Study guide for Exam MB-700: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect
Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.
| Useful links | Description |
|---|---|
| Review the skills measured as of March 18, 2024 | This list represents the skills measured AFTER the date provided. Study this list if you plan to take the exam AFTER that date. |
| Review the skills measured prior to March 18, 2024 | Study this list of skills if you take your exam PRIOR to the date provided. |
| Change log | You can go directly to the change log if you want to see the changes that will be made on the date provided. |
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Updates to the exam
Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.
We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. While Microsoft makes every effort to update localized versions as needed, there may be times when the localized versions of an exam are not completed on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn't available in your preferred language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured as of March 18, 2024
Audience profile
Candidates for this exam are Microsoft Dynamics 365 professionals who advise stakeholders and translate business requirements into secure, scalable, and reliable solutions.
Candidates should have knowledge of the Dynamics 365 ecosystem and Microsoft Power Platform. They must have deep understanding of Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, and Dynamics 365 Project Operations. In addition, they must have extensive domain knowledge in one or more industry verticals. This role requires understanding how decisions affect the overall solution.
Skills at a glance
Architect solutions (20–25%)
Define solution strategies (35–40%)
Manage implementations (20–25%)
Manage testing (10–15%)
Architect solutions (20–25%)
Gather requirements
Identify operational and organizational challenges that may affect a business
Identify existing business processes and opportunities to optimize business processes
Gather information about expected transaction volume
Categorize business requirements and perform gap fit analyses
Review and validate business requirements throughout the solution lifecycle
Define the solution architecture
Map business requirements to functional components
Evaluate whether to build versus buy for selected business requirements
Identify opportunities to implement supplemental Microsoft technologies
Use the appropriate implementation tools including Lifecycle Services (LCS) and Azure DevOps
Describe the Success by Design framework
Create solution architecture diagrams
Define and document the solution blueprint
Define an organization including company information, locations, and structure
Document the implementation timeline including roll-out strategies
Define the business process catalog and document solution gaps
Define instances, environments, and solution components
Identify required security roles
Define solution strategies (35–40%)
Select a deployment strategy
Develop a process to manage solution code and deployment
Select a deployment model and identify instances and environments required for the selected deployment model
Describe the One Version strategy for Dynamics 365 and the effects of One Version on solutions
Segment solution development and delivery into logical phases
Provide alternative methodologies and approaches for deploying modifications
Determine solution maintenance cadence and timelines
Identify upgrade scenarios and select appropriate tools
Define an application lifecycle management (ALM) strategy
Define a code management and data flow strategy
Define a Microsoft Power Platform solution management strategy
Determine which build automation capabilities to implement
Define a roll-back strategy for solution code and data
Determine a data management strategy
Differentiate between transactional and historical data
Define data quality and data validation process
Define data cleansing and transformation strategies
Define data dependencies
Develop a data migration strategy for master, transactional, reference, parameter, and document data entities
Develop data cut-over, verification and data retention plans
Define the security architecture
Differentiate between Azure, Dynamics 365, and infrastructure security
Describe Azure and infrastructure security-related elements
Describe use cases for and capabilities of record-level and role-based security in Dynamics 365
Define the integration architecture
Select an integration pattern including OData, Microsoft Power Platform integration, Batch Data API, customer service, external web services, and office integrations
Identify required integration and interface details
Design integrations
Define an integration testing strategy
Define the business intelligence and reporting architecture
Gather business intelligence and reporting requirements
Define data sources required to meet business intelligence and reporting requirements
Select appropriate business intelligence and reporting tools including Power BI, organizational workspaces, financial reports, SQL Server Reporting Services (SSRS), and the Electronic Reporting tool
Define printing requirements including, Document Routing Agent (DRA), modern report design layout templates, check printing, and label printing
Manage implementations (20–25%)
Describe Lifecycle Services (LCS) tools
Understand the use cases and capabilities of different LCS tools
Understand the use cases and capabilities of Business Process Modeler (BPM)
Understand the use cases and capabilities of LCS Methodologies
Create a usage profile to describe current or projected usage
Manage interactions with FastTrack
Identify the value proposition for FastTrack
Identify FastTrack engagement types and personnel roles
Describe typical types of FastTrack workshops and the inputs for each workshop
Describe go-live checklist elements
Determine support options
Develop a support plan and strategy
Define post-go-live support plans including response times and service-level agreements (SLAs)
Describe use cases and capabilities for the LCS Support tool
Determine licensing requirements
Determine the types of licenses required
Estimate the number of licenses required by using the License Sizing estimator
Describe the process for estimating ongoing software licensing costs
Manage testing (10–15%)
Define a testing strategy
Define a testing strategy that includes all required types of testing
Define a regression testing strategy
Identify opportunities for automated testing
Review use cases and test coverage for business scenarios
Determine when to use RSAT, SysTest, Postman, ATL, Azure DevOps Test Plans, and other tools
Define a performance testing strategy
Define performance goals and requirements
Identify performance monitoring and testing tools
Define performance benchmarks and success criteria
Design a performance and load testing strategy
Troubleshoot performance issues
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.
| Study resources | Links to learning and documentation |
|---|---|
| Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
| Find documentation | Dynamics 365 documentation and learning modules Finance home page |
| Ask a question | Microsoft Q&A | Microsoft Docs |
| Get community support | Microsoft Dynamics Community |
| Follow Microsoft Learn | Microsoft Learn - Microsoft Tech Community |
| Find a video | Exam Readiness Zone |
Change log
Key to understanding the table: The topic groups (also known as functional groups) are in bold typeface followed by the objectives within each group. The table is a comparison between the two versions of the exam skills measured and the third column describes the extent of the changes.
