Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate (MB500)

In the fast-paced realm of enterprise solutions, Microsoft Dynamics 365 has emerged as a powerful platform, facilitating seamless integration and efficient business processes. At the core of mastering Dynamics 365 is the MB-500 certification course, an extensive program meticulously crafted to empower professionals with the skills and knowledge necessary to navigate the complexities of this dynamic ecosystem. 

In this five-day Microsoft Certified course, students will 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.

This training is a comprehensive preparation to the exam MB-500 to earn the Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate.

Applicable solutions

Private class

Virtual classroom
Minimum no. of participants: 5
5 days / 35 hours
Price on request
English or French
Training plan: 

Microsoft Dynamics 365: Finance and Operations Apps Developer (MB-500T00)

Module 1: Explore the ecosystem and main components of finance and operations apps

  • 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

Module 2: Explore the technical architecture 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

Module 3: Explore design and deployment considerations for finance and operations apps

  • 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

Module 4: Manage finance and operations apps implementations by using Lifecycle Services

  • Perform support tasks
  • Provision and manage environments
  • Manage asset libraries
  • Manage the code update process

Module 5: Work with performance and monitoring tools in finance and operations apps

  • 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

Module 6: Manage source code by using version control in finance and operations apps

  • Configure Visual Studio to connect to Azure DevOps
  • Working in Visual Studio
  • Manage and perform code reviews

Module 7: Explore the test framework and tools in finance and operations apps

  • 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

Module 8: Explore reporting tools in finance and operations apps

  • Create and modify report data sources and supporting classes
  • Implement reporting security requirements
  • Publish a report
  • Lab – Set authorization requirements on database tables

Module 9: Set up a VHD for finance and operations apps

  • 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

Module 10: Start developing for finance and operations apps by using Visual Studio

  • Create and build projects
  • Create and use label files
  • Manage metadata by using the Application Explorer
  • Build deployment packages
  • Synchronize data changes with the database
  • Use the Element Designer to create elements
  • Lab - Create a project and add an element

Module 11: Get started with development using X++ in finance and operations apps

  • Implement base types and operators
  • Common structured programming constructs of X++
  • Use X++ to write SQL statements
  • Use conditional and iterative statements
  • Exception handling
  • Use const values
  • Use X++ runtime functions for common tasks
  • Call .NET libraries by using X++ code

Module 12: Develop object-oriented code in finance and operations apps

  • Explore inheritance and abstract classes
  • Use attributes
  • Implement Chain of Command
  • Implement X++ scoping and access identifiers
  • Interfaces
  • Exercise - Create an extension by using Chain of Command

Module 13: Implement application lifecycle management in finance and operations apps

  • ALM methodologies
  • Design and create models
  • Plan the build, test, and quality control processes
  • Identify upgrade scenarios and appropriate tools
  • Plan the release, change, and risk management processes

Module 14: Build extended data types and enumerations for finance and operations apps

  • Extended data types and element properties
  • Base enums and element properties
  • Lab - Create a base enumeration, add elements, and update properties

Module 15: Build data models in finance and operations apps

  • 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

Module 16: Build forms and optimize form performance in finance and operations apps

  • 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 and populate 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

Module 17: Create classes in finance and operations apps

  • Add a class to a project
  • Add code and methods to meet business requirements
  • Data manipulation
  • Lab - Insert records by using a runnable class

Module 18: Build reports for finance and operations apps

  • 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

Module 19: Build workspaces in finance and operations apps

  • 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

Module 20: Implement role-based security in finance and operations apps

  • 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

Module 21: Apply basic performance optimization in finance and operations apps

  • Identify and apply caching mechanisms
  • Optimize temporary table usage
  • When to use set-based statements and row-based operations
  • Query optimization principles
  • Modify the scope of a variable
  • Analyze and optimize concurrency
  • Apply parallel processing algorithms
  • Implement the Async framework
  • Develop Windows PowerShell scripts
  • Lab - Create runnable classes in Visual Studio to test code

