Development Basics in Microsoft Dynamics 365 Finance and Operations Course Overview

Development Basics in Microsoft Dynamics 365 Finance and Operations Course Overview

The Development Basics in Microsoft Dynamics 365 Finance and Operations course is designed to provide learners with foundational knowledge and skills for developing within the Microsoft Dynamics 365 platform, specifically targeting the Finance and Operations applications. It covers a broad range of topics, from an introduction to Visual Studio, which is the primary development environment, to understanding the Architecture of D365 operations, working with Labels and resources for localization, and defining data structures through Extended data types, Base enumerations, and Tables.

Students will learn how to create efficient Table indexes, establish Table relations, design forms using Form patterns, and navigate the Menu structure. The course also dives into the core programming language of D365 development, X++, and it instructs on how to create classes, perform Database manipulation, and handle exceptions. Additionally, it covers security basics crucial for developing secure applications and introduces advanced topics to prepare learners for more complex development tasks.

By completing this course, learners will gain the necessary skills for D365 development within Microsoft 365 operations, setting the stage for creating robust, enterprise-level solutions.

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Course Prerequisites

To ensure that students have a positive learning experience and are prepared to successfully engage with the Development Basics in Microsoft Dynamics 365 Finance and Operations course, the following prerequisites are recommended:

 

  • Basic understanding of software development principles and methodologies.
  • Familiarity with Microsoft Windows operating systems and their functionality.
  • An introductory level of knowledge in object-oriented programming concepts.
  • Experience with any programming language (preferably C#, as X++ has similarities with C#).
  • Awareness of relational database management systems (RDBMS) and basic database operations.
  • General knowledge of Microsoft Visual Studio as an integrated development environment (IDE).
  • Basic comprehension of business processes and financial operations can be beneficial.

 

These prerequisites are designed to ensure that students are equipped with the foundational knowledge required to grasp the more complex concepts covered in the course. However, motivation and a willingness to learn can compensate for gaps in experience, and our instructors are committed to assisting all students in achieving their learning objectives.

 

Target Audience for Development Basics in Microsoft Dynamics 365 Finance and Operations

The Development Basics in Microsoft Dynamics 365 Finance and Operations course equips IT professionals with essential skills for software customization and development.

  • