Modules
Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform
A Solution Architect drives successful implementations by ensuring that solutions meet broader business and technical objectives. This module outlines what is required to begin working as a Solution Architect and highlights your role as a key member of the project team.
Learning objectives
In this module, you will:
• Understand what is expected of a Solution Architect.
• Identify the responsibilities of a Solution Architect throughout each project phase.
Module 2: Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
Learn how to engage customers, ask the right questions about their business processes and feature needs, and gather the information required to design an effective solution.
Learning objectives
In this module, you will:
• Gain insight into early-stage customer discovery.
• Explore strategies for effective customer communication.
Module 3: Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
Learn how to present and justify a solution design to customers.
Learning objectives
In this module, you will:
• Identify the components of a proposed solution.
• Develop and validate a demonstration.
Module 4: Work with requirements as a Solution Architect for Microsoft Power Platform and Dynamics 365
Accurate requirement gathering is essential. This module explains how to capture business needs and distinguish between functional and non-functional requirements.
Learning objectives
In this module, you will:
• Lead requirement-gathering workshops.
• Understand functional and non-functional requirements.
Module 5: Perform fit–gap analysis
A fit–gap analysis identifies the differences between documented requirements and the proposed or existing solution. This module covers how to conduct one effectively.
Learning objectives
In this module, you will:
• Assess the feasibility of requirements.
• Refine requirements based on proof-of-concept feedback.
• Categorise business requirements and perform a fit–gap analysis.
• Evaluate Dynamics 365 and Power Platform applications.
Module 6: Get started with Lifecycle Services for finance and operations apps
Lifecycle Services (LCS) is required to deploy and manage finance and operations apps in Microsoft Azure or on-premises. This module introduces the core LCS features and tools.
Learning objectives
In this module, you will:
• Understand LCS functionality and tools for finance and operations apps.
• Identify licensing requirements.
• Reuse existing assets, and copy or share data.
• Understand Task Recorder functionality.
• Design a business process model.
• Identify and analyse gaps using the Business Process Modeler.
• Run Issue Search and analyse results.
Module 7: Design and plan an implementation of finance and operations apps
Effective planning is essential for a successful implementation. Once the customer approves licensing, the functional consultant manages the application lifecycle and contributes to predictable, high-quality delivery.
Learning objectives
In this module, you will:
• Document gathered requirements using LCS methodologies.
• Define use-case scenarios.
• Participate in developing Business Requirements Documents (BRD).
• Understand the need for maintaining documented processes.
• Contribute to phase-based planning and solution design.
• Describe future-state business processes for a proposed solution.
• Determine build-versus-buy decisions.
• Create Functional Design Documents (FDD).
Module 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
Use Dynamics 365 Translation Service (DTS) in LCS to translate Dynamics 365 solutions and documentation or add language support to existing products.
Learning objectives
In this module, you will:
• Understand the functionality and features of DTS.
• Submit translation requests for supported user interface and documentation files.
• Review, edit, and regenerate translation outputs.
• Use the Align tool to create translation memory for future requests.
Module 9: Prepare data for migration to finance and operations apps
Effective data migration reduces complexity and protects business continuity. This module covers how to prepare and manage data entities and packages using the data management framework.
Learning objectives
In this module, you will learn how to:
• Choose an appropriate data integration strategy.
• Identify migration scenarios and tools used in finance and operations apps.
• Understand Bring Your Own Database (BYOD).
• Identify relevant legacy systems.
• Import static, industry-standard data.
• Create and review data-migration test plans.
• Identify and extract source data.
• Identify required data entities and elements.
• Generate source-to-target field mappings.
• Test a data migration and validate results.
• Support the transition to the new system.
Module 10: Work with data management in finance and operations apps
Use the Data management workspace to import, export, validate, and move data between staging tables and target tables.
Learning objectives
In this module, you will learn how to:
• Select the appropriate data pattern for integration scenarios.
• Use the Data management workspace.
• Export data from a legal entity.
• Import data into a legal entity.
• Manage data import/export jobs.
• Clean up staging tables.
• Work with database movement operations.
• Use the data sharing framework.
Module 11: Perform user acceptance testing in finance and operations apps
Once requirements are met through configuration, customisation, or integration, you must conduct user acceptance testing (UAT) to validate the solution. This module includes automated testing using the Regression Suite Automation Tool (RSAT).
Learning objectives
In this module, you will learn about:
• Test cases and business requirements.
• Best practices for recording test cases.
• Task Recorder.
• Creating a BPM library.
• Configuring and synchronising test plans in Azure DevOps.
• Running manual and automated tests.
• The Regression Suite Automation Tool (RSAT).
Module 12: Get started with a finance and operations implementation project
This module covers the recommended practices, lifecycle, roles, and tools essential for a successful finance and operations implementation.
Learning objectives
In this module, you will:
• Understand the implementation journey.
• Identify the phases of a finance and operations implementation.
Module 13: Implement application lifecycle management in finance and operations apps
Application Lifecycle Management (ALM) encompasses requirements management, development, testing, versioning, and release processes.
