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Overview

In this course we discuss the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps. The Dynamics 365 Finance and Operations apps developer is a key technical resource that implements and extends the application to meet the requirements of the business.
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What You'll Learn

  • Explore the Dynamics 365 ecosystem.
  • Learn about the main components of finance and operations apps.
  • Learn about on-premises and cloud deployment options.
  • Explore the development and deployment process for finance and operations apps.
  • Differentiate between on-premises and cloud architecture of finance and operations.
  • Learn about the purposes and relationships between packages, models, and elements.
  • Learn about the application components and architecture.
  • Detail metadata management and source control processes.
  • Use and understand the purpose of Lifecycle Services.
  • Learn about design patterns and process for code deployment.
  • Identify code deployment strategies.
  • Learn about post-deployment tasks and activities.
  • Performing support tasks.
  • Provisioning and managing environments.
  • Managing asset libraries.
  • Managing the code upgrade process between versions of finance and operations apps.
  • Diagnose performance issues by using Trace parser.
  • Explore load testing by using the Performance SDK.
  • Monitor performance by using the SQL Insights dashboard.
  • Monitor server Health metrics in Microsoft Dynamics Lifecycle Services.
  • Connect your developer environment to an Azure DevOps project.
  • Use best practices for version control.
  • Manage and perform code reviews.
  • Capabilities and benefits of the unit test framework.
  • Capabilities and benefits of Task Recorder.
  • Benefits of the Best Practices tool.
  • Learn about the capabilities of various reporting tools in finance and operations apps.
  • Determine which types of reports should be used.
  • Create and modify a report data source.
  • Learn about reporting and security requirements.
  • Deploy reports with PowerShell.
  • Deploy reports with Visual Studio.
  • Learn how to download the VHD from Microsoft Dynamics 365 Lifecycle Services.
  • Learn the process of uploading the VHD.
  • Use the VHD for development and testing.
  • Learn how to set up Microsoft SQL Server Management Studio, Visual Studio, and more.
  • Create and build projects and deployable packages in Visual Studio.
  • Create and use label files
  • Use the Application Explorer to manage elements.
  • Synchronize data dictionary changes with the application database.
  • Work in the Element Designer to create elements.
  • Identify components of classes.
  • Create an instance of a class.
  • Create objects in a constructor.
  • Manipulate data by using X++.
  • Identify the different types of conditional statements.
  • Write conditional statements.
  • Write loop statements.
  • Use iterative statements.
  • Identify exception handling statements.
  • Write exception handling statements.
  • Learn about the use and function of const values.
  • Discover the importance of object-oriented programming for finance and operations apps.
  • Learn the importance of abstract classes and inheritance in object-oriented programming.
  • Learn about interfaces.
  • Use the Chain of Command (CoC).
  • Learn how scoping is implemented in X++ code.
  • Determine when to use references and values.
  • Define ALM.
  • Learn about the different ALM methodologies.
  • Build models.
  • Create a project plan for building and testing solutions.
  • Identify upgrade scenarios and appropriate tools
  • Create processes for release management, change management, and risk management.
  • Identify the different types of EDTs.
  • Learn about the use of base enumerations (base enums).
  • Identify how EDTs and base enums are viewed in the finance and operations apps user interface.
  • Create a base enumeration.
  • Define the use of tables in finance and operations apps.
  • Create a new table in Visual Studio.
  • Create, manage, and extend views, queries, and table maps.
  • Manage table properties.
  • Add fields and field groups to a table.
  • Create an index and a table relation.
  • Learn about table methods.
  • Create a new form.
  • Apply a form pattern.
  • Add a data source to a form.
  • Add grids, fields, and groups to a form.
  • Understand form methods.
  • Discover the types of menu items.
  • Create a menu item and add it to a form.
  • Create and extend menus
  • Run a form and test its functionality.
  • Learn about browser-based and Performance Timer tools that are used to optimize form performance.
  • Learn about the use of classes in developing for finance and operations apps.
  • Create a new class that is added to a project.
  • Add methods to a class.
  • Review the types of methods that can be used in a class.
  • Enable Business document management.
  • Design, create, and modify SSRS reports.
  • Create and modify a Power BI report by using finance and operations apps data.
  • Create and modify an Excel report by using finance and operations apps data.
  • Learn how to build SQL statement by using query objects.
  • Design and build key performance indicators (KPIs).
  • Create workspace elements.
  • Use Report Definition Language (RDL) to create custom reports.
  • Implement reporting components into workspaces.
  • Create and modify roles, duties, privileges, and permissions.
  • Review the role-based security hierarchy.
  • Use and enforce permissions policies.
  • Define the extensible data security framework (XDS).
  • Apply security permissions.
  • Stay compliant with user licensing requirements
  • Discover what temporary tables are and when to use them.
  • Learn about what set-based statements and row-based operations are, and when to use each.
  • Understand and demonstrate different methods for optimizing custom queries.
