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

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Summary

  • intermediate
  • dynamics-365
  • dynamics
  • dynamics-finance-operations
  • Candidates for this exam are Developers who work with Finance and Operations apps in Microsoft Dynamics 365 to implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.Candidates are responsible for developing business logic by using X++, creating and modifying Finance and Operations reports and workspaces, customizing user interfaces, providing endpoints and APIs to support Power Platform apps and external systems, performing testing, monitoring performance, analyzing and manipulating data, creating technical designs and implementation details, and implementing permission policies and security requirements.Candidates participate in the migration of data and objects from legacy and external systems, integration of Finance and Operations apps with other systems, implementation of application lifecycle management process, planning the functional design for solutions, and managing Finance and Operations environments by using Lifecycle Services (LCS).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, LCS tools, or SQL Server Management Studio.Candidates should have experience in developing code by using object-oriented programming languages, analyzing and manipulating data by using Transact-SQL code, and creating and running Windows PowerShell commands and scripts.Beta exams are not scored immediately because we are gathering data on the quality of the questions and the exam. Learn more about the value and importance of beta exams.

Learning paths

8 hr 43 min
As a developer working with Finance and Operations apps, it's important to have a firm grasp of the main architecture components of the Dynamics 365 ecosystem and Finance and Operations apps. Knowledge of core developer concepts, including technical capabilities, source code, testing frameworks, and reporting tools, will support your further efforts in building development skills that you can apply to Finance and Operations apps.

Modules in this learning path

  • Explore the ecosystem and main components of Finance and Operations apps
    7 Units
    39 min

    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.

  • Explore the technical architecture of Finance and Operations apps
    8 Units
    1 hr 11 min

    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 (LCS), deployable packages and their importance throughout development, and implementation of Finance and Operations apps.

  • Explore design and deployment considerations for Finance and Operations apps
    9 Units
    1 hr 3 min

    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.

  • Manage Finance and Operations apps implementations by using Lifecycle Services
    7 Units
    40 min

    Lifecycle Services (LCS) helps you host Finance and Operations apps environments. It provides repeatable processes to support consistent success with each delivery. LCS is available to customers and partners as part of their support plans.

  • Work with performance and monitoring tools in Finance and Operations apps
    9 Units
    1 hr 26 min

    Learn how to use performance tools and Lifecycle Services (LCS) environment monitoring tools to enhance your validation and testing experience in Finance and Operations apps.

  • Manage source code by using version control in Finance and Operations apps
    6 Units
    49 min

    When you are collaborating with other developers, it’s important to manage your source code by using version control. For Finance and Operations apps, this means using Azure DevOps within Visual Studio.

  • Explore the test framework and tools in Finance and Operations apps
    11 Units
    1 hr 46 min

    In Finance and Operations apps, the test framework helps to alleviate risks and provides a system to manage a clean record of testing.

  • Explore reporting tools in Finance and Operations apps
    7 Units
    1 hr 9 min

    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.

3 hr 55 min
As a functional consultant, you must understand how to prepare your customer's data for migration, work with data management, and perform user acceptance testing to go live with Finance and Operations apps.

Modules in this learning path

  • Prepare data for migration to Finance and Operations apps
    7 Units
    1 hr 16 min

    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.

  • Work with data management in Finance and Operations apps
    11 Units
    1 hr 21 min

    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.

  • Perform user acceptance testing in Finance and Operations apps
    9 Units
    56 min

    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.

  • Prepare to go-live with Finance and Operations apps
    8 Units
    22 min

    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 Dynamics Lifecycle Services (LCS).

2 hr 20 min
Extensions allow developers to make changes to the user experience in Finance and Operations apps by implementing modifications to the code that do not affect the base code. Among other benefits, extensions let developers update Finance and Operations apps to adhere to business processes and required changes.

Modules in this learning path

  • Explore extensions and the extension framework in Finance and Operations apps
    7 Units
    39 min

    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.

  • Extend elements in Finance and Operations apps
    6 Units
    1 hr 25 min

    Elements in Finance and Operations apps are customized through extensions to help you modify properties, add components, or remove controls.

  • Consume business events in Finance and Operations apps
    5 Units
    16 min

    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.

13 hr 23 min
Developing in Finance and Operations apps requires a basic understanding of the tasks required to build new elements and customize Finance and Operations apps. The tasks include understanding X++ code and Visual Studio, as well as being able to create and modify the basic elements of the system.

Modules in this learning path

  • Customize Finance and Operations apps by using Visual Studio
    9 Units
    1 hr 33 min

    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.

  • Get started with development using X++ in Finance and Operations apps
    11 Units
    49 min

    X++ is an object-oriented language. This module introduces X++ development for Finance and Operations apps, which is performed in Visual Studio.

  • Develop object-oriented code in Finance and Operations apps
    9 Units
    54 min

    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.

  • Implement application lifecycle management in Finance and Operations apps
    6 Units
    55 min

    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.

  • Build extended data types and enumerations for Finance and Operations apps
    6 Units
    57 min

    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.

  • Build tables in Finance and Operations apps
    6 Units
    1 hr 6 min

    While tables aren’t always viewable to a user in Finance and Operations apps, they are important in development. All data in Finance and Operations apps is stored and managed in a table in Visual Studio. Tables store data such as company transactions, inventory, and journals.

  • Build forms and optimize form performance in Finance and Operations apps
    11 Units
    2 hr 0 min

    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.

  • Create classes in Finance and Operations apps
    7 Units
    1 hr 20 min

    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.

  • Build reports for Finance and Operations apps
    6 Units
    41 min

    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 will build a foundation to design, create, and modify reports.

  • Build workspaces in Finance and Operations apps
    7 Units
    1 hr 14 min

    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.

  • Implement role-based security in Finance and Operations apps
    8 Units
    1 hr 5 min

    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.

  • Apply basic performance optimization in Finance and Operations apps
    13 Units
    49 min

    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.

5 hr 45 min
Integration and the ability to access your data in Finance and Operations apps are important capabilities. Developers who have learned to build and extend code in Finance and Operations apps can enhance their knowledge of development by learning about data integration and how connecting to data can have positive impacts on users.

Modules in this learning path

  • Prepare data for migration to Finance and Operations apps
    7 Units
    1 hr 16 min

    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.

  • Identify data integration patterns and scenarios in Finance and Operations apps
    6 Units
    47 min

    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.

  • Implement data integration concepts and solutions for Finance and Operations apps
    12 Units
    46 min

    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.

  • Implement the Data management package API for Finance and Operations apps
    7 Units
    46 min

    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.

  • Data integrations with Finance and Operations apps
    8 Units
    49 min

    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 third-party applications or services.

  • Manage data sources with external data stores in Finance and Operations apps
    7 Units
    34 min

    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.

  • Integrate Finance and Operations apps with Microsoft Azure
    10 Units
    32 min

    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.

  • Connect to Power Platform services with Finance and Operations apps
    5 Units
    15 min

    The Power Platform services like Power Apps and Power Automate are tools outside of the developer environment that you can use to create efficient ways to get more work done with Finance and Operations apps.