MS Dynamics 365 – Finance & Operations


7 Weeks

Entry Requirements

Minimum High School Diploma


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Course Delivery


Program Overview


Microsoft Dynamics 365 – Finance and Operations Apps Solution Architect – Skills Measured

This course will prepare students to enter into professional life as an MS Certified Dynamic-Finance and Operations App Architect.



Microsoft Certificate

Study Outline

Week 1-2: Architect solutions

Gather requirements
  • Identify operational and organizational challenges that may affect a business
  • Identify existing business processes and opportunities to optimize business processes
  • Gather information about expected transaction volume
  • Categorize business requirements and perform gap fit analyses
  • Review and validate business requirements throughout the solution lifecycle
Define the solution architecture
  • Map business requirements to functional components
  • Evaluate whether to build versus buy for selected business requirements
  • Identify opportunities to integrate other Microsoft technologies
  • Select the appropriate implementation tools including LCS and Azure DevOps
  • Describe the Success by Design process
  • Create solution architecture diagrams
Describe and document the solution blueprint
  • Define an organization including company information, locations, and structure
  • Document the implementation timeline including roll-out strategies
  • Define the business process catalog and document solution gaps
  • Define instances, environments, and solution components
  • Develop a disaster recovery strategy
  • Identify required security roles

Week 3-4: Define solution strategies

Select a deployment strategy
  • Develop a process to manage solution code and deployment
  • Select a deployment model and identify instances and environments required for the selected deployment model
  • Describe the One Version strategy for Dynamics 365 and the effects of One Version on solutions
  • Segment solution development and delivery into logical phases
  • Provide alternative methodologies and approaches for-deploying modifications
  • Determine solution maintenance cadence and timelines
  • Identify upgrade scenarios and select appropriate tools
Define an application lifecycle management (ALM) strategy
  • Define code management and data flow strategy
  • Define a Microsoft Power Platform solution management strategy
  • Determine which build automation capabilities to implement
  • Define a roll-back strategy for solution code and data
Determine a data management strategy
  • Differentiate between transactional and historical data
  • Define data quality and data validation process
  • Define data cleansing and transformation strategies
  • Define data dependencies
  • Develop a data migration strategy for master, transactional, reference, parameter, and document data entities
  • Develop data cut-over and data retention plans
Define the security architecture
  • Differentiate between Azure, Dynamics 365, and infrastructure security
  • Describe Azure and infrastructure security-related elements
  • Describe use cases for and capabilities of record-level and role-based security in Dynamics 365
Define the integration architecture
  • Select an integration pattern including OData, Microsoft Power Platform, Batch Data API, Azure Data Lake, Business events, and Dual-write
  • Identify required integration and interface details
  • Design integrations
  • Define an integration testing strategy
Define the business intelligence and reporting architecture
  • Gather business intelligence and reporting requirements
  • Define data sources required to meet business intelligence and reporting requirements
  • Select appropriate business intelligence and reporting tools including Power BI, organizational workspaces, financial reports, SQL Server Reporting Services (SSRS), and the Electronic Reporting tool
  • Define printing requirements including Print management, Document Routing Agent (DRA), modern report design layout templates, check printing and label printing

Week 5-6: Manage Implementations

Describe Lifecycle Services (LCS) tools
  • Understand the use cases and capabilities of different LCS tools
  • Understand the use cases and capabilities of the Business Process Modeler (BPM)
  • Understand the use cases and capabilities of LCS Methodologies
  • Create a usage profile to describe current or projected usage
Manage interactions with FastTrack
  • Identify the value proposition for FastTrack
  • Identify FastTrack engagement types and personnel roles
  • Describe typical types of FastTrack workshops and the inputs for each workshop
  • Describe go-live checklist elements
Determine support options
  • Develop a support plan and strategy
  • Define post-go-live support plans including response times and service-level agreements (SLAs)
  • Describe use cases and capabilities for the LCS Support tool
Determine licensing requirements
  • Determine the types of licenses required
  • Estimate the number of licenses required by using the License Sizing estimator
  • Describe the process for estimating ongoing software licensing costs

Week 7: Manage Testing

Define a testing strategy
  • Define a testing strategy that includes all required types of testing
  • Define a regression testing strategy
  • Identify opportunities forautomated testing
  • Review use cases and test coverage for business scenarios
  • Determine when to use RSAT, SysTest, Postman, ATL, Azure DevOps Test Plans, and other tools
Define a performance testing strategy
  • Define performance goals and requirements
  • Identify performance monitoring and testing tools
  • Define performance benchmarks and success criteria
  • Design performance and load testing strategy
  • Troubleshoot performance issues

Note: After completing 7 weeks of extensive training, the student will write Exam MB-700: Microsoft Dynamics 365 – Finance and Operations Apps Solution Architect –Skills Measured