Course Overview
1 - Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
- Existing product and platform skills
- Expectations of a solution architect
- Solution architect role during project phases
- Pillars of a great architecture
- Check your knowledge
2 - Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
- Initial customer discovery
- Customer discovery meetings
- Customer communication strategy
- Check your knowledge
3 - Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
- Identify solution components
- Develop and validate a demo
- Identify potential third-party components
- Recognize strengths and weaknesses in a solution
- Check your knowledge
4 - Work with requirements for Microsoft Power Platform and Dynamics 365
- Lead requirement capture sessions
- Identify functional requirements
- Identify non-functional requirements
- Confirm and finalize requirements
- Check your knowledge
5 - Perform fit gap analysis
- Determine feasibility of requirements
- Refine requirements from proof of concept insights
- Categorize business requirements and perform gap fit analysis
- Evaluate Dynamics 365 and Microsoft Power Platform apps
- Check your knowledge
6 - Get started with Lifecycle Services for finance and operations apps
- Understand the functionality and tools of Lifecycle Services
- Determine licensing requirements
- Lifecycle Services security
- Reuse existing assets, copy, and share data
- Perform actions in the Asset library
- Work with the Task recorder
- Business process modeler (BPM)
- Support options
- Get product updates from Lifecycle Services
- Check your knowledge
7 - Design and plan an implementation of finance and operations apps
- Use implementation methodologies for a successful implementation
- Cloud implementation - analysis
- Cloud implementation - design and develop
- Cloud implementation - test
- Cloud implementation - deploy and operate
- On-premises implementation - analysis
- On-premises implementation - design and develop
- On-premises implementation - test, deploy, and operate
- Gathering and analyzing the requirements
- Create functional design documents (FDD)
- Check your knowledge
8 - Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
- Access Dynamics 365 Translation Service
- Types of requests
- Reuse translations (recycling)
- Custom-trained machine translation system
- Check your knowledge
9 - Prepare data for migration to finance and operations apps
- Select a data integration (import/export) strategy
- Common migration scenarios and tools
- Bring your own database (BYOD)
- Test a data migration and validate output
- Check your knowledge
10 - Work with data management in finance and operations apps
- Data management concepts
- Use data entities for data management and integration
- Work with the Data management workspace
- Using Standard and Enhanced views for tiles
- Use templates in data management
- Export, import, and copy data into a legal entity
- Lab - Explore the Data management workspace
- Lab - Export data using the Data management workspace
- Database movement operations
- Data sharing framework
- Check your knowledge
11 - Perform user acceptance testing in finance and operations apps
- Create user acceptance test libraries
- Record test cases and save to BPM
- Synchronize and configure your test plan in Azure DevOps
- Run user acceptance tests
- Data task automation
- Check your knowledge
12 - Get started with a finance and operations implementation project
- Implementation project overview
- Roles in a Dynamics 365 implementation
- Project phases
- Implementation planning and architecture
- Combining tools and solutions for impactful implementations
- Check your knowledge
13 - FastTrack Customer Success Program for finance and operations
- Overview of the FastTrack program
- FastTrack engagement across the phases
- Solution blueprint review
- Become a FastTrack recognized solution architect
- Check your knowledge
14 - Implement application lifecycle management in finance and operations apps
- ALM methodologies
- Design and create models
- Plan the build, test, and quality control processes
- Identify upgrade scenarios and appropriate tools
- Plan the release, change, and risk management processes
- Check your knowledge
15 - Explore extensions and the extension framework in finance and operations apps
- Customization models
- Extension points for frameworks
- Develop code to extend a framework
- Implement the SysOperationSandbox framework
- Lab - Extend an EDT
- Check your knowledge
16 - Consume business events in finance and operations apps
- Business event framework
- Create a new business event
- Activate business events
- Role-based security for business events
- Business events in Microsoft Power Automate
- Check your knowledge
17 - Identify data integration patterns and scenarios in finance and operations apps
- Select an integration API
- Synchronous and asynchronous patterns
- Data integration scenarios
- Check your knowledge
18 - Data integrations with finance and operations apps
- Set up a data project and recurring data job
- Implement authorization to support integration
- Monitor status and availability of entities
- Develop data transformation
- Microsoft Dataverse integrations
- Work with composite data entities
- Azure Data Lake and Entity Store
- Change data in Azure Data Lake
- Power Platform convergence
- Check your knowledge
19 - Work with analytics and reporting in finance and operations apps
- Understand different types of reports and inquiries
- Financial reporting
- Find inquiries and reports
- Generate and consume inquiries and reports
- Configure finance and operations apps for Microsoft Power Platform
- Lab - Work with reports
- Check your knowledge
20 - Describe the business value of the Microsoft Power Platform
- Explore Microsoft Power Platform
- Describe the business value of the Power Platform
- Explore connectors and Microsoft Dataverse
- Describe how Power Platform works with Microsoft 365 apps and services
- Explore how Power Platform works with Microsoft Teams
- Describe how Power Platform works with Microsoft Dynamics 365 apps
- Describe how Power Platform solutions consume Microsoft Azure services
