MB-700T00 Microsoft Dynamics 365: Finance and Operations Apps Solution Architect
The Dynamics 365 Finance and Operations solution architect is a trusted advisor who consults with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution. The architect is accountable for the integrity and successful delivery of the complete solution design. The architect provides critical guidance and support from pre-sales throughout the remainder of the project lifecycle. They have great breadth of knowledge and experience designing solutions that meet business needs. The solution architect may have a technical, functional, or industry background. The solution architect must demonstrate knowledge of all Dynamics 365 apps and Power Platform. They must have deep understanding of Finance and Operations apps. In addition, they have extensive domain knowledge in one or more industry verticals. This course is designed to prepare those who are aspired to be solution architects and those who are new to this role to learn more about the technical information that solution architects will be dealing with during implantation.
Participants will gain the skills to:
-
Architect end-to-end solutions for Dynamics 365 Finance and Operations apps aligned to business and technical requirements.
-
Design and plan implementations using Microsoft Lifecycle Services (LCS) and best practices for project delivery.
-
Manage data migration and integration strategies, including synchronous and asynchronous patterns, dual-write, and Power Platform integration.
-
Apply Application Lifecycle Management (ALM) principles for development, testing, deployment, and maintenance.
-
Perform fit-gap analysis to evaluate customer needs against standard application capabilities and identify solution approaches.
-
Design extensions and customizations while maintaining upgradeability and adhering to extensibility best practices.
-
Implement robust security and reporting architectures, including role-based access, data security, analytics, and reporting tools.
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.
You should have knowledge of the Dynamics 365 ecosystem and Microsoft Power Platform
- Expectations, skills, and responsibilities of a solution architect
- Role during project phases and pillars of great architecture
- Customer discovery and communication strategies
- Lead requirements capture sessions (functional and non-functional)
- Perform fit-gap analysis and categorize business requirements
- Identify solution components, third-party options, strengths, and weaknesses
- Develop and validate demos
- Lifecycle Services overview and tools (Task recorder, BPM, asset libraries)
- Licensing, security, and environment management
- Cloud vs. on-premises implementation phases (analysis → design → deploy)
- Implementation methodologies and functional design documents (FDDs)
- Data migration planning: BYOD, tools, testing, validation
- Data management concepts, templates, entities, and database operations
- Integration patterns and scenarios (synchronous/asynchronous, APIs)
- Dataverse, Power Platform, Azure Data Lake, and dual-write integrations
- User Acceptance Testing (UAT) libraries, test automation, and Azure DevOps
- Application Lifecycle Management (ALM): build, test, release, and change control
- Extension framework: customization models, pre/post event handlers, workflow framework
- Business events: creation, activation, and Power Automate integration
- Security architecture, role-based security, segregation of duties
- Entra ID and OAuth 2.0 authentication
- Performance monitoring and optimization (Trace Parser, SQL Insights, Performance SDK)
- Analytics and reporting with Financial reporting, Power Platform, and BI
- Success by Design framework: phases and tracking activities
- Conducting workshops: Solution blueprint, Data migration, Security, Integration, Gap design
- Defining strategies: testing, cutover, performance benchmarks, and post go-live
- Configure environment setup, personalization, and dashboards
- Manage forms, filters, KPIs, and reports
- Configure data entities and integrate with Microsoft Office