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.
Questions about this? let our team answer them!
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
• Extend Copilot capabilities in finance and operations apps
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
• Manage developer environments for finance and operations apps
• Extend the functionality of finance and operations apps into the Microsoft ecosystem
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
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
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
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
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
• Perform debugging activities
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
9. Set up and work in the finance and operations apps developer environment
• Access cloud-hosted development environments
• On-premises architecture
• Set up a VHD for first-time use
• Set up and manage a downloadable VHD for development
• Upgrade the VHD
• Access and configure Visual Studio
• Models and packages
• Design and create models
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
• Manage package deployments
• Synchronize data changes with the database
• Create new elements
11. Build extended data types and enumerations for finance and operations apps
• Extended data types and element properties
• Base enums and element properties
12. 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
13. 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
14. 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
15. 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
• Monitor user licensing with user security governance
• Microsoft Entra ID and OAuth 2.0 authentication
16. 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
17. 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
18. Explore extensions and the extension framework in finance and operations apps
• Customization models
• Assess the extensibility of code
• 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
19. Extend elements in finance and operations apps
• Add a table extension to a project
• Add a form extension to a project
• Extend menus
• Implement delegates
20. 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
21. Work with class extensions in finance and operations apps
• Class extensions
• Chain of command and method wrapping
• Best practices
22. Explore data integration concepts in finance and operations apps
• Data integration overview
• Synchronous integration
• Asynchronous integration
23. Work with synchronous integrations in 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
24. 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#
25. Work with asynchronous integrations in 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
26. 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
27. Manage data sources with external data stores in finance and operations apps
• Identify report data source requirements for external sources
• Differentiate among report data stores
• Create and manage custom data sources
• Optimize data entities to achieve better performance
28. 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
29. 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
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
• Database movement operations
• Data sharing framework
31. 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
32. Prepare to go-live with finance and operations apps
• Understand the go-live process
• Complete the Lifecycle Services methodology
• Manage environments in the Implementation portal
• Perform user acceptance testing (UAT) for your solution
• FastTrack go-live readiness review
• Request a production environment
33. 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
34. Configure electronic reporting in Dynamics 365 Finance
• Configure electronic reporting
• Use barcode data sources to generate bar code images
Course Details
• Introduction to developing with finance and operations apps: Basic knowledge of finance and operations apps; Basic knowledge of Lifecycle Services; Basic understanding of Visual Studio; Familiarity with object-oriented development.
• Build finance and operations apps: Familiarity with the Dynamics 365 ecosystem and finance and operations apps; Knowledge of core developer concepts, including technical capabilities, source code, testing frameworks, and reporting tools; Basic object-oriented development knowledge and experience; General knowledge of Enterprise Resource Planning (ERP) systems; Basic knowledge of Integrated development environment (IDE) or Visual Studio.
• Extend finance and operations apps: Basic object-oriented development knowledge and experience; Basic development skills in finance and operations apps; General knowledge of Enterprise Resource Planning (ERP) systems; Basic knowledge of Integrated Development Environment (IDE) or Visual Studio.
• Connect to finance and operations apps: Basic knowledge and experience of object-oriented development; General knowledge of Enterprise Resource Planning (ERP) systems; Basic knowledge of using an Integrated development environment (IDE) or Visual Studio; Knowledge of how to build and extend code in finance and operations apps.
• Migrate data and go live with finance and operations apps: Basic understanding of finance and operations apps, including core concepts and basic application navigation skills; Basic understanding of adding entities, fields, and relationships in finance and operations apps; Understand how to create a legal entity in finance and operations apps.
• Configure and work with analytics and reporting in finance and operations apps: The ability to use finance and operations apps for basic processing; Knowledge of finance and accounting processes; The ability to use formulas in Microsoft Excel.
Microsoft Dynamics 365 finance and operations apps developers
For online (live) format
NextGen Newsletter
Don’t miss a thing! Sign up to receive updates and exclusive content.
© NextGen Skills LLC. All rights reserved.
1207 Delaware Ave, #4405, Wilmington, Delaware 19806, US
