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MB-500: Microsoft Dynamics 365 Finance and Operations Apps Developer
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Introduction
Audio Book: MB 500 - Introduction
Lesson 1: Introduction to developing with finance and operations apps
Lesson 1: Introduction to developing with finance and operations apps
Audio Book: Lesson 1: Introduction to Developing with Finance and Operations Apps
Podcast: Lesson 1: Introduction to Developing with Finance and Operations Apps
1.1.1 Finance and operations apps and associated apps
1.1.2 Finance + Operations on-premises and cloud-based finance and operations apps
1.1.3 Development and deployment processes
1.1.4 The user interface
1.1.5 Reporting capabilities
1.1.6 Summary
Activity: Knowledge Check
1.2.1 Differentiate cloud and on-premises architecture
1.2.2 Elements, models, and packages
1.2.3 Application components and architecture
1.2.4 Metadata management processes
1.2.5 Source control processes
1.2.6 Conform code to organization policies
1.2.7 Overview of Lifecycle Services
1.2.8 Summary
Activity: Knowledge Check
1.3.1 Introduction
1.3.2 Identify relevant business concepts
1.3.3 Evaluate functional specifications and create technical design documentation
1.3.4 Identify the technical gaps
1.3.5 Design patterns and practices for code deployments
1.3.6 The process for deploying code changes
1.3.7 Finance and operations apps frameworks
1.3.8 Summary
Activity: Knowledge Check
1.4.1 Introduction
1.4.2 Perform support tasks
1.4.3 Provision and manage environments
1.4.4 Manage asset libraries
1.4.5 Manage the code update process
1.4.6 Summary
Activity: Knowledge Check
1.5.1 Introduction
1.5.2 Diagnose performance issues by using Trace parser
1.5.3 Load testing by using the Performance SDK
1.5.4 Monitor performance by using SQL Insights
1.5.5 Create a SQL trace by using the SQL Profiler
1.5.6 Monitor server health metrics in Lifecycle Services
1.5.7 Summary
Activity: Knowledge Check
1.6.1 Introduction
1.6.2 Configure Visual Studio to connect to Azure DevOps
1.6.3 Working in Visual Studio
1.6.4 Manage and perform code reviews
1.6.5 Summary
Activity: Short Answer / Fill-in-blank
Activity: Knowledge Check
1.7.1 Introduction
1.7.2 Unit test framework
1.7.3 Acceptance test library
1.7.4 Task recorder
1.7.5 Best Practices tool
1.7.6 Identify various categories and types of errors
1.7.7 Configure the testing environment and prepare data
1.7.8 Run unit tests
1.7.9 Document and fix issues
1.7.10 Summary
Activity: Knowledge Check
1.8.1 Introduction
1.8.2 Create and modify report data sources and supporting classes
1.8.3 Implement reporting security requirements
1.8.4 Publish a report
1.8.5 Summary
Activity: Knowledge Check
Lesson 2: Build finance and operations apps
Lesson 2: Build finance and operations apps
Audio Book: Lesson 2: Build finance and operations apps
Podcast: Lesson 2: Build finance and operations apps
2.1.1 Introduction
2.1.2 Access cloud-hosted development environments
2.1.3 On-premises architecture
2.1.4 Set up a VHD for first-time use
2.1.5 Set up and manage a downloadable VHD for development
2.1.6 Upgrade the VHD
2.1.7 Access and configure Visual Studio
2.1.8 Models and packages
2.1.9 Design and create models
2.1.10 Summary
Activity: Short Answer / Fill-in-blank
Activity: Knowledge Check
2.2.1 Introduction
2.2.2 Create and build projects
2.2.3 Create and use label files
2.2.4 Manage metadata by using the Application Explorer
2.2.5 Build deployment packages
2.2.6 Synchronize data changes with the database
2.2.7 Create new elements
2.2.8 Summary
Activity: Drag-and-Drop
Activity: Knowledge Check
2.3.1 Introduction
2.3.2 Extended data types and element properties
2.3.3 Base enums and element properties
2.3.4 Summary
Activity: Knowledge Check
2.4.1 Introduction
2.4.2 Create tables and table fields
2.4.3 Populate table and field properties
2.4.4 Add fields, field groups, indexes, and relations
2.4.5 Table methods
2.4.6 Create, manage, and extend views
2.4.7 Create, manage, and extend queries