Module 22: Explore extensions and the extension framework in finance and operations apps

  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Create pre-event and post-event handler classes
  • Implement the SysOperationSandbox framework
  • Lab - Extend an EDT

Module 23: Extend elements in finance and operations apps

  • 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

Module 24: Consume business events in finance and operations apps

  • 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

Module 25: Work with workflows in finance and operations apps

  • Workflow types for business processes
  • Create and set up workflows
  • Assign users to workflow elements
  • Use the daily journal workflow
  • Lab - Create a purchase requisition workflow

Module 26: Identify data integration patterns and scenarios in finance and operations apps

  • Select an integration API
  • Synchronous and asynchronous patterns
  • Data integration scenarios

Module 27: Implement data integration concepts and solutions for finance and operations apps

  • Develop an entity and enable it for data export
  • Implement custom services
  • 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

Module 28: Implement the Data management package API for finance and operations apps

  • 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#

Module 29: Data integrations with finance and operations apps

  • 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

Module 30: Prepare data for migration to finance and operations apps

  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output

Module 31: Manage data sources with external data stores in finance and operations apps

  • Identify report data source requirements for external sources
  • Create and manage custom data sources
  • Optimize data entities to achieve better performance
  • Lab - Create a data entity

Module 32: Integrate finance and operations apps with Microsoft Azure

  • 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

Module 33: Connect to Microsoft Power Platform services 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

Module 34: Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform

  • Alerting and automatic actions
  • Pause and Resume options
  • Initial sync
  • Live sync
  • Tools for performance issues
  • Best practices
  • Exercise – Troubleshoot dual-write integration

Module 35: Work with data management in finance and operations apps

  • 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

Module 36: Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to 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

Module 37: Prepare to go-live with finance and operations apps

  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment

Module 38: Use RSAT with Dynamics 365 Commerce

  • RSAT and reasons to use it
  • Create a test recording in Store Commerce
  • Install and configure RSAT
  • Load test cases and run automated tests

Module 39: Work with analytics and reporting in finance and operations apps

  • 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

Module 40: Configure electronic reporting in Dynamics 365 Finance

  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Lab - Generate electronic documents for payments
  • One FREE attendance to the Microsoft 365 Certified: Fundamentals (MS900) training - $695 value!
  • One voucher to take the exam - $225 value!
  • One year access to the class recording
  • 180 days access to the lab environment after class
  • Up to date courseware with Microsoft Learn
  • Microsoft course achievement badge
  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
Credentials information: 

Exam Characteristics   

  • Exam code: MB-500   
  • Exam Title: Microsoft Dynamics 365: Finance and Operations Apps Developer 
  • Exam Duration: 120 minutes    
  • Number of Questions: 40 to 60    
  • Questions Format: Multiple-choice, multiple-answer, scenario-based   
  • Passing Score: 700 out of 1000   
  • Cost: $0 (included in your training)   

Exam Topics   

  • Plan the 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  
  • All details...    

Understanding Microsoft Dynamics 365 

Before delving into the intricacies of the MB-500 course, it is imperative to grasp the fundamental essence of Microsoft Dynamics 365. This comprehensive suite integrates various business applications, providing a unified solution for customer relationship management (CRM) and enterprise resource planning (ERP). Dynamics 365 encompasses modules such as Finance, Supply Chain Management, Sales, Customer Service, and more, offering organizations a holistic approach to managing their diverse operational facets. 

The Significance of MB-500 Certification 

As organizations increasingly adopt Microsoft Dynamics 365 to enhance their operational efficiency, the demand for skilled professionals with in-depth knowledge of the platform has surged. The MB-500 certification serves as a testament to an individual's expertise in configuring and customizing Dynamics 365, thereby becoming an invaluable asset for organizations aiming to leverage the full potential of this cutting-edge technology. 

