Information Technology

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

Instructor-Led 40 Agenda

Description

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.

Course Overview

Course Objective

By the end of this course, you will learn to develop fully realized solutions by using standardized application coding patterns.

Who Should Attend

Microsoft Dynamics 365 Finance and Operations Apps Developers

Explore the ecosystem and main components of finance and operations apps Lesson Id 1

Explore the ecosystem and main components of finance and operations apps

Explore the technical architecture of finance and operations apps Lesson Id 2

Explore the technical architecture of finance and operations apps

Explore design and deployment considerations for finance and operations apps Lesson Id 3

Explore design and deployment considerations for finance and operations apps

Manage finance and operations apps implementations by using Lifecycle Services Lesson Id 4

Manage finance and operations apps implementations by using Lifecycle Services

Work with performance and monitoring tools in finance and operations apps Lesson Id 5

Work with performance and monitoring tools in finance and operations apps

Manage source code by using version control in finance and operations apps Lesson Id 6

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

Explore the test framework and tools in finance and operations apps Lesson Id 7

Explore the test framework and tools in finance and operations apps

Explore reporting tools in finance and operations apps Lesson Id 8

Explore reporting tools in finance and operations apps

Set up a VHD for finance and operations apps Lesson Id 9

Set up a VHD for finance and operations apps

Start developing for finance and operations apps by using Visual Studio Lesson Id 10

Start developing for finance and operations apps by using Visual Studio

Get started with development using X++ in finance and operations apps Lesson Id 11

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

Develop object-oriented code in finance and operations apps Lesson Id 12

Develop object-oriented code in finance and operations apps

Implement application lifecycle management in finance and operations apps Lesson Id 13

Implement application lifecycle management in finance and operations apps

Build extended data types and enumerations for finance and operations apps Lesson Id 14

Build extended data types and enumerations for finance and operations apps

Build data models in finance and operations apps Lesson Id 15

Build data models in finance and operations apps

Build forms and optimize form performance in finance and operations apps Lesson Id 16

Build forms and optimize form performance in finance and operations apps

Create classes in finance and operations apps Lesson Id 17

Create classes in finance and operations apps

Build reports for finance and operations apps Lesson Id 18

Build reports for finance and operations apps

Build workspaces in finance and operations apps Lesson Id 19

Build workspaces in finance and operations apps

Implement role-based security in finance and operations apps Lesson Id 20

Implement role-based security in finance and operations apps

Apply basic performance optimization in finance and operations apps Lesson Id 21

Apply basic performance optimization in finance and operations apps

Explore extensions and the extension framework in finance and operations apps Lesson Id 22

Explore extensions and the extension framework in finance and operations apps

Extend elements in finance and operations apps Lesson Id 23

Extend elements in finance and operations apps

Consume business events in finance and operations apps Lesson Id 24

Consume business events in finance and operations apps

Work with workflows in finance and operations apps Lesson Id 25

Work with workflows in finance and operations apps

Identify data integration patterns and scenarios in finance and operations apps Lesson Id 26

Identify data integration patterns and scenarios in finance and operations apps

Implement data integration concepts and solutions for finance and operations apps Lesson Id 27

Implement data integration concepts and solutions for finance and operations apps

Implement the Data management package API for finance and operations apps Lesson Id 28

Implement the Data management package API for finance and operations apps

Data integrations with finance and operations apps Lesson Id 29

Data integrations with finance and operations apps

Prepare data for migration to finance and operations apps Lesson Id 30

Prepare data for migration to finance and operations apps

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

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

Integrate finance and operations apps with Microsoft Azure Lesson Id 32

Integrate finance and operations apps with Microsoft Azure

Connect to Microsoft Power Platform services with finance and operations apps Lesson Id 33

