Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate (MB300-500)

Microsoft Dynamics 365 Core Finance and Operations (MB-300T00)

Module 1: Introduction to Microsoft Dynamics 365

• Digital transformation is business transformation
• Microsoft business applications
• Artificial intelligence
• Mixed reality

Module 2: Navigate finance and operations apps

• Navigation elements
• See how workspaces drive productivity
• Use filtering techniques
• Search in finance and operations apps
• Compare views
• How to use View and Edit modes

Module 3: Get started with Dynamics 365 Finance

• Benefits of Dynamics 365 Finance
• Overview
• General ledger
• Cash and bank management
• Tax
• Accounts payable
• Accounts receivable
• Credit and collections
• Budgeting
• Fixed assets
• Cost accounting
• Electronic invoicing

Module 4: Get started with production control in Dynamics 365 Supply Chain Management

• Core concepts in production control
• Understand unified manufacturing
• Manufacturing principles
• Overview of the production process and production life cycle
• Batch orders
• Discrete manufacturing
• Process manufacturing
• Lean manufacturing
• Configure production control for unified manufacturing
• Capacity planning
• Integration between the General ledger and the Production control modules
• IoT intelligence and insights
• Describe the value proposition for mixed-reality Guides for production floor workers

Module 5: Get help and learn more about finance and operations apps

• Microsoft Learn site
• In-product help
• Customize help topics
• Protecting the privacy and personal data of your customers

Module 6: Get started with Lifecycle Services for finance and operations apps

• Understand the functionality and tools of Lifecycle Services
• Determine licensing requirements
• Lifecycle Services security
• Reuse existing assets, copy, and share data
• Perform actions in the Asset library
• Work with the Task recorder
• Business process modeler (BPM)
• Support options
• Get product updates from Lifecycle Services

Module 7: Design and plan an implementation of finance and operations apps

• Use implementation methodologies for a successful implementation
• Cloud implementation - analysis
• Cloud implementation - design and develop
• Cloud implementation - test
• Cloud implementation - deploy and operate
• On-premises implementation - analysis
• On-premises implementation - design and develop
• On-premises implementation - test, deploy, and operate
• Gathering and analyzing the requirements
• Create functional design documents (FDD)

Module 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

• Access Dynamics 365 Translation Service
• Types of requests
• Reuse translations (recycling)
• Custom-trained machine translation system

Module 9: Plan and configure the global address book in finance and operations apps

• How the global address book works
• Plan for the global address book and other address books

Module 10: Plan and implement legal entities in finance and operations apps

• Create a legal entity
• Create a number sequence
• Understand organizational hierarchies and operating units
• Plan your organizational hierarchy
• Decide whether to model internal organizations as legal entities or operating units
• Decide whether to model internal organizations as legal entities or operating units (cont.)
• Best practices for modeling organizations and hierarchies
• Apply purposes and policies
• Distributed order management (DOM) policy
• Configure calendars and date intervals

Module 11: Plan and implement security in finance and operations apps

• Understand the security architecture
• Encryption in finance and operations apps
• Manage users and security
• Set up and apply segregation of duties
• Run security reports
• Stay compliant with user licensing requirements
• Security diagnostics for task recordings
• Extensible data security policies

Module 12: Set up batch jobs in finance and operations apps

• ​Batch processing and batch servers
• Batch processing of reports and setup of alerts
• Copy a batch job
• Batch job manager role
• Unlock a journal

Module 13: 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

Module 14: Design and build mobile apps for finance and operations apps

• Demonstration
• Overview of the Dynamics 365 Unified Operations mobile app
• Page design guidelines
• Action design guidelines
• Form design requirements
• Design considerations
• Understand use cases for mobile apps
• Get the Dynamics 365 Unified Operations mobile app

Module 15: Personalize finance and operations apps

• Understand the differences between customization and personalization
• Apply user options
• Implicit personalization
• Explicit personalization
• Administer personalization
• Saved views
• The personalization toolbar
• Personalize a workspace
• Personalize a dashboard
• Personalize inventory dimensions
• Create and maintain record templates

Module 16: Implement common integration features in finance and operations apps

• Microsoft Office integration
• Excel workbook designer
• Document management
• Configure email (SMTP/Exchange)
• Create an email template
• Power BI in finance and operations
• Print management
• Integrate data from multiple sources into Microsoft Dataverse for Apps

Module 17: Feature management in finance and operations apps

• Feature management workspace
• Feature states
• Enable a feature
• Reschedule a feature
• Disable a feature
• Features that must be enabled
• Enable all features
• Check for updates
• Assign roles
• Features that use configuration keys
• Data entities

Module 18: 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 19: 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
• Database movement operations
• Data sharing framework

Module 20: 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

Module 21: 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 22: 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

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