The Architect Role- The solution architect role
Manage Interactions with FastTrack - Get to know FastTrack
- Make the most of FastTrack templates
Solution Blueprint- Solution blueprint definition and components
- Project governance and timeline
- Solution architecture and organizational structure
- Working with business process catalog
Define Environments, Tools, and Deployment Strategy - Understand environment planning
- Application lifecycle management and deployment strategy
- Using LCS and Azure DevOps
Determine Data Management Strategy- Data management overview
- Develop data migration strategy
Determine Integration and Interfaces Strategies- Develop integration strategy
- Integration options
Define Security Architecture- Important security aspects
- Security framework
- Define security strategy
Define Testing Strategy- Testing strategy overview
- Testing planning and execution
Define Performance Testing Strategy- Prepare for performance topics
- Utilize performance testing tools
Business Intelligence and Reporting- Implement business intelligence and reporting
Determine Licensing and Support- Understand licensing estimation
- Understand support options
Prepare for Go-Live- Complete solution blueprint
- Prepare for go-live
- Class recap
, Architect solutions for Dynamics 365 and Microsoft Power Platform
Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
Introduction to becoming a solution architect
Existing product and platform skills
Expectations of a solution architect
Solution architect role during project phases
Pillars of a great architecture
Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
Introduction and discovery overview
Initial customer discovery
Customer discovery meetings
Customer communication strategy
Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
Introduction and overview to proposing a solution
Identify solution components
Develop and validate a demo
Identify potential third-party components
Recognize strengths and weaknesses in a solution
Work with requirements for Microsoft Power Platform and Dynamics 365
Introduction
Lead requirement capture sessions
Identify functional requirements
Identify non-functional requirements
Confirm and finalize requirements
Perform fit gap analysis
Introduction to fit gap analysis
Determine feasibility of requirements
Refine requirements from proof of concept insights
Categorize business requirements and perform gap fit analysis
Evaluate Dynamics 365 and Microsoft Power Platform apps
Use Lifecycle Services to design and plan an implementation of finance and operations apps
Get started with Lifecycle Services for finance and operations apps
Introduction
Understand the functionality and tools of Lifecycle Services
Determine licensing requirements
Lifecycle Services security
Reuse existing assets, copy, and share data
Perform actions in the Asset library
Work with the Task recorder
Business process modeler (BPM)
Support options
Get product updates from Lifecycle Services
Exercise - use the Task recorder to create and edit a recording
Exercise - create a business process in the business process modeler
Exercise - create a support incident
Design and plan an implementation of finance and operations apps
Introduction
Use implementation methodologies for a successful implementation
Cloud implementation - analysis
Cloud implementation - design and develop
Cloud implementation - test
Cloud implementation - deploy and operate
On-premises implementation - analysis
On-premises implementation - design and develop
On-premises implementation - test, deploy, and operate
Gathering and analyzing the requirements
Create functional design documents (FDD)
Migrate data and go live with finance and operations apps
Prepare data for migration to finance and operations apps
Introduction
Select a data integration (import/export) strategy
Common migration scenarios and tools
Bring your own database (BYOD)
Test a data migration and validate output
Work with data management in finance and operations apps
Introduction
Data management concepts
Use data entities for data management and integration
Work with the Data management workspace
Using Standard and Enhanced views for tiles
Use templates in data management
Export, import, and copy data into a legal entity
Lab - Explore the Data management workspace
Lab - Export data using the Data management workspace
Database movement operations
Data sharing framework
Perform user acceptance testing in finance and operations apps
Introduction
Create user acceptance test libraries
Record test cases and save to the business process modeler (BPM)
Synchronize and configure your test plan in Azure DevOps
Run user acceptance tests
Data task automation
Exercise - Build test scripts to test business functionality
Prepare to go-live with finance and operations apps
Introduction
Understand the go-live process
Complete the Lifecycle Services methodology
Manage environments in the Implementation portal
Perform user acceptance testing (UAT) for your solution
FastTrack go-live assessment
Request a production environment
