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

In this course we discuss the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business.

Code: mb-500t00

Duration: 5.0 days

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Objectives

  • Discover the suite of finance and operation apps that you can use for enterprise resource planning.
  • Review use cases for finance and operations apps.
  • 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.
  • How Microsoft helps customers upgrade.
  • The Microsoft Cloud.
  • Architectural and operational differences between AX 2012 and 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.
  • Define ALM.
  • Learn about the different ALM methodologies.
  • Build models.
  • Create a project plan for building and testing solutions.
  • Create processes for release management, change management, and risk management.
  • Performing support tasks.
  • Provisioning and managing environments.
  • Managing asset libraries.
  • Managing the code upgrade process between versions of finance and operations apps.
  • Create and build projects and deployable packages in Visual Studio.
  • Use the Application Explorer to manage elements.
  • Synchronize data dictionary changes with the application database.
  • Work in the Element Designer to create elements.
  • Connect your developer environment to an Azure DevOps project.
  • Use best practices for version control.
  • Manage and perform code reviews.
  • Connect your developer environment to an Azure DevOps project.
  • Use best practices for version control.
  • Manage and perform code reviews.
  • 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.
  • Manage table properties.
  • Add fields and field groups to a table.
  • Create an index and a table relation.
  • Learn about table methods.
  • Create extensions to customize finance and operations apps.
  • Extend a table.
  • Create a form extension.
  • 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.
  • 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.
  • 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.
  • Implement the SysOperationSandbox framework.
  • Add a menu item to favorites
  • Explain how different roles see different dashboards
  • Add a KPI to a dashboard workspace
  • Modify the fields in a form
  • Modify the fields in a report
  • Design and build key performance indicators (KPIs).
  • Create workspace elements.
  • Use Report Definition Language (RDL) to create custom reports.
  • Implement reporting components into workspaces.
  • 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.
  • 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.
  • 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++
  • 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.
  • Reporting and Power BI analysis used with AX 2012.
  • The reporting options available in finance and operations apps.
  • Data export services in finance and operations apps.
  • How to modernize your data warehouse.
  • How to modernize your analytics and reporting.
  • 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.
  • 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.
  • Connect your finance and operations apps data with Power Automate.
  • 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.
  • Learn about the Dual-write implementation workshop
  • Prepare for the Dual-write implementation workshop
  • Learn how to conduct the Dual-write implementation workshop
  • Follow up after the Dual-write implementation workshop
  • 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.
  • 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.
  • 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
  • Understand security architecture of finance and operations apps
  • Learn about encryption in finance and operations apps
  • Manage users
  • Manage security
  • Apply segregation of duties
  • Run security reports
  • 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.

Content

1. Get introduced to the finance and operations apps

This module discusses the general capabilities of the Microsoft Dynamics 365 suite of finance and operations apps, including built-in reporting and integration with other Microsoft products such as Microsoft Excel, Microsoft Word, Power BI, and Microsoft Teams.

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2. Explore the ecosystem and main components of finance and operations apps

Dynamics 365 offers a large range of cloud-driven applications that help organizations optimize their business so they can reach their full potential. This module explores the Dynamics 365 ecosystem and how the apps work together to help your organization reach its fullest potential. Additionally, this module describes the major components of finance and operations apps that are important for you to know before you begin developing.

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3. Key differences between Dynamics AX 2012 and finance and operations apps

This module introduces learners to the Microsoft Dynamics 365 cloud and reviews the architectural and component changes between Dynamics AX 2012 and the finance and operations apps. By understanding these changes, you can make better decisions for upgrading your Dynamics AX 2012 solution to Dynamics 365.

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4. Explore the technical architecture of finance and operations apps

To begin developing for finance and operations, you must understand the core concepts of development, including packages, models, and elements. Additionally, as a developer, you will need to understand metadata management and source control tools and processes by using Azure DevOps. Last, this module will also discuss the purpose of Lifecycle Services, deployable packages and their importance throughout development, and implementation of finance and operations apps.

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5. Implement application lifecycle management in finance and operations apps

Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.

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6. Manage finance and operations apps implementations by using Lifecycle Services

Lifecycle Services helps you host finance and operations apps environments. It provides repeatable processes to support consistent success with each delivery. Lifecycle Services is available to customers and partners as part of their support plans.

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7. Start developing for finance and operations apps by using Visual Studio

Visual Studio is the integrated development environment (IDE) for finance and operations apps. Developers can create deployable packages that contain projects and elements that are stored as metadata. Developing in Visual Studio allows users to customize the finance and operations apps experience.

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8. Manage source code by using version control in finance and operations apps

When you're collaborating with other developers, it's important to manage your source code by using version control. For finance and operations apps, source code is managed by using Azure DevOps within Visual Studio.

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9. Build extended data types and enumerations for finance and operations apps

Extended data types (EDTs) and base enumerations (enums) are data types that are created and managed in the development environment. Base enums represent a list of literals, while EDTs are reusable data types that have a specific definition. The Application Object Tree (AOT) in finance and operations apps contains many existing EDTs and base enums that can be extended for use in your project, or you can create new data types. This module will focus on creating new data types.