  • Learn about the different caching methods that are possible and when each should be used.
  • Learn about the reasons for creating extensions.
  • Determine when to use the extensibility request form.
  • Learn about the risk of intrusive customizations.
  • Develop code that will extend the functionality of finance and operations apps.
  • Create pre-event and post-event handler classes.
  • Implement the SysOperationSandbox framework.
  • Create extensions to customize finance and operations apps.
  • Extend a table.
  • Create a form extension.
  • Learn about the business events framework.
  • Implement new business events through class extension.
  • Consume business events.
  • Extend and existing business event
  • Business events in Microsoft Power Automate.
  • Role based security for business events.
  • Use the workflow architecture, elements, and actions
  • Create and set up workflows
  • Configure workflow properties
  • Configure a manual task in a workflow
  • Configure an automated task in a workflow
  • Configure an approval process in a workflow
  • Assign users to workflow elements
  • Configure an approval step in a workflow
  • Use work items functionality
  • Identify integration web application programming interfaces.
  • Explore available data integration scenarios.
  • Identify the key differences between synchronous and asynchronous integrations.
  • Create a data entity.
  • Enable data management capabilities.
  • Expose Open Data Protocol (OData) endpoints with data entities.
  • Identify custom service endpoints.
  • Discover external web services that are available for use.
  • Consume external web services.
  • Connect to your data with the Microsoft Excel add-in.
  • Connect to your data with Microsoft Power Apps.
  • Import and export APIs between finance and operations apps cloud deployments and on-premises deployments.
  • Import and export APIs between on-premises deployments.
  • Use GetExecutionSummaryStatus to get the status and availability of APIs.
  • Create wrapper classes with C# and X++
  • Set up a data project.
  • Set up a recurring data job.
  • Define authorization for integrations by using OAuth.
  • Monitor the status and availability of entities.
  • Develop data transformations.
  • Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications.
  • Use composite data entities.
  • Integrate composite data entities.
  • Export composite data entities.
  • Learn about Azure Data Lake and Entity Store, and how to change data in Azure Data Lake
  • Learn about Microsoft Power Platform convergence.
  • Choose a data integration (import/export) strategy.
  • Identify common migration scenarios and tools in finance and operations apps.
  • Understand the Bring your own database (BYOD) feature.
  • Identify relevant (legacy) systems.
  • Identify and import static data that is common between industries.
  • Create and review test plans for data migration.
  • Identify and extract source data.
  • Identify relevant data entities and elements.
  • Generate field mapping between source and target data structures.
  • Test a data migration and validate output.
  • Support the transition between the existing and migrated systems.
  • Learn about the core concepts of Bring Your Own Database (BYOD) and its advantages compared with the Entity Store.
  • Create and manage custom data sources.
  • Learn how to optimize data entities to achieve better performance
  • Develop and integrate by using Logic Apps.
  • Integrate finance and operations apps with enterprise applications.
  • Develop and integrate Microsoft Power Platform.
  • Automate EAI, B2B, EDI, and business processes.
  • Consume data from Azure Machine Learning (ML) service.
  • Enable connectivity with external services.
  • Connect your finance and operations apps data with Power Automate.
  • Learn about triggers and actions in Power Automate that are used in finance and operations apps.
  • Connect to your finance and operations apps data with Power Apps.
  • Learn about the Common Data Model to bring data from multiple systems and applications together.
  • Review key dual-write concepts.
  • Learn about dual-write alerts and how to set up alerts and automatic actions for planned and unplanned maintenance.
  • Learn about the Pause and Resume features and error management scenarios.
  • Explore troubleshooting techniques for dual-write setup, live sync, initial sync, and performance.
  • Explore best practices and recommendations for dual-write integration.
  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
  • Work with the Data management workspace.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Work with data import and export jobs.
  • Clean up the staging tables.
  • Work with database movement operations.
  • Work with the data sharing framework.
  • Test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to run test cases manually and automatically
  • The Regression suite automation tool (RSAT)
  • Prepare for go-live
  • Complete the Microsoft Dynamics Lifecycle Services methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack Go-live assessment
  • Request the production environment
  • Learn about the features of RSAT.
  • Learn how to use the Test recorder feature to create, configure, run, investigate, and report on test cases.
  • Different types of reports and inquiries in finance and operations apps
  • Financial reporting
  • Configuring finance and operations apps for Microsoft Power Platform
  • Generating and consuming inquiries and reports
  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Add a new electronic reporting provider and mark it as active
  • Generate an electronic document in a specific format
  • Create electronic reporting configurations

Who Should Attend

  • Microsoft Dynamics 365 finance and operations apps developers
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Prerequisites

Please review the prerequisites listed for each module in the course content and click on the provided links for more information.