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 Lesson Id 34

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 Lesson Id 35

Work with data management in finance and operations apps

Perform user acceptance testing in finance and operations apps Lesson Id 36

Perform user acceptance testing in finance and operations apps

Prepare to go-live with finance and operations apps Lesson Id 37

Prepare to go-live with finance and operations apps

Use RSAT with Dynamics 365 Commerce Lesson Id 38

Use RSAT with Dynamics 365 Commerce

Work with analytics and reporting in finance and operations apps Lesson Id 39

Work with analytics and reporting in finance and operations apps

Configure electronic reporting in Dynamics 365 Finance Lesson Id 40

Configure electronic reporting in Dynamics 365 Finance

Lesson Id	Title	Description
1	Explore the ecosystem and main components of finance and operations apps	Finance and operations apps and associated apps<br />Finance + Operations on-premises and cloud-based finance and operations apps<br />Development and deployment processes<br />The user interface<br />Reporting capabilities<br />Check your knowledge
2	Explore the technical architecture of finance and operations apps	Differentiate cloud and on-premises architecture<br />Elements, models, and packages<br />Application components and architecture<br />Metadata management processes<br />Source control processes<br />Conform code to organization policies<br />Overview of Lifecycle Services<br />Check your knowledge
3	Explore design and deployment considerations for finance and operations apps	Identify relevant business concepts<br />Evaluate functional specifications and create technical design documentation<br />Identify the technical gaps<br />Design patterns and practices for code deployments<br />The process for deploying code changes<br />Finance and operations apps frameworks<br />Check your knowledge
4	Manage finance and operations apps implementations by using Lifecycle Services	Perform support tasks<br />Provision and manage environments<br />Manage asset libraries<br />Manage the code update process<br />Check your knowledge
5	Work with performance and monitoring tools in finance and operations apps	Diagnose performance issues by using Trace parser<br />Load testing by using the Performance SDK<br />Monitor performance by using SQL Insights<br />Create a SQL trace by using the SQL Profiler<br />Monitor server health metrics in Lifecycle Services<br />Check your knowledge
6	Manage source code by using version control in finance and operations apps	Configure Visual Studio to connect to Azure DevOps<br />Working in Visual Studio<br />Manage and perform code reviews<br />Check your knowledge
7	Explore the test framework and tools in finance and operations apps	Unit test framework<br />Acceptance test library<br />Task recorder<br />Best Practices tool<br />Identify various categories and types of errors<br />Configure the testing environment and prepare data<br />Run unit tests<br />Document and fix issues<br />Check your knowledge
8	Explore reporting tools in finance and operations apps	Create and modify report data sources and supporting classes<br />Implement reporting security requirements<br />Publish a report<br />Lab – Set authorization requirements on database tables<br />Check your knowledge
9	Set up a VHD for finance and operations apps	Set up a VHD for first-time use<br />Set up and manage a downloadable VHD for development<br />Upgrade the VHD<br />Check your knowledge
10	Start developing for finance and operations apps by using Visual Studio	Create and build projects<br />Create and use label files<br />Manage metadata by using the Application Explorer<br />Build deployment packages<br />Synchronize data changes with the database<br />Use the Element Designer to create elements<br />Lab - Create a project and add an element<br />Check your knowledge
11	Get started with development using X++ in finance and operations apps	Implement base types and operators<br />Common structured programming constructs of X++<br />Use X++ to write SQL statements<br />Use conditional and iterative statements<br />Exception handling<br />Use const values<br />Use X++ runtime functions for common tasks<br />Call .NET libraries by using X++ code<br />Check your knowledge
12	Develop object-oriented code in finance and operations apps	Explore inheritance and abstract classes<br />Use attributes<br />Implement Chain of Command<br />Implement X++ scoping and access identifiers<br />Interfaces<br />Check your knowledge
13	Implement application lifecycle management in finance and operations apps	ALM methodologies<br />Design and create models<br />Plan the build, test, and quality control processes<br />Identify upgrade scenarios and appropriate tools<br />Plan the release, change, and risk management processes<br />Check your knowledge
14	Build extended data types and enumerations for finance and operations apps	Extended data types and element properties<br />Base enums and element properties<br />Lab - Create a base enumeration, add elements, and update properties<br />Check your knowledge
15	Build data models in finance and operations apps	Create tables and table fields<br />Populate table and field properties<br />Add fields, field groups, indexes, and relations<br />Table methods<br />Create, manage, and extend views<br />Create, manage, and extend queries<br />Create, manage, and extend table maps<br />Lab - Create a table, add fields, and create field groups<br />Check your knowledge
16	Build forms and optimize form performance in finance and operations apps	Add a new form to a project and apply a pattern<br />Add a data source to a form<br />Add grids, fields, and groups to a form<br />Form methods<br />Create and populate menu items<br />Create and extend menus<br />Test form functionality and data connections<br />Diagnose and optimize client performance<br />Optimize form loading and performance<br />Lab - Create a form<br />Check your knowledge
17	Create classes in finance and operations apps	Add a class to a project<br />Add code and methods to meet business requirements<br />Data manipulation<br />Lab - Insert records by using a runnable class<br />Check your knowledge
18	Build reports for finance and operations apps	Implement Business document management<br />Create and modify reports that use SSRS<br />Implement query objects and query builder<br />Create and modify reports by using Power BI<br />Create and modify reports by using Excel<br />Check your knowledge
19	Build workspaces in finance and operations apps	Design KPIs<br />Create drill-through workspace elements<br />Create custom reusable report functions by using RDL<br />Implement built-in KPIs, charts, and other reporting components<br />Check your knowledge
20	Implement role-based security in finance and operations apps	Create and modify duties, privileges, and permissions<br />Enforce permissions policy<br />Extensible data security framework<br />Apply security permissions<br />Lab - Create a new security role and add duties<br />Microsoft Entra ID and OAuth 2.0 authentication<br />Check your knowledge
