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MB-700: Microsoft Dynamics 365 Finance and Operations Apps Solutions Architect Expert
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Introduction
Audio Book: MB-700 - Introduction
Lesson 1: Architect solutions for Dynamics 365 and Microsoft Power Platform
Lesson 1: Architect solutions for Dynamics 365 and Microsoft Power Platform
Audio Book: Lesson 1: Architect solutions for Dynamics 365 and Microsoft Power Platform
Podcast: Lesson 1: Architect solutions for Dynamics 365 and Microsoft Power Platform
1.1.1 Introduction to becoming a solution architect
1.1.2 Existing product and platform skills
1.1.3 Expectations of a solution architect
1.1.4 Solution architect role during project phases
1.1.5 Pillars of a great architecture
1.1.6 Summary
Activity: Knowledge Check
1.2.1 Introduction and discovery overview
1.2.2 Initial customer discovery
1.2.3 Customer discovery meetings
1.2.4 Summary
Activity: Knowledge Check
1.3.1 Introduction and overview to proposing a solution
1.3.2 Identify solution components
1.3.3 Develop and validate a demo
1.3.4 Identify potential third-party components
1.3.5 Recognize strengths and weaknesses in a solution
1.3.6 Summary
Activity: Knowledge Check
1.4.1 Introduction
1.4.2 Lead requirement capture sessions
1.4.3 Identify functional requirements
1.4.4 Identify non-functional requirements
1.4.5 Confirm and finalize requirements
1.4.6 Summary
Activity: Knowledge Check
1.5.1 Introduction to fit gap analysis
1.5.2 Determine feasibility of requirements
1.5.3 Categorize business requirements and perform gap fit analysis
1.5.4 Evaluate Dynamics 365 and Microsoft Power Platform apps
1.5.5 Summary
Activity: Knowledge Check
Lesson 2: Use Lifecycle Services to design and plan an implementation of finance and operations apps
Lesson 2: Use Lifecycle Services to design and plan an implementation of finance and operations apps
Audio Book: Lesson 2: Use Lifecycle Services to Design and Plan an Implementation of Finance and Operations Apps
Podcast: Lesson 2: Use Lifecycle Services to Design and Plan an Implementation of Finance and Operations Apps
2.1.1 Introduction
2.1.2 Understand the functionality and tools of Lifecycle Services
2.1.3 Determine licensing requirements
2.1.4 Lifecycle Services security
2.1.5 Reuse existing assets, copy, and share data
2.1.6 Perform actions in the Asset library
2.1.7 Work with the Task recorder
2.1.8 Business process modeler (BPM)
2.1.9 Support options
2.1.10 Get product updates from Lifecycle Services
2.1.11 Summary
Activity: Knowledge Check
2.2.1 Introduction
2.2.2 Use implementation methodologies for a successful implementation
2.2.3 Cloud implementation - analysis
2.2.4 Cloud implementation - design and develop
2.2.5 Cloud implementation - test
2.2.6 Cloud implementation - deploy and operate
2.2.7 On-premises implementation - analysis
2.2.8 On-premises implementation - design and develop
2.2.9 On-premises implementation - test, deploy, and operate
2.2.10 Gathering and analyzing the requirements
2.2.11 Create functional design documents (FDD)
2.2.12 Summary
Activity: Knowledge Check
Lesson 3: Migrate data and go live with finance and operations apps
Lesson 3: Migrate data and go live with finance and operations apps
Audio Book: Lesson 3: Migrate Data and Go Live with Finance and Operations Apps
Podcast: Lesson 3: Migrate Data and Go Live with Finance and Operations Apps
3.1.1 Introduction
3.1.2 Select a data integration (import/export) strategy
3.1.3 Common migration scenarios and tools
3.1.4 Bring your own database (BYOD)
3.1.5 Test a data migration and validate output
3.1.6 Summary
Activity: Short Answer / Fill-in-blank
Activity: Knowledge Check
3.2.1 Introduction
3.2.2 Data management concepts
3.2.3 Use data entities for data management and integration
3.2.4 Work with the Data management workspace
3.2.5 Using Standard and Enhanced views for tiles
3.2.6 Use templates in data management
3.2.7 Export, import, and copy data into a legal entity
3.2.8 Database movement operations