Learning objectives
In this module, you will:
• Define ALM.
• Explore ALM methodologies.
• Build models.
• Create a project plan for development and testing.
• Identify upgrade scenarios and tools.
• Develop processes for release, change, and risk management.
Module 14: Explore extensions and the extension framework in finance and operations apps
Extensions allow you to add functionality to application elements and source code in the AOT using Visual Studio.
Learning objectives
In this module, you will:
• Understand why extensions are created.
• Determine when to use the extensibility request form.
• Recognise the risks of intrusive customisations.
• Develop extension code.
• Create pre-event and post-event handlers.
• Implement the SysOperationSandbox framework.
• Implement workflow frameworks.
Module 15: Consume business events in finance and operations apps
Business events allow external systems to receive notifications and respond with automated actions.
Learning objectives
In this module, you will:
• Understand the business events framework.
• Implement new business events using class extensions.
• Consume business events.
• Extend existing business events.
• Use business events in Power Automate.
• Apply role-based security to business events.
Module 16: Identify data integration patterns and scenarios in finance and operations apps
Developers frequently work with data integration before and after implementation. This module explores available APIs and explains synchronous vs asynchronous integration.
Learning objectives
In this module, you will:
• Identify integration APIs.
• Review available data integration scenarios.
• Understand the differences between synchronous and asynchronous integrations.
Module 17: Data integrations with finance and operations apps
Recurring integrations allow data exchange between finance and operations apps and third-party systems.
Learning objectives
In this module, you will:
• Set up a data project.
• Set up recurring data jobs.
• Configure OAuth-based authorisation.
• Monitor entity availability and status.
• Develop data transformations.
• Synchronise entities across Dynamics 365 via Dataverse.
• Use composite data entities.
• Integrate and export composite entities.
• Understand Azure Data Lake and Entity Store and how data changes propagate.
• Explore Microsoft Power Platform convergence.
Module 18: Work with analytics and reporting in finance and operations apps
Analytics and reporting provide essential insights for business decision-making.
Learning objectives
In this module, you will learn about:
• Types of reports and inquiries.
• Financial reporting.
• Configuring finance and operations apps for Power Platform.
• Generating and using reports and inquiries.
Module 19: Describe the business value of Microsoft Power Platform
Learn about Power Platform components, their business value, and how they integrate with other Microsoft products.
Learning objectives
In this module, you will:
• Explore Microsoft Power Platform.
• Describe its business value.
• Understand the value of Power FX.
• Explore Power Platform connectors.
• Review Dataverse for organising business data.
• Understand integration with Microsoft 365.
• Explore Power Platform solutions within Microsoft Teams.
• Describe interoperability with Dynamics 365 and Azure services.
• Review how Power Platform apps work together.
• Understand how Microsoft Copilot Studio enhances productivity.
Module 20: Identify foundational components of Microsoft Power Platform
This module covers key foundational elements such as administration, security, governance, Dataverse, and connectors.
Learning objectives
In this module, we will:
• Review administrative options in Power Platform.
• Explain security and governance.
• Explore Dataverse for building business solutions.
• Examine Power Platform connectors.
Module 21: Set up and build mobile experiences for finance and operations apps
Learn how to build mobile experiences using Power Platform and finance and operations apps so users can complete tasks from their mobile devices.
Learning objectives
In this module, you will learn about:
• Implementing components required for mobile experiences.
• Connecting to virtual entities to build mobile applications.
Module 22: Updates and upgrades for finance and operations apps
The ERP landscape constantly evolves, prompting upgrades from older AX versions to the cloud.
Learning objectives
In this module, you will learn:
• How to upgrade from Dynamics AX (AX 2012/2009).
• How to update older finance and operations versions 7.0, 7.1, 7.2, 7.3 and 8.0 to version 10.
Module 23: Work with performance and monitoring tools in finance and operations apps
This module covers performance tools and monitoring capabilities available in LCS.
Learning objectives
In this module, you will:
• Diagnose performance issues using Trace Parser.
• Use the Performance SDK for load testing.
• Monitor performance through SQL Insights.
• Track server health metrics in LCS.
Module 24: Plan and implement security in finance and operations apps
Understanding the security framework helps ensure data protection and role-based access.
Learning objectives
In this module, you will:
• Understand the security architecture.
• Learn about encryption.
• Manage users and security.
• Apply segregation of duties.
• Run security reports.
• Maintain licence compliance.
Module 25: Implement role-based security in finance and operations apps
Role-based security assigns permissions based on user roles.
Learning objectives
In this module, you will learn how to:
• Create and modify roles, duties, privileges, and permissions.
• Review the role-based hierarchy.
• Apply permission policies.
• Work with the extensible data security framework (XDS).
• Apply security permissions.
• Stay compliant with licence requirements.
Module 26: Prepare to go-live with finance and operations apps
This module prepares you to move the configured solution into production.
Learning objectives
In this module, you will learn how to:
• Prepare for go-live.
• Complete LCS methodology requirements.
• Conduct UAT prior to go-live.
