plan qualifications

Discuss the sequence and dependency of data migration steps

Discuss the solution architect’s role in data migration

Explain the top three questions solution architects should ask during the cutover process

Set up, navigate, and use the tools available in Microsoft Dynamics Lifecycle Services (LCS)

Discuss the recommended approaches when dealing with high-volume data migration

Module 8: Integration & Business events

Topics in this module include:

 

Integration This topic is primarily focused on integration strategy, system integrations, and integration platforms and tools.

 

Business events Business events is a new integration method that has been added to Dynamics 365 and has been largely adopted.

 

Endpoints Endpoints let you manage the destinations for the sending of business events.

 

Lessons

Introduction

Integration

Business events

Endpoints

Group exercise

Discuss the primary considerations that drive integration strategy

 

Describe the differences and similarities between integration and data migration

Distinguish and articulate the differences between interface and integrations

Discuss the common platforms and tools that are available to implement the integration strategy

Explain the functionality of business events and endpoints, their purpose, and basic considerations

Module 9: Localization, Compliance & Reporting

Topics in this module include:

 

Localization The process of localization is used to adapt a product or content to a specific location or market.

 

Compliance Compliance is the state or fact of according with or meeting rules or standards and is often required by governmental agencies.

 

Reporting Reporting capabilities can be important for localization and for compliance verification.

 

Lessons

Introduction

Localization

Compliance

Reporting

Group exercise

Identify the localization functionalities

 

Discuss the need for ISV solution providers

Describe the four common frameworks for audit and compliance

Explain compliance recommendations

Discuss the solution architect’s role in identifying the best tool to deliver reporting

Discuss the four questions that must be answered during of requirements gathering

Module 10: Extensibility

Topics include:

 

Intrusive customization A brief review of the issue of intrusive customization and why it’s become difficult to manage.

 

Benefits of extensibility Why extensibility is a better type of customization.

 

Extensibility options A listing of available common extensibility options.

 

Extensibility requests How to make an extensibility request to Microsoft when necessary.

 

Lessons

Introduction

Intrusive customization

Benefits of extensibility

Extensibility options

Extensibility requests

Discuss with customers the issue of intrusive customization

 

Explain the benefits of extensibility

Discuss the difference between overlayering and extensibility

Discuss the available common extensibility options

Determine the best way to make an extensibility request

Module 11: Security

Topics in this module include:

 

Enterprise resource planning (ERP) security consists of a wide range of measures to protect systems from illicit access and ensure accessibility and integrity of system data. This module discusses the following security-related topics:

 

Advise on security and compliance requirements The process of localization is used to adapt a product or content to a specific location or market.

 

Security design Compliance is the state or fact of according with or meeting rules or standards and is often required by governmental agencies.

 

Tools and features Reporting capabilities can be important for localization and for compliance verification

 

Lessons

Introduction

Advise on security and compliance requirements

Security design

Tools and features

Give an example of considerations for security that determine how each helps to define the security

 

Discuss the four primary security requirements solution architects should focus on during design

Identify and explain current Microsoft customer protection offerings

Discuss authentication, authorization, data security, and auditing considerations

Identify available tools and features that project teams can use to manage security

Module 12: Performance

Topics include:

 

Performance benchmarks Recommendations and guidance for properly defining benchmarks

 

Performance design Key considerations for performance design

 

Patterns Recommendations for key patterns to observe during design

 

Testing and tools Performance testing prerequisites and a list if existing performance tools

 

Lessons

Introduction

Define performance benchmarks and requirements

Performance design

Key patterns

Performance testing and tools

Group Exercise

Apply an example of a performance goal

 

Discuss the benefits and impact of well-defined benchmarks

Explain the impact of the solution architect’s role when gathering system performance requirements

Discuss the key performance design considerations of scalability, concurrency, and response time

Explain the prerequisites ensuring the relevance and accuracy of performance

Determine which specific performance tools can be used

Module 13: Application Lifecycle Management

Topics in this module include:

 

Version control Used to help resolve concerns over consistency in solution management.

 

Development Concepts, terminology, and core considerations.

 

Build Requirements, recommendations, and considerations.

 

Deployment Key considerations for deployment into runtime environments.

 

Lessons

Introduction

Version control

Development

Build

Deployment

Define the solution architect’s responsibilities when identifying the best ALM

 

Discuss how the use of DevOps helps synchronize business processes

Explain the primary benefits of version control

Discuss core concepts and considerations for development

Explain build process requirements, recommendations, and considerations

Discuss key considerations for deployment

Module 14: Automated Testing & RSAT

Topics include:

 

Understand the test options Four types of testing are performed throughout a Dynamics 365 implementation. This topic reviews these testing types and discusses the importance of the quality and coverage of use cases.

 

Summarize testing strategy and plan This topic discusses the reasons why a detailed testing strategy is necessary for several reasons and provides guidance about what a comprehensive testing plan should include.

 

Available tools for testing This topic identifies the Regression Suite Automation Tool (RSAT) as well as other available tools that can be used for testing, including the Performance SDK and the Data Expansion Tool.

 

Lessons

Introduction

Understand the test options

Discuss the primary functionality and purpose of each of the four types of testing

 

Explain the impact of the solution architect’s role when gathering system performance requirements

Discuss the various elements and considerations involved in developing a testing strategy

Describe the customer options available for using testing solutions

Module 15: Additional Areas for Architects

This module provides information about additional considerations that were not covered in the preceding modules. Topics include:

 

Overview of the upgrade process Lays out the typical high-level steps for project teams to complete an upgrade.

 

Special considerations Provides guidance for handling attachments, large databases, and other miscellaneous upgrade scenarios.

 

Printing scenarios in Dynamics 365 Describes printing options as well as print management configuration options.

 

Lessons

Introduction

Overview of the upgrade process

Special considerations

Printing scenarios in Dynamics 365

High-level Implementation Phases

Explain the high-level steps of the upgrade process

 

Discuss attachment and database size considerations

Explain document printing and print management concepts for Dynamics 365

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US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887