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

MB 700T00: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Training is designed to guide professionals for a better understanding of Dynamics 365 for Operations.

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| MB-700T00: Microsoft Dynamics 365: Finance and Ope

Course Overview

MB 700T00: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Training is a comprehensive program for developing an understanding of Dynamics 365.

This technical course deals with teaching deployment choices, architecture, data migration, reporting, and integration configuration. By completing this course learners enhance their knowledge about cloud solutions and utilization of lifecycle services as a solution architects.

This training is designed based on the objectives of the course variant MB 700T00 A.

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

Upcoming Schedules

Start Date Time Duration Mode Price
Dec 02, 2025 9:00 am - 5:00 pm EST 5 Days online
$2529
Dec 16, 2025 12:00 pm - 5:00 pm EST 5 Days online
$2529
+ View more schedules

What you will learn

  • Complete the solution blueprint artifacts
  • Know where to find technical information to address their customers questions
  • Understand the tasks expected to be completed by the solution architect for Dynamics implementation
  • Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
  • Learn about finance and operations implementation projects
  • Perform user acceptance testing in finance and operations apps
  • Design an implementation of finance and operations apps
  • Get started with Lifecycle Services for Finance and Operations Apps
  • Perform fit gap analysis
  • Planning testing strategy for your Dynamics 365 solutions
  • Creating a data migration strategy for Dynamics 365 solutions
  • Feature management in Finance and Operations Apps
  • Configure user interface in Finance and Operations Apps
  • Integration design for Dynamics 365 Solutions

Who Should Attend This Course?

  • Candidates pursuing this course shall have previous experience with a technical or functional focus in Dynamics 365: Finance and Operations Applications.
  • This course is primarily focused on candidates willing to become solution architects.
  • Given below are professionals who can use Microsoft Dynamics 365: Finance and Operations Apps Solution Architect Training to upskill their current positions:
    • ERP Specialists
    • Business Analyst
    • System Analyst
    • Project Managers
    • Functional Consultants
    • Technical Consultant
    • Solution Architects

Prerequisites

  • Candidates pursuing this course should have an introductory knowledge of the Dynamics 365 ecosystem and Microsoft Power Platform.