| Skill area prior to March 18, 2024 | Skill area as of March 18, 2024 | Change |
|---|---|---|
| Audience profile | No change | |
| Architect solutions | Architect solutions | No % change |
| Gather requirements | Gather requirements | No change |
| Define the solution architecture | Define the solution architecture | No change |
| Describe and document the solution blueprint | Define and document the solution blueprint | Minor |
| Define solution strategies | Define solution strategies | No % change |
| Select a deployment strategy | Select a deployment strategy | No change |
| Define an application lifecycle management (ALM) strategy | Define an application lifecycle management (ALM) strategy | No change |
| Determine a data management strategy | Determine a data management strategy | No change |
| Define the security architecture | Define the security architecture | No change |
| Define the integration architecture | Define the integration architecture | No change |
| Define the business intelligence and reporting architecture | Define the business intelligence and reporting architecture | No change |
| Manage implementations | Manage implementations | No % change |
| Describe Lifecycle Services (LCS) tools | Describe Lifecycle Services (LCS) tools | No change |
| Manage interactions with FastTrack | Manage interactions with FastTrack | No change |
| Determine support options | Determine support options | No change |
| Determine licensing requirements | Determine licensing requirements | No change |
| Manage testing | Manage testing | No % change |
| Define a testing strategy | Define a testing strategy | No change |
| Define a performance testing strategy | Define a performance testing strategy | No change |
Skills measured prior to March 18, 2024
Audience profile
Candidates for this exam are Microsoft Dynamics 365 professionals who advise stakeholders and translate business requirements into secure, scalable, and reliable solutions.
Candidates should have knowledge of the Dynamics 365 ecosystem and Microsoft Power Platform. They must have deep understanding of Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, and Dynamics 365 Project Operations. In addition, they must have extensive domain knowledge in one or more industry verticals. This role requires understanding how decisions affect the overall solution.
Architect solutions (20–25%)
Define solution strategies (35–40%)
Manage implementations (20–25%)
Manage testing (10–15%)
Architect solutions (20–25%)
Gather requirements
Identify operational and organizational challenges that may affect a business
Identify existing business processes and opportunities to optimize business processes
Gather information about expected transaction volume
Categorize business requirements and perform gap fit analyses
Review and validate business requirements throughout the solution lifecycle
Define the solution architecture
Map business requirements to functional components
Evaluate whether to build versus buy for selected business requirements
Identify opportunities to implement supplemental Microsoft technologies
Use the appropriate implementation tools including Lifecycle Services (LCS) and Azure DevOps
Describe the Success by Design framework
Create solution architecture diagrams
Describe and document the solution blueprint
Define an organization including company information, locations, and structure
Document the implementation timeline including roll-out strategies
Define the business process catalog and document solution gaps
Define instances, environments, and solution components
Identify required security roles
Define solution strategies (35–40%)
Select a deployment strategy
Develop a process to manage solution code and deployment
Select a deployment model and identify instances and environments required for the selected deployment model
Describe the One Version strategy for Dynamics 365 and the effects of One Version on solutions
Segment solution development and delivery into logical phases
Provide alternative methodologies and approaches for deploying modifications
Determine solution maintenance cadence and timelines
Identify upgrade scenarios and select appropriate tools
Define an application lifecycle management (ALM) strategy
Define a code management and data flow strategy
Define a Microsoft Power Platform solution management strategy
Determine which build automation capabilities to implement
Define a roll-back strategy for solution code and data
Determine a data management strategy
Differentiate between transactional and historical data
Define data quality and data validation process
Define data cleansing and transformation strategies
Define data dependencies
Develop a data migration strategy for master, transactional, reference, parameter, and document data entities
Develop data cut-over, verification and data retention plans
Define the security architecture
Differentiate between Azure, Dynamics 365, and infrastructure security
Describe Azure and infrastructure security-related elements
Describe use cases for and capabilities of record-level and role-based security in Dynamics 365
Define the integration architecture
Select an integration pattern including OData, Microsoft Power Platform integration, Batch Data API, customer service, external web services, and office integrations.
Identify required integration and interface details
Design integrations
Define an integration testing strategy
Define the business intelligence and reporting architecture
Gather business intelligence and reporting requirements
Define data sources required to meet business intelligence and reporting requirements
Select appropriate business intelligence and reporting tools including Power BI, organizational workspaces, financial reports, SQL Server Reporting Services (SSRS), and the Electronic Reporting tool
Define printing requirements including, Document Routing Agent (DRA), modern report design layout templates, check printing, and label printing
Manage implementations (20–25%)
Describe Lifecycle Services (LCS) tools
Understand the use cases and capabilities of different LCS tools
Understand the use cases and capabilities of Business Process Modeler (BPM)
Understand the use cases and capabilities of LCS Methodologies
Create a usage profile to describe current or projected usage
Manage interactions with FastTrack
Identify the value proposition for FastTrack
Identify FastTrack engagement types and personnel roles
Describe typical types of FastTrack workshops and the inputs for each workshop
Describe go-live checklist elements
Determine support options
Develop a support plan and strategy
Define post-go-live support plans including response times and service-level agreements (SLAs)
Describe use cases and capabilities for the LCS Support tool
Determine licensing requirements
Determine the types of licenses required
Estimate the number of licenses required by using the License Sizing estimator
Describe the process for estimating ongoing software licensing costs
Manage testing (10–15%)
Define a testing strategy
Define a testing strategy that includes all required types of testing
Define a regression testing strategy
Identify opportunities for automated testing
Review use cases and test coverage for business scenarios
Determine when to use RSAT, SysTest, Postman, ATL, Azure DevOps Test Plans, and other tools
Define a performance testing strategy
Define performance goals and requirements
Identify performance monitoring and testing tools
Define performance benchmarks and success criteria
Design a performance and load testing strategy
Troubleshoot performance issues