21	Apply basic performance optimization in finance and operations apps	Identify and apply caching mechanisms<br />Optimize temporary table usage<br />When to use set-based statements and row-based operations<br />Query optimization principles<br />Modify the scope of a variable<br />Analyze and optimize concurrency<br />Apply parallel processing algorithms<br />Implement the Async framework<br />Develop Windows PowerShell scripts<br />Lab - Create runnable classes in Visual Studio to test code<br />Check your knowledge
22	Explore extensions and the extension framework in finance and operations apps	Customization models<br />Extension points for frameworks<br />Develop code to extend a framework<br />Create pre-event and post-event handler classes<br />Implement the SysOperationSandbox framework<br />Lab - Extend an EDT<br />Check your knowledge
23	Extend elements in finance and operations apps	Add a table extension to a project<br />Add a form extension to a project<br />Lab - Extend a form and add controls<br />Extend menus<br />Implement delegates<br />Check your knowledge
24	Consume business events in finance and operations apps	Business event framework<br />Create a new business event<br />Activate business events<br />Consume business events<br />Extend an existing business event<br />Role-based security for business events<br />Business events in Microsoft Power Automate<br />Check your knowledge
25	Work with workflows in finance and operations apps	Workflow types for business processes<br />Create and set up workflows<br />Assign users to workflow elements<br />Use the daily journal workflow<br />Lab - Create a purchase requisition workflow<br />Check your knowledge
26	Identify data integration patterns and scenarios in finance and operations apps	Select an integration API<br />Synchronous and asynchronous patterns<br />Data integration scenarios<br />Check your knowledge
27	Implement data integration concepts and solutions for finance and operations apps	Develop an entity and enable it for data export<br />Implement custom services<br />Expose OData endpoints from data entities<br />Consume external web services<br />Integrate finance and operations apps with Microsoft Excel<br />Integrate finance and operations apps with external applications by using Power Apps<br />Download electronic document interchange solutions<br />Verify source and target data for auditing<br />Debug with JSON Web Tokens<br />Check your knowledge
28	Implement the Data management package API for finance and operations apps	Import and export APIs<br />Monitor the status of APIs<br />Manage entity change tracking<br />Create wrapper classes to consume external web services<br />Create wrapper classes with C#<br />Check your knowledge
29	Data integrations with finance and operations apps	Set up a data project and recurring data job<br />Implement authorization to support integration<br />Monitor status and availability of entities<br />Develop data transformation<br />Microsoft Dataverse integrations<br />Integrate Dataverse by using virtual entities<br />Work with composite data entities<br />Azure Data Lake and Entity Store<br />Connect to Azure Data Lake Storage<br />Change data in Azure Data Lake<br />Power Platform convergence<br />Check your knowledge
30	Prepare data for migration to finance and operations apps	Select a data integration (import/export) strategy<br />Common migration scenarios and tools<br />Bring your own database (BYOD)<br />Test a data migration and validate output<br />Check your knowledge
31	Manage data sources with external data stores in finance and operations apps	Identify report data source requirements for external sources<br />Create and manage custom data sources<br />Optimize data entities to achieve better performance<br />Lab - Create a data entity<br />Check your knowledge
32	Integrate finance and operations apps with Microsoft Azure	Develop and integrate by using Logic Apps<br />Develop and integrate Microsoft Power Platform<br />Integrate finance and operations apps with enterprise applications<br />Automate EAI, B2B, EDI, and business processes with Logic Apps<br />Consume data from the Azure Machine Learning service<br />Enable connectivity with external services<br />Optimize data entities to achieve better performance<br />Check your knowledge
33	Connect to Microsoft Power Platform services with finance and operations apps	Connect your finance and operations apps data using Power Automate<br />Triggers and actions used in Power Automate for finance and operations apps<br />Connect to your finance and operations apps data with Power Apps<br />Finance and operations data on Common Data Model and Microsoft Dataverse<br />Check your knowledge
34	Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform	Alerting and automatic actions<br />Pause and Resume options<br />Initial sync<br />Live sync<br />Tools for performance issues<br />Best practices<br />Check your knowledge
35	Work with data management in finance and operations apps	Data management concepts<br />Use data entities for data management and integration<br />Work with the Data management workspace<br />Using Standard and Enhanced views for tiles<br />Use templates in data management<br />Export, import, and copy data into a legal entity<br />Lab - Explore the Data management workspace<br />Lab - Export data using the Data management workspace<br />Database movement operations<br />Data sharing framework<br />Check your knowledge
36	Perform user acceptance testing in finance and operations apps	Create user acceptance test libraries<br />Record test cases and save to BPM<br />Synchronize and configure your test plan in Azure DevOps<br />Run user acceptance tests<br />Data task automation<br />Check your knowledge
37	Prepare to go-live with finance and operations apps	Understand the go-live process<br />Complete the Lifecycle Services methodology<br />Perform user acceptance testing (UAT) for your solution<br />FastTrack go-live assessment<br />Request a production environment<br />Check your knowledge
38	Use RSAT with Dynamics 365 Commerce	RSAT and reasons to use it<br />Create a test recording in Store Commerce<br />Install and configure RSAT<br />Load test cases and run automated tests<br />Check your knowledge
39	Work with analytics and reporting in finance and operations apps	Understand different types of reports and inquiries<br />Financial reporting<br />Find inquiries and reports<br />Generate and consume inquiries and reports<br />Configure finance and operations apps for Microsoft Power Platform<br />Lab - Work with reports<br />Check your knowledge
40	Configure electronic reporting in Dynamics 365 Finance	Configure electronic reporting<br />Use barcode data sources to generate bar code images<br />Lab - Generate electronic documents for payments<br />Check your knowledge