Microsoft Dynamics 365: Finance And Operations Apps Developer Training in Exeter

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