Learning Journey

Want to boost your career in Microsoft? Click on the roles below to see the learning pathways, specially designed to give you the skills to succeed.

  • Dynamics 365 Developer
  • Dynamics 365 Solution Architect
  • ERP Architect
  • ERP Developer

Dynamics 365 Developer

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Fundamentals

MB-910T00 : Microsoft Dynamics 365 Fundamentals (CRM)

Course Duration

1 Day

Certification

Intermediate

MB-500T00 : Microsoft Dynamics 365: Finance and Operations Apps Developer

Course Duration

5 Days

Certification

Expert

MB-700T00 : Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

Course Duration

5 Days

Certification

Dynamics 365 Solution Architect

icon-trainocate-certified.png

Fundamentals

MB-910T00 : Microsoft Dynamics 365 Fundamentals (CRM)

Course Duration

1 Day

Certification

Intermediate

MB-500T00 : Microsoft Dynamics 365: Finance and Operations Apps Developer

Course Duration

5 Days

Certification

Expert

MB-700T00 : Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

Course Duration

5 Days

Certification

ERP Architect

icon-trainocate-certified.png

Fundamentals

MB-910T00 : Microsoft Dynamics 365 Fundamentals (CRM)

Course Duration

1 Day

Certification

Intermediate

MB-500T00 : Microsoft Dynamics 365: Finance and Operations Apps Developer

Course Duration

5 Days

Certification

Expert

MB-700T00 : Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

Course Duration

5 Days

Certification

ERP Developer

icon-trainocate-certified.png

Fundamentals

MB-910T00 : Microsoft Dynamics 365 Fundamentals (CRM)

Course Duration

1 Day

Certification

Intermediate

MB-500T00 : Microsoft Dynamics 365: Finance and Operations Apps Developer

Course Duration

5 Days

Certification

Expert

MB-700T00 : Microsoft Dynamics 365: Finance and Operations Apps Solution Architect

Course Duration

5 Days

Certification

1. Introduction to developing with finance and operations apps

As a developer working with finance and operations apps, it's important to have a firm grasp of the main architecture components of the Dynamics 365 ecosystem and finance and operations apps. Knowledge of core developer concepts, including technical capabilities, source code, testing frameworks, and reporting tools, will support your further efforts in building development skills that you can apply to finance and operations apps.

Click here to know more

2. Build finance and operations apps

Developing in finance and operations apps requires a basic understanding of the tasks required to build new elements and customize finance and operations apps. The tasks include understanding X++ code and Visual Studio, as well as being able to create and modify the basic elements of the system.

Click here to know more

3. Extend finance and operations apps

Extensions allow developers to make changes to the user experience in finance and operations apps by implementing modifications to the code that do not affect the base code. Among other benefits, extensions let developers update finance and operations apps to adhere to business processes and required changes.

Click here to know more

4. Work with workflows in finance and operations apps

Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Click here to know more

5. Connect to finance and operations apps

Integration and the ability to access your data in finance and operations apps are important capabilities. Developers who have learned to build and extend code in finance and operations apps can enhance their knowledge of development by learning about data integration and how connecting to data can have positive impacts on users.

Click here to know more

6. Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform

This module introduces you to the monitoring, troubleshooting, and performance tools of finance and operations apps and the dual-write function in Microsoft Dataverse. You’ll review actions for planned and unplanned maintenance, learn about various troubleshooting techniques, technologies, and considerations for dual-write, and discover best practices for dual-write integration.

Click here to know more

7. Migrate data and go live with finance and operations apps

As a functional consultant, you must understand how to prepare your customer's data for migration, work with data management, and perform user acceptance testing to go live with finance and operations apps.

Click here to know more

8. Use RSAT with Dynamics 365 Commerce

The Regression suite automation tool (RSAT) allows you to automate test validation for Dynamics 365 Commerce. It enables functional power users to record business tasks by using the test recorder and then convert them into a suite of automated tests to validate UI elements, data, and business processes.

Click here to know more

9. Work with analytics and reporting in finance and operations apps

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

Click here to know more

10. Configure electronic reporting in Dynamics 365 Finance

Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.

Click here to know more

Instructors

Scott Duffy

Bestselling Azure & TOGAF® Trainer, Microsoft Azure MVP

4.8 (4.1k)
|
10 Courses
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Scott Duffy

Bestselling Azure & TOGAF® Trainer, Microsoft Azure MVP

4.8 (4.1k)
|
10 Courses
profile-instructor-a.png

Skills Measured

  • Plan architecture and solution design (5-10%)
  • Apply developer tools (10-15%)
  • Design and develop AOT elements (20-25%)
  • Develop and test code (10-15%)
  • Implement reporting (10-15%)
  • Integrate and manage data solutions (10-15%)
  • Implement security and optimize performance (10-15%)

Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 16 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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