Program Outline
Architect solutions for Microsoft Dynamics 365 Finance and Operations Apps
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.
Delivery
Virtual, On-site, or Hybrid
Duration
5 days
Product
Dynamics 365
Role
Solution Architect
Microsoft
Microsoft Dynamics 365 & Power Platform SolutionsDynamics 365: Finance and Operations Apps Solution Architect Expert
Dynamics 365
Best Fit
Audience Profile
Who This Program Is For
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.
Overview
Program Summary
Warning This certification, related exam, and renewal assessments will retire on June 30, 2026.
Course Outline
Complete Module Sequence
Review the full module sequence for this program, including the primary topic coverage in each module where available.
1Module 1
Architect solutions for Dynamics 365 and Microsoft Power Platform
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Module 1
Architect solutions for Dynamics 365 and Microsoft Power Platform
Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform.
- Becoming a solution architect for Dynamics 365 and Microsoft Power Platform
- Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
- Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
- Work with requirements for Microsoft Power Platform and Dynamics 365
- Perform fit gap analysis
2Module 2
Use Lifecycle Services to design and plan an implementation of finance and operations apps
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Module 2
Use Lifecycle Services to design and plan an implementation of finance and operations apps
Lifecycle Services is a collaborative workspace that customers and their partners use to manage finance and operations apps projects from pre-sales to the implementation phase and finally to the production environment. It provides checklists and tools that help you manage the project, including pre-build methodologies to help with implementation and regularly updated services.
- Get started with Lifecycle Services for finance and operations apps
- Design and plan an implementation of finance and operations apps
3Module 3
Migrate data and go live with finance and operations apps
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Module 3
Migrate data and go live with finance and operations apps
As a functional consultant and developer, you must understand how to prepare your customer's data for migration, work with data management, and perform user acceptance testing to go live with finance and operations apps.
- Prepare data for migration to finance and operations apps
- Work with data management in finance and operations apps
- Perform user acceptance testing in finance and operations apps
- Prepare to go-live with finance and operations apps
4Module 4
Implement finance and operations apps
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Module 4
Implement finance and operations apps
Plan and design your project methodology to successfully implement finance and operations apps with FastTrack services, data management and more.
- Get started with a finance and operations implementation project
- Feature management in finance and operations apps
- Design and plan an implementation of finance and operations apps
- Implement application lifecycle management in finance and operations apps
- Get started with Lifecycle Services for finance and operations apps
- Plan and implement security in finance and operations apps
- Implement role-based security in finance and operations apps
- Perform user acceptance testing in finance and operations apps
- Upgrade from AX 2012 to Dynamics 365 Finance
- Updates and upgrades for finance and operations apps
- Prepare to go-live with finance and operations apps
- Work with performance and monitoring tools in finance and operations apps
- Explore extensions and the extension framework in finance and operations apps
- Work with analytics and reporting in finance and operations apps
5Module 5
Use Success by Design for Dynamics 365 solutions
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Module 5
Use Success by Design for Dynamics 365 solutions
FastTrack for Dynamics 365 is designed to help customers and partners achieve a successful deployment of Dynamics 365 solutions. To deliver this service, solution architects should use Success by Design. This learning path discusses Success by Design concepts.
- Get started with Success by Design for Dynamics 365
- Create a solution blueprint for Dynamics 365 solutions
- Plan a testing strategy for your Dynamics 365 solution
- Design data models for Dynamics 365 solutions
- Business intelligence and analytics design for Dynamics 365 solutions
- Gap solution design for Dynamics 365 solutions
- Create a data migration strategy for Dynamics 365 solutions
- Review the security model for your Dynamics 365 solutions
- Plan and implement security in finance and operations apps
- Integration design for Dynamics 365 solutions
- Dual-write implementation for Dynamics 365 solutions
- Implement a performance strategy for Dynamics 365 solutions
- Cutover strategy for Dynamics 365 solutions
- Post go-live strategy for Dynamics 365 solutions
6Module 6
Configure apps in finance and operations
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Module 6
Configure apps in finance and operations
Learning path for the Dynamics 365 finance and operations Apps bridge between Fundamentals and Core
- Get started with configuration and personalization in finance and operations apps
- Configure your user interface in finance and operations apps
- Configure your data in finance and operations apps
7Module 7
Validate your skills architecting solutions for customers and products
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Module 7
Validate your skills architecting solutions for customers and products
In this workshop you're analyzing and architecting solutions based on a series of sheets in a planning workbook. You should have already completed the following modules as part of the MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course. If you haven't, it's recommended that you take some time to complete these modules before beginning the challenge project.
- Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365
- Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform
- Perform fit gap analysis
- Implement application lifecycle management in finance and operations apps
- Challenge project - Architecting solutions for a new product line for customers
Coverage Areas
Topic Coverage
Coverage Item 1
Architect solutions
Coverage Item 2
Define solution strategies
Coverage Item 3
Manage implementations
Coverage Item 4
Manage testing
Customization
Adapt This Program for Your Team
We can adapt this program around your team structure, platform priorities, delivery goals, and the scenarios your people need to work through in practice.
- •Align labs to your Microsoft tenant and workload scenarios
- •Add readiness checks and exam preparation reviews
- •Extend delivery with role-specific implementation workshops
