D365 F&O Solution Architect | Finance & Operations Design

Microsoft Dynamics CRM Course

course overview

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Overview

This course is developed for those aspired to be solution architect and also those who are new to this role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.

Audience profile

The audience for this course should have previous experience with functional or technical focus in Dynamics 365: Finance and Operations Applications. Primarily for those who are aspired to be solution architect role.

Accessing your courseware and registering attendance with Microsoft

To access your Official Curriculum (MOC) course materials you will need a Microsoft.com/Learn account. In Learn you will also be able to register your completion of the event and receive your achievement badge. You will be issued with a unique code during your event.

Audience

Understand the tasks expected to be completed by the solution architect for Dynamics implementation
Complete the solution blueprint artifacts
Know where to find technical information to address their customer’s questions

Prerequisites

You must complete the following learning paths before attending this instructor led training :

Architect solutions for Dynamics 365 and Power Platform - Learn | Microsoft Docs 3 hr 57 min
Use Success by Design for Unified Operations apps solutions - Learn | Microsoft Docs 3 hr 30 min

Outline

Module 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 on this role.

Lessons

The solution architect role
Lab : Classroom exercises
Exercise | group exercise
Exercise | Individual exercise

After completing this module, students will be able to:

Refresh the knowledge obtained from the online content for solution architect
List the skills needed for a solution architect

Module 2: Manage interactions with FastTrack

This module will introduce to FastTrack and how to interact with them during Dynamics implementation.

Lessons

Get to know FastTrack
Make the most of FastTrack templates

After completing this module, students will 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 solution blueprint template
Learn to complete go-live checklist
know how to become FastTrack recognized solution architect

Module 3: Solution blueprint

This module will help you give you an overview of solution blueprint in general. Also, this module serves as the foundation for the rest of modules as you will be doing several activities to build your very first solution blueprint during this class.

Lessons

Solution blueprint definition and components
Project governance and timeline
Solution architecture and organizational structure
Working with business process catalog
Lab : Classroom exercise
Exercise | what is 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 overall solution architecture
Student activity | describe business processes in scope of the solution

After completing this module, students will be able to:

Understand solution blueprint definition
Describe solution blueprint purpose
Identify main solution blueprint components
Describe solution scope, goals and challenges
List implementation team members and project roles
Describe project timeline for implementation and rollouts
Describe change management, risks, and escalation path
Describe overall solution architecture
Describe 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

Module 4: Define environments, tools, and deployment strategy

This module will explain to you the different environment and deployment options. It will allow empower you to define a basic environment strategy for Dynamics implementation.

Lessons

Understand environment planning
Application lifecycle management and deployment strategy
Using LCS and Azure DevOps
Lab : Student activity
Student activity | develop environment plan
Lab : Exercise
Exercise | adopt One version – continuous updates
Exercise | utilize Lifecycle services

After completing this module, students will be able to:

Describe general concepts for cloud deployments
Environment planning main concepts and types
Understand process of provisioning production and sandbox environments
Describe developing an environment plan
Understand 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

Module 5: Determine data management strategy

This module will empower you to understand the data related topics within Dynamics implementation. It will help you define data migration strategy.

Lessons

Data management overview
Develop data migration strategy
Lab : Classroom exercise
Exercise | data management overview
Exercise | develop data migration strategy
Lab : Case study - student activity
Student activity 4 | develop data migration strategy

After completing this module, students will be able to:

Describe data management overview
Understand data management framework
Utilize data task automation
Describe database movement operations
Utilize data sharing framework
Develop data migration strategy
Develop cutover plan
Develop data retention plan

Module 6: Determine integration and interfaces strategies

This module will cover the integration and interface topics. It should help you to understand the available options and tools to use. It will help you define your integration and interface strategy for Dynamics implementations.

Lessons

Develop integration strategy
Integration options
Lab : Case study - student activity
Student activity 5 | develop integration strategy
Lab : Classroom exercises
Exercise | develop integration strategy
Exercise | integration options

After completing this module, students will 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

Module 7: Define security architecture

This module will help you understand the important security aspects for Dynamics implementations.

Lessons

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, students will be able to:

Define cloud security
Describe main aspects of Azure datacenter security
understand authentication and authorization
understand compliance requirements
Understand encryption

Module 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.

Lessons

Testing strategy overview
Testing planning and execution
Lab : Case study - student activity
Student activity 7 | develop testing strategy
Lab : Classroom exercises
Exercise | testing strategy overview
Exercise | testing planning and execution

After completing this module, students will 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

Module 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.

Lessons

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, students will 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

Module 10: Business intelligence and reporting

This module will address the key topics for reporting and intelligence needed by the solution architect.

Lessons

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, students will 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

Module 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.

Lessons

Understand licensing estimation
Understand support options
Lab : Classroom exercises
Exercise | understand licensing estimation
Exercise | understand support options

After completing this module, students will be able to:

Estimate number of licenses
Stay compliant with user licensing requirements
Understand support options during and post implementations
Define support strategy

Module 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.

Lessons

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, students will 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

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