📖 About this Domain
This domain covers the implementation of X++ business logic and objects within the Finance and Operations development environment. You will focus on creating and extending application elements, applying coding standards, and executing unit tests to validate functionality.
🎓 What You Will Learn
- You will learn to develop X++ code by creating tables, forms, and classes using Visual Studio development tools.
- You will learn to implement object-oriented programming principles, including inheritance and polymorphism, within the X++ language.
- You will learn to extend application functionality using extensions, event handlers, and Chain of Command (CoC).
- You will learn to implement the SysTest framework to create and execute unit and component tests for your code.
🛠️ Skills You Will Build
- You will build the skill to write, debug, and optimize X++ code for business logic and data manipulation.
- You will build the skill to create and modify user interface elements, including forms, menus, and reports.
- You will build the skill to apply the extension model to customize standard application artifacts without overlayering.
- You will build the skill to author automated tests using the test framework to ensure code quality and regression prevention.
💡 Top Tips to Prepare
- Focus on hands-on practice in a development environment to build and extend AOT elements like tables, forms, and classes.
- Master the Chain of Command (CoC) and event handler patterns as they are critical for extensibility and frequently tested.
- Understand the structure and implementation of the SysTest framework for creating and running unit tests.
- Review Microsoft's best practices for X++ development, including naming conventions and performance optimization patterns.
📖 About this Domain
This domain covers implementing role-based security and segregation of duties in Finance and Operations apps. It also details performance optimization using tools like the Performance SDK and Trace Parser for system monitoring.
🎓 What You Will Learn
- Learn to implement role-based security by creating and modifying security roles, duties, and privileges.
- Learn to configure and validate segregation of duties (SoD) rules to meet compliance requirements.
- Learn to use the Performance SDK for load testing and Trace Parser to analyze performance traces for bottlenecks.
- Learn to monitor system health and performance using Lifecycle Services (LCS) tools and telemetry.
🛠️ Skills You Will Build
- Build skills in designing and implementing security models using the Security Configuration form and Extensible Data Security (XDS) policies.
- Build skills to diagnose performance issues by capturing and analyzing traces with Trace Parser and SQL Profiler.
- Build skills to execute performance and load testing scenarios using the Performance SDK and Azure DevOps.
- Build skills in proactive system monitoring through LCS Environment Monitoring and telemetry analysis.
💡 Top Tips to Prepare
- Get hands-on experience in a dev environment creating custom security roles, duties, and privileges.
- Practice using the Performance SDK to simulate user loads and become proficient with Trace Parser to dissect performance captures.
- Familiarize yourself with the monitoring and diagnostics tools in Lifecycle Services (LCS), including SQL insights.
- Study the security architecture, focusing on the hierarchy of roles, duties, privileges, and permissions.
📖 About this Domain
This domain covers the technical implementation of data integration and management within Dynamics 365 Finance and Operations apps. It focuses on the Data Management Framework (DMF), integration patterns like OData and business events, and the dual-write framework for Dataverse synchronization. You will learn to manage data entities and execute data migration strategies.
🎓 What You Will Learn
- You will learn to implement synchronous and asynchronous integration patterns using OData, custom services, and business events for real-time and batch data exchange.
- You will learn to create and configure data entities, manage data projects, and execute data import/export jobs using the Data Management Framework (DMF).
- You will learn to configure and troubleshoot the dual-write framework for bidirectional, near-real-time integration between Finance and Operations apps and Dataverse.
- You will learn to plan and execute data migration from legacy systems by using DMF, data packages, and data validation processes.
🛠️ Skills You Will Build
- You will build skills in creating, extending, and securing data entities in Visual Studio to expose application data for integration and data management.
- You will build skills to configure and consume OData endpoints and custom services for external application integration.
- You will build skills to set up, map entities, and troubleshoot data synchronization issues within the dual-write framework.
- You will build skills to orchestrate complex data migration scenarios using DMF, including sequencing, error handling, and performance tuning.
💡 Top Tips to Prepare
- Gain hands-on experience creating data entities, configuring data projects, and running import/export jobs in a development environment to master the Data Management Framework (DMF).
- Focus on the setup process, entity mapping, and common troubleshooting steps for dual-write integration with Dataverse.
- Use tools like Postman to interact with Finance and Operations OData endpoints and understand how to create and expose custom services.
- Learn how to configure business events in Finance and Operations and consume them using Azure Logic Apps for event-driven integration scenarios.
📖 About this Domain
This domain covers core development within the Application Object Tree (AOT) using Visual Studio. You will create and extend metadata elements defining the application's data structure, user interface, and business logic. These skills are fundamental for customizing Dynamics 365 Finance and Operations.
🎓 What You Will Learn
- You will learn to define data models by creating new tables, adding fields, and extending existing tables using table extensions.
- You will learn to design user interfaces by creating forms, adding data sources, and arranging controls using form patterns.
- You will learn to implement base and extended data types (EDTs) and enumerations (enums) to enforce data consistency.
- You will learn to write X++ business logic by creating new classes, extending standard classes, and utilizing event handlers.
🛠️ Skills You Will Build
- You will build the skill to design relational data models by creating tables, defining relations, and setting table properties.
