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 dates and course fee may be subjected to changes.

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