MB-300 + D365 Developer + MB-500 + Power Apps Integration Workshop

This course cover MB-300, MB-500 and Dynamics 365 Developer topics including Power Apps and Power Automate for Integrations Custom Material.

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

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
  • Apply purposes and policies
  • Create organization hierarchies
  • 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 and 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

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