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

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.

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.

Microsoft Dynamics 365 Finance and Operations Apps Developers