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

Price
$2,995.00 USD

Duration
5 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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.

Who Should Attend?

Microsoft Dynamics 365 finance and operations apps developers

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Course Prerequisites

There are no prerequisites for this course.

Agenda

1 - Explore the ecosystem and main components of finance and operations apps

  • Finance and operations apps and associated apps
  • Finance + Operations on-premises and cloud-based finance and operations apps
  • Development and deployment processes
  • The user interface
  • Reporting capabilities

2 - Explore the technical architecture of finance and operations apps

  • Differentiate cloud and on-premises architecture
  • Elements, models, and packages
  • Application components and architecture
  • Metadata management processes
  • Source control processes
  • Conform code to organization policies
  • Overview of Lifecycle Services

3 - Explore design and deployment considerations for finance and operations apps

  • Identify relevant business concepts
  • Evaluate functional specifications and create technical design documentation
  • Identify the technical gaps
  • Design patterns and practices for code deployments
  • The process for deploying code changes
  • Finance and operations apps frameworks

4 - Manage finance and operations apps implementations by using Lifecycle Services

  • Perform support tasks
  • Provision and manage environments
  • Manage asset libraries
  • Manage the code update process

5 - Work with performance and monitoring tools in finance and operations apps

  • Diagnose performance issues by using Trace parser
  • Load testing by using the Performance SDK
  • Monitor performance by using SQL Insights
  • Create a SQL trace by using the SQL Profiler
  • Monitor server health metrics in Lifecycle Services

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

  • Configure Visual Studio to connect to Azure DevOps
  • Working in Visual Studio
  • Manage and perform code reviews

7 - Explore the test framework and tools in finance and operations apps

  • Unit test framework
  • Acceptance test library
  • Task recorder
  • Best Practices tool
  • Identify various categories and types of errors
  • Configure the testing environment and prepare data
  • Run unit tests
  • Document and fix issues

8 - Explore reporting tools in finance and operations apps

  • Create and modify report data sources and supporting classes
  • Implement reporting security requirements
  • Publish a report

9 - Set up a VHD for finance and operations apps

  • Set up a VHD for first-time use
  • Set up and manage a downloadable VHD for development
  • Upgrade the VHD

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

  • Create and build projects
  • Create and use label files
  • Manage metadata by using the Application Explorer
  • Build deployment packages
  • Synchronize data changes with the database
  • Use the Element Designer to create elements

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

  • Implement base types and operators
  • Common structured programming constructs of X++
  • Use X++ to write SQL statements
  • Use conditional and iterative statements
  • Exception handling
  • Use const values
  • Use X++ runtime functions for common tasks
  • Call .NET libraries by using X++ code

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

  • Explore inheritance and abstract classes
  • Use attributes
  • Implement Chain of Command
  • Implement X++ scoping and access identifiers
  • Interfaces

13 - Implement application lifecycle management in finance and operations apps

  • ALM methodologies
  • Design and create models
  • Plan the build, test, and quality control processes
  • Identify upgrade scenarios and appropriate tools
  • Plan the release, change, and risk management processes

14 - Build extended data types and enumerations for finance and operations apps

  • Extended data types and element properties
  • Base enums and element properties

15 - Build data models in finance and operations apps

  • Create tables and table fields
  • Populate table and field properties
  • Add fields, field groups, indexes, and relations
  • Table methods
  • Create, manage, and extend views
  • Create, manage, and extend queries
  • Create, manage, and extend table maps

16 - Build forms and optimize form performance in finance and operations apps

  • Add a new form to a project and apply a pattern
  • Add a data source to a form
  • Add grids, fields, and groups to a form
  • Form methods
  • Create and populate menu items
  • Create and extend menus
  • Test form functionality and data connections
  • Diagnose and optimize client performance
  • Optimize form loading and performance

17 - Create classes in finance and operations apps

  • Add a class to a project
  • Add code and methods to meet business requirements
  • Data manipulation

18 - Build reports for finance and operations apps

  • Implement Business document management
  • Create and modify reports that use SSRS
  • Implement query objects and query builder
  • Create and modify reports by using Power BI
  • Create and modify reports by using Excel

19 - Build workspaces in finance and operations apps

  • Design KPIs
  • Create drill-through workspace elements
  • Create custom reusable report functions by using RDL
  • Implement built-in KPIs, charts, and other reporting components

