Course Outline
1 - 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
2 - 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
3 - 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
4 - 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
5 - 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
6 - 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
7 - 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
8 - 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
9 - 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
- Check your knowledge
10 - 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
11 - 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
12 - 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
13 - 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
14 - 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
15 - 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
16 - 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
- 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
17 - 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
18 - 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
19 - 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
20 - 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
21 - 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
22 - 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
- Lab - Extend an EDT
- Check your knowledge
23 - 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
24 - 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
25 - Work with workflows in finance and operations apps
- Workflow types for business processes
- Create and set up workflows
- Assign users to workflow elements
- Use the daily journal workflow
- Lab - Create a purchase requisition workflow
- Check your knowledge
26 - 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
27 - 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
28 - 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
29 - 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
- 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
30 - 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
31 - 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
32 - 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
33 - 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
34 - Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform
- Alerting and automatic actions
- Pause and Resume options
- Initial sync
- Live sync
- Tools for performance issues
- Best practices
- Check your knowledge
35 - 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
36 - 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
37 - 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
38 - Use RSAT with Dynamics 365 Commerce
- RSAT and reasons to use it
- Create a test recording in Store Commerce
- Install and configure RSAT
- Load test cases and run automated tests
- Check your knowledge
39 - 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
40 - 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
Target Audience
Microsoft Dynamics 365 Finance and Operations Apps Developers