Course Outline
Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
- Learn about what is expected of a solution architect
- Learn about the role of a solution architect during the project phases
- Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
Learn about initial customer discovery
- Discover customer communication strategies
- Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
Identify solution components
- Develop and validate a demo
- Worked with requirements as a solution architect for Microsoft Power Platform and Dynamics 365
Learn about leading requirement capture sessions
- Learn about functional and non-functional requirements
- Perform fit gap analysis
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
- Get started with Lifecycle Services for finance and operations 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
- Design and plan the implementation of finance and operations apps
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)
- Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
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
- Prepare data for migration to finance and operations apps
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
- Work with data management in finance and operations apps
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
- Perform user acceptance testing in finance and operations apps
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
- Get started with a finance and operations implementation project
Learn about the implementation journey for a successful finance and operations project
- Identify the different phases of a finance and operations implementation
- FastTrack Customer Success Program for finance and operations
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 finance and operations implementation
- Learn about the resources that will support your project
- Learn how to become a FastTrack-recognized solution architect
- Implement application lifecycle management in finance and operations apps
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
- Explore extensions and the extension framework in finance and operations apps
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
- Consume business events in finance and operations apps
Learn about the business events framework
- Implement new business events through the class extension
- Business events in Microsoft Power Automate
- Role-based security for business events
- Identify data integration patterns and scenarios in finance and operations apps
Identify integration web application programming interfaces
- Explore available data integration scenarios
- Identify the key differences between synchronous and asynchronous integrations
- Data integrations with finance and operations apps
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
- Work with analytics and reporting in finance and operations apps
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
- Introduction to Microsoft Power Platform
Learn the components and features of Microsoft Power Platform
- Identify when to use each Microsoft Power Platform component application to create business solutions
- Understand connectors
- Learn the value of using Microsoft Power Platform to create business solutions
- How to build a canvas app
Learn basic elements of Power Apps
- Build a canvas app
- Customize elements of your app
- Configure and manage app settings
- Introduction to Dataverse
Discover Microsoft Dataverse
- Learn about the Common Data Model
- Identify tables, columns, and relationships
- Learn about environments
- Discover business rules
- How to build a dashboard
Learn to connect to data on the Power BI desktop
- Transform and model the data you import
- Build basic visualizations
- Create and share a dashboard
- Discover how to collaborate in Power BI
- How to build an automated solution
Explore and build from existing flow templates
- Create a flow triggered by a new record or record change
- Explain how flow can automate and customize approvals
- Design and build mobile apps for finance and operations apps
The Microsoft Dynamics 365 Unified Operations mobile app
- Use cases for mobile apps
- How to build and work with workspaces
- Updates and upgrades for finance and operations apps
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
- Work with performance and monitoring tools in finance and operations apps
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
- Plan and implement security in finance and operations apps
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
- Implement role-based security in finance and operations apps
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 to go live with finance and operations apps
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
- Feature management in finance and operations apps
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
- Get started with Success by Design for Dynamics 365
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
- Create a solution blueprint for Dynamics 365 solutions
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
- Plan a testing strategy for your Dynamics 365 solution
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
- Design data models for Dynamics 365 solutions
Learn about data modeling in Dynamics 365
- Review data modeling best practices and learn how they are related to a Dynamics 365 project
- Business intelligence and analytics design for Dynamics 365 solutions
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
- Gap solution design for Dynamics 365 solutions
Learn about the Gap solution design workshop
- Prepare for the Gap solution design workshop
- Learn how to conduct the Gap solution design workshop
- Create a data migration strategy for Dynamics 365 solutions
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
- Review the security model for your Dynamics 365 solutions
Evaluate the proposed security model
- Provide feedback and recommendations that highlight technical risks and issues
- Integration design for Dynamics 365 solutions
Learn about connecting one or more components to create a unified experience
- Discover the process of integrating existing services without migrating or rebuilding
- Dual-write implementation for Dynamics 365 solutions
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
- Implement a performance strategy for Dynamics 365 solutions
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
- Cutover strategy for Dynamics 365 solutions
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
- Post-go-live strategy for Dynamics 365 solutions
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
- Get started with configuration and personalization in Finance and Operations apps
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
- Configure your user interface in Finance and Operations apps
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 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
- Configure your data in Finance and Operations apps
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