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10. Build tables in finance and operations apps

While tables aren't always viewable to a user in finance and operations apps, they are important in development. All data in finance and operations apps is stored and managed in a table in Visual Studio. Tables store data such as company transactions, inventory, and journals.

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11. Extend elements in finance and operations apps

Elements in finance and operations apps are customized through extensions to help you modify properties, add components, or remove controls.

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12. Build forms and optimize form performance in finance and operations apps

Forms are created and managed in Visual Studio and will display to the user as web pages. This module explains how forms are created and managed in the finance and operations apps developer environment, along with how to optimize the performance of forms.

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13. Create classes in finance and operations apps

Classes are blocks of code that contain data and methods. When developing for finance and operations apps, you will use the X++ language to create new classes.

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14. Explore extensions and the extension framework in finance and operations apps

Finance and operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.

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15. Configure your user interface in Finance and Operations apps

In this module, learners were introduced to the idea of personalizing the Dynamics 365 Finance and Operations user interface to fit their business needs. They learned how to change menus, forms, and reports.

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16. Build workspaces in finance and operations apps

Workspaces are personalized work centers with data, reports, and transactions and are designed to increase efficiency of daily tasks. Workspaces can be created and modified by developers. There are many reasons to design and create a workspace in the developer environment rather than the user interface. For instance, your business might want key performance indicator (KPI) tiles, analytical components, drillthrough components, or other advanced features that cannot be created or modified in the user interface.

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17. Get started with development using X++ in finance and operations apps

X++ is an object-oriented language. This module introduces X++ development for finance and operations apps, which is performed in Visual Studio.

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18. Develop object-oriented code in finance and operations apps

Object-oriented programming (OOP) is a programming paradigm that is modeled around objects and how you manipulate them. This module discusses concepts for object-oriented programming so you can develop customizations in finance and operations apps.

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19. Build reports for finance and operations apps

Organizations have a lot of data. When an organization grows, its ability to provide context for all that data becomes increasingly crucial. Reports can organize data in a meaningful way. finance and operations apps include reporting tools to help you create reports for your organizations, SQL Server Reporting Services (SSRS), Microsoft Power BI, and Microsoft Excel reports. You can use these reporting tools to visualize a data set in many ways, including as a tabular layout with collapsible tables and by using dashboards. Throughout this module, you will build a foundation to design, create, and modify reports.

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20. Implement the Data management package API for finance and operations apps

The Data management framework's package representational state transfer (REST) application programming interface (API) lets you integrate with finance and operations apps by using data packages.

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21. Explore the test framework and tools in finance and operations apps

In finance and operations apps, the test framework helps to alleviate risks and provides a system to manage a clean record of testing.

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22. Explore reporting tools in finance and operations apps

A report is a structured presentation of data. Reporting presents data in a way that lets you make informed decisions by using data visualizations, dashboards, financial reporting, and structured documents. finance and operations apps provide several reporting tools that you can use to meet different reporting needs. This module will help you become familiar with the various reporting options that are available with finance and operations apps.

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23. Compare reporting and analytics in finance and operations apps with Dynamics AX 2012

An important step in your upgrade journey is to determine how you will provide your users with the reporting and analytics that they need to make decisions. finance and operations apps provides out-of-the-box tools that allow you to use your data to create modern reporting and analytics.

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24. Identify data integration patterns and scenarios in finance and operations apps

As a developer, you are generally part of the data integration scenarios during and after a finance and operations apps implementation. This module explores web application programming interfaces (APIs) that are available for finance and operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.

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25. Implement data integration concepts and solutions for finance and operations apps

Connect to your finance and operations apps data by using data entities, where data is accessed outside of the application and with different endpoint and external applications.

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26. Data integrations with finance and operations apps

Integrations are an important component of implementing finance and operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between finance and operations apps and third-party applications or services.

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27. Connect to Microsoft Power Platform services with finance and operations apps

Microsoft Power Platform services like Power Apps and Power Automate, and the Common Data Model are tools that you can use to create efficient ways to get more work done with finance and operations apps.

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28. Dual-write implementation for Dynamics 365 solutions

Dual-write offers an out-of-the-box infrastructure that can provide customers near real-time interaction between Customer engagement apps and finance and operations apps. The Dual-write implementation workshop guides you through key points to help identify and resolve potential blockers to a successful dual-write implementation.

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29. Work with data management in finance and operations apps

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

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30. Work with performance and monitoring tools in finance and operations apps

Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.

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31. Implement role-based security in finance and operations apps

Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

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32. Plan and implement security in finance and operations apps

If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.

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33. Apply basic performance optimization in finance and operations apps

By optimizing your development for performance, you can ensure that your work is useful and appreciated by users. As a finance and operations apps developer, you should understand how your designs can be properly optimized for performance.

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Audience

  • Microsoft Dynamics 365 Finance and Operations Apps Developers

Prerequisites

N/A

Certification

product-certification

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%)

Course Benefits

product-benefits
  • Career growth
  • Broad Career opportunities
  • Worldwide recognition from leaders
  • Up-to Date technical skills
  • Popular Certification Badges

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