2.4.8 Create, manage, and extend table maps
2.4.9 Summary
Activity: Knowledge Check
2.5.1 Introduction
2.5.2 Add a new form to a project and apply a pattern
2.5.3 Add a data source to a form
2.5.4 Add grids, fields, and groups to a form
2.5.5 Form methods
2.5.6 Create, populate, and extend menu items
2.5.7 Create and extend menus
2.5.8 Test form functionality and data connections
2.5.9 Diagnose and optimize client performance
2.5.10 Optimize form loading and performance
2.5.11 Summary
Activity: Short Answer / Fill-in-blank
Activity: Knowledge Check
2.6.1 Introduction
2.6.2 Add a class to a project
2.6.3 Implement the global cache and singleton
2.6.4 Add code and methods to meet business requirements
2.6.5 Data manipulation
2.6.6 Summary
Activity: Knowledge Check
2.7.1 Introduction
2.7.2 Create and modify duties, privileges, and permissions
2.7.3 Enforce permissions policy
2.7.4 Extensible data security framework
2.7.5 Apply security permissions
2.7.6 Microsoft Entra ID and OAuth 2.0 authentication
2.7.7 Summary
Activity: Knowledge Check
2.8.1 Implement Business document management
2.8.2 Create and modify reports that use SSRS
2.8.3 Implement query objects and query builder
2.8.4 Create and modify reports by using Power BI
2.8.5 Create and modify reports by using Excel
2.8.6 Summary
Activity: Knowledge Check
2.9.1 Introduction
2.9.2 Design KPIs
2.9.3 Create drill-through workspace elements
2.9.4 Create custom reusable report functions by using RDL
2.9.5 Implement built-in KPIs, charts, and other reporting components
2.9.6 Summary
Activity: Knowledge Check
Lesson 3: Extend finance and operations apps
Lesson 3: Extend finance and operations apps
Audio Book: Lesson 3: Extend finance and operations apps
Podcast: Lesson 3: Extend finance and operations apps
3.1.1 Introduction
3.1.2 Customization models
3.1.3 Extension points for frameworks
3.1.4 Develop code to extend a framework
3.1.5 Create pre-event and post-event handler classes
3.1.6 Implement the SysOperationSandbox framework
3.1.7 Implement the workflow framework
3.1.8 Summary
Activity: Knowledge Check
3.2.1 Introduction
3.2.2 Add a table extension to a project
3.2.3 Add a form extension to a project
3.2.4 Extend menus
3.2.5 Implement delegates
3.2.6 Summary
Activity: Knowledge Check
3.3.1 Introduction
3.3.2 Business event framework
3.3.3 Create a new business event
3.3.4 Activate business events
3.3.5 Consume business events
3.3.6 Extend an existing business event
3.3.7 Role-based security for business events
3.3.8 Business events in Microsoft Power Automate
3.3.9 Summary
Activity: True/False
Activity: Knowledge Check
3.4.1 Introduction
3.4.2 Class extensions
3.4.3 Chain of command and method wrapping
3.4.4 Best practices
3.4.5 Summary
Activity: Knowledge Check
Lesson 4: Connect to finance and operations apps
Lesson 4: Connect to finance and operations apps
Audio Book: Lesson 4: Connect to finance and operations apps
Podcast: Lesson 4: Connect to finance and operations apps
4.1.1 Introduction
4.1.2 Data integration overview
4.1.3 Synchronous integration
4.1.4 Asynchronous integration
4.1.5 Summary
4.2.1 Introduction
4.2.2 Develop an entity and enable it for data export
4.2.3 Extend a data entity
4.2.4 Implement custom services
4.2.5 Implement custom services and the Batch OData API
4.2.6 Expose OData endpoints from data entities
4.2.7 Consume external web services
4.2.8 Integrate finance and operations apps with Microsoft Excel
4.2.9 Integrate finance and operations apps with external applications by using Power Apps
4.2.10 Download electronic document interchange solutions
4.2.11 Verify source and target data for auditing
4.2.12 Debug with JSON Web Tokens
4.2.13 Summary
4.3.1 Introduction
4.3.2 Import and export APIs
4.3.3 Monitor the status of APIs
4.3.4 Manage entity change tracking
4.3.5 Create wrapper classes to consume external web services
4.3.6 Create wrapper classes with C#
4.3.7 Summary
4.4.1 Introduction
4.4.2 Set up a data project and recurring data job
4.4.3 Implement authorization to support integration
4.4.4 Monitor status and availability of entities
