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

Prerequisites:

Target Audience:

Microsoft Dynamics 365 Finance and Operations Apps Developers 

Course Objectives:

Students will learn to:

• Explore the ecosystem and main components of finance and operations apps
• Explore the technical architecture of finance and operations apps
• Explore design and deployment considerations for finance and operations apps
• Manage finance and operations apps implementations by using Lifecycle Services
• Work with performance and monitoring tools in finance and operations apps
• Manage source code by using version control in finance and operations apps
• Explore the test framework and tools in finance and operations apps
• Explore reporting tools in finance and operations apps
• Set up a VHD for finance and operations apps
• Start developing for finance and operations apps by using Visual Studio
• Get started with development using X++ in finance and operations apps
• Develop object-oriented code in finance and operations apps
• Implement application lifecycle management in finance and operations apps
• Build extended data types and enumerations for finance and operations apps
• Build data models in finance and operations apps
• Build forms and optimize form performance in finance and operations apps
• Create classes in finance and operations apps
• Build reports for finance and operations apps
• Build workspaces in finance and operations apps
• Implement role-based security in finance and operations apps
• Apply basic performance optimization in finance and operations apps
• Explore extensions and the extension framework in finance and operations apps
• Extend elements in finance and operations apps
• Consume business events in finance and operations apps
• Work with workflows in finance and operations apps
• Identify data integration patterns and scenarios in finance and operations apps
• Implement data integration concepts and solutions for finance and operations apps
• Implement the Data management package API for finance and operations apps
• Data integrations with finance and operations apps
• Prepare data for migration to finance and operations apps
• Manage data sources with external data stores in finance and operations apps
• Integrate finance and operations apps with Microsoft Azure
• Connect to Microsoft Power Platform services with finance and operations apps
• Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform
• Work with data management in finance and operations apps
• Perform user acceptance testing in finance and operations apps
• Prepare to go-live with finance and operations apps
• Use RSAT with Dynamics 365 Commerce
• Work with analytics and reporting in finance and operations apps
• Configure electronic reporting in Dynamics 365 Finance

Course Outline:

Module 1: Explore the ecosystem and main components of 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.

Module 2: Explore the technical architecture of 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.

Module 3: Explore design and deployment considerations for finance and operations apps

• Learn about design patterns and process for code deployment.
• Identify code deployment strategies.
• Learn about post-deployment tasks and activities.

Module 4: Manage finance and operations apps implementations by using Lifecycle Services

• Performing support tasks.
• Provisioning and managing environments.
• Managing asset libraries.
• Managing the code upgrade process between versions of finance and operations apps.

Module 5: Work with performance and monitoring tools in 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.

Module 6: Manage source code by using version control in finance and operations apps

• Connect your developer environment to an Azure DevOps project.
• Use best practices for version control.
• Manage and perform code reviews.

Module 7: Explore the test framework and tools in finance and operations apps

• Capabilities and benefits of the unit test framework.
• Capabilities and benefits of Task Recorder.
• Benefits of the Best Practices tool.

Module 8: Explore reporting tools in finance and operations apps

• 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.

Module 9: Set up a VHD for finance and operations

• 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.

Module 10: Start developing for finance and operations apps by using Visual Studio

• 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.

Module 11: Get started with development using X++ in finance and operations apps

• 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.

Module 12: Develop object-oriented code in finance and operations apps

• 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.

Module 13: Implement application lifecycle management in finance and operations apps

• 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.

Module 14: Build extended data types and enumerations for finance and operations apps

• 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.

Module 15: Build data models in finance and operations apps

• 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.

Module 16: Build forms and optimize form performance in finance and operations apps

• 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.

Module 17: Create classes in finance and operations apps

• 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.

Module 18: Build reports for finance and operations apps

• 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.

Module 19: Build workspaces in finance and operations apps

• Design and build key performance indicators (KPIs).
• Create workspace elements.
• Use Report Definition Language (RDL) to create custom reports.
• Implement reporting components into workspaces.

Module 20: Implement role-based security in finance and operations apps

• 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

Module 21: Apply basic performance optimization in finance and operations apps

• 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.

Module 22: Explore extensions and the extension framework in finance and operations apps

• 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.

Module 23: Extend elements in finance and operations apps

• Create extensions to customize finance and operations apps.
• Extend a table.
• Create a form extension.

Module 24: Consume business events in finance and operations apps

• 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.

Module 25: Work with workflows in finance and operations apps

• 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

Module 26: Identify data integration patterns and scenarios in finance and operations apps

• Identify integration web application programming interfaces.
• Explore available data integration scenarios.
• Identify the key differences between synchronous and asynchronous integrations.

Module 27: Implement data integration concepts and solutions for finance and operations apps

• 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.

Module 28: Implement the Data management package API for finance and operations 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++

Module 29: Data integrations with finance and operations 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.

Module 30: Prepare data for migration to finance and operations apps

• 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.

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

• 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

Module 32: Integrate finance and operations apps with Microsoft Azure

• 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.

Module 33: Connect to Microsoft Power Platform services with finance and operations apps

• 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.

Module 34: Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform

• 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.

Module 35: Work with data management in finance and operations apps

• 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.

Module 36: Perform user acceptance testing in finance and operations apps

• 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)

Module 37: Prepare to go-live with finance and operations apps

• 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

Module 38: Use RSAT with Dynamics 365 Commerce

• Learn about the features of RSAT.
• Learn how to use the Test recorder feature to create, configure, run, investigate, and report on test cases.

Module 39: Work with analytics and reporting in finance and operations apps

• 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

Module 40: Configure electronic reporting in Dynamics 365 Finance

• Configure electronic reporting
• Use barcode data sources to generate barcode images
• Add a new electronic reporting provider and mark it as active
• Generate an electronic document in a specific format
• Create electronic reporting configurations