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

Der Dynamics 365 Finance and Operations-Lösungsarchitekt ist ein vertrauenswürdiger Berater, der sich mit Organisationen und Mitgliedern des Implementierungsteams in Verbindung setzt, um Geschäftsanforderungen in eine klar definierte und kostengünstige Lösung zu übersetzen? Der Architekt ist für die Integrität und erfolgreiche Umsetzung des gesamten Lösungsdesigns verantwortlich. Der Architekt stellt während des restlichen Projektlebenszyklus einen wichtigen Leitfaden sowie Unterstützung vom Vorverkauf bereit. Sie besitzen fundierte Kenntnisse und Erfahrung beim Entwerfen von Lösungen, die geschäftsspezifische Anforderungen erfüllen. Der Lösungsarchitekt verfügt möglicherweise über einen technischen, funktionalen oder branchenspezifischen Hintergrund. Der Lösungsarchitekt muss Kenntnisse über alle Dynamics 365-Apps sowie über Power Platform nachweisen. Sie müssen über ein tiefgreifendes Verständnis der Finance and Operations-Apps verfügen. Darüber hinaus verfügen sie über umfassende Domänenkenntnisse in mindestens einer Branche.
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Die/der Teilnehmer dieses Trainings sollten über frühere Erfahrungen mit funktionalen oder technischen Schwerpunkten in Dynamics 365 verfügen: Finance and Operations Applications. Vor allem für diejenigen, die eine Rolle als Lösungsarchitekt anstreben.
Sie müssen die folgenden Lernpfade absolvieren, bevor Sie an dieser von einem Ausbilder geleiteten Schulung teilnehmen: 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

Wichtige Information

Dieses Training behandelt prüfungsrelevante Themen zum Examen: Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert

Was werden Sie in diesem Training erlernen?

Dieser Kurs soll diejenigen, die Lösungsarchitekten werden möchten, und diejenigen, die neu in dieser Rolle sind, darauf vorbereiten, mehr über die technischen Details informieren, mit denen Lösungsarchitekten während der Implementierung zu tun haben.