3.2.9 Data sharing framework
3.2.10 Summary
Activity: True/False
Activity: Knowledge Check
3.3.1 Introduction
3.3.2 Create user acceptance test libraries
3.3.3 Record test cases and save to the business process modeler (BPM)
3.3.4 Synchronize and configure your test plan in Azure DevOps
3.3.5 Run user acceptance tests
3.3.6 Data task automation
3.3.7 Summary
Activity: Knowledge Check
3.4.1 Introduction
3.4.2 Understand the go-live process
3.4.3 Complete the Lifecycle Services methodology
3.4.4 Perform user acceptance testing (UAT) for your solution
3.4.5 FastTrack go-live assessment
3.4.6 Request a production environment
3.4.7 Summary
Activity: True/False
Activity: Knowledge Check
Lesson 4: Implement finance and operations apps
Lesson 4: Implement finance and operations apps
Audio Book: Lesson 4: Implement Finance and Operations Apps
Podcast: Lesson 4: Implement Finance and Operations Apps
4.1.1 Introduction
4.1.2 Implementation project overview
4.1.3 Roles in a Dynamics 365 implementation
4.1.4 Project phases
4.1.5 Implementation planning and architecture
4.1.6 Combining tools and solutions for impactful implementations
4.1.7 Summary
Activity: Sequence
Activity: Knowledge Check
4.2.1 Introduction
4.2.2 Feature management workspace
4.2.3 Feature states
4.2.4 Enable a feature
4.2.5 Reschedule a feature
4.2.6 Disable a feature
4.2.7 Features that must be enabled
4.2.8 Enable all features
4.2.9 Check for updates
4.2.10 Assign roles
4.2.11 Features that use configuration keys
4.2.12 Data entities
4.2.13 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
4.3.1 Introduction
4.3.2 Use implementation methodologies for a successful implementation
4.3.3 Cloud implementation - analysis
4.3.4 Cloud implementation - design and develop
4.3.5 Cloud implementation - test
4.3.6 Cloud implementation - deploy and operate
4.3.7 On-premises implementation - analysis
4.3.8 On-premises implementation - design and develop
4.3.9 On-premises implementation - test, deploy, and operate
4.3.10 Gathering and analyzing the requirements
4.3.11 Create functional design documents (FDD)
4.3.12 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
4.4.1 ALM methodologies
4.4.2 Design and create models
4.4.3 Plan the build, test, and quality control processes
4.4.4 Identify upgrade scenarios and appropriate tools
4.4.5 Plan the release, change, and risk management processes
4.4.6 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
4.5.1 Introduction
4.5.2 Understand the functionality and tools of Lifecycle Services
4.5.3 Determine licensing requirements
4.5.4 Lifecycle Services security
4.5.5 Reuse existing assets, copy, and share data
4.5.6 Perform actions in the Asset library
4.5.7 Work with the Task recorder
4.5.8 Business process modeler (BPM)
4.5.9 Support options
4.5.10 Get product updates from Lifecycle Services
4.5.11 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
4.6.1 Introduction
4.6.2 Understand the security architecture
4.6.3 Encryption in finance and operations apps
4.6.4 Manage users and security
4.6.5 Set up and apply segregation of duties
4.6.6 Run security reports
4.6.7 Stay compliant with user licensing requirements
4.6.8 Security diagnostics for task recordings
4.6.9 Extensible data security policies
4.6.10 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
4.7.1 Introduction
4.7.2 Create and modify duties, privileges, and permissions
4.7.3 Enforce permissions policy
4.7.4 Extensible data security framework
4.7.5 Apply security permissions
4.7.6 Microsoft Entra ID and OAuth 2.0 authentication
4.7.7 Summary
Activity: Knowledge Check
4.8.1 Introduction
4.8.2 Create user acceptance test libraries
4.8.3 Record test cases and save to the business process modeler (BPM)
4.8.4 Synchronize and configure your test plan in Azure DevOps
4.8.5 Run user acceptance tests
4.8.6 Data task automation
4.8.7 Summary
Activity: Sequence
Activity: Knowledge Check
4.9.1 Introduction
4.9.2 Upgrade analysis report
4.9.3 Pre-upgrade checklist and estimation tools
4.9.4 Data upgrade
4.9.5 Cutover testing