Implement finance and operations apps
Get started with a finance and operations implementation project
Introduction
Implementation project overview
Roles in a Dynamics 365 implementation
Project phases
Implementation planning and architecture
Combining tools and solutions for impactful implementations
Feature management in finance and operations apps
Introduction
Feature management workspace
Feature states
Enable a feature
Reschedule a feature
Disable a feature
Features that must be enabled
Enable all features
Check for updates
Assign roles
Features that use configuration keys
Data entities
Design and plan an implementation of finance and operations apps
Introduction
Use implementation methodologies for a successful implementation
Cloud implementation - analysis
Cloud implementation - design and develop
Cloud implementation - test
Cloud implementation - deploy and operate
On-premises implementation - analysis
On-premises implementation - design and develop
On-premises implementation - test, and operate
Gathering and analyzing the requirements
Create functional design documents (FDD)
Implement application lifecycle management in finance and operations apps
ALM methodologies
Design and create models
Plan the build, test, and quality control processes
Identify upgrade scenarios and appropriate tools
Plan the release, change, and risk management processes
Get started with Lifecycle Services for finance and operations apps
Introduction
Understand the functionality and tools of Lifecycle Services
Determine licensing requirements
Lifecycle Services security
Reuse existing assets, and share data
Perform actions in the Asset library
Work with the Task recorder
Business process modeler (BPM)
Support options
Get product updates from Lifecycle Services
Exercise - use the Task recorder to create and edit a recording
Exercise - create a business process in the business process modeler
Exercise - create a support incident
Plan and implement security in finance and operations apps
Introduction
Understand the security architecture
Encryption in finance and operations apps
Manage users and security
Set up and apply segregation of duties
Run security reports
Stay compliant with user licensing requirements
Security diagnostics for task recordings
Extensible data security policies
Exercise - Import a user and assign security role
Implement role-based security in finance and operations apps
Introduction
Create and modify duties, privileges, and permissions
Enforce permissions policy
Extensible data security framework
Apply security permissions
Lab - Create a new security role and add duties
Microsoft Entra ID and OAuth 2.0 authentication
Perform user acceptance testing in finance and operations apps
Introduction
Create user acceptance test libraries
Record test cases and save to the business process modeler (BPM)
Synchronize and configure your test plan in Azure DevOps
Run user acceptance tests
Data task automation
Exercise - Build test scripts to test business functionality
Upgrade from AX 2012 to Dynamics 365 Finance
Introduction
Upgrade analysis report
Pre-upgrade checklist and estimation tools
Data upgrade
Cutover testing
Functional testing
Prepare for go live
Go live
Updates and upgrades for finance and operations apps
Introduction
Continuous updates (One Version)
Service updates
Upgrade your finance and operations version
Apply updates to cloud environments
Data upgrade
Update development tools
Prepare to go-live with finance and operations apps
Introduction
Understand the go-live process
Complete the Lifecycle Services methodology
Manage environments in the Implementation portal
Perform user acceptance testing (UAT) for your solution
FastTrack go-live assessment
Request a production environment
Work with performance and monitoring tools in finance and operations apps
Introduction
Diagnose performance issues by using Trace parser
Load testing by using the Performance SDK
Monitor performance by using SQL Insights
Create a SQL trace by using the SQL Profiler
Monitor server health metrics in Lifecycle Services
Exercise - Use the Environment monitoring tool in Lifecycle Services
Explore extensions and the extension framework in finance and operations apps
Introduction
Customization models
Assess the extensibility of code
Extension points for frameworks
Develop code to extend a framework
Create pre-event and post-event handler classes
Implement the SysOperationSandbox framework
Implement the workflow framework
Work with analytics and reporting in finance and operations apps
Introduction
Understand different types of reports and inquiries
Financial reporting
Find inquiries and reports
Generate and consume inquiries and reports
Configure finance and operations apps for Microsoft Power Platform
Use Success by Design for Dynamics 365 solutions
Get started with Success by Design for Dynamics 365
Introduction
Overview of Success by Design
Reasons to use Success by Design
Success by Design phases
Implement Success by Design
Track Success by Design activities and progress
Create a solution blueprint for Dynamics 365 solutions
