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MB-500 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 Finance and Operations apps developer is a key technical resource that implements and extends the application to meet the requirements of the business.
MB-500 Microsoft Dynamics 365: Finance and Operations Apps Developer

Doelgroep

Microsoft Dynamics 365 finance and operations apps developers

Inhoud training

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

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.

In this module, you will:

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

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.

In this module, you will learn about:

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

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.

In this module, you will:

  • 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.

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.

In this module, you will:

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

Explore the test framework and tools in finance and operations apps

Learn about the benefits of the unit test framework, Task Recorder, and Best Practices tool in finance and operations apps.

In this module, you will learn about:

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

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.

In this module, you will:

  • 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.

Set up a VHD for finance and operations apps

In this module, you’ll learn how to download and update a virtual hard disk (VHD) for finance and operations apps.

In this module, you will:

  • 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.

Start developing for finance and operations apps by using Visual Studio

Explore Visual Studio's capabilities for finance and operations app development, including project creation, data synchronization, and element design.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

Develop object-oriented code in finance and operations apps

Learn about object-oriented programming concepts and their importance in finance and operations apps, including abstract classes, inheritance, interfaces, CoC, scoping, and references.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

Build workspaces in finance and operations apps

Design and create workspaces to increase efficiency and add advanced features to the developer environment.

In this module, you will:

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

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.

In this module, you will learn how to:

  • 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

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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.

Extend elements in finance and operations apps

Learn how to extend a table and create a form extension in this module on customizing finance and operations apps.

In this module, you will:

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

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.

In this module, you will:

  • 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.

Work with workflows in finance and operations apps

Learn how to configure workflows, assign users, and use work items functionality.

In this module, you learn how to:

  • 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 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.

In this module, you will:

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

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.

In this module, you will:

  • 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.

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.

In this module, you will:

  • 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++

Data integrations with finance and operations apps

Set up recurring integrations to enable exchange of documents between finance and operations and other apps.

In this module, you will:

  • 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.

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.

In this module, you will learn how to:

  • 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.

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.

In this module, you will:

  • 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

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.

In this module, you will:

  • 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 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.

In this module, you will:

  • 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.

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

Learn about monitoring, troubleshooting, and performance tools for finance and operations apps and dual-write function in Microsoft Dataverse.

In this module, you will:

  • 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.

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.

In this module, you will learn how to:

  • 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.

Perform user acceptance testing in finance and operations apps

User acceptance testing is an important step in the go-live preparation. You can use RSAT to automate test cases.

In this module, you will learn about:

  • 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 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 .

In this module, you will learn how to:

  • 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

Use RSAT with Dynamics 365 Commerce

The Regression suite automation tool (RSAT) allows you to automate test validation for Dynamics 365 Commerce.

In this module, you will:

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

Work with analytics and reporting in finance and operations apps

Empower business users to make important decisions by using analytics and reporting in finance and operations apps.

In this module, you will learn about:

  • 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 in Dynamics 365 Finance

Configure and use an electronic reporting tool to adopt new regulatory requirements and generate business documents.

In this module, you will learn how to:

  • 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

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