📖 About this Domain
This domain covers the translation of business requirements into a high-level solution architecture for Dynamics 365 Finance and Operations. It involves defining the overall strategy for applications, data management, security, and integrations. The focus is on architecting a cohesive solution that meets enterprise needs.
🎓 What You Will Learn
- You will learn to determine the overall solution architecture, identifying required Finance and Operations apps, Power Platform components, and integrations.
- You will learn to define the solution scope and document business processes using tools like Business Process Modeler (BPM) in Lifecycle Services (LCS).
- You will learn to formulate a data management strategy, including data migration using the Data Management Framework (DMF) and data retention policies.
- You will learn to design the security architecture, including modeling roles, applying segregation of duties (SoD), and understanding security extensibility.
🛠️ Skills You Will Build
- You will build the skill to perform a fit-gap analysis to identify where standard functionality meets requirements versus where customizations are needed.
- You will build the skill to architect a data migration plan, differentiating between master, transactional, and reference data.
- You will build the skill to model a security framework using role-based access control (RBAC) to enforce segregation of duties (SoD).
- You will build the skill to define an integration strategy by selecting appropriate patterns and technologies for system interoperability.
💡 Top Tips to Prepare
- Master the functionalities of Lifecycle Services (LCS), particularly the Business Process Modeler (BPM) for scoping and process definition.
- Gain in-depth knowledge of the Data Management Framework (DMF), its data entities, and its application in data migration and integration scenarios.
- Thoroughly understand the security hierarchy in Finance and Operations apps, from roles and duties down to privileges and permissions.
- Practice architecting solutions for case studies, focusing on the selection of appropriate Microsoft stack components like Power Platform and Azure services.
📖 About this Domain
This domain covers the testing lifecycle for a Dynamics 365 Finance and Operations apps implementation. It emphasizes creating test strategies, executing test plans, and managing defects. Key tools include Azure DevOps and the Regression Suite Automation Tool (RSAT).
🎓 What You Will Learn
- You will learn to create a comprehensive testing strategy and detailed test plans for solution validation.
- You will learn to execute different testing methodologies, including system integration testing (SIT) and user acceptance testing (UAT).
- You will learn to leverage the Regression Suite Automation Tool (RSAT) for automated regression testing cycles.
- You will learn to manage the defect lifecycle, from logging in Azure DevOps to resolution and verification.
🛠️ Skills You Will Build
- You will build the skill to formulate a testing strategy that aligns with project milestones and go-live readiness criteria.
- You will build proficiency in using Task Recorder and RSAT to create, maintain, and execute automated test suites.
- You will build the ability to plan and facilitate UAT sessions, ensuring business process validation by key users.
- You will build skills in triaging bugs and managing the issue resolution process within Azure DevOps.
💡 Top Tips to Prepare
- Gain hands-on experience with Task Recorder to generate test scripts and with RSAT to run automated tests.
- Understand the integration points between Lifecycle Services (LCS), Azure DevOps, and Finance and Operations apps for test management.
- Clearly differentiate the objectives of unit testing, SIT, UAT, and performance testing within an implementation project.
- Review official Microsoft Learn modules on testing strategies and the use of RSAT for test automation.
📖 About this Domain
This domain covers the execution and delivery aspects of a Dynamics 365 finance and operations apps implementation. It focuses on the methodologies and tools used to manage the project from planning through go-live. You will learn the core responsibilities of a solution architect in overseeing project management, testing, and deployment activities.
🎓 What You Will Learn
- You will learn to manage project constraints such as scope, schedule, and budget using tools like Lifecycle Services (LCS) and Azure DevOps.
- You will learn to define and manage a comprehensive testing strategy, including user acceptance testing (UAT), test cases, and defect resolution.
- You will learn to plan and execute the go-live phase by defining a detailed cutover strategy and managing post-go-live support.
- You will learn to manage project risks, stakeholder communications, and quality assurance throughout the implementation lifecycle.
🛠️ Skills You Will Build
- You will build skills in applying project governance to control scope creep and manage change requests effectively.
- You will build skills in orchestrating test cycles, managing test execution with tools like the Regression Suite Automation Tool (RSAT), and securing UAT sign-off.
- You will build skills in developing and executing a cutover plan, including data migration validation and environment lockdown procedures.
- You will build skills in risk mitigation and establishing a hypercare support model for post-go-live stabilization.
💡 Top Tips to Prepare
- Master the project management and testing functionalities within Lifecycle Services (LCS) and its integration with Azure DevOps.
- Understand the standard implementation methodology's phases and the key deliverables required for each stage gate review.
- Focus on the different testing types, such as performance testing and UAT, and the tools used to manage them.
- Review best practices for cutover planning, including defining data migration strategies and establishing a clear go/no-go decision framework.
📖 About this Domain
This domain covers the foundational responsibilities of a Solution Architect for Dynamics 365 Finance and Operations apps. It focuses on translating business requirements into a functional and technical solution blueprint. You will learn to define the architecture, select deployment strategies, and document the complete solution design.
🎓 What You Will Learn
- You will learn to gather and validate business requirements, identifying operational challenges and mapping them to functional components.
- You will learn to define the solution architecture, including evaluating use cases, documenting non-functional requirements, and selecting a deployment strategy.
- You will learn to choose an appropriate Application Lifecycle Management (ALM) strategy using tools like Lifecycle Services (LCS) and Azure DevOps.
- You will learn to document the solution design, detailing the data model, integration patterns, and the security model for the implementation.
🛠️ Skills You Will Build
- You will build the skill to map complex business processes to specific functional components within Dynamics 365.
- You will build the ability to create comprehensive solution design documents that outline the technical and data architecture.
- You will build proficiency in selecting optimal deployment strategies, including cloud, on-premises, or hybrid models.
- You will build the skill to define a robust security model and integration architecture for the solution.
💡 Top Tips to Prepare
- Focus on the process of translating business needs into functional and non-functional requirements, as this is a core architect task.
- Master the differences and decision criteria for cloud versus on-premises deployment strategies and their implications on the solution.
- Practice creating solution blueprints for case studies, detailing components, data models, and integrations.
- Thoroughly understand the role of Lifecycle Services (LCS) and Azure DevOps in the context of Application Lifecycle Management (ALM).