Introduction
Solution blueprint review workshop overview
Prepare for the Solution blueprint review
Solution blueprint review participants
Conduct the Solution blueprint review workshop
Solution blueprint follow-up
Plan a testing strategy for your Dynamics 365 solution
Introduction
Overview of the Test strategy review workshop
Prepare for the workshop
Workshop implementation and follow-up
Design data models for Dynamics 365 solutions
Introduction
Data modeling overview
Entity relationship diagram
Out-of-the-box vs. custom tables
Table configuration
Business intelligence and analytics design for Dynamics 365 solutions
Introduction
Business intelligence and analytics design workshop overview
Prepare for the Business intelligence and analytics design workshop
Conduct the Business intelligence and analytics design workshop
Business intelligence and analytics design follow-up
Gap solution design for Dynamics 365 solutions
Introduction
Gap solution design workshop overview
Prepare for the Gap solution design workshop
Conduct the Gap solution design workshop
Gap solution design follow-up
Create a data migration strategy for Dynamics 365 solutions
Introduction
Data migration strategy overview
Prepare for the Data migration workshop
Conduct the Data migration strategy workshop
Review the security model for your Dynamics 365 solutions
Introduction
The importance of security in Dynamics 365
Key considerations of a strong security model
Security module overview
Business units and teams
Implemented-security-mechanisms
Scalability, performance, and maintainability
Security module overview
Plan and implement security in finance and operations apps
Introduction
Understand the security architecture
Encryption in finance and operations apps
Manage users and security
Set up and apply segregation of duties
Run security reports
Stay compliant with user licensing requirements
Security diagnostics for task recordings
Extensible data security policies
Exercise - Import a user and assign security role
Integration design for Dynamics 365 solutions
Introduction
Integration design review workshop overview
Prepare for the Integration design review
Conduct the Integration design review
Integration design review workshop follow-up
Dual-write implementation for Dynamics 365 solutions
Introduction
Dual-write implementation workshop overview
Prepare for the workshop
Workshop implementation and follow-up
Implement a performance strategy for Dynamics 365 solutions
Introduction
Solution performance workshop topics
Define performance benchmarks and success criteria
Timing of the Solution performance review
Prepare for the workshop
Workshop implementation and follow-up
Cutover strategy for Dynamics 365 solutions
Introduction
Purpose of the Cutover strategy workshop
Timing of the Cutover strategy review
Cutover strategy workshop overview
Prepare for the workshop
Workshop implementation and follow-up
Post go-live strategy for Dynamics 365 solutions
Introduction
Timing of the Post go-live workshop
Post go-live workshop overview
Prepare for the workshop
Post go-live workshop implementation and follow up
Configure apps in finance and operationss
Get started with configuration and personalization in finance and operations apps
Introduction
Set up your environment
Explore personalization functionality
Knowledge check
Exercise - Customize your status bar
Configure your user interface in finance and operations apps
Introduction
Manage menus: Favorites
Manage menus: Dashboards by role
Manage menus: Key performance indicators
Manage forms: Fields
Manage forms: Filters and ranges
Configure reports
Knowledge check
Exercise – Create favorites
Exercise – View role-based dashboards
Exercise – Change form fields and queries
Exercise – Change report output
Configure your data in finance and operations apps
Introduction
Create entities
Manage security
Integrate with Microsoft Office
Knowledge check
Exercise – Add a field to a data entity
Exercise – Use Excel to view and update data
Validate your skills architecting solutions for customers and products
Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
Introduction and overview to proposing a solution
Identify solution components
Develop and validate a demo
Identify potential third-party components
Recognize strengths and weaknesses in a solution
Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
Introduction and discovery overview
Initial customer discovery
Customer discovery meetings
Customer communication strategy
Perform fit gap analysis
Introduction to fit gap analysis
Determine feasibility of requirements
Refine requirements from proof of concept insights
Categorize business requirements and perform gap fit analysis
Evaluate Dynamics 365 and Microsoft Power Platform apps
Implement application lifecycle management in finance and operations apps
ALM methodologies
Design and create models
Plan the build, and risk management processes
Challenge project - Architecting solutions for a new product line for customers
Introduction
Prepare
Exercise - Conceptualize the design
Download Overview