4.4.5 Develop data transformation
4.4.6 Microsoft Dataverse integrations
4.4.7 Integrate Dataverse by using virtual entities
4.4.8 Work with composite data entities
4.4.9 Azure Data Lake and Entity Store
4.4.10 Connect to Azure Data Lake Storage
4.4.11 Change data in Azure Data Lake
4.4.12 Power Platform convergence
4.4.13 Summary
4.5.1 Introduction
4.5.2 Select a data integration (import/export) strategy
4.5.3 Common migration scenarios and tools
4.5.4 Bring your own database (BYOD)
4.5.5 Test a data migration and validate output
4.5.6 Summary
4.6.1 Introduction
4.6.2 Identify report data source requirements for external sources
4.6.3 Create and manage custom data sources
4.6.4 Optimize data entities to achieve better performance
4.6.5 Summary
4.7.1 Introduction
4.7.2 Develop and integrate by using Logic Apps
4.7.3 Develop and integrate Microsoft Power Platform
4.7.4 Integrate finance and operations apps with enterprise applications
4.7.5 Automate EAI, B2B, EDI, and business processes with Logic Apps
4.7.6 Consume data from the Azure Machine Learning service
4.7.7 Enable connectivity with external services
4.7.8 Optimize data entities to achieve better performance
4.7.9 Summary
Activity: Knowledge Check
4.8.1 Connect your finance and operations apps data using Power Automate
4.8.2 Triggers and actions used in Power Automate for finance and operations apps
4.8.3 Connect to your finance and operations apps data with Power Apps
4.8.4 Finance and operations data on Common Data Model and Microsoft Dataverse
4.8.5 Summary
Lesson 5: Migrate data and go live with finance and operations apps
Lesson 5: Migrate data and go live with finance and operations apps
Audio Book: Lesson 5: Migrate data and go live with finance and operations apps
Podcast: Lesson 5: Migrate data and go live with finance and operations apps
5.1.1 Introduction
5.1.2 Select a data integration (import/export) strategy
5.1.3 Common migration scenarios and tools
5.1.4 Bring your own database (BYOD)
5.1.5 Test a data migration and validate output
5.1.6 Summary
5.2.1 Introduction
5.2.2 Data management concepts
5.2.3 Use data entities for data management and integration
5.2.4 Work with the Data management workspace
5.2.5 Using Standard and Enhanced views for tiles
5.2.6 Use templates in data management
5.2.7 Export, import, and copy data into a legal entity
5.2.8 Database movement operations
5.2.9 Data sharing framework
5.2.10 Summary
5.3.1 Introduction
5.3.2 Create user acceptance test libraries
5.3.3 Record test cases and save to the business process modeler (BPM)
5.3.4 Synchronize and configure your test plan in Azure DevOps
5.3.5 Run user acceptance tests
5.3.6 Data task automation
5.3.7 Summary
5.4.1 Introduction
5.4.2 Understand the go-live process
5.4.3 Complete the Lifecycle Services methodology
5.4.4 Perform user acceptance testing (UAT) for your solution
5.4.5 FastTrack go-live assessment
5.4.6 Request a production environment
5.4.7 Summary
Activity: Knowledge Check
Lesson 6: Configure and work with analytics and reporting in finance and operations apps
Lesson 6: Configure and work with analytics and reporting in finance and operations apps
Audio Book: Lesson 6: Configure and work with analytics and reporting in finance and operations apps
Podcast: Lesson 6: Configure and work with analytics and reporting in finance and operations apps
6.1.1 Introduction
6.1.2 Understand different types of reports and inquiries
6.1.3 Financial reporting
6.1.4 Find inquiries and reports
6.1.5 Generate and consume inquiries and reports
6.1.6 Configure finance and operations apps for Microsoft Power Platform
6.1.7 Summary
Activity: Knowledge Check
6.2.1 Introduction
6.2.2 Configure electronic reporting
6.2.3 Use barcode data sources to generate bar code images
6.2.4 Summary
Activity: Knowledge Check
Resources
MB-500 Blueprint
MB-500 Detailed Curriculum
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MB-500: Microsoft Dynamics 365 Finance and Operations Apps Developer
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