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 - 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
9 - 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
10 - 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
11 - Prepare to go-live with finance and operations apps
- Understand the go-live process
- Complete the Lifecycle Services methodology
- Manage environments in the Implementation portal
- Perform user acceptance testing (UAT) for your solution
- FastTrack go-live assessment
- Request a production environment
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
13 - 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
14 - 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)
15 - 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
16 - 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
17 - 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
- Module assessment
18 - 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
- Microsoft Entra ID and OAuth 2.0 authentication
19 - Perform user acceptance testing in finance and operations apps
- Create user acceptance test libraries
- Record test cases and save to the business process modeler (BPM)
- Synchronize and configure your test plan in Azure DevOps
- Run user acceptance tests
- Data task automation
20 - Upgrade from AX 2012 to Dynamics 365 Finance
- Upgrade analysis report
- Pre-upgrade checklist and estimation tools
- Data upgrade
- Cutover testing
- Functional testing
- Prepare for go live
- Go live
21 - Updates and upgrades for finance and operations apps
- Continuous updates (One Version)
- Service updates
- Upgrade your finance and operations version
- Apply updates to cloud environments
- Data upgrade
- Update development tools
22 - Prepare to go-live with finance and operations apps
- Understand the go-live process
- Complete the Lifecycle Services methodology
- Manage environments in the Implementation portal
- Perform user acceptance testing (UAT) for your solution
- FastTrack go-live assessment
- Request a production environment
23 - 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
24 - Explore extensions and the extension framework in finance and operations apps
- Customization models
- Assess the extensibility of code
- Extension points for frameworks
- Develop code to extend a framework
- Create pre-event and post-event handler classes
- Implement the SysOperationSandbox framework
- Implement the workflow framework
25 - 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
26 - 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
27 - 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
28 - 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
29 - Design data models for Dynamics 365 solutions
- Data modeling overview
- Entity relationship diagram
- Out-of-the-box vs. custom tables
- Table configuration
30 - 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
31 - 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
32 - 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
33 - Review the security model for your Dynamics 365 solutions
- The importance of security in Dynamics 365
- Key considerations of a strong security model
- Security module overview
- Business units and teams
- Implemented-security-mechanisms
- Scalability, performance, and maintainability
- Security module overview
34 - 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
- Module assessment
35 - 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
36 - Dual-write implementation for Dynamics 365 solutions
- Dual-write implementation workshop overview
- Prepare for the workshop
- Workshop implementation and follow-up
37 - 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
38 - 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
39 - 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
40 - Get started with configuration and personalization in finance and operations apps
- Set up your environment
- Explore personalization functionality
41 - 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
42 - Configure your data in finance and operations apps
- Create entities
- Manage security
- Integrate with Microsoft Office
43 - 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
44 - Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
- Initial customer discovery
- Customer discovery meetings
- Customer communication strategy
45 - 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
46 - 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
47 - Challenge project - Architecting solutions for a new product line for customers
- Prepare
- Module assessment
