MB-500T00 Microsoft Dynamics 365: Finance and Operations Apps Developer (UT-MS-DYNAMICS-365-FOAD)

Course Description

In this course we discuss the tasks needed to fulfill the role of developer in Dynamics 365 Finance and Operations Apps. 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.

Course Outline

1 - Describe the finance and operations apps

  • Describe enterprise resource planning (ERP)
  • Describe finance and operations apps use cases
  • Describe the finance and operations apps user interfaces

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
  • The user interface
  • Reporting capabilities
  • Check your knowledge

3 - Key differences between Dynamics AX 2012 and finance and operations apps

  • Microsoft programs to help customers
  • Microsoft cloud
  • Cloud concepts
  • Architecture differences to consider
  • Operational differences to consider
  • Check your knowledge

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 organization policies
  • Overview of Lifecycle Services
  • Check your knowledge

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
  • Check your knowledge

6 - Manage finance and operations apps implementations by using Lifecycle Services

  • Perform support tasks
  • Provision and manage environments
  • Manage asset libraries
  • Manage the code update process
  • Check your knowledge

7 - Start developing for finance and operations apps by using Visual Studio

  • Create and build projects
  • Manage metadata by using the Application Explorer
  • Build deployment packages
  • Synchronize data changes with the database
  • Use the Element Designer to create elements
  • Lab - Create a project and add an element
  • Check your knowledge

8 - Manage source code by using version control in finance and operations apps

  • Configure Visual Studio to connect to Azure DevOps
  • Working in Visual Studio
  • Manage and perform code reviews
  • Check your knowledge

9 - Build extended data types and enumerations for finance and operations apps

  • Extended data types and element properties
  • Base enums and element properties
  • Lab - Create a base enumeration, add elements, and update properties
  • Check your knowledge

10 - Build tables in finance and operations apps

  • Create tables and table fields
  • Populate table and field properties
  • Add fields, field groups, indexes, and relations
  • Table methods
  • Lab - Create a table, add fields, and create field groups
  • Check your knowledge

11 - Extend elements in finance and operations apps

  • Add a table extension to a project
  • Add a form extension to a project
  • Lab - Extend a form and add controls
  • Check your knowledge

12 - Build forms and optimize form performance in finance and operations apps

  • 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
  • Test form functionality and data connections
  • Diagnose and optimize client performance
  • Optimize form loading and performance
  • Lab - Create a form
  • Check your knowledge

13 - Create classes in finance and operations apps

  • Add a class to a project
  • Add code and methods to meet business requirements
  • Data manipulation
  • Lab - Insert records by using a runnable class
  • Check your knowledge

14 - Explore extensions and the extension framework in finance and operations apps

  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Implement the SysOperationSandbox framework
  • Lab - Extend an EDT
  • Check your knowledge

15 - Configure your user interface in Finance and Operations apps

  • Manage menus: Favorites
  • Manage menus: Dashboards by role
  • Manage menus: Key performance indicators
  • Manage forms: Fields
  • Manage forms: Filters and ranges
  • Configure reports

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
  • Check your knowledge

17 - Get started with development using X++ in finance and operations apps

  • 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
  • Check your knowledge

18 - Develop object-oriented code in finance and operations apps

  • Explore inheritance and abstract classes
  • Use attributes
  • Implement Chain of Command
  • Implement X++ scoping and access identifiers
  • Interfaces
  • Check your knowledge

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
  • Check your knowledge

20 - Implement the Data management package API for finance and operations apps

  • 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#
  • Check your knowledge

21 - Explore the test framework and tools in finance and operations apps

  • 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
  • Check your knowledge

22 - Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation
  • Check your knowledge

23 - Explore reporting tools in finance and operations apps

  • Create and modify report data sources and supporting classes
  • Implement reporting security requirements
  • Publish a report
  • Lab – Set authorization requirements on database tables
  • Check your knowledge

24 - Compare reporting and analytics in finance and operations apps with Dynamics AX 2012

  • Reporting and Power BI analysis
  • Reporting options
  • Data export components
  • Modernize your data warehouse
  • Modernize your analytics and reporting
  • Check your knowledge

25 - Identify data integration patterns and scenarios in finance and operations apps

  • Select an integration API
  • Synchronous and asynchronous patterns
  • Data integration scenarios
  • Check your knowledge

26 - Implement data integration concepts and solutions for finance and operations apps

  • 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
  • Check your knowledge

27 - Data integrations with finance and operations apps

  • Set up a data project and recurring data job
  • Implement authorization to support integration
  • Monitor status and availability of entities
  • Develop data transformation
  • Microsoft Dataverse integrations
  • Work with composite data entities
  • Azure Data Lake and Entity Store
  • Change data in Azure Data Lake
  • Power Platform convergence
  • Check your knowledge

28 - Connect to Microsoft Power Platform services with finance and operations apps

  • Connect your finance and operations apps data using Power Automate
  • Connect to your finance and operations apps data with Power Apps
  • Finance and operations data on Common Data Model and Microsoft Dataverse
  • Check your knowledge

29 - Dual-write implementation for Dynamics 365 solutions

  • Dual-write implementation workshop overview
  • Prepare for the workshop
  • Workshop implementation and follow-up
  • Check your knowledge

30 - Work with data management in finance and operations apps

  • 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
  • Lab - Explore the Data management workspace
  • Lab - Export data using the Data management workspace
  • Database movement operations
  • Data sharing framework
  • Check your knowledge

31 - Work with performance and monitoring tools in finance and operations apps

  • 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
  • Check your knowledge

32 - Implement role-based security in finance and operations apps

  • Create and modify duties, privileges, and permissions
  • Enforce permissions policy
  • Extensible data security framework
  • Apply security permissions
  • Lab - Create a new security role and add duties
  • Check your knowledge

33 - Plan and implement security in finance and operations apps

  • 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​
  • Lab - Work with security
  • Check your knowledge

34 - Apply basic performance optimization in finance and operations apps

  • Identify and apply caching mechanisms
  • Optimize temporary table usage
  • When to use set-based statements and row-based operations
  • Query optimization principles
  • Modify the scope of a variable
  • Analyze and optimize concurrency
  • Apply parallel processing algorithms
  • Implement the Async framework
  • Develop Windows PowerShell scripts
  • Lab - Create runnable classes in Visual Studio to test code
  • Check your knowledge


There are no prerequisites for this course.

Course Information

Length: 5 day

Format: Lecture and Lab

Delivery Method: n/a

Max. Capacity: 16


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Who Should Attend

Microsoft Dynamics 365 Finance and Operations Apps Developers