Exploring the MB-500 Curriculum 

The MB-500 certification course is an immersive journey that covers a wide array of topics essential for mastering Dynamics 365. Participants are introduced to the core functionalities of the platform, including but not limited to: 

  • Configuration and Customization: Understanding how to tailor Dynamics 365 to meet specific organizational requirements is a cornerstone of the MB-500 curriculum. Participants delve into the intricacies of configuring entities, fields, and forms, ensuring that the platform aligns seamlessly with unique business processes. 
  • Data Migration and Integration: In an era where data is king, the MB-500 course places a significant emphasis on data migration and integration strategies. Professionals learn to navigate the complexities of importing and exporting data, as well as integrating Dynamics 365 with other business applications for a cohesive data ecosystem. 
  • Security and Role-Based Access Control (RBAC): Safeguarding sensitive information is paramount in today's digital landscape. MB-500 participants gain expertise in implementing robust security measures and RBAC, ensuring that access to data within Dynamics 365 is controlled and aligned with organizational policies. 
  • Reports and Analytics: A key component of effective decision-making is the ability to harness the power of data. The MB-500 certification equips professionals with the skills to create insightful reports and dashboards, leveraging the reporting capabilities of Dynamics 365 to drive informed business decisions. 

The Learning Experience 

The MB-500 course is not merely a theoretical exploration of Dynamics 365; it is an immersive learning experience that incorporates hands-on labs, real-world scenarios, and practical exercises. Participants are encouraged to apply their knowledge in simulated environments, honing their skills through practical application. 

Navigating the Certification Process 

Achieving MB-500 certification is a noteworthy accomplishment that requires dedication and commitment. Aspiring candidates undergo a rigorous examination process, testing their proficiency in the various aspects of Dynamics 365 covered in the course. Successful completion of the certification is a clear indicator of an individual's readiness to take on complex Dynamics 365 challenges in a professional setting. 

Beyond Certification: Real-World Applications 

The benefits of MB-500 certification extend beyond the realm of exams and credentials. Armed with a deep understanding of Dynamics 365, certified professionals are well-equipped to contribute meaningfully to their organizations. Whether it's optimizing business processes, driving digital transformation, or enhancing customer experiences, MB-500 alumni play a pivotal role in leveraging Dynamics 365 to its fullest potential. 


In conclusion, the MB-500 certification course is a gateway to unlocking the full potential of Microsoft Dynamics 365. As organizations continue to embrace this powerful platform, the demand for skilled professionals with a nuanced understanding of its capabilities is on the rise. The MB-500 certification not only validates one's expertise but also serves as a testament to the commitment to excellence in the ever-evolving landscape of enterprise technology. Aspiring professionals looking to make a mark in the realm of Dynamics 365 should consider the MB-500 certification as a pivotal step in their journey towards becoming true masters of this innovative and transformative platform. 

Common Questions about MB 500 (FAQ) 

How to pass the MB-500 exam? 

Passing the MB-500 exam requires a comprehensive approach to understanding the intricacies of Microsoft Dynamics 365. Begin by thoroughly studying the official exam guide provided by Microsoft, which outlines the key topics and skills to be assessed. Practical experience is crucial, so ensure hands-on familiarity with Dynamics 365 by practicing configuration, customization, and troubleshooting. Microsoft offers an array of official learning resources, including documentation, official online courses such as the ones provided by Eccentrix, and practice exams, which should be utilized to deepen your understanding. Joining a study group can provide valuable insights and collaborative problem-solving. Lastly, reviewing sample questions reflecting the exam format can help acclimate you to the testing environment. 

Do Microsoft certifications expire? 

Yes, Microsoft certifications, including the MB-500, do have an expiration date. These certifications are periodically updated to align with evolving technologies and industry standards. To maintain your certification status, it is necessary to recertify within a specified timeframe, usually a year after obtaining your credential. Microsoft offers various recertification paths, which may involve taking a specific exam or completing a learning path on Microsoft Learn. Staying informed about recertification options and remaining vigilant for official announcements regarding certification policies is essential to ensure your certifications remain valid and reflect your up-to-date proficiency. 

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