Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course Outline
Within this Microsoft training course, you will learn the following modules:
Module 1: Describe the Finance and Operations Apps
- Introduction
- Describe Enterprise Resource Planning (ERP)
- Describe Finance and Operations Apps Use Cases
- Describe the Finance and Operations Apps User Interfaces
- Exercise: Navigate the Finance and Operations Apps
Module 2: 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
- User Interface
- Reporting Capabilities
Module 3: Key Differences Between Dynamics AX 2012 And Finance and Operations Apps
- Introduction
- Microsoft Programs to Help Customers
- Microsoft Cloud
- Cloud Concepts
- Architecture Differences to Consider
- Operational Differences to Consider
Module 4: 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 Organisation Policies
- Overview of Lifecycle Services
Module 5: 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
Module 6: Manage Finance and Operations Apps Implementations by Using Lifecycle Services
- Introduction
- Perform Support Tasks
- Provision and Manage Environments
- Manage Asset Libraries
- Manage the Code Update Process
Module 7: Start Developing for Finance and Operations Apps by Using Visual Studio
- Introduction
- Create and Build Projects
- Create and Use Label Files
- Manage Metadata by Using the Application Explorer
- Build Deployment Packages
- Synchronise Data Changes with The Database
- Use the Element Designer to Create Elements
Lab: Create A Project and Add an Element
Module 8: Manage Source Code by Using Version Control in Finance and Operations Apps
- Introduction
- Configure Visual Studio to Connect to Azure Devops
- Working in Visual Studio
- Manage and Perform Code Reviews
Module 9: Build Extended Data Types and Enumerations for Finance and Operations Apps
- Introduction
- Extended Data Types and Element Properties
- Base Enums and Element Properties
Lab: Create a Base Enumeration, Add Elements, and Update Properties
Module 10: 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
Lab: Create a Table, Add Fields, And Create Field Groups
Module 11: Extend Elements in Finance and Operations Apps
- Introduction
- Add A Table Extension to a Project
- Add A Form Extension to a Project
- Extend Menus
- Implement Delegates
Lab: Extend A Form and Add Controls
Module 12: Build Forms and Optimise Form Performance in Finance and Operations Apps
- Introduction
- 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 Optimise Client Performance
- Optimise Form Loading and Performance
Lab: Create a Form
Module 13: Create Classes in Finance and Operations Apps
- Introduction
- Add A Class to A Project
- Add Code and Methods to Meet Business Requirements
- Data Manipulation
Lab: Insert Records by Using a Runnable Class
Module 14: Explore Extensions and The Extension Framework in Finance and Operations Apps
- Introduction
- Customisation Models
- Extension Points for Frameworks
- Develop Code to Extend A Framework
- Create Pre-Event and Post-Event Handler Classes
- Implement the Sysoperationsandbox Framework
Lab: Extend An EDT
Module 15: Configure Your User Interface in Finance and Operations Apps
- Introduction
- Manage Menus: Favourites
- Manage Menus: Dashboards by Role
- Manage Menus: Key Performance Indicators
- Manage Forms: Fields
- Manage Forms: Filters and Ranges
- Configure Reports
- Exercise: Create Favourites
- Exercise: View Role-Based Dashboards
- Exercise: Change Form Fields and Queries
- Exercise: Change Report Output
Module 16: 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
- Exercise: Create A Workspace and Add a Tile, List, Link, And Power BI Element
Module 17: Get Started with Development Using X++ In Finance and Operations Apps
- Introduction
- 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
Module 18: Develop Object-Oriented Code in Finance And Operations Apps
- Introduction
- Explore Inheritance and Abstract Classes
- Use Attributes
- Implement Chain of Command
- Implement X++ Scoping and Access Identifiers
- Interfaces
- Exercise: Create an Extension by Using Chain Of Command
Module 19: 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
- Exercise: Create and Deploy A Report
Module 20: Implement the Data Management Package API For Finance and Operations Apps
- Introduction
- 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#
Module 21: Explore the Test Framework and Tools in Finance and Operations Apps
- Introduction
- 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
Module 22: Perform User Acceptance Testing in Finance and Operations Apps
- Introduction
- Create User Acceptance Test Libraries
- Record Test Cases and Save To BPM
- Synchronise and Configure Your Test Plan in Azure Devops
- Run User Acceptance Tests
- Data Task Automation
- Exercise: Build Test Scripts to Test Business Functionality
Module 23: Explore Reporting Tools in Finance and Operations Apps
- Introduction
- Create and Modify Report Data Sources and Supporting Classes
- Implement Reporting Security Requirements
- Publish A Report
Lab: Set Authorisation Requirements on Database Tables
Module 24: Compare Reporting and Analytics in Finance and Operations Apps with Dynamics AX 2012
- Introduction
- Reporting and Power BI Analysis
- Reporting Options
- Data Export Components
- Modernise Your Data Warehouse
- Modernise Your Analytics and Reporting
Module 24: Identify Data Integration Patterns and Scenarios in Finance And Operations Apps
- Introduction
- Select an Integration API
- Synchronous and Asynchronous Patterns
- Data Integration Scenarios
Module 26: Implement Data Integration Concepts and Solutions for Finance and Operations Apps
- Introduction
- 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
Module 27: Data Integrations with Finance and Operations Apps
- Introduction
- Set Up A Data Project and Recurring Data Job
- Exercise - Create A Data Project and Recurring Data Job
- Implement Authorisation 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
Module 28: 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
Module 29: Dual-Write Implementation for Dynamics 365 Solutions
- Introduction
- Dual-Write Implementation Workshop Overview
- Prepare for The Workshop
- Workshop Implementation and Follow-Up
Module 30: Work with Data Management in Finance and Operations Apps
- Introduction
- 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
Lab: Explore the Data Management Workspace
Lab: Export Data Using the Data Management Workspace
Module 31: Work with Performance and Monitoring Tools in Finance and Operations Apps
Introduction
- 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
- Exercise: Use the Environment Monitoring Tool in Lifecycle Services
Module 32: Implement Role-Based Security in Finance and Operations Apps
- Introduction
- 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
Lab: Create A New Security Role and Add Duties
Module 33: Plan and Implement Security in Finance and Operations Apps
- Introduction
- Understand the Security Architecture
- Encryption in Finance and Operations Apps
- Manage Users and Security
- Set Up and Apply Segregation of Duties
- Run Security Reports
- Stay Compliant with User Licensing Requirements
- Security Diagnostics for Task Recordings
- Extensible Data Security Policies
- Exercise - Import A User and Assign Security Role
Lab: Work with Security
Module 34: Apply Basic Performance Optimisation in Finance and Operations Apps
- Introduction
- Identify and Apply Caching Mechanisms
- Optimise Temporary Table Usage
- When to Use Set-Based Statements and Row-Based Operations
- Query Optimisation Principles
- Modify the Scope of a Variable
- Analyse and Optimise Concurrency
- Apply Parallel Processing Algorithms
- Implement the Async Framework
- Develop Windows Powershell Scripts
Lab: Create Runnable Classes in Visual Studio to Test Code