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

  • Create and modify duties, privileges, and permissions
  • Enforce permissions policy
  • Extensible data security framework
  • Apply security permissions
  • Microsoft Entra ID and OAuth 2.0 authentication

21 - Apply basic performance optimization in finance and operations apps

  • Identify and apply caching mechanisms
  • Optimize temporary table usage
  • When to use set-based statements and row-based operations
  • Query optimization principles
  • Modify the scope of a variable
  • Analyze and optimize concurrency
  • Apply parallel processing algorithms
  • Implement the Async framework
  • Develop Windows PowerShell scripts

22 - Explore extensions and the extension framework in finance and operations apps

  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Create pre-event and post-event handler classes
  • Implement the SysOperationSandbox framework

23 - Extend elements in finance and operations apps

  • Add a table extension to a project
  • Add a form extension to a project
  • Extend menus
  • Implement delegates

24 - Consume business events in finance and operations apps

  • Business event framework
  • Create a new business event
  • Activate business events
  • Consume business events
  • Extend an existing business event
  • Role-based security for business events
  • Business events in Microsoft Power Automate

25 - Work with workflows in finance and operations apps

  • Workflow types for business processes
  • Create and set up workflows
  • Assign users to workflow elements
  • Use the daily journal workflow

26 - Identify data integration patterns and scenarios in finance and operations apps

  • Select an integration API
  • Synchronous and asynchronous patterns
  • Data integration scenarios

27 - Implement data integration concepts and solutions for finance and operations apps

  • Develop an entity and enable it for data export
  • Implement custom services
  • Expose OData endpoints from data entities
  • Consume external web services
  • Integrate finance and operations apps with Microsoft Excel
  • Integrate finance and operations apps with external applications by using Power Apps
  • Download electronic document interchange solutions
  • Verify source and target data for auditing
  • Debug with JSON Web Tokens

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

  • Import and export APIs
  • Monitor the status of APIs
  • Manage entity change tracking
  • Create wrapper classes to consume external web services
  • Create wrapper classes with C#

29 - Data integrations with finance and operations apps

  • Set up a data project and recurring data job
  • Implement authorization to support integration
  • Monitor status and availability of entities
  • Develop data transformation
  • Microsoft Dataverse integrations
  • Integrate Dataverse by using virtual entities
  • Work with composite data entities
  • Azure Data Lake and Entity Store
  • Connect to Azure Data Lake Storage
  • Change data in Azure Data Lake
  • Power Platform convergence

30 - Prepare data for migration to finance and operations apps

  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output

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

  • Identify report data source requirements for external sources
  • Create and manage custom data sources
  • Optimize data entities to achieve better performance

32 - Integrate finance and operations apps with Microsoft Azure

  • Develop and integrate by using Logic Apps
  • Develop and integrate Microsoft Power Platform
  • Integrate finance and operations apps with enterprise applications
  • Automate EAI, B2B, EDI, and business processes with Logic Apps
  • Consume data from the Azure Machine Learning service
  • Enable connectivity with external services
  • Optimize data entities to achieve better performance

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

  • Connect your finance and operations apps data using Power Automate
  • Triggers and actions used in Power Automate for finance and operations apps
  • Connect to your finance and operations apps data with Power Apps
  • Finance and operations data on Common Data Model and Microsoft Dataverse

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

  • Alerting and automatic actions
  • Pause and Resume options
  • Initial sync
  • Live sync
  • Tools for performance issues
  • Best practices

35 - Prepare data for migration to finance and operations apps

  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output

36 - Work with data management in finance and operations apps

  • Data management concepts
  • Use data entities for data management and integration
  • Work with the Data management workspace
  • Using Standard and Enhanced views for tiles
  • Use templates in data management
  • Export, import, and copy data into a legal entity
  • Database movement operations
  • Data sharing framework

37 - Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation

38 - Prepare to go-live with finance and operations apps

  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment

39 - Use RSAT with Dynamics 365 Commerce

  • RSAT and reasons to use it
  • Create a test recording in Store Commerce
  • Install and configure RSAT
  • Load test cases and run automated tests

40 - Work with analytics and reporting in finance and operations apps

  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform

41 - Configure electronic reporting in Dynamics 365 Finance

  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
 

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