- You will build the skill to construct responsive forms by applying form patterns, data sources, and control properties.
- You will build the skill to implement business logic using X++ classes, inheritance, and event-driven programming.
- You will build the skill to create and modify security artifacts like duties, privileges, and permissions to control user access.
💡 Top Tips to Prepare
- Focus on the correct use of table extensions and event handlers instead of overlayering, as this is the standard extensibility model.
- Practice applying form patterns as they are critical for building consistent user interfaces and are heavily tested.
- Gain hands-on experience creating and modifying security roles, duties, and privileges in Visual Studio to understand the security framework.
- Spend significant time navigating the AOT in Visual Studio to understand the properties of different elements like EDTs, tables, and forms.
📖 About this Domain
This domain focuses on designing, creating, and deploying reporting solutions within Dynamics 365 Finance and Operations apps. It covers key reporting frameworks like SSRS, Electronic reporting (ER), and the Financial reporting tool. You will manage the full lifecycle of reporting artifacts.
🎓 What You Will Learn
- You will learn to design and create custom reports using Visual Studio, SSRS, and Report Data Provider (RDP) classes.
- You will learn to implement and configure Electronic reporting (ER) for business documents and statutory reporting.
- You will learn to configure and generate financial statements using the Financial reporting tool's row definitions and column definitions.
- You will learn to manage the lifecycle of reporting artifacts, including migration and deployment via deployable packages.
🛠️ Skills You Will Build
- You will build skills in developing complex SSRS reports by creating data contracts, RDP classes, and designing layouts.
- You will build proficiency in configuring the ER framework by defining data models, model mappings, and format configurations.
- You will build the ability to generate dynamic financial statements by manipulating building blocks within the Financial reporting tool.
- You will build skills in executing report deployment strategies using Application Lifecycle Management (ALM) and deployable packages.
💡 Top Tips to Prepare
- Gain hands-on experience by building a complete SSRS report, from the AOT query to the final design deployment.
- Practice creating a full ER configuration for a common business document like a vendor payment file.
- Manipulate default financial reports and create a new one using the Financial reporting tool in a dev environment.
- Thoroughly review the Microsoft Learn modules on reporting and analytics for Finance and Operations apps.
📖 About this Domain
This domain covers the essential developer and administration tools used in Dynamics 365 Finance and Operations apps. You will explore Visual Studio for X++ development, Lifecycle Services (LCS) for environment management, and Azure DevOps for source control. Mastering these tools is critical for managing the application lifecycle management (ALM) process.
🎓 What You Will Learn
- Utilize Visual Studio and its specific extensions to develop and debug X++ code, create models, and manage application objects.
- Implement version control strategies using Azure DevOps to manage source code, track changes, and collaborate on development projects.
- Leverage Lifecycle Services (LCS) to deploy and maintain cloud-hosted environments, manage assets, and use monitoring and diagnostics tools.
- Use performance and monitoring tools, including Trace Parser and Performance SDK, to diagnose and resolve system performance issues.
🛠️ Skills You Will Build
- Configure and manage a complete Application Lifecycle Management (ALM) process using Azure DevOps and Lifecycle Services (LCS).
- Develop, debug, and test custom X++ solutions within the Visual Studio integrated development environment (IDE).
- Administer and maintain D365 F&O environments, including deploying packages and monitoring system health through LCS.
- Execute source code management tasks, such as branching, merging, and resolving conflicts using TFVC or Git in Azure DevOps.
💡 Top Tips to Prepare
- Gain hands-on experience by deploying a cloud-hosted development environment through LCS and connecting it to an Azure DevOps project.
- Practice creating a new model, adding AOT elements like tables and forms in Visual Studio, and checking the code into version control.
- Familiarize yourself with the LCS Business process modeler (BPM) and the various tools available in the Asset library.
- Review the process for creating and applying a deployable package to a UAT or sandbox environment from LCS.
📖 About this Domain
This domain covers gathering business requirements and performing a gap-fit analysis. You will define the solution architecture using Lifecycle Services (LCS) and create design documents. It is the foundational planning phase for a Dynamics 365 Finance and Operations implementation.
🎓 What You Will Learn
- Learn to conduct a gap-fit analysis to identify required extensions versus standard functionality.
- Learn to design a solution architecture, including application components and infrastructure requirements.
- Learn to create functional design documents (FDDs) that detail customizations for developers.
- Learn to map business requirements to specific D365 F&O application modules and features.
🛠️ Skills You Will Build
- Build skills in translating business needs into a technical solution architecture for D365 F&O.
- Build proficiency in using Lifecycle Services (LCS) for environment planning and business process modeling.
- Build the ability to document solution designs, including FDDs for extensions and integrations.
- Build competence in planning data management strategies for migration and integration scenarios.
💡 Top Tips to Prepare
- Master the Lifecycle Services (LCS) toolset, focusing on the Business process modeler (BPM) and environment planning.
- Thoroughly understand the gap-fit analysis process and how to document outcomes for customizations.
- Practice creating a Functional Design Document (FDD) for a common extension scenario.
- Review Microsoft's solution architecture patterns and implementation methodologies for D365 F&O.
