Microsoft Private

Develop Finance and Operations Apps with Dynamics 365 (MB-500T00)

Learn to develop, extend, integrate, test, secure, and optimize Microsoft Dynamics 365 Finance and Operations apps with X++, Azure, and Power Platform.

Register or Request Training

  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal responses same day as request

Course Overview

This course covers the technical skills required to develop and extend Microsoft Dynamics 365 Finance and Operations apps. Participants learn to work with development environments, Visual Studio, X++, application elements, integrations, data migration, reporting, testing, security, and performance tools.

The course also addresses application lifecycle management, Azure and Power Platform connectivity, deployment preparation, and the implementation of solutions that support business requirements.

Course Benefits

  • Understand the Dynamics 365 Finance and Operations ecosystem, architecture, and application components.
  • Manage development environments, source control, deployments, and application lifecycle processes.
  • Build and extend tables, forms, classes, data types, enumerations, menus, and other application elements.
  • Develop object-oriented solutions with X++ and supported extension frameworks.
  • Create reports, workspaces, data sources, and analytics solutions.
  • Implement role-based security, authentication, and data security requirements.
  • Use unit testing, user acceptance testing, monitoring, and troubleshooting tools.
  • Design synchronous and asynchronous integrations using data entities, APIs, business events, Azure, and Power Platform services.
  • Plan and perform data migration and data management activities.
  • Diagnose and optimize application, user interface, batch, integration, entity, and reporting performance.

Delivery Methods

Private Class
Delivered for your team at your site or online.

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).

