MB-500 Develop Finance and Operations Apps with Dynamics 365 - ITEL
MB-500 Develop Finance and Operations Apps with Dynamics 365
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Course Code:
MB-500
Duration:
5 Days
Delivery Mode:
Instructor-led training (ILT)/Online Learning (OLL)
Start Date:
Contact Us
End Date:
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Fees:
$3,815.00

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

Lesson 1: Get introduced to the finance and operations apps
  • Discover enterprise resource planning (ERP)
  • Review Dynamics 365 use cases
  • Exercise: Navigate the finance and operations apps
Lesson 2: Explore the ecosystem and main components of finance and operations
  • 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
Lesson 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
Lesson 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
Lesson 5: Implement application lifecycle management in finance and operations apps
  • ALM methodologies
  • Design and create models
  • Plan the build, test, and quality control processes
  • Plan the release, change, and risk management processes
Lesson 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
Lesson 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
Lesson 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
Lesson 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
Lesson 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
Lesson 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
Lesson 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
Lesson 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
Lesson 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
Lesson 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
  • Exercise – Create favorites
  • Exercise – View role-based dashboards
  • Exercise – Change form fields and queries
  • Exercise – Change report output
Lesson 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
  • Exercise – Create a workspace and add a tile, list, link, and Power BI element
Lesson 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
Lesson 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
  • Exercise – Create an extension by using Chain of Command
Lesson 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
  • Exercise – Create and deploy a report
Lesson 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#
Lesson 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
Lesson 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
  • Exercise – Build test scripts to test business functionality
Lesson 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
Lesson 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
Lesson 25: Identify data integration patterns and scenarios in finance and operations apps
  • Select an integration API
  • Synchronous and asynchronous patterns
  • Data integration scenarios
Lesson 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 eternal applications by using Power Apps
  • Download electronic document interchange solutions
  • Verify source and target data for auditing
  • Debug with JSON Web Tokens
Lesson 27: 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
  • Work with composite data entities
  • Azure Data Lake and Entity Store
  • Change data in Azure Data Lake
  • Power Platform convergence
Lesson 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
Lesson 29: Dual-write implementation for Dynamics 365 solutions
  • Dual-write implementation workshop overview
  • Prepare for the workshop
  • Workshop implementation and follow-up
Lesson 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
Lesson 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
Lesson 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
Lesson 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
  • Exercise – Import a user and assign security role
  • Lab – Work with security
Lesson 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

Course Fee (inclusive of 9% GST)

$3,815.00 *Funding not available
Course Prerequisite
To be updated
Important Notes
None.
Who Should Attend?
To be updated

Why ITEL?

  • Diverse Range of IT Courses

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    Our courses feature hands-on exercises, projects, and simulations to build practical skills. Students gain confidence by applying knowledge to real-world scenarios.

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