• Understand the FastTrack Readiness Assessment.
• Request the production environment.
Module 27: Feature management in finance and operations apps
The Feature Management workspace provides visibility of new and updated features in each release.
Learning objectives
In this module, you will:
• Use the Feature Management workspace.
• Determine when to enable, disable, or reschedule features.
• Check feature updates and assign roles.
Module 28: Get started with Success by Design for Dynamics 365
Success by Design provides structured best-practice guidance for designing, building, and deploying Dynamics 365 solutions.
Learning objectives
In this module, you will:
• Apply FastTrack practices to your project.
• Review Success by Design processes and workshops.
• Identify project phases.
• Use tools to track project progress.
Module 29: Create a solution blueprint for Dynamics 365 solutions
This module covers the Solution Blueprint workshop, including preparation and delivery.
Learning objectives
In this module, you will:
• Identify project objectives.
• Review tenant strategy.
• Consider non-functional requirements.
• Prepare and conduct the Solution Blueprint workshop.
Module 30: Plan a testing strategy for your Dynamics 365 solution
Learn how to define testing strategy, identify gaps, and address risks.
Learning objectives
In this module, you will:
• Define measurable and non-measurable testing goals.
• Plan the full testing strategy for an engagement.
• Prepare and conduct the Test Strategy Review workshop.
Module 31: Design data models for Dynamics 365 solutions
Learn the fundamentals of data modelling in Dynamics 365 to support the Data Model workshop.
Learning objectives
In this module, you will:
• Understand Dynamics 365 data modelling.
• Review best practices and their relevance to a Dynamics 365 project.
Module 32: Business intelligence and analytics design for Dynamics 365 solutions
This workshop focuses on BI planning, design alignment, and optimisation of standard features.
Learning objectives
In this module, you will:
• Understand the Business Intelligence and Analytics workshop.
• Prepare for the workshop.
• Conduct the workshop.
Module 33: Gap solution design for Dynamics 365 solutions
This workshop addresses requirements that cannot be met with standard functionality.
Learning objectives
In this module, you will:
• Understand the Gap Solution Design workshop.
• Prepare for the workshop.
• Conduct the workshop.
Module 34: Create a data migration strategy for Dynamics 365 solutions
This module ensures that the approach to data migration aligns with project success.
Learning objectives
In this module, you will:
• Review best practices for data migration.
• Understand how data migration impacts the project.
• Prepare and deliver the Data Migration Strategy workshop.
Module 35: Review the security model for your Dynamics 365 solutions
The Security Model workshop ensures the customer’s security model aligns with long-term needs.
Learning objectives
In this module, you will:
• Review the proposed security model.
• Provide recommendations and highlight technical risks.
Module 36: Integration design for Dynamics 365 solutions
This module covers integration strategy and the Integration workshop.
Learning objectives
In this module, you will:
• Understand how to connect multiple components into a unified experience.
• Review approaches for integrating existing services without rebuilding.
Module 37: Dual-write implementation for Dynamics 365 solutions
Dual-write offers a near real-time connection between customer engagement apps and finance and operations apps.
Learning objectives
In this module, you will:
• Understand the Dual-write workshop.
• Prepare for the workshop.
• Conduct the workshop.
• Complete post-workshop follow-up activities.
Module 38: Implement a performance strategy for Dynamics 365 solutions
This workshop highlights design guidance and performance considerations.
Learning objectives
In this module, you will:
• Understand the Solution Performance Review.
• Prepare for the workshop.
• Set performance benchmarks and success criteria.
• Conduct the workshop.
Module 39: Cutover strategy for Dynamics 365 solutions
This module provides the framework for planning and executing cutover activities.
Learning objectives
In this module, you will:
• Understand the Cutover Strategy workshop.
• Prepare for the workshop.
• Conduct the workshop.
• Complete follow-up actions.
Module 40: Post go-live strategy for Dynamics 365 solutions
The Post Go-live workshop confirms whether the solution meets the original objectives.
Learning objectives
In this module, you will:
• Understand the Post Go-live workshop.
• Prepare for the workshop.
• Conduct the workshop.
• Complete follow-up actions.
Module 41: Get started with configuration and personalisation in Finance and Operations apps
This module introduces how to personalise finance and operations apps to meet business needs.
Learning objectives
After this module, you will be able to:
• Log in to your environment.
• List various no-code personalisation options.
• Favourite menu items for quicker navigation.
Module 42: Configure your user interface in Finance and Operations apps
This module explains how to tailor menus, forms, and reports to suit business requirements.
Learning objectives
At the end of this module, learners will be able to:
• Add menu items to favourites.
• Explain how dashboards differ by role.
• Add KPIs to dashboard workspaces.
• Modify fields in forms.
• Modify fields in reports.
Module 43: Configure your data in Finance and Operations apps
This module covers options for updating and managing data, as well as Dynamics’ integration with Office applications.
Learning objectives
At the end of this module, learners will be able to:
• Modify an entity.
• Assign security to a user.
• Download data to Excel, update it, and upload it back.
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