Microsoft Dynamics 365: Finance and Operations Apps Developer

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

Course Length: 5 days
Delivery Methods: Available as private class only
Course Overview

In this course we discuss the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business.

Course Benefits
  • Learn about the Dynamics 365 ecosystem and the major components of the Dynamics 365 Finance and Operations (FO) software.
  • Learn to manage system implementations by using Lifecycle Services, Customize D365FO by using Visual Studio.
  • Learn to manage source code and artifacts by using version control, Work with other development tools to complete tasks.
  • Determine the required application stack components and server architecture.
  • Implement Application Lifecycle Management (ALM), Design a solution for D365FO.
  • Create forms, Create and extend tables.
  • Create Extended data Types (EDT) and enumerations.
  • Create classes and extend AOT elements.
  • Develop X++ code, Develop object-oriented code.
  • Extend D365 FO functionality.
  • Describe test framework and tools.
  • Perform Unit Testing.
  • Describe migration tools and methodologies.
  • Plan Migration strategy.
  • Prepare data for migration and migrate data.
  • Implement D365 FO functionality.
  • Identify Data integration patterns and scenarios.
  • Implement Data integration concepts and solutions.
  • Implement Recurring integrations.
  • Integrate D365FO with Microsoft Azure.
  • Troubleshoot integration errors.
  • Implement the Data Management Package API.
  • Describe the capabilities and limitations of reporting tools in D365FO.
  • Design, create, and revise Dynamics Reports, Design, create, and revise Dynamics workspaces.
  • Design, create, and revise data sources that connect to data stores external to D365FO.
  • Describe and implement performance tools and LCS Environment Monitoring tools.
  • Implement role-based security policies and requirements.
  • Apply fundamental performance optimization techniques.
  • Optimize performance for batch processes.
  • Optimize user interface performance.
  • Enhance Integration performance.
  • Optimize Report Performance.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline
  1. Explore the ecosystem and main components of finance and operations apps
    1. Finance and operations apps and associated apps
    2. Finance + Operations on-premises and cloud-based finance and operations apps
    3. Development and deployment processes
    4. The user interface
    5. Reporting capabilities
    6. Check your knowledge
  2. Explore the technical architecture of finance and operations apps
    1. Differentiate cloud and on-premises architecture
    2. Elements, models, and packages
    3. Application components and architecture
    4. Metadata management processes
    5. Source control processes
    6. Conform code to organization policies
    7. Overview of Lifecycle Services
    8. Check your knowledge
  3. Explore design and deployment considerations for finance and operations apps
    1. Identify relevant business concepts
    2. Evaluate functional specifications and create technical design documentation
    3. Identify the technical gaps
    4. Design patterns and practices for code deployments
    5. The process for deploying code changes
    6. Finance and operations apps frameworks
    7. Check your knowledge
  4. Manage finance and operations apps implementations by using Lifecycle Services
    1. Perform support tasks
    2. Provision and manage environments
    3. Manage asset libraries
    4. Manage the code update process
    5. Check your knowledge
  5. Work with performance and monitoring tools in finance and operations apps
    1. Diagnose performance issues by using Trace parser
    2. Load testing by using the Performance SDK
    3. Monitor performance by using SQL Insights
    4. Create a SQL trace by using the SQL Profiler
    5. Monitor server health metrics in Lifecycle Services
    6. Check your knowledge
  6. Manage source code by using version control in finance and operations apps
    1. Configure Visual Studio to connect to Azure DevOps
    2. Working in Visual Studio
    3. Manage and perform code reviews
    4. Check your knowledge
  7. Explore the test framework and tools in finance and operations apps
    1. Unit test framework
    2. Acceptance test library
    3. Task recorder
    4. Best Practices tool
    5. Identify various categories and types of errors
    6. Configure the testing environment and prepare data
    7. Run unit tests
    8. Document and fix issues
    9. Check your knowledge
  8. Explore reporting tools in finance and operations apps
    1. Introduction
    2. Create and modify report data sources and supporting classes
