MB-700T00 Microsoft Dynamics 365: Finance And Operations Apps Solution Architect

The Solution Architect leads successful implementations and focuses on how solutions address the broader business and technical needs of organizations.  This module covers what it takes to get started as a Solution Architect and as key member of the overall project team.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about what is expected of a solution architect.
• Learn about the role of a solution architect during the project phases.

A bill of materials (BOM) defines the components that are required to produce a product. The components can be raw materials, semi-finished products, or ingredients. In some cases, services can be referenced in a BOM. However, BOMs typically describe the material resources that are required. When combined with a route or production flow that describes the operations and resources that are required to build a product, the BOM forms the foundation for calculating the estimated cost of the product.

Lessons

• Introduction and discovery overview
• Initial customer discovery
• Customer discovery meetings
• Customer communication strategy
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about initial customer discovery.
• Discover customer communication strategies.

If a company only produces several simple products, production can be scheduled manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time, and at the proper resource. This module explains what discrete manufacturing is and how it works in Dynamics 365 Supply Chain Management.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Identify solution components.
• Develop and validate a demo.

It is important to capture the customer’s needs accurately. This module explains how to capture requirements and identify functional and non-functional items.

Lessons

• Introduction
• Lead requirement capture sessions
• Identify functional requirements
• Identify non-functional requirements
• Confirm and finalize requirements
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about leading requirement capture sessions.
• Learn about functional and non-functional requirements.

Process manufacturing is associated with formulas and manufacturing recipes, whereas discrete manufacturing uses discrete units and bills of materials. Process manufacturing is used in manufacturing environments where production is completed in batch or semi-continuous processes.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Determine feasibility of requirements.
• Refine requirements from proof of concept insights.
• Categorize business requirements and perform a fit gap analysis.
• Evaluate Dynamics 365 and Microsoft Power Platform apps.

To install and maintain finance and operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services to manage the process. Let’s get started by looking at the overall functionality and tools.

Lessons

• Introduction
• Understand the functionality and tools of Lifecycle Services
• 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)
• Issue search and support
• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Understand the functionality and tools of Lifecycle Services for finance and operations apps
• Reuse existing assets, copy and share data
• Understand Task recorder functionality
• Create a business process model
• Identify and analyze gaps using the Business Process Modeler
• Run the Issue Search tool and analyze results

With proper planning, your finance and operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for finance and operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.

Lessons

• 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
• On-premises implementation – test, deploy, and operate
• Gathering and analyzing the requirements
• Create functional design documents (FDD)
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
• Define use case scenarios.
• Learn how to participate in the creation of Business requirement documents (BRD).
• Understand the importance of creating and maintaining documented processes.
• Participate in phase-based planning processes and solution design.
• Describe the future state business processes based on a proposed solution.
• Determine when to build versus buy.
• Create Functional Design Documents (FDD).

Translate your Microsoft Dynamics 365 solutions and documentation, or add language support for existing Dynamics 365 products by using Microsoft Dynamics 365 Translation Service through Microsoft Dynamics Lifecycle Services.

Lessons

• Introduction
• Access Dynamics 365 Translation Service
• Types of requests
• Reuse translations (recycling)
• Custom-trained machine translation system
• Exercise – Create, review, and regenerate a user interface translation request
• Exercise – Create, review, and regenerate a documentation translation request
• Exercise – Create a translation memory file
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the functionality and features of Dynamics 365 Translation Service.
• Submit translation requests for user interface and documentation files of supported Dynamics 365 products.
• Review and edit a translation request’s output to regenerate new translations.
• Use the Align tool to create translation memory for future translation requests.

When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Choose a data integration (import/export) strategy.
• Identify common migration scenarios and tools in finance and operations apps.
• Understand the Bring your own database (BYOD) feature.
• Identify relevant (legacy) systems.
• Identify and import static data that is common between industries.
• Create and review test plans for data migration.
• Identify and extract source data.
• Identify relevant data entities and elements.
• Generate field mapping between source and target data structures.
• Test a data migration and validate output.
• Support the transition between the existing and migrated systems.

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
• Work with the Data management workspace.
• Export data from a legal entity.
• Import data into a legal entity.
• Work with data import and export jobs.
• Clean up the staging tables.
• Work with database movement operations.
• Work with the data sharing framework.

• Describe the Microsoft 365 authentication and provisioning options
• Explain the two identity models in Microsoft 365 – cloud-only identity and hybrid identity
• Explain the three authentication methods in the hybrid identity model – Password hash synchronization, Pass-through authentication, and federated authentication
• Describe how Microsoft 365 commonly uses directory synchronization

After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

Lessons

• Introduction
• Create user acceptance test libraries
• Record test cases and save to 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Test cases and business requirements
• Best practices for recording test cases
• Task recorder
• How to create a BPM library
• How to synchronize and configure your test plan in Azure DevOps
• How to run test cases manually and automatically
• The Regression suite automation tool (RSAT)

In The implementation lifecycle for finance and operations will help you to understand the best practices recommended to accomplishing a successful journey through a finance and operations implementation, the roles involved, and the tools available to support it.

