Course Overview
TOPThe 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.
Scheduled Classes
TOP05/15/23 - GVT - Virtual Classroom - Virtual Instructor-Led | |
08/28/23 - GVT - Virtual Classroom - Virtual Instructor-Led |
Outline
TOPModule 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
TOPWho Should Attend
TOPMicrosoft Dynamics 365 Finance and Operations Apps Developers