Course Overview
In this MB-500T00: Develop Finance and Operations Apps with Dynamics 365 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.
What are the skills covered
- Describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies
- Configure administrative features and workflows
- Manage finance and operations data
- Validate and support solutions
- Plan architecture and solution design
- Apply developer tools
- Design and develop AOT elements
- Develop and test code
- Implement reporting
- Integrate and manage data solutions
- Implement security and optimize performance
Who should attend this course
Microsoft Dynamics 365 Finance and Operations Apps Developers
Course Curriculum
Course Modules
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.
- 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
- Check your knowledge
- Summary
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.
- 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
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Check your knowledge
- Summary
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.
- Introduction
- Perform support tasks
- Provision and manage environments
- Manage asset libraries
- Manage the code update process
- Check your knowledge
- Summary
Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps.
- Introduction
- 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
- Exercise – Use the Environment monitoring tool in Lifecycle Services
- Check your knowledge
- Summary
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.
- Introduction
- Configure Visual Studio to connect to Azure DevOps
- Working in Visual Studio
- Manage and perform code reviews
- Check your knowledge
- Summary
In finance and operations apps, the test framework helps to alleviate risks and provides a system to manage a clean record of testing.
- Introduction
- 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
- Check your knowledge
- Summary
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.
- Introduction
- Create and modify report data sources and supporting classes
- Implement reporting security requirements
- Publish a report
- Lab – Set authorization requirements on database tables
- Check your knowledge
- Summary
Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps. These tools help identify performance issues, monitor environment health, validate app functionality, and conduct stress testing. By optimizing resource usage and addressing performance bottlenecks, you can improve app reliability and enhance the overall user experience. Insights from these tools help you make data-driven decisions so that you can maintain high performance standards and ensure smooth app operation in finance and operations apps.
- Introduction
- 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
- Exercise – Install a virtual machine
- Access and configure Visual Studio
- Models and packages
- Design and create models
- Exercise – Configure Visual Studio
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Lab – Create a project and add an element
- Check your knowledge
- Summary
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.
- Introduction
- Extended data types and element properties
- Base enums and element properties
- Lab – Create a base enumeration, add elements, and update properties
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Lab – Create a table, add fields, and create field groups
- Check your knowledge
- Summary
Forms are created and managed in Visual Studio and will display to the user as web pages. This module explains how forms are created and managed in the finance and operations apps developer environment, along with how to optimize the performance of forms.
- Introduction
- 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
- Lab – Create a form
- Check your knowledge
- Summary
Classes are blocks of code that contain data and methods. When developing for finance and operations apps, you use the X++ language to create new classes.
- Introduction
- Add a class to a project
- Implement the global cache and singleton
- Add code and methods to meet business requirements
- Data manipulation
- Lab – Insert records by using a runnable class
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Microsoft Entra ID and OAuth 2.0 authentication
- Check your knowledge
- Summary
Organizations have a lot of data. When an organization grows, its ability to provide context for all that data becomes increasingly crucial. Reports can organize data in a meaningful way. Finance and operations apps include reporting tools to help you create reports for your organizations, SQL Server Reporting Services (SSRS), Microsoft Power BI, and Microsoft Excel reports. You can use these reporting tools to visualize a data set in many ways, including as a tabular layout with collapsible tables and by using dashboards. Throughout this module, you build a foundation to design, create, and modify reports.
- 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
- Check your knowledge
- Summary
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, drillthrough components, or other advanced features that cannot be created or modified in the user interface.
- Introduction
- 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
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Lab – Extend an EDT
- Check your knowledge
- Summary
Elements in finance and operations apps are customized through extensions to help you modify properties, add components, or remove controls.
- Introduction
- Add a table extension to a project
- Add a form extension to a project
- Lab – Extend a form and add controls
- Extend menus
- Implement delegates
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Check your knowledge
- Summary
This module provides the tools and information that you need to effectively use class extensions in finance and operations apps. It shows you how to enhance and extend the functionality of classes without altering their original source code. Additionally, the module covers key concepts, such as method wrapping and the chain of command, allowing for controlled, layered customization of system behavior.
- Introduction
- Class extensions
- Chain of command and method wrapping
- Best practices
- Check your knowledge
- Summary
As a developer, you’re usually 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 helps you understand the key differences between synchronous and asynchronous integrations for the application.
