Take an inside look into a day of a D365 Finance Solution Architect and learn what it takes to perform this job successfully.
As technical experts, Dynamics 365 Finance Solution Architects use their knowledge of the Dynamics 365 platform to provide guidance and recommendations to the development team. During the design and development phase, Dynamics 365 Finance Solution Architects may also be responsible for creating technical documentation, such as functional and technical specifications, deployment plans, and test scripts. This documentation is critical to the success of the project, as it ensures that the development team has a clear understanding of what needs to be built and how it should be implemented.
By collaborating with the development team and providing technical guidance and expertise, they ensure that the client’s business requirements are met, the solutions are aligned, and the project is going as planned.
Effective communication with clients is an important skill that any consultant should have. As a Dynamics 365 Finance Solution Architect, they need to be able to understand and interpret client requirements, translate them into technical solutions, and communicate these solutions back to the client in a clear way. Throughout the project lifecycle, Dynamics 365 Finance Solution Architects engage with clients in various ways, such as through whiteboard sessions, in-person and virtual meetings, and emails. During this time, they explain technical concepts and solutions to non-technical stakeholders, as well as manage client expectations around project timelines and deliverables.
In addition to regular communication, there will be days when they will conduct presentations and demonstrations to showcase their proposed solutions and get client feedback. These presentations may involve creating and delivering PowerPoint presentations, conducting demos of customizations and integrations, or providing technical guidance during training sessions. On a daily basis, Finance Architects use Microsoft productivity tools to help them communicate with clients effectively. These tools include Microsoft Teams, Microsoft Visio, PowerPoint, Outlook, OneDrive, and so much more.
Indeed, effective client and team communication is critical to the success of any Dynamics 365 Finance project. By maintaining clear and open lines of communication, Finance Solution Architects can ensure that project requirements are understood, expectations are managed, and technical solutions are delivered to meet the client’s business needs.
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As a Dynamics 365 Finance Solution Architect, it’s also important to ensure that technical solutions are thoroughly tested and meet quality standards before they are deployed to production. This involves collaborating with the development team to design and execute test plans, reviewing code for quality and consistency, and troubleshooting any issues that arise during testing. Later, they work together to create deployment plans in the production environment. Thus, collaboration is a critical aspect of the Dynamics 365 Finance Solution Architect’s role.
Finance Solution Architect, Avantiico
One of the primary challenges is keeping up with the ever-changing technology landscape and staying up-to-date with the latest advancements in finance and accounting. Microsoft provides numerous learning paths for professionals to keep up-to-date with their latest solutions. One can also obtain certifications that can prove their expertise in the field, such as the Microsoft Certified: Dynamics 365: Finance and Operations Apps Solution Architect Expert.
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