    3. Implement reporting security requirements
    4. Publish a report
    5. Check your knowledge
  9. Set up and work in the finance and operations apps developer environment
    1. Access cloud-hosted development environments
    2. On-premises architecture
    3. Set up a VHD for first-time use
    4. Set up and manage a downloadable VHD for development
    5. Upgrade the VHD
    6. Access and configure Visual Studio
    7. Models and packages
    8. Design and create models
    9. Check your knowledge
  10. Start developing for finance and operations apps by using Visual Studio
    1. Create and build projects
    2. Manage metadata by using the Application Explorer
    3. Build deployment packages
    4. Synchronize data changes with the database
    5. Create new elements
    6. Check your knowledge
  11. Build extended data types and enumerations for finance and operations apps
    1. Extended data types and element properties
    2. Base enums and element properties
    3. Check your knowledge
  12. Build data models in finance and operations apps
    1. Create tables and table fields
    2. Populate table and field properties
    3. Add fields, field groups, indexes, and relations
    4. Table methods
    5. Create, manage, and extend views
    6. Create, manage, and extend queries
    7. Create, manage, and extend table maps
    8. Check your knowledge
  13. Build forms and optimize form performance in finance and operations apps
    1. Add a new form to a project and apply a pattern
    2. Add a data source to a form
    3. Add grids, fields, and groups to a form
    4. Form methods
    5. Create, populate, and extend menu items
    6. Create and extend menus
    7. Test form functionality and data connections
    8. Diagnose and optimize client performance
    9. Optimize form loading and performance
    10. Check your knowledge
  14. Create classes in finance and operations apps
    1. Add a class to a project
    2. Implement the global cache and singleton
    3. Add code and methods to meet business requirements
    4. Data manipulation
    5. Check your knowledge
  15. Implement role-based security in finance and operations apps
    1. Create and modify duties, privileges, and permissions
    2. Enforce permissions policy
    3. Extensible data security framework
    4. Apply security permissions
    5. Microsoft Entra ID and OAuth 2.0 authentication
    6. Check your knowledge
  16. Build reports for finance and operations apps
    1. Implement Business document management
    2. Create and modify reports that use SSRS
    3. Implement query objects and query builder
    4. Create and modify reports by using Power BI
    5. Create and modify reports by using Excel
    6. Check your knowledge
  17. Build workspaces in finance and operations apps
    1. Design KPIs
    2. Create drill-through workspace elements
    3. Create custom reusable report functions by using RDL
    4. Implement built-in KPIs, charts, and other reporting components
    5. Check your knowledge
  18. Explore extensions and the extension framework in finance and operations apps
    1. Customization models
    2. Extension points for frameworks
    3. Develop code to extend a framework
    4. Create pre-event and post-event handler classes
    5. Implement the SysOperationSandbox framework
    6. Implement the workflow framework
    7. Check your knowledge
  19. Extend elements in finance and operations apps
    1. Add a table extension to a project
    2. Add a form extension to a project
    3. Extend menus
    4. Implement delegates
    5. Check your knowledge
  20. Consume business events in finance and operations apps
    1. Business event framework
    2. Create a new business event
    3. Activate business events
    4. Consume business events
    5. Extend an existing business event
    6. Role-based security for business events
    7. Business events in Microsoft Power Automate
    8. Check your knowledge
  21. Work with class extensions in finance and operations apps
    1. Class extensions
    2. Chain of command and method wrapping
    3. Best practices
    4. Check your knowledge
  22. Explore data integration concepts in finance and operations apps
    1. Data integration overview
    2. Synchronous integration
    3. Asynchronous integration
    4. Check your knowledge
  23. Work with synchronous integrations in finance and operations apps
    1. Develop an entity and enable it for data export
    2. Extend a data entity
    3. Implement custom services
    4. Implement custom services and the Batch OData API
    5. Expose OData endpoints from data entities
    6. Consume external web services
    7. Integrate finance and operations apps with Microsoft Excel
