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.

INR 75000 + tax

Date : 24 Jun 2024

Code: mb-500t00

Duration: 5.0 days

other dates

Schedule

Virtual ILT | 24 Jun 2024 - 28 Jun 2024
Virtual ILT | 29 Jul 2024 - 02 Aug 2024
Virtual ILT | 26 Aug 2024 - 30 Aug 2024
Virtual ILT | 23 Sep 2024 - 27 Sep 2024
Virtual ILT | 14 Oct 2024 - 18 Oct 2024
Virtual ILT | 18 Nov 2024 - 22 Nov 2024
Virtual ILT | 16 Dec 2024 - 20 Dec 2024

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Objectives

  • 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

Content

1. 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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2. 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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3. Explore design and deployment considerations for finance and operations apps

Identifying design and deployment processes that conform to organizational policies will help you in developing for finance and operations apps, and ensure that code is deployed to the correct environments to avoid issues in production.

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4. 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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5. 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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6. 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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7. 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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8. 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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9. Set up a VHD for finance and operations apps

A virtual hard disk (VHD) is made available for download from Microsoft Dynamics 365 Lifecycle Services, so that you can set it up on a local machine. This system is intended to be accessed by a developer and is a preconfigured one-box development environment of finance and operations apps.

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10. 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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11. 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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12. 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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13. 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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14. 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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15. Build data models in finance and operations apps

The data model in finance and operations apps consists of tables, views, queries, and other components. These components are important in development. All data in finance and operations apps is stored in tables and managed in the data model in Visual Studio. Tables store data such as company transactions, inventory, and journals.

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16. 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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17. 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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18. 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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19. 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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20. 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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21. 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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22. 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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23. 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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24. Consume business events in finance and operations apps

Business events provide a mechanism that lets external systems receive notifications from finance and operations apps. In this way, the systems can perform business actions in response to the business events.

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25. 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.

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26. 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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27. 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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28. 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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29. 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 other applications or services.

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30. Prepare data for migration to finance and operations apps

When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

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31. Manage data sources with external data stores in finance and operations apps

Administrators often need access to their data from finance and operations apps, to perform analytics that will help ensure that certain parameters or business metrics are met.

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32. Integrate finance and operations apps with Microsoft Azure

Finance and operations apps are integrated with Microsoft Azure to help power many of its built-in capabilities, such as search and intelligence. This module will focus on custom cloud integrations that you can build that are unique to your own project integration needs.

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33. 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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34. 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.

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35. 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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36. Perform user acceptance testing in finance and operations apps

After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

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37. Prepare to go-live with finance and operations apps

All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services.

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38. 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.

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39. 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.

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40. 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.

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Audience

  • Microsoft Dynamics 365 Finance and Operations Apps Developers

Prerequisites

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

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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