Microsoft Dynamics 365: Finance and Operations Apps Developer

Outline

• 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
• 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
• Explore design and deployment considerations for finance and operations apps
  • Identify relevant business concepts
  • Evaluate functional specifications and create technical design documentation
  • Identify the technical gaps
  • Design patterns and practices for code deployments
  • The process for deploying code changes
  • Finance and operations apps frameworks
  • Check your knowledge
• 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
• 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
  • Exercise - Use the Environment monitoring tool in Lifecycle Services
  • Check your knowledge
• 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
• 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
• 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
• Set up a VHD for finance and operations apps
  • Set up a VHD for first-time use
  • Set up and manage a downloadable VHD for development
  • Upgrade the VHD
  • Exercise – Install a virtual machine
  • Check your knowledge
• Start developing for finance and operations apps by using Visual Studio
  • Create and build projects
  • Create and use label files
  • 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
• Get started with development using X++ in finance and operations apps
  • Implement base types and operators
  • Common structured programming constructs of X++
  • Collection classes
  • Use X++ to write SQL statements
  • Use conditional and iterative statements
  • Exception handling
  • Use const values
  • Implement global functions in X++
  • Use X++ runtime functions for common tasks
  • Call .NET libraries by using X++ code
  • Check your knowledge
• 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
  • Exercise - Create an extension by using Chain of Command
  • Check your knowledge
• 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
• 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
• 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
  • Check your knowledge
• 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, populate, and extend menu items
  • Create and extend menus
  • Test form functionality and data connections
  • Diagnose and optimize client performance
  • Optimize form loading and performance
  • Lab - Create a form
  • Check your knowledge
• Create classes in finance and operations apps
  • Add a class to a project
  • Implement the global cache and singleton
  • Add code and methods to meet business requirements
  • Data manipulation
  • Lab - Insert records by using a runnable class
  • Check your knowledge
• 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
  • Check your knowledge
• 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
  • Check your knowledge
• 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
  • Microsoft Entra ID and OAuth 2.0 authentication
  • Check your knowledge
• Apply basic performance optimization in finance and operations apps
  • Identify and apply caching mechanisms
  • Optimize temporary table usage
  • Create or modify temporary tables to optimize data
  • 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
• Explore extensions and the extension framework in finance and operations apps
  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Create pre-event and post-event handler classes
  • Implement the SysOperationSandbox framework
  • Implement the workflow framework
  • Lab - Extend an EDT
  • Check your knowledge
• 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
  • Extend menus
  • Implement delegates
  • Check your knowledge
• Consume business events in finance and operations apps
  • Business event framework
  • Create a new business event
  • Activate business events
  • Consume business events
  • Extend an existing business event
  • Role-based security for business events
  • Business events in Microsoft Power Automate
  • Check your knowledge
• 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
• Implement data integration concepts and solutions for finance and operations apps
  • Develop an entity and enable it for data export
  • Extend a data entity
  • Implement custom services
  • Implement custom services and the Batch OData API
  • 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
• 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
• Data integrations with finance and operations apps
  • Set up a data project and recurring data job
  • Exercise - Create a data project and recurring data job
  • Implement authorization 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
  • Check your knowledge
• Prepare data for migration to finance and operations apps
  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output
  • Check your knowledge
• Manage data sources with external data stores in finance and operations apps
  • Identify report data source requirements for external sources
  • Create and manage custom data sources
  • Optimize data entities to achieve better performance
  • Lab - Create a data entity
  • Check your knowledge
• Integrate finance and operations apps with Microsoft Azure
  • Develop and integrate by using Logic Apps
  • Develop and integrate Microsoft Power Platform
  • Integrate finance and operations apps with enterprise applications
  • Automate EAI, B2B, EDI, and business processes with Logic Apps
  • Consume data from the Azure Machine Learning service
  • Enable connectivity with external services
  • Optimize data entities to achieve better performance
  • Check your knowledge
• 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
  • Check your knowledge
• Prepare data for migration to finance and operations apps
  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output
  • Check your knowledge
• 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
• Perform user acceptance testing in finance and operations apps
  • Create user acceptance test libraries
  • Record test cases and save to the business process modeler (BPM)
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation
  • Exercise - Build test scripts to test business functionality
  • Check your knowledge
• Prepare to go-live with finance and operations apps
  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment
  • Check your knowledge
• Work with analytics and reporting in finance and operations apps
  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform
  • Lab - Work with reports
  • Check your knowledge
• Configure electronic reporting in Dynamics 365 Finance
  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Lab - Generate electronic documents for payments
  • Check your knowledge