Course Outline
Get introduced to the finance and operations apps
- Discover the suite of finance and operation apps that you can use for enterprise resource planning
- Review use cases for finance and operations app
- Labs: Navigate the finance and operations apps
Explore the ecosystem and main components of finance and operations apps
- Explore the Dynamics 365 ecosystem
- Learn about the main components of finance and operations apps
- Learn about on-premises and cloud deployment options
- Explore the development and deployment process for finance and operations apps
Key differences between Dynamics AX 2012 and finance and operations apps
- How Microsoft helps customers upgrade
- The Microsoft Cloud
- Architectural and operational differences between AX 2012 and finance and operations apps
Explore the technical architecture of finance and operations apps
- Differentiate between on-premises and cloud architecture of finance and operations
- Learn about the purposes and relationships between packages, models, and elements
- Learn about the application components and architecture
- Detail metadata management and source control processes
- Use and understand the purpose of Lifecycle Services
Implement application lifecycle management in finance and operations apps
- Define ALM
- Learn about the different ALM methodologies
- Build models
- Create a project plan for building and testing solutions
- Create processes for release management, change management, and risk management
Manage finance and operations apps implementations by using Lifecycle Services
- Performing support tasks
- Provisioning and managing environments
- Managing asset libraries
- Managing the code upgrade process between versions of finance and operations apps
Start developing finance and operations apps by using Visual Studio
- Create and build projects and deployable packages in Visual Studio
- Use the Application Explorer to manage elements
- Synchronize data dictionary changes with the application database
- Work in the Element Designer to create elements
- Labs: Create a project and add an element
Manage source code by using version control in finance and operations apps
- Connect your developer environment to an Azure DevOps project
- Use best practices for version control
- Manage and perform code reviews
Build extended data types and enumerations for finance and operations apps
- Identify the different types of EDTs
- Learn about the use of base enumerations (base enums)
- Identify how EDTs and base enums are viewed in the finance and operations apps user interface
- Create a base enumeration
- Labs: Create a base enumeration, add elements, and update properties
Build tables in finance and operations apps
- Define the use of tables in finance and operations apps
- Create a new table in Visual Studio
- Manage table properties
- Add fields and field groups to a table
- Create an index and a table relation
- Learn about table methods
- Labs: Create a table, add fields, and create field groups
Extend elements in finance and operations apps
- Create extensions to customize finance and operations apps
- Extend a table
- Create a form extension
- Labs: Extend a form and add controls
Build forms and optimize form performance in finance and operations apps
- Create a new form
- Apply a form pattern
- Add a data source to a form
- Add grids, fields, and groups to a form
- Understand form methods
- Discover the types of menu items
- Create a menu item and add it to a form
- Run a form and test its functionality
- Learn about browser-based and Performance Timer tools that are used to optimize form performance
- Create a form
Create classes in finance and operations apps
- Learn about the use of classes in developing finance and operations apps
- Create a new class that is added to a project
- Add methods to a class
- Review the types of methods that can be used in a class
- Labs: Insert records by using a runnable class
Explore extensions and the extension framework in finance and operations apps
- Learn about the reasons for creating extensions
- Determine when to use the extensibility request form
- Learn about the risk of intrusive customizations
- Develop code that will extend the functionality of finance and operations apps
- Implement the SysOperationSandbox framework
- Labs: Extend an EDT
Configure your user interface in Finance and Operations apps
- Add a menu item to the favourites
- Explain how different roles see different dashboards
- Add a KPI to a dashboard workspace
- Modify the fields in a form
- Modify the fields in a report
- Labs: Create favourites
- Labs: View role-based dashboards
- Labs: Change form fields and queries
- Labs: Change report output
Build workspaces in finance and operations apps
- Design and build key performance indicators (KPIs)
- Create workspace elements
- Use Report Definition Language (RDL) to create custom reports
- Implement reporting components into workspaces
- Labs: Create a workspace and add a tile, list, link, and Power BI element
Get started with development using X++ in finance and operations apps
- Identify components of classes
- Create an instance of a class
- Create objects in a constructor
- Manipulate data by using X++
- Identify the different types of conditional statements
- Write conditional statements
- Write loop statements
- Use iterative statements
- Identify exception-handling statements
- Write exception-handling statements
- Learn about the use and function of const values
Develop object-oriented code in finance and operations apps
- Discover the importance of object-oriented programming for finance and operations apps
- Learn the importance of abstract classes and inheritance in object-oriented programming
- Learn about interfaces
- Use the Chain of Command (CoC)
- Learn how scoping is implemented in X++ code
- Determine when to use references and values
- Labs: Create an extension by using Chain of Command
Build reports for finance and operations apps
- Enable Business document management