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

  • Learn about what is expected of a solution architect
  • Learn about the role of a solution architect during the project phases
  • Learn about initial customer discovery
  • Discover customer communication strategies
  • Identify solution components
  • Develop and validate a demo
  • Learn about leading requirement capture sessions
  • Learn about functional and non-functional requirements
  • Determine the feasibility of requirements
  • Refine requirements from proof of concept insights
  • Categorize business requirements and perform a fit-gap analysis
  • Evaluate Dynamics 365 and Microsoft Power Platform apps
  • Understand the functionality and tools of Lifecycle Services for finance and operations apps
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Identify and analyze gaps using the Business Process Modeler
  • Run the Issue Search tool and analyze the results
  • Lab: Use the Task recorder to create and edit a recording
  • Lab: Create a business process in the business process modeler
  • Lab: Create a support incident
  • Prepare documentation for gathered requirements by using methodologies in Lifecycle Services
  • Define use case scenarios
  • Learn how to participate in the creation of Business requirement documents (BRD)
  • Understand the importance of creating and maintaining documented processes
  • Participate in phase-based planning processes and solution design
  • Describe the future state business processes based on a proposed solution
  • Determine when to build versus buy
  • Create Functional Design Documents (FDD)
  • Learn about the functionality and features of Dynamics 365 Translation Service
  • Submit translation requests for user interface and documentation files of supported Dynamics 365 products
  • Review and edit a translation request's output to regenerate new translations
  • Use the Align tool to create translation memory for future translation requests
  • Lab: Create, review, and regenerate a user interface translation request
  • Lab: Create, review, and regenerate a documentation translation request
  • Lab: Create a translation memory file
  • Choose a data integration (import/export) strategy
  • Identify common migration scenarios and tools in finance and operations apps
  • Understand the Bring your database (BYOD) feature
  • Identify relevant (legacy) systems
  • Identify and import static data that is common between industries
  • Create and review test plans for data migration
  • Identify and extract source data
  • Identify relevant data entities and elements
  • Generate field mapping between source and target data structures
  • Test a data migration and validate the output
  • Support the transition between the existing and migrated systems
  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities
  • Work with the Data management workspace
  • Export data from a legal entity
  • Import data into a legal entity
  • Work with data import and export jobs
  • Clean up the staging tables
  • Work with database movement operations
  • Work with the data-sharing framework
  • Lab: Explore the Data management workspace
  • Lab: Export data using the Data management workspace
  • Test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to run test cases manually and automatically
  • The Regression suite automation tool (RSAT)
  • Lab: Build test scripts to test business functionality
  • Learn about the implementation journey for a successful finance and operations project
  • Identify the different phases of a finance and operations implementation
  • Learn the benefits of being part of the FastTrack program for the success of your implementation
  • Discover the engagement level from the Microsoft FastTrack team with your project
  • Define the roles that are needed for a finance and operations implementation
  • Learn about the resources that will support your project
  • Learn how to become a FastTrack-recognized solution architect
  • Define ALM
  • Learn about the different ALM methodologies
  • Build models
  • Create a project plan for building and testing solutions
  • Create processes for release management, change management, and risk management
  • Learn about the reasons for creating extensions
  • Determine when to use the extensibility request form
  • Learn about the risk of intrusive customizations
  • Develop code that will extend the functionality of finance and operations apps
  • Implement the SysOperationSandbox framework
  • Lab: Extend an EDT
  • Learn about the business events framework
  • Implement new business events through class extension
  • Consume business events
  • Extend and existing business event
  • Business events in Microsoft Power Automate
  • Role based security for business events
  • Identify integration web application programming interfaces
  • Explore available data integration scenarios
  • Identify the key differences between synchronous and asynchronous integrations
  • Set up a data project
  • Set up a recurring data job
  • Define authorization for integrations by using OAuth
  • Monitor the status and availability of entities
  • Develop data transformations
  • Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications
  • Use composite data entities
  • Integrate composite data entities
  • Export composite data entities
  • Learn about Azure Data Lake and Entity Store and how to change data in Azure Data Lake
  • Learn about Microsoft Power Platform convergence
  • Lab: Create a data project and recurring data job
  • Different types of reports and inquiries in finance and operations apps
  • Financial reporting
  • Configuring finance and operations apps for Microsoft Power Platform
  • Generating and consuming inquiries and reports
  • Lab: Work with reports
  • Examine Microsoft Power Platform
  • Describe the business value of the Power Platform
  • Explore connectors in the Power Platform
  • Review using Microsoft Dataverse to organize business data
  • Examine how Power Platform works together with Microsoft 365 apps and services
  • Explore solutions using Power Platform Microsoft Teams
  • Describe how Power Platform works with Dynamics 365
  • Describe how Power Platform solutions can consume Azure Services
  • Explore how Power Platform apps work together to create solutions
  • Examine the different Power Platform administrative options available
  • Describe security and governance in the Power Platform
  • Explore Microsoft Dataverse and how to use it to build business solutions
  • Examine Power Platform connectors
  • Lab: Build a basic Dataverse data model
  • The Microsoft Dynamics 365 Unified Operations mobile app
  • Use cases for mobile apps
  • How to build and work with workspaces
  • How to upgrade from Dynamics AX legacy (AX 2012 and AX 2009)
  • How to update from earlier finance and operations versions 7.0, 7.1, 7.2, 7.3, and 8.0 to version 10
  • Diagnose performance issues by using the Trace parser
  • Explore load testing by using the Performance SDK
  • Monitor performance by using the SQL Insights dashboard
  • Monitor server Health metrics in Microsoft Dynamics Lifecycle Services
  • Lab: Use the Environment monitoring tool in Lifecycle Services
  • Understand the security architecture of finance and operations apps
  • Learn about encryption in finance and operations apps
  • Manage users
  • Manage security
  • Apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Lab: Import a user and assign a security role
  • Lab: Work with security
  • Create and modify roles, duties, privileges, and permissions.
  • Review the role-based security hierarchy
  • Use and enforce permissions policies
  • Define the extensible data security framework (XDS)
  • Apply for security permissions
  • Stay compliant with user licensing requirements
  • Lab: Create a new security role and add duties
  • Prepare for go-live
  • Complete the Microsoft Dynamics Lifecycle Services Methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack Go-live assessment
  • Request the production environment
  • Learn about the Feature management workspace in finance and operations apps
  • Discover when and how to enable features, including how to disable and reschedule features
  • Learn how to check for feature updates and assign roles
  • Learn how to use FastTrack techniques on your project
  • Review the Success by Design processes and workshops
  • Identify the different phases of a project
  • Discover the available tools for tracking project progress
  • Learn how to identify project goals
  • Learn about the project's tenant strategy
  • Consider any non-functional requirements
  • Learn how to prepare, and conduct the Solution blueprint workshop
  • Identify measurable and non-measurable testing goals and results
  • Plan the entire testing strategy for an engagement
  • Learn how to prepare and conduct the Test strategy review workshop
  • Learn about data modeling in Dynamics 365
  • Review data modeling best practices and learn how they are related to a Dynamics 365 project
  • Learn about the Business intelligence and analytics design workshop
  • Prepare for the Business intelligence and analytics design workshop
  • Learn how to conduct the Business intelligence and analytics design workshop
  • Learn about the Gap solution design workshop
  • Prepare for the Gap solution design workshop
  • Learn how to conduct the Gap solution design workshop
  • Learn about the best practices for data migration
  • Discover how data migration relates to and can affect a project
  • Learn how to prepare and conduct the Data migration strategy workshop
  • Evaluate the proposed security model
  • Provide feedback and recommendations that highlight technical risks and issues
  • Learn about connecting one or more components to create a unified experience
  • Discover the process of integrating existing services without migrating or rebuilding
  • Learn about the Dual-write implementation workshop
  • Prepare for the Dual-write implementation workshop
  • Learn how to conduct the Dual-write implementation workshop
  • Follow up after the Dual-write implementation workshop
  • Learn about the Solution performance review
  • Prepare for the Solution performance workshop
  • Define performance benchmarks and success criteria
  • Learn how to conduct the Solution performance workshop
  • Learn about the Cutover strategy workshop
  • Prepare for the Cutover strategy workshop
  • Learn how to conduct the Cutover strategy workshop
  • Follow up after the Cutover strategy workshop
  • Learn about the Post go-live workshop
  • Prepare for the Post go-live workshop
  • Implement the Post-go-live workshop
  • Follow up after the Post go-live workshop
  • Log into your environment
  • List several ways the environment can be customized without coding
  • Demonstrate how to favorite menu items for quick navigation
  • Lab: Customize your status bar
  • Add a menu item to the favorites
  • Explain how different roles see different dashboards
  • Add a KPI to a dashboard workspace
  • Modify the fields in a form
  • Modify the fields in a report
  • Lab: Create favorites
  • Lab: View role-based dashboards
  • Lab: Change form fields and queries
  • Lab: Change report output
  • Modify an entity
  • Add security to a user
  • Download data to Excel, update, and upload
  • Lab: Add a field to a data entity
  • Lab: Use Excel to view and update data

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