    8. Integrate finance and operations apps with external applications by using Power Apps
    9. Download electronic document interchange solutions
    10. Verify source and target data for auditing
    11. Debug with JSON Web Tokens
    12. Check your knowledge
  24. Implement the Data management package API for finance and operations apps
    1. Import and export APIs
    2. Monitor the status of APIs
    3. Manage entity change tracking
    4. Create wrapper classes to consume external web services
    5. Create wrapper classes with C#
    6. Check your knowledge
  25. Work with asynchronous integrations in finance and operations apps
    1. Set up a data project and recurring data job
    2. Implement authorization to support integration
    3. Develop data transformation
    4. Microsoft Dataverse integrations
    5. Integrate Dataverse by using virtual entities
    6. Work with composite data entities
    7. Azure Data Lake and Entity Store
    8. Connect to Azure Data Lake Storage
    9. Change data in Azure Data Lake
    10. Power Platform convergence
    11. Check your knowledge
  26. Prepare data for migration to finance and operations apps
    1. Select a data integration (import/export) strategy
    2. Common migration scenarios and tools
    3. Bring your own database (BYOD)
    4. Test a data migration and validate output
    5. Check your knowledge
  27. Manage data sources with external data stores in finance and operations apps
    1. Identify report data source requirements for external sources
    2. Create and manage custom data sources
    3. Optimize data entities to achieve better performance
    4. Check your knowledge
  28. Integrate finance and operations apps with Microsoft Azure
    1. Develop and integrate by using Logic Apps
    2. Develop and integrate Microsoft Power Platform
    3. Integrate finance and operations apps with enterprise applications
    4. Automate EAI, B2B, EDI, and business processes with Logic Apps
    5. Consume data from the Azure Machine Learning service
    6. Enable connectivity with external services
    7. Optimize data entities to achieve better performance
    8. Check your knowledge
  29. Connect to Microsoft Power Platform services with finance and operations apps
    1. Connect your finance and operations apps data using Power Automate
    2. Triggers and actions used in Power Automate for finance and operations apps
    3. Connect to your finance and operations apps data with Power Apps
    4. Finance and operations data on Common Data Model and Microsoft Dataverse
    5. Check your knowledge
  30. Prepare data for migration to finance and operations apps
    1. Select a data integration (import/export) strategy
    2. Common migration scenarios and tools
    3. Bring your own database (BYOD)
    4. Test a data migration and validate output
    5. Check your knowledge
  31. Work with data management in finance and operations apps
    1. Data management concepts
    2. Use data entities for data management and integration
    3. Work with the Data management workspace
    4. Using Standard and Enhanced views for tiles
    5. Use templates in data management
    6. Export, import, and copy data into a legal entity
    7. Database movement operations
    8. Data sharing framework
    9. Check your knowledge
  32. Perform user acceptance testing in finance and operations apps
    1. Create user acceptance test libraries
    2. Record test cases and save to the business process modeler (BPM)
    3. Synchronize and configure your test plan in Azure DevOps
    4. Run user acceptance tests
    5. Data task automation
    6. Check your knowledge
  33. Prepare to go-live with finance and operations apps
    1. Understand the go-live process
    2. Complete the Lifecycle Services methodology
    3. Perform user acceptance testing (UAT) for your solution
    4. FastTrack go-live assessment
    5. Request a production environment
    6. Check your knowledge
  34. Work with analytics and reporting in finance and operations apps
    1. Understand different types of reports and inquiries
    2. Financial reporting
    3. Find inquiries and reports
    4. Generate and consume inquiries and reports
    5. Configure finance and operations apps for Microsoft Power Platform
    6. Check your knowledge
  35. Configure electronic reporting in Dynamics 365 Finance
    1. Introduction
    2. Configure electronic reporting
    3. Use barcode data sources to generate bar code images
Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

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  • Online or On-location
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  • Expert Instructors
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