Course MB-700: Architect solutions for Microsoft Dynamics 365 Finance and Operations Apps
The solutions architect for Dynamics 365 Finance and Operations is a trusted advisor who consults with organizations and implementation team members to refine business needs into a well-defined, cost-effective solution. The architect is responsible for the integrity and proper delivery of the overall solution design. The architect provides critical guidance and assistance before the sale and throughout the remainder of the project lifecycle. They have extensive knowledge and experience in designing solutions that meet business needs. The solutions architect may have technical, functional, or industry experience. The solutions architect must demonstrate knowledge of all Dynamics 365 and Power Platform applications. They must have in-depth knowledge of Finance and Operations applications. In addition, they must have extensive knowledge of one or more vertical market segments. This course is designed to prepare those who aspire to become solutions architects and those who are new to the role to learn more about the technical details solutions architects work with during implementation.
Virtual course with certification exam included free of charge. Don't miss this opportunity! The exam is valued at €126 + VAT and is included at no additional cost.
Promotion valid until December 31, 2026. One-attempt exam available only in Virtual - Distance Learning format.
Level: Advanced - Product: Dynamics 365 - Role: Solutions Architect
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Course duration:
100 hours
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Classroom Access:
3 months
Microsoft Dynamics 365 Finance And Operations - Solution Architect - Official Course - Solution Architecture - Power Platform - Lifecycle Services - ALM - Data Migration - Integrations - RSAT - Copilot
Course Intended For
Participants in this course should have prior experience with a functional or technical focus on Dynamics 365 Finance and Operations applications. It is primarily intended for those who aspire to perform the role of solutions architect.
MB-700 Training Elements
- Become a solutions architect for Dynamics 365 and Microsoft Power Platform
- Discover customer needs as a solutions architect for Dynamics 365 and Microsoft Power Platform
- Propose a solution as a solutions architect for Microsoft Power Platform and Dynamics 365
- Work with requirements for Microsoft Power Platform and Dynamics 365
- Perform fit/gap analysis
- Introduction to Lifecycle Services for finance and operations applications
- Design and plan an implementation of finance and operations applications
- Translate Dynamics 365 documentation and applications with Dynamics 365 Translation Service
- Prepare data for migration to finance and operations applications
- Work with data management in finance and operations applications
- Perform user acceptance testing in finance and operations applications
- Introduction to the finance and operations implementation project
- FastTrack customer success program for finance and operations
- Implement application lifecycle management in finance and operations applications
- Explore extensions and the extension framework in finance and operations applications
- Consume business events in finance and operations applications
- Identify data integration patterns and scenarios in finance and operations applications
- Data integrations with finance and operations applications
- Work with analytics and reporting in finance and operations applications
- Introduction to Microsoft Power Platform
- How to create a canvas app
- Introduction to Dataverse
- Create a dashboard
- How to create an automated solution
- Design and create mobile apps for finance and operations applications
- Updates and improvements for finance and operations applications
- Work with performance and monitoring tools in finance and operations applications
- Plan and implement security in finance and operations applications
- Implement role-based security in finance and operations applications
- Prepare for go-live with finance and operations applications
- Feature management in finance and operations applications
- Introduction to Success by Design for Dynamics 365
- Create a technical solution plan for Dynamics 365 solutions
- Plan a testing strategy for the Dynamics 365 solution
- Design data models for Dynamics 365 solutions
- Design analysis and business intelligence for Dynamics 365 solutions
- Design gap solutions for Dynamics 365 solutions
- Create a data migration strategy for Dynamics 365 solutions
- Review the security model of your Dynamics 365 solutions
- Design integration for Dynamics 365 solutions
- Implement dual-write for Dynamics 365 solutions
- Implement a performance strategy for Dynamics 365 solutions
- Cutover strategy for Dynamics 365 solutions
- Post-go-live strategy for Dynamics 365 solutions
- Introduction to configuration and customization in finance and operations applications
- Configure the user interface in finance and operations applications
- Configure data in finance and operations applications
MB-700 Course Content: Solution Design for Microsoft Dynamics 365 Finance and Operations Applications
Unit 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 in this role.
Lesson
- The solution architect role
Lab : Classroom exercises
- Exercise | group exercise
- Exercise | Individual exercise
After completing this module, the students should be able to
- Refresh the knowledge obtained from the online content for solution architect
- List the skills needed for a solution architect
Unit 2: Manage interactions with Fast
TrackThis module will introduce you to FastTrack and how to interact with them during Dynamics implementation.