4.9.6 Functional testing
4.9.7 Prepare for go live
4.9.8 Go live
4.9.9 Summary
Activity: Sequence
Activity: Knowledge Check
4.10.1 Introduction
4.10.2 Continuous updates (One Version)
4.10.3 Service updates
4.10.4 Upgrade your finance and operations version
4.10.5 Apply updates to cloud environments
4.10.6 Data upgrade
4.10.7 Update development tools
4.10.8 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
4.11.1 Introduction
4.11.2 Understand the go-live process
4.11.3 Complete the Lifecycle Services methodology
4.11.4 Perform user acceptance testing (UAT) for your solution
4.11.5 FastTrack go-live assessment
4.11.6 Request a production environment
4.11.7 Summary
Activity: True/False
Activity: Knowledge Check
4.12.1 Introduction
4.12.2 Diagnose performance issues by using Trace parser
4.12.3 Load testing by using the Performance SDK
4.12.4 Monitor performance by using SQL Insights
4.12.5 Create a SQL trace by using the SQL Profiler
4.12.6 Monitor server health metrics in Lifecycle Services
4.12.7 Summary
Activity: Knowledge Check
4.13.1 Introduction
4.13.2 Customization models
4.13.3 Extension points for frameworks
4.13.4 Develop code to extend a framework
4.13.5 Create pre-event and post-event handler classes
4.13.6 Implement the SysOperationSandbox framework
4.13.7 Implement the workflow framework
4.13.8 Summary
Activity: Knowledge Check
4.14.1 Introduction
4.14.2 Understand different types of reports and inquiries
4.14.3 Financial reporting
4.14.4 Find inquiries and reports
4.14.5 Generate and consume inquiries and reports
4.14.6 Configure finance and operations apps for Microsoft Power Platform
4.14.7 Summary
Activity: Sequence
Activity: Knowledge Check
Lesson 5: Use Success by Design for Dynamics 365 solutions
Lesson 5: Use Success by Design for Dynamics 365 solutions
Audio Book: Lesson 5: Use Success by Design for Dynamics 365 Solutions
Podcast: Lesson 5: Use Success by Design for Dynamics 365 Solutions
5.1.1 Introduction
5.1.2 Overview of Success by Design
5.1.3 Reasons to use Success by Design
5.1.4 Success by Design phases
5.1.5 Implement Success by Design
5.1.6 Track Success by Design activities and progress
5.1.7 Summary
Activity: True/False
Activity: Knowledge Check
5.2.1 Introduction
5.2.2 Solution blueprint review workshop overview
5.2.3 Prepare for the Solution blueprint review
5.2.4 Solution blueprint review participants
5.2.5 Conduct the Solution blueprint review workshop
5.2.6 Solution blueprint follow-up
5.2.7 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
5.3.1 Introduction
5.3.2 Overview of the Test strategy review workshop
5.3.3 Prepare for the workshop
5.3.4 Workshop implementation and follow-up
5.3.5 Summary
Activity: Sequence
Activity: Knowledge Check
5.4.1 Introduction
5.4.2 Data modeling overview
5.4.3 Entity relationship diagram
5.4.4 Out-of-the-box vs. custom tables
5.4.5 Table configuration
5.4.6 Summary
Activity: Short Answer / Fill-in-blank
Activity: Knowledge Check
5.5.1 Introduction
5.5.2 Business intelligence and analytics design workshop overview
5.5.3 Prepare for the Business intelligence and analytics design workshop
5.5.4 Conduct the Business intelligence and analytics design workshop
5.5.5 Business intelligence and analytics design follow-up
5.5.6 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
5.6.1 Introduction
5.6.2 Gap solution design workshop overview
5.6.3 Prepare for the Gap solution design workshop
5.6.4 Conduct the Gap solution design workshop
5.6.5 Gap solution design follow-up
5.6.6 Summary
Activity: Tab: Type 2
Activity: Knowledge Check
5.7.1 Introduction
5.7.2 Data migration strategy overview
5.7.3 Prepare for the Data migration workshop
5.7.4 Conduct the Data migration strategy workshop
5.7.5 Summary
Activity: Short Answer / Fill-in-blank
Activity: Knowledge Check
5.8.1 Introduction
5.8.2 The importance of security in Dynamics 365
5.8.3 Key considerations of a strong security model
5.8.4 Security module overview
5.8.5 Business units and teams
5.8.6 Implemented-security-mechanisms