Lessons

• Implementation project overview
• Roles in a Dynamics 365 implementation
• Project phases
• Implementation planning and architecture
• Combining tools and solutions for impactful implementations
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the implementation journey for a successful finance and operations project.
• Identify the different phases of a finance and operations implementation.

The Microsoft FastTrack service is intended to ease your project implementation by offering guidance on best practices and answering your how-to questions from Microsoft engineering resources, who are committed to making your experience with Dynamics 365, and finance and operations, a great success.

Lessons

• Overview of the FastTrack program
• FastTrack engagement across the phases
• Solution blueprint review
• Become a FastTrack recognized solution architect
• Check your knowledge
• Summary

After completing this module, students will be able to

• Learn the benefits of being part of the FastTrack program for the success of your implementation.
• Discover the engagement level from the Microsoft FastTrack team with your project.
• Define the roles that are needed for a finance and operations implementation.
• Learn about the resources that will support your project.
• Learn how to become a FastTrack recognized solution architect.

Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.

Lessons

• ALM methodologies
• Design and create models
• Plan the build, test, and quality control processes
• Plan the release, change, and risk management processes
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Define ALM.
• Learn about the different ALM methodologies.
• Build models.
• Create a project plan for building and testing solutions.
• Create processes for release management, change management, and risk management.

Finance and operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.

Lessons

• Introduction
• Customization models
• Extension points for frameworks
• Develop code to extend a framework
• Implement the SysOperationSandbox framework
• Lab – Extend an EDT
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the reasons for creating extensions.
• Determine when to use the extensibility request form.
• Learn about the risk of intrusive customizations.
• Develop code that will extend the functionality of finance and operations apps.
• Implement the SysOperationSandbox framework.

Business events provide a mechanism that lets external systems receive notifications from finance and operations apps. In this way, the systems can perform business actions in response to the business events.

Lessons

• Introduction
• Business event framework
• Create a new business event
• Activate business events
• Role-based security for business events
• Business events in Microsoft Power Automate
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the business events framework.
• Implement new business events through class extension.
• Business events in Microsoft Power Automate.
• Role based security for business events.

As a developer, you are generally part of the data integration scenarios during and after a finance and operations apps implementation. This module explores web application programming interfaces (APIs) that are available for finance and operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.

Lessons

• Introduction
• Select an integration API
• Synchronous and asynchronous patterns
• Data integration scenarios
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Identify integration web application programming interfaces.
• Explore available data integration scenarios.
• Identify the key differences between synchronous and asynchronous integrations.

Integrations are an important component of implementing finance and operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between finance and operations apps and third-party applications or services.

Lessons

• Introduction
• Set up a data project and recurring data job
• Exercise – Create a data project and recurring data job
• Implement authorization to support integration
• Monitor status and availability of entities
• Develop data transformation
• Microsoft Dataverse integrations
• Work with composite data entities
• Azure Data Lake and Entity Store
• Change data in Azure Data Lake
• Power Platform convergence
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Set up a data project.
• Set up a recurring data job.
• Define authorization for integrations by using OAuth.
• Monitor the status and availability of entities.
• Develop data transformations.
• Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications.
• Use composite data entities.
• Integrate composite data entities.
• Export composite data entities.
• Learn about Azure Data Lake and Entity Store, and how to change data in Azure Data Lake
• Learn about Microsoft Power Platform convergence.

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

Lessons

• 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
• Lab – Work with reports
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Different types of reports and inquiries in finance and operations apps
• Financial reporting
• Configuring finance and operations apps for Microsoft Power Platform
• Generating and consuming inquiries and reports

Learn about the components of Microsoft Power Platform, the business value for customers, and how the technology works with other Microsoft products.

Lessons

• Introduction
• Explore Microsoft Power Platform
• Describe the business value of the Power Platform
• Explore connectors and Microsoft Dataverse
• Describe how Power Platform works with Microsoft 365 apps and services
• Explore how Power Platform works with Microsoft Teams
• Describe how Power Platform works with Microsoft Dynamics 365 apps
• Describe how Power Platform solutions consume Microsoft Azure services
• Explore how Microsoft Power Platform apps work together
• Knowledge check
• Summary and resources

After completing this module, students will be able to:

• Examine Microsoft Power Platform.
• Describe the business value of the Power Platform.
• Explore connectors in Power Platform.
• Review using Microsoft Dataverse to organize business data.
• Examine how Power Platform works together with Microsoft 365 apps and services.
• Explore solutions using Power Platform Microsoft Teams.
• Describe how Power Platform works with Dynamics 365.
• Describe how Power Platform solutions can consume Azure Services.
• Explore how Power Platform apps work together to create solutions.

