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Architect solutions
- Gather requirements
- Identify operational and organizational challenges that may affect a business
- Identify existing business processes and opportunities to optimize business processes
- Gather data migration requirements and expected data migration volumes
- 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 and business process catalog
- Evaluate whether to build versus buy for gap business requirements
- Identify solution components including other Microsoft and independent software vendor (ISV) technologies based on customer requirements
- Describe the Success by Design framework
- Create overall solution architecture diagrams
- Describe and document the solution blueprint
- Review an organization including company information, locations, and organizational hierarchy in finance and operations apps
- 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 strategy

Define solution strategies
- Select a deployment strategy
- Review a process to manage solution code and deployment
- Select a deployment model and identify instances and environments required for the selected deployment model
- Plan the One Version strategy and release process for service updates
- 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, historical, and master 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, finance and operations apps, and infrastructure security
- Describe Azure and infrastructure security-related elements
- Review security design and performance implications of record-level security in Dynamics 365
- Review security design and license implications of custom and standard role-based security in Dynamics 365
- Identify use cases for segregation of duties
- Define the integration architecture
- Select an integration pattern including OData, Microsoft Power Platform, Batch Data API, custom services, external web services, office integrations, business events, Azure Synapse Link, and dual-write with Microsoft Dynamics 365 apps
- Identify required integration and interface details
- Design integrations
- Define an integration testing strategy
- Define error handling and troubleshooting strategy for integrations
- Define use cases for integration requirements with Microsoft Power Platform and finance and operations apps
- Define the business intelligence and reporting architecture
- 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
- Manage interactions with FastTrack
- Identify the requirements for FastTrack eligibility
- Identify FastTrack engagement types and personnel roles
- Describe typical types of FastTrack workshops and the inputs for each workshop across the phases
- Describe go-live checklist elements
- Utilize Dynamics 365 Implementation Portal
- 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 Power Platform Admin Center 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
- 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, Leapworks, 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