- Introduction
- Data integration overview
- Synchronous integration
- Asynchronous integration
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Check your knowledge
- Summary
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.
- Introduction
- 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#
- Check your knowledge
- Summary
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.
- Introduction
- 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
- 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
- Check your knowledge
- Summary
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.
- Introduction
- Select a data integration (import/export) strategy
- Common migration scenarios and tools
- Bring your own database (BYOD)
- Test a data migration and validate output
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Lab – Create a data entity
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Check your knowledge
- Summary
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.
- 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
- Check your knowledge
- Summary
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.
- Introduction
- Select a data integration (import/export) strategy
- Common migration scenarios and tools
- Bring your own database (BYOD)
- Test a data migration and validate output
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Data sharing framework
- Check your knowledge
- Summary
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).
- Introduction
- 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
- Exercise – Build test scripts to test business functionality
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Check your knowledge
- Summary
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.
- Introduction
- 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
- Lab – Work with reports
- Check your knowledge
- Summary
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.
- Introduction
- Configure electronic reporting
- Use barcode data sources to generate bar code images
- Lab – Generate electronic documents for payments
- Module assessment
- Summary
Request More Information
Training Options
- ILT: Instructor-Led Training
- VILT: Virtual Instructor-Led Training
Exam & Certification
Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate
Training & Certification Guide
If you’re a developer who works with functional consultants and solution and technical architects, and you’re accountable for translating requirements into critical system functionality with finance and operations apps in Dynamics 365, you could use this certification to advance your career. You must have experience providing fully realized solutions using standardized application coding patterns, extensible features, and external integrations.
You need to be familiar with software development cycle methodologies, data integrity, and data security compliance. And you must have deep knowledge and experience using the underlying framework, data structures, and objects associated with finance and operations solutions in Dynamics 365 that deliver best-in-class functionality.
Candidates for this exam are developers who work with Finance and Operations apps in Microsoft Dynamics 365 to implement and extend applications that meet the requirements of a business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.
Candidates develop business logic by using X++, create and modify Finance and Operations reports and workspaces, customize user interfaces, provide endpoints and APIs to support Power Platform apps and external systems, perform testing, monitor performance, analyze and manipulate data, create technical designs and implementation details, and implement permission policies and security requirements.
Candidates should have a deep knowledge and experience using the underlying framework, data structures, and objects associated with the Finance and Operations solutions.
Candidates should have experience with products that include Visual Studio, Azure DevOps, Lifecycle Services (LCS) tools, and SQL Server Management Studio.
This exam measures your ability to accomplish the following technical tasks: plan architecture and solution design; apply developer tools; design and develop AOT elements; develop and test code; implement reporting; integrate and manage data solutions; and implement security and optimize performance.
- Plan architecture and solution design (10-15%)
- Apply developer tools (10-15%)
- Design and develop AOT elements (20-25%)
- Develop and test code (10-15%)
- Implement reporting (10-15%)
- Integrate and manage data solutions (10-15%)
- Implement security and optimize performance (10-15%)
Frequently Asked Questions
Compliment mastery of Dynamics 365 Finance core skills with the following rec0mmended courses:
MB-300T00: Microsoft Finance and Operations Core
In this course, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants
MB-310T00: Microsoft Dynamics 365 Finance
This MB-310T00: Microsoft Dynamics 365 Finance course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.
MB-320T00: Microsoft Dynamics 365 Supply Chain Management, Manufacturing
This MB-320T00: Microsoft Dynamics 365 Supply Chain Management, Manufacturing course has six modules and designed for 4 days learning experience. It can be taught in-person and/or virtually.
MB-330T00: Microsoft Dynamics 365 Supply Chain Management
This MB-330T00: Microsoft Dynamics 365 Supply Chain Management course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant.
MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant
Dynamics 365 Commerce functional consultants set up and use the application functionality in Microsoft Dynamics 365 Commerce, and provide support for the application. The functional consultant typically has a strong understanding of unified commerce business operations, and experience configuring, deploying, maintaining, and using Microsoft Dynamics 365 Commerce. This four-day MB-340T00: Microsoft Dynamics 365 Commerce Functional Consultant course covers the essentials for the role.
MB-700T00: Microsoft Dynamics 365 Finance and Operations Apps Solution Architect
This MB-700T00: Microsoft Dynamics 365: Finance and Operations Apps Solution Architect course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial skills and delivery skills required for this role.