- Design, create, and modify SSRS reports
- Create and modify a Power BI report by using finance and operations apps data
- Create and modify an Excel report by using the finance and operations apps data
- Learn how to build SQL statements by using query objects
- Labs: Create and deploy a report
Implement the Data management package API for finance and operations apps
- Import and export APIs between finance and operations apps cloud deployments and on-premises deployments
- Import and export APIs between on-premises deployments
- Use GetExecutionSummaryStatus to get the status and availability of APIs
- Create wrapper classes with C# and X++
Explore the test framework and tools in finance and operations apps
- Capabilities and Benefits of the unit test framework
- Capabilities and benefits of Task Recorder
- Benefits of the Best Practices tool
Perform user acceptance testing in finance and operations apps
- Test cases and business requirements
- Best practices for recording test cases
- Task recorder
- How to create a BPM library
- How to synchronize and configure your test plan in Azure DevOps
- How to run test cases manually and automatically
- The Regression suite automation tool (RSAT)
- Labs: Build test scripts to test business functionality
Explore reporting tools in finance and operations apps
- Learn about the capabilities of various reporting tools in finance and operations apps
- Determine which types of reports should be used
- Create and modify a report data source
- Learn about reporting and security requirements
- Deploy reports with PowerShell
- Deploy reports with Visual Studio
- Labs: Set authorization requirements on database tables
Compare reporting and analytics in finance and operations apps with Dynamics AX 2012
- Reporting and Power BI analysis used with AX 2012
- The reporting options available in finance and operations apps
- Data export services in finance and operations apps
- How to modernize your data warehouse
- How to modernize your analytics and reporting
Identify data integration patterns and scenarios in finance and operations apps
- Identify integration web application programming interfaces
- Explore available data integration scenarios
- Identify the key differences between synchronous and asynchronous integrations
Implement data integration concepts and solutions for finance and operations apps
- Create a data entity
- Enable data management capabilities
- Expose Open Data Protocol (OData) endpoints with data entities
- Identify custom service endpoints
- Discover external web services that are available for use
- Consume external web services
- Connect to your data with the Microsoft Excel add-in
- Connect to your data with Microsoft Power Apps
Data integrations with finance and operations apps
- Set up a data project
- Set up a recurring data job
- Define authorization for integrations by using OAuth
- Monitor the status and availability of entities
- Develop data transformations
- Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications
- Use composite data entities
- Integrate composite data entities
- Export composite data entities
- Learn about Azure Data Lake and Entity Store and how to change data in Azure Data Lake
- Learn about Microsoft Power Platform convergence
- Labs: Create a data project and recurring data job
Connect to Microsoft Power Platform services with finance and operations apps
- Connect your finance and operations apps data with Power Automate
- Connect to your finance and operations apps data with Power Apps
- Learn about the Common Data Model to bring data from multiple systems and applications together
Dual-write implementation for Dynamics 365 solutions
- Learn about the Dual-write implementation workshop
- Prepare for the Dual-write implementation workshop
- Learn how to conduct the Dual-write implementation workshop
- Follow up after the Dual-write implementation workshop
Work with data management in finance and operations apps
- Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities
- Work with the Data management workspace
- Export data from a legal entity
- Import data into a legal entity
- Work with data import and export jobs
- Clean up the staging tables
- Work with database movement operations
- Work with the data-sharing framework
- Labs: Explore the Data management workspace
- Labs: Export data using the Data management workspace
Work with performance and monitoring tools in finance and operations apps
- Diagnose performance issues by using the Trace parser
- Explore load testing by using the Performance SDK
- Monitor performance by using the SQL Insights dashboard
- Monitor server Health metrics in Microsoft Dynamics Lifecycle Services
- Labs: Use the Environment monitoring tool in Lifecycle Services
Implement role-based security in finance and operations apps
- Create and modify roles, duties, privileges, and permissions
- Review the role-based security hierarchy
- Use and enforce permissions policies
- Define the extensible data security framework (XDS)
- Apply for security permissions
- Stay compliant with user licensing requirements
- Labs: Create a new security role and add duties
Plan and implement security in finance and operations apps
- Understand the security architecture of finance and operations apps
- Learn about encryption in finance and operations apps
- Manage users
- Manage security
- Apply segregation of duties
- Run security reports
- Stay compliant with user licensing requirements
- Labs: Import a user and assign a security role
- Labs: Work with security
Apply basic performance optimization in finance and operations apps
- Discover what temporary tables are and when to use them
- Learn about what set-based statements and row-based operations are and when to use each
- Understand and demonstrate different methods for optimizing custom queries
- Learn about the different caching methods that are possible and when each should be used
- Labs: Create runnable classes in Visual Studio to test code