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

SS Course: GK100651

Course Overview

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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.

One Microsoft exam voucher included with class.

                                                                  

Scheduled Classes

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Outline

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Module 1 :Get introduced to the finance and operations apps

  • Discover the suite of finance and operation apps that you can use for enterprise resource planning.
  • Review use cases for finance and operations apps.

Module 2 :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 3 :Key differences between Dynamics AX 2012 and finance and operations apps

  • How Microsoft helps customers upgrade.
  • The Microsoft Cloud.
  • Architectural and operational differences between AX 2012 and finance and operations apps.

Module 4 :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 5 :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.
  • Create processes for release management, change management, and risk management.

Module 6 :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 7 :Start developing for finance and operations apps by using Visual Studio

  • Create and build projects and deployable packages in Visual Studio.
  • Use the Application Explorer to manage elements.
  • Synchronize data dictionary changes with the application database.
  • Work in the Element Designer to create elements.

Module 8 :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 9 :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 10 :Build tables in finance and operations apps

  • Define the use of tables in finance and operations apps.
  • Create a new table in Visual Studio.
  • Manage table properties.
  • Add fields and field groups to a table.
  • Create an index and a table relation.
  • Learn about table methods.

Module 11 :Extend elements in finance and operations apps

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

Module 12 :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.
  • Run a form and test its functionality.
  • Learn about browser-based and Performance Timer tools that are used to optimize form performance.

Module 13 :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 14 :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.
  • Implement the SysOperationSandbox framework.

Module 15 :Configure your user interface in Finance and Operations apps

  • Add a menu item to favorites
  • Explain how different roles see different dashboards
  • Add a KPI to a dashboard workspace
  • Modify the fields in a form
  • Modify the fields in a report

Module 16 :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 17 :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 18 :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 19 :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 20 :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 21 :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 22 :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 23 :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 24 :Compare reporting and analytics in finance and operations apps with Dynamics AX 2012

  • Reporting and Power BI analysis used with AX 2012.
  • The reporting options available in finance and operations apps.
  • Data export services in finance and operations apps.
  • How to modernize your data warehouse.
  • How to modernize your analytics and reporting.

Module 25 :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 26 :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 27 :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 28 :Connect to Microsoft Power Platform services with finance and operations apps

  • Connect your finance and operations apps data with Power Automate.
  • 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 29 :Dual-write implementation for Dynamics 365 solutions

  • Learn about the Dual-write implementation workshop
  • Prepare for the Dual-write implementation workshop
  • Learn how to conduct the Dual-write implementation workshop
  • Follow up after the Dual-write implementation workshop

Module 30 :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 31 :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 32 :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 33 :Plan and implement security in finance and operations apps

  • Understand security architecture of finance and operations apps
  • Learn about encryption in finance and operations apps
  • Manage users
  • Manage security
  • Apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements

Module 34 :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.

    Prerequisites

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      Who Should Attend

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      Microsoft Dynamics 365 Finance and Operations Apps Developers