5.8.7 Scalability, performance, and maintainability
5.8.8 Security module overview
5.8.9 Summary
Activity: Sequence
Activity: Knowledge Check
5.9.1 Introduction
5.9.2 Understand the security architecture
5.9.3 Encryption in finance and operations apps
5.9.4 Manage users and security
5.9.5 Set up and apply segregation of duties
5.9.6 Run security reports
5.9.7 Stay compliant with user licensing requirements
5.9.8 Security diagnostics for task recordings
5.9.9 Extensible data security policies
5.9.10 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
5.10.1 Introduction
5.10.2 Integration design review workshop overview
5.10.3 Prepare for the Integration design review
5.10.4 Conduct the Integration design review
5.10.5 Integration design review workshop follow-up
5.10.6 Summary
Activity: Knowledge Check
5.11.1 Introduction
5.11.2 Dual-write implementation workshop overview
5.11.3 Prepare for the workshop
5.11.4 Workshop implementation and follow-up
5.11.5 Summary
Activity: Knowledge Check
5.12.1 Introduction
5.12.2 Solution performance workshop topics
5.12.3 Define performance benchmarks and success criteria
5.12.4 Timing of the Solution performance review
5.12.5 Prepare for the workshop
5.12.6 Workshop implementation and follow-up
5.12.7 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
5.13.1 Introduction
5.13.2 Purpose of the Cutover strategy workshop
5.13.3 Timing of the Cutover strategy review
5.13.4 Cutover strategy workshop overview
5.13.5 Prepare for the workshop
5.13.6 Workshop implementation and follow-up
5.13.7 Summary
Activity: True/False
Activity: Knowledge Check
5.14.1 Introduction
5.14.2 Timing of the Post go-live workshop
5.14.3 Post go-live workshop overview
5.14.4 Prepare for the workshop
5.14.5 Post go-live workshop implementation and follow up
5.14.6 Summary
Activity:Short Answer / Fill-in-blank
Activity: Knowledge Check
Lesson 6: Configure apps in finance and operations
Lesson 6: Configure apps in finance and operations
Audio Book: Lesson 6: Configure apps in finance and operations
Podcast: Lesson 6: Configure apps in finance and operations
6.1.1 Introduction
6.1.2 Set up your environment
6.1.3 Explore personalization functionality
6.1.4 Summary
6.2.1 Introduction
6.2.2 Manage menus: Favorites
6.2.3 Manage menus: Dashboards by role
6.2.4 Manage menus: Key performance indicators
6.2.5 Manage forms: Fields
6.2.6 Manage forms: Filters and ranges
6.2.7 Configure reports
6.2.8 Summary
6.3.1 Introduction
6.3.2 Create entities
6.3.3 Manage security
6.3.4 Integrate with Microsoft Office
6.3.5 Summary
Lesson 7: Validate your skills architecting solutions for customers and products
Lesson 7: Validate your skills architecting solutions for customers and products
Audio Book: Lesson 7: Validate your skills architecting solutions for customers and products
Podcast: Lesson 7: Validate your skills architecting solutions for customers and products
7.1.1 Introduction and overview to proposing a solution
7.1.2 Identify solution components
7.1.3 Develop and validate a demo
7.1.4 Identify potential third-party components
7.1.5 Recognize strengths and weaknesses in a solution
7.1.6 Summary
7.2.1 Introduction and discovery overview
7.2.2 Initial customer discovery
7.2.3 Customer discovery meetings
7.2.4 Summary
7.3.1 Introduction to fit gap analysis
7.3.2 Determine feasibility of requirements
7.3.3 Categorize business requirements and perform gap fit analysis
7.3.4 Evaluate Dynamics 365 and Microsoft Power Platform apps
7.3.5 Summary
7.4.1 ALM methodologies
7.4.2 Design and create models
7.4.3 Plan the build, test, and quality control processes
7.4.4 Identify upgrade scenarios and appropriate tools
7.4.5 Plan the release, change, and risk management processes
7.4.6 Summary
Resources
MB-700 Blueprint
MB-700 Detailed Curriculum
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MB-700: Microsoft Dynamics 365 Finance and Operations Apps Solutions Architect Expert
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Certificate
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