Learn about some of the key foundational elements involved in creating Microsoft Power Platform solutions.

Lessons

• Introduction
• Describe Power Platform administration
• Describe Power Platform security and governance
• Explore Microsoft Dataverse
• Examine Power Platform connectors
• Exercise – Build a basic Dataverse data model
• Knowledge check
• Summary and resources

After completing this module, students will be able to:

• Examine the different Power Platform administrative options available.
• Describe security and governance in Power Platform.
• Explore Microsoft Dataverse and how to use it to build business solutions.
• Examine Power Platform connectors.

We live in a digital age, and it’s difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use finance and operations apps on your smart device.

Lessons

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations mobile app
• Page design guidelines
• Action design guidelines
• Form design requirements
• Design considerations
• Understand use cases for mobile apps
• Get the Dynamics 365 Unified Operations mobile app
• Check your knowledge
• Summary

After completing this module, students will be able to:

• The Microsoft Dynamics 365 Unified Operations mobile app
• Use cases for mobile apps
• How to build and work with workspaces

The world of enterprise resource planning (ERP) is continuously evolving and helping customers scale up in productivity and streamline their operations. The evolution of finance and operations encourages customers to upgrade their previous Microsoft Dynamics AX versions to the finance and operations cloud service.

Lessons

• Introduction
• Upgrade from finance and operations version 7.x to version 10
• Update from finance and operations version 8.x to version 10.0.x
• Data upgrade
• Upgrade from AX 2012
• Migrate from AX 2009
• Check your knowledge
• Summary

After completing this module, students will be able to:

• How to upgrade from Dynamics AX legacy (AX 2012 and AX 2009).
• How to update from earlier finance and operations versions 7.0, 7.1, 7.2, 7.3, and 8.0 to version 10.

Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Diagnose performance issues by using Trace parser.
• Explore load testing by using the Performance SDK.
• Monitor performance by using the SQL Insights dashboard.
• Monitor server Health metrics in Microsoft Dynamics Lifecycle Services.

If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.

Lessons

• 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
• Lab – Work with security
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Understand security architecture of finance and operations apps
• Learn about encryption in finance and operations apps
• Manage users
• Manage security
• Apply segregation of duties
• Run security reports
• Stay compliant with user licensing requirements

Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Create and modify roles, duties, privileges, and permissions.
• Review the role-based security hierarchy.
• Use and enforce permissions policies.
• Define the extensible data security framework (XDS).
• Apply security permissions.
• Stay compliant with user licensing requirements

All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services.

Lessons

• Introduction
• Understand the go-live process
• Complete the Lifecycle Services methodology
• Perform user acceptance testing (UAT) for your solution
• FastTrack go-live assessment
• Request a production environment
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Prepare for go-live
• Complete the Microsoft Dynamics Lifecycle Services methodology
• Perform User acceptance testing (UAT) for your solution
• Understand the FastTrack Go-live assessment
• Request the production environment

Features are added and updated in every release. The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. Then, you can use the workspace to view feature documentation and to enable or disable features.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the Feature management workspace in finance and operations apps.
• Discover when and how to enable features, including how to disable and reschedule features.
• Learn how to check for feature updates and assign roles.

Success by Design is the prescriptive guidance (approaches and best practices) for designing, building, and deploying a Dynamics 365 solution.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn how to use FastTrack techniques on your own project.
• Review the Success by Design processes and workshops.
• Identify the different phases of a project.
• Discover the available tools for tracking project progress.

The Solution blueprint workshop is part of Success by Design. This module focuses on creating the blueprint, and conducting the workshop to create it.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn how to identify project goals
• Learn about the project’s tenant strategy
• Consider any non-functional requirements
• Learn how to prepare, and conduct the Solution blueprint workshop

Testing strategy, identifying gaps in testing plans, and potential risks are discussed in this module.

Lessons

• Introduction
• Overview of the Test strategy review workshop
• Prepare for the workshop
• Workshop implementation and follow-up
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Identify measurable and non-measurable testing goals and results.
• Plan the entire testing strategy for an engagement.
• Learn how to prepare and conduct the Test strategy review workshop.

A data model workshop is part of Success by Design. This module will provide a basic description of data modeling for Microsoft Dynamics 365 and insight into how you can conduct a data model workshop.

Lessons

• Introduction
• Entity relationship diagram
• Out-of-the-box vs. custom tables
• Table configuration
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about data modeling in Dynamics 365.
• Review data modeling best practices and learn how they are related to a Dynamics 365 project.

