MB-500T00: Develop Finance and Operations Apps with Dynamics 365

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

Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience 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.

• 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.

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.

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

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

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

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