Lesson
- Get to know FastTrack
- Make the most of FastTrack templates
After completing this module, the students should 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 the solution blueprint template
- Learn to complete the go-live checklist
- know how to become a FastTrack recognized solutions architect
Unit 3: Solution blueprint
This module will help give you an overview of the solution blueprint in general. Also, this module serves as the foundation for the rest of the modules as you will be doing several activities to build your very first solution blueprint during this class.
Lesson
- Solution blueprint definition and components
- Project governance and timeline
- Solution architecture and organizational structure
- Working with the business process catalog
Lab : Classroom exercise
- Exercise | what is a 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 the overall solution architecture
- Student activity | describe business processes in scope of the solution
After completing this module, the students should be able to
- Understand the solution blueprint definition
- Describe the purpose of the solution blueprint
- Identify the main solution blueprint components
- Describe the solution scope, goals, and challenges
- List implementation team members and project roles
- Describe the project timeline for implementation and rollouts
- Describe change management, risks, and the escalation path
- Describe the overall solution architecture
- Describe the 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
Unit 4: Define environments, tools, and deployment strategy
This module will explain the different environment and deployment options. It will empower you to define a basic environment strategy for Dynamics implementation.
Lesson
- Understand environment planning
- Application lifecycle management and deployment strategy
- Using LCS and Azure DevOps
Lab : Exercise
- Exercise | adopt One version – continuous updates
- Exercise | utilize Lifecycle Services
Lab : Student activity
- Student activity | develop an environment plan
After completing this module, the students should be able to
- Describe general concepts for cloud deployments
- Environment planning main concepts and types
- Understand the process of provisioning production and sandbox environments
- Describe developing an environment plan
- Understand the 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
Unit 5: Determine data management strategy
This module will empower you to understand data-related topics within Dynamics implementation. It will help you define a data migration strategy.
Lesson
- Data management overview
- Develop a data migration strategy
Lab : Classroom exercise
- Exercise | data management overview
- Exercise | develop a data migration strategy
Lab : Case study - student activity
- Student activity 4 | develop a data migration strategy
After completing this module, the students should be able to
- Describe the data management overview
- Understand the data management framework
- Utilize data task automation
- Describe database movement operations
- Utilize the data sharing framework
- Develop a data migration strategy
- Develop a cutover plan
- Develop a data retention plan
Unit 6: Determine integration and interface strategies
This module will cover integration and interface topics. It should help you understand the available options and tools to use. It will help you define your integration and interface strategy for Dynamics implementations.
Lesson
- Develop an integration strategy
- Integration options
Lab : Classroom exercises
- Exercise | develop an integration strategy
- Exercise | integration options
Lab : Case study - student activity
- Student activity 5 | develop integration strategy
After completing this module, the students should 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
Unit 7: Define security architecture
This module will help you understand the important security aspects for Dynamics implementations.
Lesson
- 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, the students should be able to
- Define cloud security
- Describe main aspects of Azure datacenter security
- understand authentication and authorization
- understand compliance requirements
- Understand encryption
Unit 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.
Lesson
- Testing strategy overview
- Testing planning and execution
Lab : Classroom exercises
- Exercise | testing strategy overview
- Exercise | testing planning and execution
Lab : Case study - student activity
- Student activity 7 | develop testing strategy
After completing this module, the students should 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
Unit 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.
Lesson
- 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, the students should 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
Unit 10: Business intelligence and reporting
This module will address the key topics for reporting and intelligence needed by the solution architect.
Lesson
- Implement business intelligence and reporting
Lab : Classroom exercises
- Exercise | reporting and business intelligence overview
Lab : Case study - student activity
- Sudent activity 8 | develop intelligence strategy
After completing this module, the students should 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
Unit 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.
Lesson
- Understand licensing estimation
- Understand support options
Lab : Classroom exercises
- Exercise | understand licensing estimation
- Exercise | understand support options
After completing this module, the students should be able to
- Estimate number of licenses
- Stay compliant with user licensing requirements
- Understand support options during and post implementations
- Define support strategy
Unit 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.
Lesson
- 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, the students should 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
Prerequisites
You must complete the following learning paths before participating in this instructor-led course:
- Solution Design for Dynamics 365 and Power Platform - 3 hr, 57 min
- Using Success by Design for Unified Operations App Solutions - 3 hr, 30 min
Language
- Course: English / Spanish
- Labs: English / Spanish
Related official Microsoft certification: Dynamics 365: Finance and Operations Apps Solution Architect Expert
Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert
As a candidate for this certification, you are a Microsoft Dynamics 365 professional who advises stakeholders and translates business requirements into secure, scalable, and reliable solutions.
Level: Advanced
Role: Functional Consultant, Solutions Architect
Subject: Business Applications
Certification prerequisites
To become a Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert, you must obtain at least one of the following:
And pass the exam: MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect
