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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.
Audience Profile
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.
Accessing your courseware and registering attendance with Microsoft
To access your Official Curriculum (MOC) course materials you will need a Microsoft.com/Learn account. In Learn you will also be able to register your completion of the event and receive your achievement badge. You will be issued with a unique code during your event.
Prerequisites
Important - This course has MFA Requirements. Please read this link and download the MFA app, prior to attending.
You must complete the following learning paths before attending this instructor led training :
- Architect solutions for Dynamics 365 and Power Platform - Learn | Microsoft Docs 3 hr 57 min
- Use Success by Design for Unified Operations apps solutions - Learn | Microsoft Docs 3 hr 30 min
Delegates will learn how to
- Understand the tasks expected to be completed by the solution architect for Dynamics implementation
- Complete the solution blueprint artifacts
- Know where to find technical information to address their customer’s questions
Outline
Module 1: Architect solutions for Dynamics 365 and Microsoft Power Platform
- Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
- Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
- Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
- Work with requirements for Microsoft Power Platform and Dynamics 365
- Perform fit gap analysis
Module 2: Use Lifecycle Services to design and plan an implementation of finance and operations apps
- Get started with Lifecycle Services for finance and operations apps
- Design and plan an implementation of finance and operations apps
Module 3: Migrate data and go live with finance and operations apps
- Prepare data for migration to finance and operations apps
- Work with data management in finance and operations apps
- Perform user acceptance testing in finance and operations apps
- Prepare to go-live with finance and operations apps
Module 4: Implement finance and operations apps
Get started with a finance and operations implementation project
- Feature management in finance and operations apps
- Design and plan an implementation of finance and operations apps
- Implement application lifecycle management in finance and operations apps
- Get started with Lifecycle Services for finance and operations apps
- Plan and implement security in finance and operations apps
- Implement role-based security in finance and operations apps
- Upgrade from AX 2012 to Dynamics 365 Finance
- Updates and upgrades for finance and operations apps
- Prepare to go-live with finance and operations apps
- Work with performance and monitoring tools in finance and operations apps
- Explore extensions and the extension framework in finance and operations apps
- Work with analytics and reporting in finance and operations apps
Module 5: Use Success by Design for Dynamics 365 solutions
- Get started with Success by Design for Dynamics 365
- Create a solution blueprint for Dynamics 365 solutions
- Plan a testing strategy for your Dynamics 365 solution
- Design data models for Dynamics 365 solutions
- Business intelligence and analytics design for Dynamics 365 solutions
- Gap solution design for Dynamics 365 solutions
- Create a data migration strategy for Dynamics 365 solutions
- Review the security model for your Dynamics 365 solutions
- Plan and implement security in finance and operations apps
- Integration design for Dynamics 365 solutions
- Dual-write implementation for Dynamics 365 solutions
- Implement a performance strategy for Dynamics 365 solutions
- Cutover strategy for Dynamics 365 solutions
- Post go-live strategy for Dynamics 365 solutions
Module 6: Configure apps in finance and operations
- Get started with configuration and personalization in finance and operations apps
- Configure your user interface in finance and operations apps
- Configure your data in finance and operations apps
Module 7: Validate your skills architecting solutions for customers and products
- Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
- Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
- Perform fit gap analysis
- Implement application lifecycle management in finance and operations apps
- Challenge project - Architecting solutions for a new product line for customers
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