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 help professionals develop a better understanding of the important resources and tools to evaluate Dynamics 365 for Operations, apply it and maintain it proactively. This technical course teaches about the deployment choices, architecture, data migration, and integration configuration, reporting and BI, and many more. It helps in the understanding of cloud solutions and utilization of lifecycle services as solution architects. This training program is ideal for professionals who have experience with a technical or functional focus in Dynamics 365. By the end of this course, students will have a better understanding of the tools that are used for data management. They will gain knowledge regarding the available option on solution localization, repairing, and compliance.

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

• Defining skill areas for the role of a solution architect
• Getting more information on Support, AppSource, and Licensing for Dynamics 365
• Using Lifecycle services
• Having architectural conversations on performance, security, and extensibility
• Learning about ALM application lifecycle management
• Explaining deployment and instances models recommendations by Microsoft
• Explaining the Business events and Integration options on solutions
• Knowing the considerations for blueprinting Dynamics 365 solution
• Understanding CDS, CDM, and cloud solution
• Using RSAT for identifying opportunities for automated testing
• Knowing the available options on solution reporting, compliance, and localization
• Understanding the tools and concepts used for data management

This training is designed for professionals who have previous experience with technical or functional focus in Dynamics 365: Finance and Operations Applications. It focuses primarily on those who are new or want to become Solution Architects.

• 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.

• solution architect skills
• Recap the solution architect learning path
• Group exercise

After completing this module, the students should be able to

• Refresh the knowledge obtained by online content for solution architects
• List the skills needed for a solution architect
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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.
Instance strategy
Environment planning
Infrastructure & deployment
Group exercise
After completing this module, the students should be able to 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
Describe the primary drivers and usage of instance strategy.
3. Cloud Solution, CDM & CDS
Topics and concepts in this module include: CDM and CDS core concepts Explanations of these data-sharing technologies. CDM vs. CDS A brief discussion of how these technologies interact and complement each other. Power Platform This topic explores some of the components of Power Platform, the Microsoft business application platform. Dual Write A brief explanation of a new bi-directional integration functionality that Microsoft unveiled in 2019.
Introduction
CDM and CDS core concepts
Power Platform
Dual Write
Group Exercise
After completing this module, the students should be able to
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
Explain what the Microsoft Common Data Model is
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.
Introduction
Licensing
AppSource
Support
After completing this module, the students should be able to
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
Describe the licensing requirements for Dynamics 365 for Finance and Operations solutions
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.
Introduction
Core features and concepts
Understand the role and function of Azure DevOps and how to connect to LCS
Group exercise
After completing this module, the students should be able to
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
Describe three or more functions of LCS and the benefits it provides during solution implementation
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.
Introduction
Develop a solution blueprint
Engage FastTrack in solution blueprint review
After completing this module, the students should be able to
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
Discuss and explain the different forms of architecture involved when creating a solution blueprint
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
Introduction
Data management
Key considerations
Group exercise
After completing this module, the students should be able to
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
Discuss the key elements of data management
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.
Introduction
Integration
Business events
Endpoints
Group exercise
After completing this module, the students should be able to
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
Discuss the primary considerations that drive integration strategy
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.
Introduction
Localization
Compliance
Reporting
Group exercise
After completing this module, the students should be able to
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
Identify the localization functionalities
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.
Introduction
Intrusive customization
Benefits of extensibility
Extensibility options
Extensibility requests
After completing this module, the students should be able to
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
Discuss with customers the issue of intrusive customization
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
Introduction
Advise on security and compliance requirements
Security design
Tools and features
After completing this module, the students should be able to
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
Give an example of considerations for security that determine how each helps to define the security
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
Introduction
Define performance benchmarks and requirements
Performance design
Key patterns
Performance testing and tools
Group Exercise
After completing this module, the students should be able to
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
Apply an example of a performance goal
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.
Introduction
Version control
Development
Build
Deployment
After completing this module, the students should be able to
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
Define the solution architect’s responsibilities when identifying the best ALM
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.
Introduction
Understand the test options
After completing this module, the students should be able to
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
Discuss the primary functionality and purpose of each of the four types of testing
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.
Introduction
Overview of the upgrade process
Special considerations
Printing scenarios in Dynamics 365
High-level Implementation Phases
After completing this module, the students should be able to
Discuss attachment and database size considerations
Explain document printing and print management concepts for Dynamics 365
Explain the high-level steps of the upgrade process