This course runs for a duration of 5 days.
The class will run daily from 9 AM CT to 5 PM CT.
Class Location: Virtual LIVE Instructor Led - Virtual Live Classroom.
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.
Who Should Attend?
Microsoft Dynamics 365 finance and operations apps developers
Objectives:
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
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 - 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
31 - 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
32 - 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
33 - 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 assessment
Request a production environment
34 - 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
35 - Configure electronic reporting in Dynamics 365 Finance
Configure electronic reporting
Use barcode data sources to generate bar code images
Module assessment