A tailored course, built for your situation
Mastering SOC 2 for Microsoft Dynamics Analysts
Build authority in compliance outcomes that shape technical direction and peer decisions
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Who this is for
Analyst at a global services firm, working on Microsoft Dynamics deployments with growing responsibility for compliance alignment and control documentation
Who this is not for
This is not for generalist consultants without hands-on involvement in control mapping or technical audit preparation
What you walk away with
- Produce SOC 2 evidence packages that reduce review cycles by 40%
- Lead control design discussions with confidence and source-backed justification
- Position yourself as the go-to resource for SOC 2 scoping on Dynamics projects
- Shape vendor selection criteria with clear, auditable control requirements
- Move from support role to named owner of compliance-critical workstreams
The 12 modules (with all 144 chapters)
Module 1. SOC 2 Trust Principles in Practice
Understand how each of the five SOC 2 trust principles applies to Microsoft Dynamics environments, with real project mappings and boundary definitions.
12 chapters in this module
- Defining availability in SaaS deployments
- Data processing integrity in Dynamics workflows
- Confidentiality controls for client data
- Physical security in hybrid cloud setups
- System monitoring for non-repudiation
- Change management scope boundary
- User access review frequency
- Incident response integration
- Backup retention alignment
- Encryption in transit enforcement
- Key rotation policy mapping
- Audit trail completeness standards
Module 2. Scoping Dynamics Implementations
Learn how to define a defensible SOC 2 boundary for Dynamics projects, avoiding over-scope and evidence gaps.
12 chapters in this module
- Identifying in-scope systems
- Mapping data flows to services
- Excluding legacy interfaces
- Vendor responsibility splits
- Cloud infrastructure boundaries
- Client-hosted component tracking
- Third-party integration points
- API gateway inclusion rules
- Custom code vs package scope
- SSO implementation edges
- Multi-tenant environment risks
- Disaster recovery scope validation
Module 3. Control Design for Reusability
Build repeatable control patterns specific to Dynamics that accelerate future engagements.
12 chapters in this module
- Template-based access reviews
- Automated provisioning checks
- Role-based access standards
- Segregation of duties baselines
- Dynamic access control testing
- Privileged user monitoring
- Change approval thresholds
- Emergency access logging
- Session timeout policies
- Admin activity tracking
- Data export controls
- Audit log retention compliance
Module 4. Evidence Collection Workflow
Streamline evidence gathering across technical, operational, and managerial layers in Dynamics projects.
12 chapters in this module
- Sampling strategy for audits
- Document retention timelines
- Interview question templates
- System-generated report types
- Access review export formats
- Change ticket validation
- Vulnerability scan integration
- Penetration test coverage
- SOC 2 vs internal audit overlap
- Evidence sufficiency checklist
- Time-stamping requirements
- Evidence owner assignment
Module 5. Vendor Evaluation Framework
Apply SOC 2 criteria to assess third-party vendors in Dynamics ecosystems.
12 chapters in this module
- Vendor responsibility matrix
- Subservice organization review
- Type I vs Type II reliance
- Control gap analysis
- Transition planning for gaps
- Attestation report review
- Compliance cost allocation
- Shared responsibility model
- Downstream client assurance
- Vendor audit readiness
- SLA alignment with controls
- Exit strategy compliance
Module 6. Stakeholder Communication Plan
Tailor messaging for technical teams, project managers, and compliance leads across the engagement lifecycle.
12 chapters in this module
- Control narratives for engineers
- Risk summaries for PMs
- Executive dashboards
- Audit readiness reports
- Gap closure tracking
- Remediation timeline templates
- Escalation paths for findings
- Cross-functional review cadence
- Change impact statements
- Compliance milestone tracking
- Client-facing assurance docs
- Internal sign-off workflows
Module 7. Compliance Testing Protocols
Design test procedures that are efficient, defensible, and accepted by external auditors.
12 chapters in this module
- Test frequency standards
- Sampling size justification
- Automated test feasibility
- Manual validation steps
- Evidence sufficiency rules
- Test script versioning
- Exception handling process
- Remediation tracking
- Re-testing intervals
- Deficiency classification
- Management response templates
- Audit query response prep
Module 8. SoA Development Process
Build a working System and Organization Controls report from scoping through final review.
12 chapters in this module
- SoA structure fundamentals
- Control objective phrasing
- Framework cross-mapping
- Control activity specificity
- Narrative clarity standards
- Evidence reference format
- Management assertion drafting
- Third-party inclusion rules
- Change control section
- Risk mitigation description
- Exception disclosure tone
- Final review checklist
Module 9. Integration with SDLC
Embed SOC 2 requirements into Microsoft Dynamics development lifecycles.
12 chapters in this module
- Security gate inclusion
- Code review compliance
- Environment segregation
- Patch management workflow
- Build validation checks
- Deployment approval process
- Configuration baselines
- Access control during dev
- Testing environment controls
- Production migration controls
- Post-deployment validation
- Incident feedback loop
Module 10. Audit Preparation Cycle
Lead readiness efforts with precision and reduce auditor follow-up queries.
12 chapters in this module
- Pre-audit checklist
- Evidence packet assembly
- Interview prep materials
- Finding response protocol
- Management walkthrough prep
- Control testing coordination
- Evidence gap mitigation
- Remediation timeline setting
- Audit scope confirmation
- Point-of-contact assignment
- Documentation review schedule
- Final submission prep
Module 11. Continuous Compliance Monitoring
Design ongoing control monitoring to maintain SOC 2 compliance between audits.
12 chapters in this module
- Control monitoring frequency
- Automated alerting rules
- Dashboard design for ops
- Monthly review process
- Owner accountability tracking
- Exception escalation path
- Trend analysis methods
- Control failure response
- Remediation logging
- Audit trail maintenance
- Policy update integration
- Change impact reassessment
Module 12. Career Positioning and Influence
Leverage SOC 2 expertise to expand your role and shape technical direction.
12 chapters in this module
- Positioning as compliance owner
- Internal thought leadership
- Cross-project advisory role
- Mentorship opportunities
- Speaking up in design reviews
- Proposing control improvements
- Building peer credibility
- Contributing to playbooks
- Shaping standards adoption
- Influencing tool selection
- Vendor evaluation leadership
- Leadership visibility tactics
How this maps to your situation
- New Microsoft Dynamics engagement with compliance scope
- Mid-cycle audit readiness push
- Vendor onboarding with SOC 2 requirements
- Post-audit improvement planning
Before vs. after
Before
Compliance tasks are reactive, distributed across teams, and require heavy coordination to complete.
After
You own the compliance trajectory, produce evidence efficiently, and shape technical decisions through trusted control design.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters total)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3 hours per module, ideal for completion within 6 weeks while working full-time.
How this compares to the alternatives
Unlike generic compliance overviews or certification prep, this course delivers actionable, project-specific workflows for Microsoft Dynamics analysts aiming to lead in real-world SOC 2 implementations.
Frequently asked
Is this course focused on SOC 2 Type I or Type II?
It covers both, with emphasis on Type II requirements since those are most relevant to ongoing Microsoft Dynamics engagements.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me in vendor selection discussions?
Yes, Module 5 gives you a clear framework to evaluate vendors using SOC 2 criteria, helping you shape procurement decisions.
$199 one-time. Approximately 3 hours per module, ideal for completion within 6 weeks while working full-time..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours