Microsoft Dynamics 365: Finance and Operations Apps Developer (MB-500)

Module 1: Explore the ecosystem and main components of finance and operations apps Dynamics 365 offers a large range of cloud-driven applications that help organizations optimize their business so they can reach their full potential. This module explores the Dynamics 365 ecosystem and how the apps work together to help your organization reach its fullest potential. Additionally, this module describes the major components of finance and operations apps that are important for you to know before you begin developing.

Module 2: Explore the technical architecture of finance and operations apps To begin developing for finance and operations, you must understand the core concepts of development, including packages, models, and elements. Additionally, as a developer, you will need to understand metadata management and source control tools and processes by using Azure DevOps. Last, this module will also discuss the purpose of Lifecycle Services, deployable packages and their importance throughout development, and implementation of finance and operations apps.

Module 3: Explore design and deployment considerations for finance and operations apps Identifying design and deployment processes that conform to organizational policies will help you in developing for finance and operations apps, and ensure that code is deployed to the correct environments to avoid issues in production.

Module 4: Manage finance and operations apps implementations by using Lifecycle Services Lifecycle Services helps you host finance and operations apps environments. It provides repeatable processes to support consistent success with each delivery. Lifecycle Services is available to customers and partners as part of their support plans.

Module 5: Work with performance and monitoring tools in finance and operations apps Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.

Module 6: Manage source code by using version control in finance and operations apps When you're collaborating with other developers, it's important to manage your source code by using version control. For finance and operations apps, source code is managed by using Azure DevOps within Visual Studio.

Module 7: Explore the test framework and tools in finance and operations apps In finance and operations apps, the test framework helps to alleviate risks and provides a system to manage a clean record of testing.

Module 8: Explore reporting tools in finance and operations apps A report is a structured presentation of data. Reporting presents data in a way that lets you make informed decisions by using data visualizations, dashboards, financial reporting, and structured documents. finance and operations apps provide several reporting tools that you can use to meet different reporting needs. This module will help you become familiar with the various reporting options that are available with finance and operations apps.

Module 9: Set up a VHD for finance and operations apps A virtual hard disk (VHD) is made available for download from Microsoft Dynamics 365 Lifecycle Services, so that you can set it up on a local machine. This system is intended to be accessed by a developer and is a preconfigured one-box development environment of finance and operations apps.

Module 10: Start developing for finance and operations apps by using Visual Studio Visual Studio is the integrated development environment (IDE) for finance and operations apps. Developers can create deployable packages that contain projects and elements that are stored as metadata. Developing in Visual Studio allows users to customize the finance and operations apps experience.

Module 11: Get started with development using X++ in finance and operations apps X++ is an object-oriented language. This module introduces X++ development for finance and operations apps, which is performed in Visual Studio.

Module 12: Develop object-oriented code in finance and operations apps Object-oriented programming (OOP) is a programming paradigm that is modeled around objects and how you manipulate them. This module discusses concepts for object-oriented programming so you can develop customizations in finance and operations apps.

Module 13: Implement application lifecycle management in finance and operations apps Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.

Module 14: Build extended data types and enumerations for finance and operations apps Extended data types (EDTs) and base enumerations (enums) are data types that are created and managed in the development environment. Base enums represent a list of literals, while EDTs are reusable data types that have a specific definition. The Application Object Tree (AOT) in finance and operations apps contains many existing EDTs and base enums that can be extended for use in your project, or you can create new data types. This module will focus on creating new data types.

Module 15: Build data models in finance and operations apps The data model in finance and operations apps consists of tables, views, queries, and other components. These components are important in development. All data in finance and operations apps is stored in tables and managed in the data model in Visual Studio. Tables store data such as company transactions, inventory, and journals.

Module 16: Build forms and optimize form performance in finance and operations apps Build forms and optimize form performance in finance and operations apps

Module 17: Create classes in finance and operations apps Classes are blocks of code that contain data and methods. When developing for finance and operations apps, you will use the X++ language to create new classes.

Module 18: Build reports for finance and operations apps Build reports for finance and operations apps

Module 19: Build workspaces in finance and operations apps Workspaces are personalized work centers with data, reports, and transactions and are designed to increase efficiency of daily tasks. Workspaces can be created and modified by developers. There are many reasons to design and create a workspace in the developer environment rather than the user interface. For instance, your business might want key performance indicator (KPI) tiles, analytical components, drill through components, or other advanced features that cannot be created or modified in the user interface.

Module 20: Implement role-based security in finance and operations apps Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

Module 21: Apply basic performance optimization in finance and operations apps By optimizing your development for performance, you can ensure that your work is useful and appreciated by users. As a finance and operations apps developer, you should understand how your designs can be properly optimized for performance.

Module 22: Explore extensions and the extension framework in finance and operations apps Finance and operations apps are customized by using extensions, which let you add functionality to model elements and source code in the Application Object Tree (AOT) by using Visual Studio.

Module 23: Extend elements in finance and operations apps Elements in finance and operations apps are customized through extensions to help you modify properties, add components, or remove controls.

Module 24: Consume business events in finance and operations apps Business events provide a mechanism that lets external systems receive notifications from finance and operations apps. In this way, the systems can perform business actions in response to the business events.

Module 25: Work with workflows in finance and operations apps Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Module 26: Identify data integration patterns and scenarios in finance and operations apps As a developer, you are generally part of the data integration scenarios during and after a finance and operations apps implementation. This module explores web application programming interfaces (APIs) that are available for finance and operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.

Module 27: Implement data integration concepts and solutions for finance and operations apps Connect to your finance and operations apps data by using data entities, where data is accessed outside of the application and with different endpoint and external applications.

Module 28: Implement the Data management package API for finance and operations apps The Data management framework's package representational state transfer (REST) application programming interface (API) lets you integrate with finance and operations apps by using data packages.

Module 29: Data integrations with finance and operations apps Integrations are an important component of implementing finance and operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between finance and operations apps and other applications or services.

Module 30: Prepare data for migration to finance and operations apps When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

Module 31: Manage data sources with external data stores in finance and operations apps Administrators often need access to their data from finance and operations apps, to perform analytics that will help ensure that certain parameters or business metrics are met.

Module 32: Integrate finance and operations apps with Microsoft Azure Finance and operations apps are integrated with Microsoft Azure to help power many of its built-in capabilities, such as search and intelligence. This module will focus on custom cloud integrations that you can build that are unique to your own project integration needs.

Module 33: Connect to Microsoft Power Platform services with finance and operations apps Microsoft Power Platform services like Power Apps and Power Automate, and the Common Data Model are tools that you can use to create efficient ways to get more work done with finance and operations apps.

Module 34: Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform This module introduces you to the monitoring, troubleshooting, and performance tools of finance and operations apps and the dual-write function in Microsoft Dataverse. You’ll review actions for planned and unplanned maintenance, learn about various troubleshooting techniques, technologies, and considerations for dual-write, and discover best practices for dual-write integration.

Module 35: Work with data management in finance and operations apps You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

Module 36: Perform user acceptance testing in finance and operations apps After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

Module 37: Prepare to go-live with finance and operations apps All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services.

Module 38: Use RSAT with Dynamics 365 Commerce The Regression suite automation tool (RSAT) allows you to automate test validation for Dynamics 365 Commerce. It enables functional power users to record business tasks by using the test recorder and then convert them into a suite of automated tests to validate UI elements, data, and business processes.

Module 39: Work with analytics and reporting in finance and operations apps Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

Module 40: Configure electronic reporting in Dynamics 365 Finance Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.