- Explore how Microsoft Power Platform apps work together
21 - Identify foundational components of Microsoft Power Platform
- Describe Power Platform administration
- Describe Power Platform security and governance
- Explore Microsoft Dataverse
- Examine Power Platform connectors
22 - Design and build mobile apps for finance and operations apps
- Demonstration
- Overview of the Dynamics 365 Unified Operations mobile app
- Page design guidelines
- Action design guidelines
- Form design requirements
- Design considerations
- Understand use cases for mobile apps
- Get the Dynamics 365 Unified Operations mobile app
- Check your knowledge
23 - Updates and upgrades for finance and operations apps
- Upgrade from finance and operations version 7.x to version 10
- Update from finance and operations version 8.x to version 10.0.x
- Data upgrade
- Upgrade from AX 2012
- Migrate from AX 2009
- Check your knowledge
24 - Work with performance and monitoring tools in finance and operations apps
- Diagnose performance issues by using Trace parser
- Load testing by using the Performance SDK
- Monitor performance by using SQL Insights
- Create a SQL trace by using the SQL Profiler
- Monitor server health metrics in Lifecycle Services
- Check your knowledge
25 - Plan and implement security in finance and operations apps
- Understand the security architecture
- Encryption in finance and operations apps
- Manage users and security
- Set up and apply segregation of duties
- Run security reports
- Stay compliant with user licensing requirements
- Security diagnostics for task recordings
- Extensible data security policies
- Lab - Work with security
- Check your knowledge
26 - Implement role-based security in finance and operations apps
- Create and modify duties, privileges, and permissions
- Enforce permissions policy
- Extensible data security framework
- Apply security permissions
- Lab - Create a new security role and add duties
- Check your knowledge
27 - Prepare to go-live with finance and operations apps
- Understand the go-live process
- Complete the Lifecycle Services methodology
- Perform user acceptance testing (UAT) for your solution
- FastTrack go-live assessment
- Request a production environment
- Check your knowledge
28 - Feature management in finance and operations apps
- Feature management workspace
- Feature states
- Enable a feature
- Reschedule a feature
- Disable a feature
- Features that must be enabled
- Enable all features
- Check for updates
- Assign roles
- Features that use configuration keys
- Data entities
- Check your knowledge
29 - Get started with Success by Design for Dynamics 365
- Overview of Success by Design
- Reasons to use Success by Design
- Success by Design phases
- Implement Success by Design
- Track Success by Design activities and progress
- Check your knowledge
30 - Create a solution blueprint for Dynamics 365 solutions
- Solution blueprint review workshop overview
- Prepare for the Solution blueprint review
- Solution blueprint review participants
- Conduct the Solution blueprint review workshop
- Solution blueprint follow-up
- Check your knowledge
31 - Plan a testing strategy for your Dynamics 365 solution
- Overview of the Test strategy review workshop
- Prepare for the workshop
- Workshop implementation and follow-up
- Check your knowledge
32 - Design data models for Dynamics 365 solutions
- Entity relationship diagram
- Out-of-the-box vs. custom tables
- Table configuration
- Check your knowledge
33 - Business intelligence and analytics design for Dynamics 365 solutions
- Business intelligence and analytics design workshop overview
- Prepare for the Business intelligence and analytics design workshop
- Conduct the Business intelligence and analytics design workshop
- Business intelligence and analytics design follow-up
- Check your knowledge
34 - Gap solution design for Dynamics 365 solutions
- Gap solution design workshop overview
- Prepare for the Gap solution design workshop
- Conduct the Gap solution design workshop
- Gap solution design follow-up
- Check your knowledge
35 - Create a data migration strategy for Dynamics 365 solutions
- Data migration strategy overview
- Prepare for the Data migration workshop
- Conduct the Data migration strategy workshop
- Check your knowledge
36 - Review the security model for your Dynamics 365 solutions
- Security workshop topics
- Check your knowledge
37 - Integration design for Dynamics 365 solutions
- Integration design review workshop overview
- Prepare for the Integration design review
- Conduct the Integration design review
- Integration design review workshop follow-up
- Check your knowledge
38 - Dual-write implementation for Dynamics 365 solutions
- Dual-write implementation workshop overview
- Prepare for the workshop
- Workshop implementation and follow-up
- Check your knowledge
39 - Implement a performance strategy for Dynamics 365 solutions
- Solution performance workshop topics
- Define performance benchmarks and success criteria
- Timing of the Solution performance review
- Prepare for the workshop
- Workshop implementation and follow-up
- Check your knowledge
40 - Cutover strategy for Dynamics 365 solutions
- Purpose of the Cutover strategy workshop
- Timing of the Cutover strategy review
- Cutover strategy workshop overview
- Prepare for the workshop
- Workshop implementation and follow-up
- Check your knowledge
41 - Post go-live strategy for Dynamics 365 solutions
- Timing of the Post go-live workshop
- Post go-live workshop overview
- Prepare for the workshop
- Post go-live workshop implementation and follow up
- Check your knowledge
42 - Get started with configuration and personalization in Finance and Operations apps
- Set up your environment
- Explore personalization functionality
43 - Configure your user interface in Finance and Operations apps
- Manage menus: Favorites
- Manage menus: Dashboards by role
- Manage menus: Key performance indicators
- Manage forms: Fields
- Manage forms: Filters and ranges
- Configure reports
44 - Configure your data in Finance and Operations apps
- Create entities
- Manage security
- Integrate with Microsoft Office