The Business intelligence and analytics design workshop allows you to spend time reviewing the overall business intelligence and analytics planning, fit-gap analysis, design blueprint to provide guidance on maximizing the use of standard features, alignment to product roadmap, and general design guidance. This workshop isn’t intended as a fit-gap review.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the Business intelligence and analytics design workshop
• Prepare for the Business intelligence and analytics design workshop
• Learn how to conduct the Business intelligence and analytics design workshop

The Gap solution design workshop is designed for implementations that have critical requirements that the standard system doesn’t support.

Lessons

• Introduction
• Gap solution design workshop overview
• Prepare for the Gap solution design workshop
• Conduct the Gap solution design workshop
• Gap solution design follow-up
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the Gap solution design workshop
• Prepare for the Gap solution design workshop
• Learn how to conduct the Gap solution design workshop

The overall goal of the Success by Design framework is to ensure a successful customer outcome for each implementation. The Data migration strategy workshop is designed to help ensure that the approach to data migration is heading for success.

Lessons

• Introduction
• Data migration strategy overview
• Prepare for the Data migration workshop
• Conduct the Data migration strategy workshop
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the best practices of data migration.
• Discover how data migration relates to and can affect a project.
• Learn how to prepare and conduct the Data migration strategy workshop.

A security strategy is key to solutions, and a Security model workshop will help verify that the customer’s security model is comprehensive and that it will support their long-term security strategy.

Lessons

• Introduction
• Security workshop topics
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Evaluate the proposed security model.
• Provide feedback and recommendations that highlight technical risks and issues.

The Integration workshop is part of Success by Design. This module discusses integration strategy and how the Integration workshop will help verify that the project’s integration plans are comprehensive and will support initial implementation and long-term needs.

Lessons

• Introduction
• Integration design review workshop overview
• Prepare for the Integration design review
• Conduct the Integration design review
• Integration design review workshop follow-up
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about connecting one or more components to create a unified experience.
• Discover the process of integrating existing services without migrating or rebuilding.

Dual-write offers an out-of-the-box infrastructure that can provide customers near real-time interaction between Customer engagement apps and finance and operations apps. The Dual-write implementation workshop guides you through key points to help identify and resolve potential blockers to a successful dual-write implementation.

Lessons

• Introduction
• Dual-write implementation workshop overview
• Prepare for the workshop
• Workshop implementation and follow-up
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the Dual-write implementation workshop
• Prepare for the Dual-write implementation workshop
• Learn how to conduct the Dual-write implementation workshop
• Follow up after the Dual-write implementation workshop

The Solution performance workshop provides guidance and best practices for solution design in respect to performance. The workshop will increase awareness of the impact that certain types of configurations and/or customizations have on the overall performance and user experience.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the Solution performance review.
• Prepare for the Solution performance workshop.
• Define performance benchmarks and success criteria.
• Learn how to conduct the Solution performance workshop.

The goal of the Cutover strategy workshop is to help ensure that a good approach is in place for the planning, incremental readiness, testing, and implementation of the cutover. You need to consider many different areas when you discuss a cutover strategy, and this workshop provides the necessary framework to review those key topics.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the Cutover strategy workshop
• Prepare for the Cutover strategy workshop
• Learn how to conduct the Cutover strategy workshop
• Follow up after the Cutover strategy workshop

The Post go-live workshop gives the implementation team the opportunity to confirm that the solution has delivered the objectives that were initially set.

Lessons

• 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
• Check your knowledge
• Summary

After completing this module, students will be able to:

• Learn about the Post go-live workshop
• Prepare for the Post go-live workshop
• Implement the Post go-live workshop
• Follow up after the Post go-live workshop

In this module, learners were introduced to the idea of personalizing the Dynamics 365 Finance and Operations applications environment to fit their business needs. They learned logging in and a few environment-general tasks.

Lessons

• Introduction
• Set up your environment
• Explore personalization functionality
• Knowledge check
• Exercise – Customize your status bar
• Summary

After completing this module, students will be able to:

• Log into your environment
• List several ways the environment can be customized without coding
• Demonstrate how to favorite menu items for quick navigation

In this module, learners were introduced to the idea of personalizing the Dynamics 365 Finance and Operations user interface to fit their business needs. They learned how to change menus, forms, and reports.

Lessons

• 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
• Summary

After completing this module, students will be able to:

• Add a menu item to favorites
• Explain how different roles see different dashboards
• Add a KPI to a dashboard workspace
• Modify the fields in a form
• Modify the fields in a report

We learned that there are different options in updating data. Dynamics is made to integrate seamlessly with Office products.

Lessons

• 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
• Summary

After completing this module, students will be able to:

• Modify an entity
• Add security to a user
• Download data to Excel, update, and upload