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Introduction to developing with finance and operations apps

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Version Control Courses Design Patterns Courses

Course Description

Overview

  • Module 1: 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.

    • In this module, you will:

    • 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.
  • Module 2: 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 (LCS), deployable packages and their importance throughout development, and implementation of Finance and Operations apps.

    • In this module, you will:

    • Differentiate between on-premises and cloud architecture of Finance and Operations.
    • Learn about the purposes and relationships between packages, models, and elements.
    • Detail metadata management and source control processes.
    • Use and understand the purpose of Lifecycle Services (LCS).
  • Module 3: 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.

    • In this module, you will:

    • Learn about design patterns and process for code deployment.
    • Identify code deployment strategies.
    • Learn about post-deployment tasks and activities.
  • Module 4: Lifecycle Services helps you host Finance and Operations apps environments. It provides repeatable processes to support consistent success with each delivery. Lifecycle Services is available to customers and partners as part of their support plans.

    • In this module, you will learn about:

    • Performing support tasks.
    • Provisioning and managing environments.
    • Managing asset libraries.
    • Managing the code upgrade process between versions of Finance and Operations apps.
  • Module 5: Learn how to use performance tools and Lifecycle Services (LCS) environment monitoring tools to enhance your validation and testing experience in Finance and Operations apps.

    • In this module, you will:

    • Diagnose performance issues by using Trace parser.
    • Explore load testing by using the Performance SDK.
    • Monitor performance by using the SQL Insights dashboard.
    • Monitor server Health metrics in LCS.
  • Module 6: When you are collaborating with other developers, it's important to manage your source code by using version control. For Finance and Operations apps, this means using Azure DevOps within Visual Studio.

    • In this module, you will:

    • Configure Visual Studio to connect to Azure DevOps.
    • Use best practices for version control.
    • Manage and perform code reviews.
  • Module 7: In Finance and Operations apps, the test framework helps to alleviate risks and provides a system to manage a clean record of testing.

    • In this module, you will learn about:

    • Capabilities and benefits of the unit test framework.
    • Capabilities and benefits of Task Recorder.
    • Benefits of the Best Practices tool.
  • Module 8: 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.

    • In this module, you will:

    • 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.

Syllabus

  • 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
    • Check your knowledge
    • Summary
  • Module 2: Explore the technical architecture of Finance and Operations apps
    • Differentiate cloud and on-premises architecture
    • Elements, models, and packages
    • Metadata management processes
    • Source control processes
    • Conform code to organization policies
    • Overview of Lifecycle services
    • Check your knowledge
    • Summary
  • Module 3: Explore design and deployment considerations for Finance and Operations apps
    • 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
  • Module 4: Manage Finance and Operations apps implementations by using Lifecycle Services
    • Introduction
    • Perform support tasks
    • Provision and manage environments
    • Manage asset libraries
    • Manage the code upgrade process
    • Check your knowledge
    • Summary
  • Module 5: Work with performance and monitoring tools in Finance and Operations apps
    • Introduction
    • 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 LCS
    • Exercise - Use the Environment monitoring tool in LCS
    • Check your knowledge
    • Summary
  • Module 6: Manage source code by using version control in Finance and Operations apps
    • Introduction
    • Configure Visual Studio to connect to Azure DevOps
    • Working in Visual Studio
    • Manage and perform code reviews
    • Check your knowledge
    • Summary
  • Module 7: Explore the test framework and tools in Finance and Operations apps
    • 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
    • Check your knowledge
    • Summary
  • Module 8: Explore reporting tools in Finance and Operations apps
    • Introduction
    • Create and modify report data sources and supporting classes
    • Implement reporting security requirements
    • Publish a report
    • Lab – Set authorization requirements on database tables
    • Check your knowledge
    • Summary

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