Solution Architects for Finance and Operations apps in Microsoft Dynamics 365 are trusted advisors who consult with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution. Skills measured: Architect solutions.
Training Duration: 4 Days
- Certificate Of Completion Available
- Group Private Class
- VILT Class Available
- SBL-Khas Claimable
This course is developed for those aspired to be solution architect and also those who are new to this role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.
- Understand the tasks expected to be completed by the solution architect for Dynamics implementation
- Complete the solution blueprint artifacts
- Know where to find technical information to address their customer’s questions
You must complete the following learning paths before attending this instructor led training :
- Architect solutions for Dynamics 365 and Power Platform - Learn | Microsoft Docs 3 hr 57 min
- Use Success by Design for Unified Operations apps solutions - Learn | Microsoft Docs 3 hr 30 min
The following courses will also provide the required fundamental knowledge prior to attending this course:
The audience for this course should have previous experience with functional or technical focus in Dynamics 365: Finance and Operations Applications. Primarily for those who are aspired to be solution architect role.
Module 1: The architect role
This module will introduce you to the solution architect role. It will help you understand the major skills needed to perform on this role.Lessons
- The solution architect role
Lab : Classroom exercises
- Exercise | group exercise
- Exercise | Individual exercise
After completing this module, students will be able to:
- Refresh the knowledge obtained from the online content for solution architect
- List the skills needed for a solution architect
Module 2: Manage interactions with FastTrack
This module will introduce to FastTrack and how to interact with them during Dynamics implementation.Lessons
- Get to know FastTrack
- Make the most of FastTrack templates
After completing this module, students will be able to:
- Identify the value proposition of FastTrack
- Identify FastTrack engagement types and personnel roles
- Describe FastTrack workshop scoping and inputs for each workshop
- Make the most of solution blueprint template
- Learn to complete go-live checklist
- know how to become FastTrack recognized solution architect
Module 3: Solution blueprint
This module will help you give you an overview of solution blueprint in general. Also, this module serves as the foundation for the rest of modules as you will be doing several activities to build your very first solution blueprint during this class.Lessons
- Solution blueprint definition and components
- Project governance and timeline
- Solution architecture and organizational structure
- Working with business process catalog
Lab : Classroom exercise
- Exercise | what is solution blueprint?
- Exercise | solution blueprint components
Lab : Case study - student Activity
- Case study artifact distribution
- Student activity 1 | Program Strategy
- Student activity 2 | Program Strategy
- Student activity 3 | describe overall solution architecture
- Student activity | describe business processes in scope of the solution
After completing this module, students will be able to:
- Understand solution blueprint definition
- Describe solution blueprint purpose
- Identify main solution blueprint components
- Describe solution scope, goals and challenges
- List implementation team members and project roles
- Describe project timeline for implementation and rollouts
- Describe change management, risks, and escalation path
- Describe overall solution architecture
- Describe organization
- Provide details about the organization
- Describe business processes in scope of the solution
- Understand functional and non-functional requirements
- Document product gaps and their solutions
Module 4: Define environments, tools, and deployment strategy
This module will explain to you the different environment and deployment options. It will allow empower you to define a basic environment strategy for Dynamics implementation.Lessons
- Understand environment planning
- Application lifecycle management and deployment strategy
- Using LCS and Azure DevOps
Lab : Student activity
- Student activity | develop environment plan
Lab : Exercise
- Exercise | adopt One version – continuous updates
- Exercise | utilize Lifecycle services
After completing this module, students will be able to:
- Describe general concepts for cloud deployments
- Environment planning main concepts and types
- Understand process of provisioning production and sandbox environments
- Describe developing an environment plan
- Understand development of the deployment strategy
- Define application lifecycle management
- ALM methodologies
- Define a deployment strategy
- Understand extensibility options
- Learn about upgrade scenarios and tools
- Adopt One version – continuous updates
- Utilize Azure Devops
- Utilize Lifecycle Services
- Disaster recovery strategy
Module 5: Determine data management strategy
This module will empower you to understand the data related topics within Dynamics implementation. It will help you define data migration strategy.Lessons
- Data management overview
- Develop data migration strategy
Lab : Classroom exercise