Agenda

Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
Pillars of a great architecture
Solution architect role during project phases
Expectations of a solution architect
Existing product and platform skills
Introduction to becoming a solution architect
Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
Customer communication strategy
Customer discovery meetings
Initial customer discovery
Introduction and discovery overview
Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
Identify potential third-party components
Develop and validate a demo
Identify solution components
Introduction and overview to proposing a solution
Work with requirements for Microsoft Power Platform and Dynamics 365
Confirm and finalize requirements
Identify non-functional requirements
Identify functional requirements
Lead requirement capture sessions
Perform fit gap analysis
Categorize business requirements and perform gap fit analysis
Refine requirements from proof of concept insights
Determine feasibility of requirements
Introduction to fit gap analysis
Get started with Lifecycle Services for finance and operations apps
Support options
Business process modeler (BPM)
Work with the Task recorder
Perform actions in the Asset library
Reuse existing assets, copy, and share data
Lifecycle Services security
Determine licensing requirements
Understand the functionality and tools of Lifecycle Services
Design and plan an implementation of finance and operations apps
Gathering and analyzing the requirements
On-premises implementation - test, deploy, and operate
On-premises implementation - design and develop
On-premises implementation - analysis
Cloud implementation - deploy and operate
Cloud implementation - test
Cloud implementation - design and develop
Cloud implementation - analysis
Use implementation methodologies for a successful implementation
Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
Custom-trained machine translation system
Reuse translations (recycling)
Types of requests
Access Dynamics 365 Translation Service
Prepare data for migration to finance and operations apps
Bring your own database (BYOD)
Common migration scenarios and tools
Select a data integration (import/export) strategy
Work with data management in finance and operations apps
Data sharing framework
Database movement operations
Lab - Export data using the Data management workspace
Lab - Explore the Data management workspace
Export, import, and copy data into a legal entity
Use templates in data management
Using Standard and Enhanced views for tiles
Work with the Data management workspace
Use data entities for data management and integration
Data management concepts
Perform user acceptance testing in finance and operations apps
Run user acceptance tests
Synchronize and configure your test plan in Azure DevOps
Record test cases and save to BPM
Create user acceptance test libraries
Get started with a finance and operations implementation project
Combining tools and solutions for impactful implementations
Implementation planning and architecture
Project phases
Roles in a Dynamics 365 implementation
Implementation project overview
FastTrack Customer Success Program for finance and operations
Solution blueprint review
FastTrack engagement across the phases
Overview of the FastTrack program
Implement application lifecycle management in finance and operations apps
Plan the release, change, and risk management processes
Identify upgrade scenarios and appropriate tools
Plan the build, test, and quality control processes
Design and create models
ALM methodologies
Explore extensions and the extension framework in finance and operations apps
Develop code to extend a framework
Extension points for frameworks
Customization models
Introduction
Consume business events in finance and operations apps
Role-based security for business events
Activate business events
Create a new business event
Business event framework
Identify data integration patterns and scenarios in finance and operations apps
Synchronous and asynchronous patterns
Select an integration API
Data integrations with finance and operations apps
Power Platform convergence
Change data in Azure Data Lake
Azure Data Lake and Entity Store
Work with composite data entities
Microsoft Dataverse integrations
Develop data transformation
Monitor status and availability of entities
Implement authorization to support integration
Exercise - Create a data project and recurring data job
Set up a data project and recurring data job
Introduction
Work with analytics and reporting in finance and operations apps
Introduction
Describe the business value of the Microsoft Power Platform
Configure finance and operations apps for Microsoft Power Platform
Generate and consume inquiries and reports
Find inquiries and reports
Financial reporting
Understand different types of reports and inquiries
Introduction
Describe the business value of the Power Platform
Describe how Power Platform solutions consume Microsoft Azure services
Describe how Power Platform works with Microsoft Dynamics 365 apps
Explore how Power Platform works with Microsoft Teams
Describe how Power Platform works with Microsoft 365 apps and services
Explore connectors and Microsoft Dataverse
Identify foundational components of Microsoft Power Platform
Explore Microsoft Dataverse
Describe Power Platform security and governance
Describe Power Platform administration
Introduction
Design and build mobile apps for finance and operations apps
Get the Dynamics 365 Unified Operations mobile app
Understand use cases for mobile apps
Design considerations
Form design requirements
Action design guidelines
Page design guidelines
Overview of the Dynamics 365 Unified Operations mobile app
Demonstration
Introduction
Updates and upgrades for finance and operations apps
Upgrade from AX 2012
Data upgrade
Update from finance and operations version 8.x to version 10.0.x
Upgrade from finance and operations version 7.x to version 10
Work with performance and monitoring tools in finance and operations apps
Create a SQL trace by using the SQL Profiler
Monitor performance by using SQL Insights
Load testing by using the Performance SDK
Diagnose performance issues by using Trace parser
Plan and implement security in finance and operations apps
Security diagnostics for task recordings
Stay compliant with user licensing requirements
Run security reports
Set up and apply segregation of duties
Manage users and security
Encryption in finance and operations apps
Understand the security architecture
Implement role-based security in finance and operations apps
Extensible data security framework
Enforce permissions policy
Create and modify duties, privileges, and permissions
Prepare to go-live with finance and operations apps
FastTrack go-live assessment
Perform user acceptance testing (UAT) for your solution
Complete the Lifecycle Services methodology
Understand the go-live process
Feature management in finance and operations apps
Features that use configuration keys
Assign roles
Check for updates
Enable all features
Features that must be enabled
Disable a feature
Reschedule a feature
Enable a feature
Feature states
Feature management workspace
Get started with Success by Design for Dynamics 365
Implement Success by Design
Success by Design phases
Reasons to use Success by Design
Overview of Success by Design
Create a solution blueprint for Dynamics 365 solutions
Conduct the Solution blueprint review workshop
Solution blueprint review participants
Prepare for the Solution blueprint review
Solution blueprint review workshop overview
Plan a testing strategy for your Dynamics 365 solution
Workshop implementation and follow-up
Prepare for the workshop
Overview of the Test strategy review workshop
Design data models for Dynamics 365 solutions
Out-of-the-box vs. custom tables
Entity relationship diagram
Business intelligence and analytics design for Dynamics 365 solutions
Conduct the Business intelligence and analytics design workshop
Prepare for the Business intelligence and analytics design workshop
Business intelligence and analytics design workshop overview
Gap solution design for Dynamics 365 solutions
Conduct the Gap solution design workshop
Prepare for the Gap solution design workshop
Gap solution design workshop overview
Create a data migration strategy for Dynamics 365 solutions
Prepare for the Data migration workshop
Data migration strategy overview
Review the security model for your Dynamics 365 solutions
Integration design for Dynamics 365 solutions
Integration design review workshop follow-up
Conduct the Integration design review
Prepare for the Integration design review
Integration design review workshop overview
Dual-write implementation for Dynamics 365 solutions
Workshop implementation and follow-up
Prepare for the workshop
Dual-write implementation workshop overview
Implement a performance strategy for Dynamics 365 solutions
Workshop implementation and follow-up
Prepare for the workshop
Timing of the Solution performance review
Define performance benchmarks and success criteria
Solution performance workshop topics
Cutover strategy for Dynamics 365 solutions
Workshop implementation and follow-up
Prepare for the workshop
Cutover strategy workshop overview
Timing of the Cutover strategy review
Purpose of the Cutover strategy workshop
Post go-live strategy for Dynamics 365 solutions
Post go-live workshop implementation and follow up
Prepare for the workshop
Post go-live workshop overview
Timing of the Post go-live workshop
Get started with configuration and personalization in Finance and Operations apps
Explore personalization functionality
Set up your environment
Configure your user interface in Finance and Operations apps
Configure reports
Manage forms: Filters and ranges
Manage forms: Fields
Manage menus: Key performance indicators
Manage menus: Dashboards by role
Manage menus: Favorites
Configure your data in Finance and Operations apps
Integrate with Microsoft Office
Manage security
Create entities
  • Group Exercise: Review Architecting on AWS core best practices
  • Lab 1: Securing Amazon S3 VPC Endpoint Communications
  • Group Exercise: Review Architecting on AWS core best practices
  • AWS Organizations for multi-account access and permissions
  • AWS SSO to simplify access and authentication across AWS accounts and third-party services
  • AWS Control Tower
  • Permissions, access, and authentication
  • Group Exercise: Review Architecting on AWS core best practices
  • Lab 1: Securing Amazon S3 VPC Endpoint Communications
  • Group Exercise: Review Architecting on AWS core best practices
  • Lab 1: Securing Amazon S3 VPC Endpoint Communications

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