Microsoft Certified Partner

Course Outline

  1. Explore the ecosystem and main components of finance and operations apps
    1. Finance and operations apps and associated applications
    2. On-premises and cloud-based deployments
    3. Development and deployment processes
    4. User interface
    5. Reporting capabilities
  2. Explore the technical architecture of finance and operations apps
    1. Cloud and on-premises architecture
    2. Elements, models, and packages
    3. Application components and architecture
    4. Metadata management
    5. Source control
    6. Organizational code policies
    7. Lifecycle Services overview
  3. Explore design and deployment considerations
    1. Relevant business concepts
    2. Functional specifications and technical design documentation
    3. Technical gap identification
    4. Code deployment patterns and practices
    5. Deploying code changes
    6. Finance and operations app frameworks
  4. Manage implementations with Lifecycle Services
    1. Support tasks
    2. Environment provisioning and management
    3. Asset libraries
    4. Code updates
  5. Work with performance and monitoring tools
    1. Diagnose performance issues with Trace Parser
    2. Load testing with the Performance SDK
    3. Monitor performance with SQL Insights
    4. Create traces with SQL Profiler
    5. Monitor server health metrics in Lifecycle Services
  6. Manage source code with version control
    1. Connect Visual Studio to Azure DevOps
    2. Work in Visual Studio
    3. Manage and perform code reviews
  7. Explore the test framework and tools
    1. Unit test framework
    2. Acceptance test library
    3. Task Recorder
    4. Best Practices tool
    5. Error categories and types
    6. Testing environment and test data preparation
    7. Running unit tests
    8. Documenting and fixing issues
  8. Explore reporting tools
    1. Report data sources and supporting classes
    2. Reporting security requirements
    3. Report publishing
  9. Set up and work in the developer environment
    1. Cloud-hosted development environments
    2. On-premises architecture
    3. Virtual hard disk setup and management
    4. Virtual hard disk upgrades
    5. Visual Studio access and configuration
    6. Models and packages
    7. Model design and creation
  10. Start developing with Visual Studio
    1. Create and build projects
    2. Manage metadata with Application Explorer
    3. Build deployment packages
    4. Synchronize database changes
    5. Create application elements
  11. Build extended data types and enumerations
    1. Extended data types and element properties
    2. Base enumerations and element properties
  12. Build data models
    1. Create tables and fields
    2. Configure table and field properties
    3. Add field groups, indexes, and relations
    4. Implement table methods
    5. Create, manage, and extend views
    6. Create, manage, and extend queries
    7. Create, manage, and extend table maps
  13. Build forms and optimize form performance
    1. Create forms and apply patterns
    2. Add form data sources
    3. Add grids, fields, and groups
    4. Implement form methods
    5. Create, populate, and extend menu items
    6. Create and extend menus
    7. Test form functionality and data connections
    8. Diagnose client performance
    9. Optimize form loading and performance
  14. Create classes
    1. Add classes to projects
    2. Implement the global cache and singleton pattern
    3. Add code and methods for business requirements
    4. Manipulate data
  15. Implement role-based security
    1. Create and modify duties, privileges, and permissions
    2. Enforce permission policies
    3. Use the extensible data security framework
    4. Apply security permissions
    5. Use Microsoft Entra ID and OAuth 2.0 authentication
  16. Build reports
    1. Implement Business Document Management
    2. Create and modify SSRS reports
    3. Implement query objects and Query Builder
    4. Create and modify Power BI reports
    5. Create and modify Excel reports
  17. Build workspaces
    1. Design key performance indicators
    2. Create drill-through workspace elements
    3. Create reusable report functions with RDL
    4. Implement built-in KPIs, charts, and reporting components
  18. Explore extensions and the extension framework
    1. Customization models
    2. Framework extension points
    3. Code that extends a framework
    4. Pre-event and post-event handler classes
    5. SysOperationSandbox framework
    6. Workflow framework
  19. Extend application elements
    1. Create table extensions
    2. Create form extensions
    3. Extend menus
    4. Implement delegates
  20. Consume business events
    1. Business event framework
    2. Create and activate business events
    3. Consume business events
    4. Extend existing business events
    5. Role-based security for business events
    6. Business events in Power Automate
  21. Work with class extensions
    1. Class extensions
    2. Chain of command and method wrapping
    3. Extension best practices
  22. Explore data integration concepts
    1. Data integration overview
    2. Synchronous integration
    3. Asynchronous integration
  23. Work with synchronous integrations
    1. Develop and export-enable data entities
    2. Extend data entities
    3. Implement custom services
    4. Use the Batch OData API
    5. Expose OData endpoints
    6. Consume external web services
    7. Integrate with Excel
    8. Integrate external applications with Power Apps
    9. Use electronic data interchange solutions
    10. Verify source and target data for auditing
    11. Debug with JSON Web Tokens
  24. Implement the Data Management Package API
    1. Import and export APIs
    2. Monitor API status
    3. Manage entity change tracking
    4. Create wrapper classes for external web services
    5. Create wrapper classes with C#
  25. Work with asynchronous integrations
    1. Set up data projects and recurring data jobs
    2. Implement integration authorization
    3. Develop data transformations
    4. Microsoft Dataverse integrations
    5. Integrate Dataverse with virtual entities
    6. Work with composite data entities
    7. Use Azure Data Lake and Entity Store
    8. Connect to Azure Data Lake Storage
    9. Change data in Azure Data Lake
    10. Power Platform convergence
  26. Prepare data for migration
    1. Select an import and export strategy
    2. Migration scenarios and tools
    3. Bring your own database
    4. Test migrations and validate output
  27. Manage data sources with external data stores
    1. Identify external report data source requirements
    2. Create and manage custom data sources
    3. Optimize data entities
  28. Integrate finance and operations apps with Microsoft Azure
    1. Develop integrations with Logic Apps
    2. Develop integrations with Microsoft Power Platform
    3. Integrate with enterprise applications
    4. Automate EAI, B2B, EDI, and business processes
    5. Consume data from Azure Machine Learning
    6. Connect with external services
    7. Optimize data entities
  29. Connect to Microsoft Power Platform services
    1. Connect data with Power Automate
    2. Use Power Automate triggers and actions
    3. Connect data with Power Apps
    4. Use the Common Data Model and Microsoft Dataverse
  30. Work with data management
    1. Data management concepts
    2. Data entities for management and integration
    3. Data Management workspace
    4. Standard and enhanced tile views
    5. Data management templates
    6. Export, import, and copy data into legal entities
    7. Database movement operations
    8. Data sharing framework
  31. Perform user acceptance testing
    1. Create user acceptance test libraries
    2. Record test cases in Business Process Modeler
    3. Synchronize and configure test plans in Azure DevOps
    4. Run user acceptance tests
    5. Use data task automation
  32. Prepare to go live
    1. Understand the go-live process
    2. Complete the Lifecycle Services methodology
    3. Perform user acceptance testing
    4. Complete the FastTrack go-live assessment
    5. Request a production environment
  33. Work with analytics and reporting
    1. Report and inquiry types
    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
  34. Configure electronic reporting in Dynamics 365 Finance
    1. Configure electronic reporting
    2. Use barcode data sources to generate barcode images

Class Materials

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

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