- Exercise | data management overview
- Exercise | develop data migration strategy
Lab : Case study - student activity
- Student activity 4 | develop data migration strategy
After completing this module, students will be able to:
- Describe data management overview
- Understand data management framework
- Utilize data task automation
- Describe database movement operations
- Utilize data sharing framework
- Develop data migration strategy
- Develop cutover plan
- Develop data retention plan
Module 6: Determine integration and interfaces strategies
This module will cover the integration and interface topics. It should help you to understand the available options and tools to use. It will help you define your integration and interface strategy for Dynamics implementations.Lessons
- Develop integration strategy
- Integration options
Lab : Case study - student activity
- Student activity 5 | develop integration strategy
Lab : Classroom exercises
- Exercise | develop integration strategy
- Exercise | integration options
After completing this module, students will 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
Module 7: Define security architecture
This module will help you understand the important security aspects for Dynamics implementations.Lessons
- Important security aspects
- Security framework
- Define security strategy
Lab : Classroom exercises
- Exercise | important security aspects
- Exercise | security framework
Lab : Case study - student activity
- Student activity 6 | develop security strategy
After completing this module, students will be able to:
- Define cloud security
- Describe main aspects of Azure datacenter security
- understand authentication and authorization
- understand compliance requirements
- Understand encryption
Module 8: Define testing strategy
This module should help you define testing strategy and develop testing plan. It will interduce you to the various testing types and tools.Lessons
- Testing strategy overview
- Testing planning and execution
Lab : Case study - student activity
- Student activity 7 | develop testing strategy
Lab : Classroom exercises
- Exercise | testing strategy overview
- Exercise | testing planning and execution
After completing this module, students will be able to:
- Understand testing scope
- Solution testing lifecycle and defect management
- Describe testing tools
- Testing roles, responsibilities and test management
- Perform test planning
- Understand One version and adopt regression testing strategy
Module 9: Define performance testing strategy
This module will focus more on the performance topics. It will help you to know the importance of performance topic and will empower you to know how to address these topics with your customer.Lessons
- Prepare for performance topics
- Utilize performance testing tools
Lab : Classroom exercises
- Exercise | prepare for performance topics
- Exercise | utilize performance testing tools
After completing this module, students will be able to:
- Define performance goals and scenarios
- Define performance benchmarks and success criteria
- Define performance testing strategy
- Identify tools for performance testing
- Identify tools for performance monitoring
Module 10: Business intelligence and reporting
This module will address the key topics for reporting and intelligence needed by the solution architect.Lessons
- Implement business intelligence and reporting
Lab : Classroom exercises
- Exercise | reporting and business intelligence overview
Lab : Case study - student activity
- Student activity 8 | develop intelligence strategy
After completing this module, students will be able to:
- Outline reporting and analytics overview
- Describe native reporting options
- Describe business intelligence reporting options
- Identify analytics reporting options
- Develop reporting and analytics strategies
Module 11: Determine licensing and support
This module is designed to help you understand the basics of licensing and support. It not meant to make you an expert on this topic. However, it will enable you to know where to find the information when you need it.Lessons
- Understand licensing estimation
- Understand support options
Lab : Classroom exercises
- Exercise | understand licensing estimation
- Exercise | understand support options
After completing this module, students will be able to:
- Estimate number of licenses
- Stay compliant with user licensing requirements
- Understand support options during and post implementations
- Define support strategy
Module 12: Prepare for go-live
This module is to put everything together and prepare for go-live. It will help you get familiar with go-live checklist. This module also will recap major learnings from this class and you will be asked to give a class feedback.Lessons
- Complete solution blueprint
- Prepare for go-live
- Class recap
- Develop a training strategy
Lab : Classroom exercises
- Exercise | prepare for go-live
- Exercise | Develop a training strategy
After completing this module, students will be able to:
- Complete solution blueprint
- Understand go-live readiness assessment process
- Understand completing and submitting go-live checklist
- Describe the process of provisioning production environment
- Define cutover activities and go-live
- Provide class feedback
- Understand how to develop training strategy