Der Dynamics 365 Finance and Operations-Lösungsarchitekt*in ist ein vertrauenswürdiger Berater*in , der/die sich mit Organisationen und Mitgliedern des Implementierungsteams in Verbindung setzt, um Geschäftsanforderungen in eine klar definierte und kostengünstige Lösung zu übersetzen? Der/die Architekt*in ist für die Integrität und erfolgreiche Umsetzung des gesamten Lösungsdesigns verantwortlich. Der/die Architekt*in stellt während des restlichen Projektlebenszyklus einen wichtigen Leitfaden sowie Unterstützung vom Vorverkauf bereit.

Sie besitzen fundierte Kenntnisse und Erfahrung beim Entwerfen von Lösungen, die geschäftsspezifische Anforderungen erfüllen. Der/die Lösungsarchitekt*in verfügt möglicherweise über einen technischen, funktionalen oder branchenspezifischen Hintergrund. Der Lösungsarchitekt*in muss Kenntnisse über alle Dynamics 365-Apps sowie über Power Platform nachweisen. Sie müssen über ein tiefgreifendes Verständnis der Finance and Operations-Apps verfügen. Darüber hinaus verfügen sie über umfassende Domänenkenntnisse in mindestens einer Branche. Dieser Kurs soll diejenigen, die Lösungsarchitekten werden möchten, und diejenigen, die neu in dieser Rolle sind, darauf vorbereiten, mehr über die technischen Details informieren, mit denen Lösungsarchitekten während der Implementierung zu tun haben.

Die/der Teilnehmer*innen dieses Trainings sollten über frühere Erfahrungen mit funktionalen oder technischen Schwerpunkten in Dynamics 365 verfügen: Finance and Operations Applications. Vor allem für diejenigen, die eine Rolle als Lösungsarchitekt anstreben.

Sie müssen die folgenden Lernpfade absolvieren, bevor Sie an dieser von einem Ausbilder geleiteten Schulung teilnehmen:
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

Becoming a solution architect for Dynamics 365 and Microsoft Power Platform

    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

Discover customer needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

    Introduction and discovery overview
    Initial customer discovery
    Customer discovery meetings
    Customer communication strategy

Propose a solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

    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

Work with requirements for Microsoft Power Platform and Dynamics 365

    Lead requirement capture sessions
    Identify functional requirements
    Identify non-functional requirements
    Confirm and finalize requirements

Perform fit gap analysis

    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

Get started with Lifecycle Services for finance and operations apps

    Understand the functionality and tools of Lifecycle Services
    Determine licensing requirements
    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)
    Support options
    Get product updates from Lifecycle Services

Design and plan an implementation of finance and operations apps

    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 develop
    On-premises implementation - test, deploy, and operate
    Gathering and analyzing the requirements
    Create functional design documents (FDD)

Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

    Access Dynamics 365 Translation Service
    Types of requests
    Reuse translations (recycling)
    Custom-trained machine translation system

Prepare data for migration to finance and operations apps

    Select a data integration (import/export) strategy
    Common migration scenarios and tools
    Bring your own database (BYOD)
    Test a data migration and validate output

Work with data management in finance and operations apps

    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

Perform user acceptance testing in finance and operations apps

    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

Get started with a finance and operations implementation project

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

FastTrack Customer Success Program for finance and operations

    Overview of the FastTrack program
    FastTrack engagement across the phases
    Solution blueprint review
    Become a FastTrack recognized solution architect

Implement application lifecycle management in finance and operations apps

    ALM methodologies
    Design and create models
    Plan the build, test, and quality control processes
    Identify upgrade scenarios and appropriate tools
    Plan the release, change, and risk management processes

Explore extensions and the extension framework in finance and operations apps

    Introduction
    Customization models
    Extension points for frameworks
    Develop code to extend a framework
    Implement the SysOperationSandbox framework

Consume business events in finance and operations apps

    Business event framework
    Create a new business event
    Activate business events
    Role-based security for business events
    Business events in Microsoft Power Automate

Identify data integration patterns and scenarios in finance and operations apps

    Select an integration API
    Synchronous and asynchronous patterns
    Data integration scenarios

Data integrations with finance and operations apps

    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

Work with analytics and reporting in finance and operations apps

    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

Describe the business value of the Microsoft Power Platform

    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

Identify foundational components of Microsoft Power Platform

    Introduction
    Describe Power Platform administration
    Describe Power Platform security and governance
    Explore Microsoft Dataverse
    Examine Power Platform connectors

Design and build mobile apps for finance and operations apps

    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

Updates and upgrades for finance and operations apps

    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

Work with performance and monitoring tools in finance and operations apps

    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

Plan and implement security in finance and operations apps

    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

Implement role-based security in finance and operations apps

    Create and modify duties, privileges, and permissions
    Enforce permissions policy
    Extensible data security framework
    Apply security permissions

Prepare to go-live with finance and operations apps

    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

Feature management in finance and operations apps

    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

Get started with Success by Design for Dynamics 365

    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

Create a solution blueprint for Dynamics 365 solutions

    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

Plan a testing strategy for your Dynamics 365 solution

    Overview of the Test strategy review workshop
    Prepare for the workshop
    Workshop implementation and follow-up

Design data models for Dynamics 365 solutions

    Entity relationship diagram
    Out-of-the-box vs. custom tables
    Table configuration

Business intelligence and analytics design for Dynamics 365 solutions

    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

Gap solution design for Dynamics 365 solutions

    Gap solution design workshop overview
    Prepare for the Gap solution design workshop
    Conduct the Gap solution design workshop
    Gap solution design follow-up

Create a data migration strategy for Dynamics 365 solutions

    Data migration strategy overview
    Prepare for the Data migration workshop
    Conduct the Data migration strategy workshop

Review the security model for your Dynamics 365 solutions

    Security workshop topics

Integration design for Dynamics 365 solutions

    Integration design review workshop overview
    Prepare for the Integration design review
    Conduct the Integration design review
    Integration design review workshop follow-up

Dual-write implementation for Dynamics 365 solutions

    Dual-write implementation workshop overview
    Prepare for the workshop
    Workshop implementation and follow-up

Implement a performance strategy for Dynamics 365 solutions

    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

Cutover strategy for Dynamics 365 solutions

    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

Post go-live strategy for Dynamics 365 solutions

    Timing of the Post go-live workshop
    Post go-live workshop overview
    Prepare for the workshop
    Post go-live workshop implementation and follow up

Get started with configuration and personalization in Finance and Operations apps

    Set up your environment
    Explore personalization functionality
    Knowledge check

Configure your user interface in Finance and Operations apps

    Manage menus: Favorites
    Manage menus: Dashboards by role
    Manage menus: Key performance indicators
    Manage forms: Fields
    Manage forms: Filters and ranges
    Configure reports

Configure your data in Finance and Operations apps

    Create entities
    Manage security
    Integrate with Microsoft Office