Combo Class MB-300 + MB-500 + Dynamics 365 Finance and Operations Developer
(Includes Power Apps and Power Automate for Integrations + Custom Material)

13 Days of Course materials in a 5-day workshop includes:

• MB-300 Microsoft Dynamics 365: Core Finance and Operations
• MB-500 Microsoft Dynamics 365: Finance and Operations Apps Developer
• Dynamics 365 Finance and Operations Developer + (optional) D365 FO Reporting Services Labs

Workshop Outline:

MB-300 and Lifecycle Services Topics

Module 1: Get Started with Lifecycle Services

• Understand the functionality and tools of Lifecycle Services
• Reuse existing assets, copy and share data
• Understand Task recorder functionality
• Create a business process model
• Run the LCS Issue Search tool and analyze results
• Learn how to use Regression Suite Automation Tool
• Module Summary

Module 2: Using Lifecycle Services (LCS) to design and plan your Deployment

• Introduction
• Phases of a cloud implementation
• Phases of an on-premises implementation
• Create Functional Design Documents (FDD)
• Module summary

Module 3: Overview of Reporting and Analytics

• Understand reports and inquiries
• Learn about Financial reporting
• Configure Power BI to your instance
• Module summary

Module 4: Create, Maintain and Use Workflows

• Workflows for business processes
• Create and setup workflows
• Assign users to workflow touchpoints
• Use Work items
• Module summary

Module 5: Implement Common Integration Features

• Microsoft Office integration
• Configure email
• Create and maintain email templates
• Use Power BI
• Setup network printing
• Integrate data into Common Data Services for Apps
• Module summary

Module 6: Prepare Data for Migration and Migrate Data

• Introduction
• Understand BYOD feature
• Perform a test migration and validate output
• Module summary

Module 7 Use Data Management

• Introduction
• Understand data management and integration
• Data management workspace
• Templates in data management
• Import, export and copy data into a legal entity
• Module summary

Module 8: Get Started with Dynamics 365 for Finance and Operations

• Overview of Finance and Operations functionality
• Understand and use global address book
• Navigation and workspaces
• Get help with Finance and Operations
• Module summary

Module 9: Set Up and Configure Legal Entities

• Create a legal entity and generate number sequences
• Create a number sequence
• Create organization hierarchies
• Apply purposes and policies
• Configure calendars and date intervals
• Module summary

Module 10: Using Dynamics 365 for Finance

• Examples of Business Use for Finance and Supply Chain
• The Modules
• The Workspaces
• Finance Modules and Setup of a Company

Module 11: Perform Personalization

• Describe and apply user options
• Create, export and import personalization’s
• Create and maintain record templates
• Module summary

Module 12: Manage Users and Security

• Understand the security architecture
• Manage users and security
• Setup and apply segregation of duties
• Run security reports
• Setup batch jobs and alerts
• Module summary

Module 13: Introduction to Visual Studio

• Fleet Management Scenario
• Visual Studio terminology and concepts.
• The Visual Studio development environment.
• Projects, models, elements and packages.
• Create and use elements.
• Build elements.

Module 14: System Architecture

• Describe the elements included in the application stack.
• Review the server architecture.
• Explain the cloud architecture used with Microsoft Dynamics 365 for Finance and Operations.
• Discuss model architecture.
• Explain the new role of layers in Microsoft Dynamics 365 for Finance and Operations.
• Review packages and builds.

Module 15: Labels and Resources Development

• Develop a high-level understanding of labels.
• Review the purpose of labels for Fleet Management.
• Create and use both label files and labels.
• Explore the search capability of the label editor.
• Review best practices for labels.
• Learn about resources.
• Create and use resources.

Module 16: Base Enumeration

• Define a base enumeration.
• List examples of base enumerations.
• Create new base enumerations.
• Review best practices for base enumerations.
• Extend base enumerations.
• Review the primitive data types in Microsoft Dynamics 365 for Finance and Operations.
• Create new extended data types.
• Describe best practices for data types in Microsoft Dynamics 365 for Finance and Operations.

Module 17: Extended Data Types

• Working with Primitive Types
• Extend extended data types
• Working with Extended Data Types

Module 18: Tables

• Create a table to store information.
• Add fields to the table.
• Extend a table using inheritance.
• Set key properties for a table.
• Create a temporary table.
• Review best practices for tables

Module 19: Creating Forms

• Form pattern examples.
• Run the form patterns report
• Apply patterns to forms.
• Apply sub patterns to form controls.
• Define important properties.
• Create a form.
• Add data sources to a form.
• Define important form controls.
• Add controls and data types to a form.
• Apply patterns and sub-patterns to forms and controls

Module 20: Creating Menu Items and Menus

• Top Level Forms
• Link Menus
• Menu Item Buttons

Module 21: Introduction to X++

• Explore the code editor.
• Review the controls of the compiler.
• Create a runnable class.
• Review IntelliSense feature for coding.
• Introduce variable declaration.
• Review basic syntax.
• Identify key words and operators.

Module 22: Developing Classes

• Review the structure of classes.
• Demonstrate the use of methods.
• Create a base class.
• Review the concepts behind class inheritance.
• Create an inherited class.
• Review the best practices for classes.

Module 23: Using X++ for Database Manipulation

• Review data retrieval process.
• Demonstrate best practices when updating data.
• Explain the transaction integrity checking system.
• Review how to update and delete data.

Module 24: Using X++ for Exception Handling

• Define the different exception types.
• Discuss key commands.
• Review code statements for exception handling.

Module 25: Introduction to Security Development

• Review the security architecture.
• Explain role-based security.
• Describe security elements in the Application Explorer.
• Modify and create security in the Application Explorer.
• Describe the Extensible Data Security Framework and how to use XDS policies.

Module 26: Overview and Architecture of The App Ecosystem

• Explore the ecosystem and main components
• Explore the technical architecture
• Explore design and deployment considerations

Module 27: Solution Design

• Implement application lifecycle management
• Frameworks
• Introduction
• Explore extensions and the extension framework
• Extend elements
• Summary

Module 28: Integration

• Identify data integration patterns and scenarios
• Implement data integration concepts and solutions
• Implement the Data management package API
• Data integrations
• Integrate with Microsoft Azure

Module 29: Build and Test Mobile Apps

• Overview of Unified Operations mobile app
• Build and use mobile apps
• Connecting to Power Platform services
• Consume business events
• Module summary

Module 30: Reporting

• Explore the reporting tools
• Build reports
• Build workspaces
• Manage data sources with external data stores
• Operational Reporting (Optional)

Module 31: Security and Performance

• Work with performance and monitoring tools
• Implement role-based security
• Apply basic performance optimization techniques

Course Review

We look forward to your great success!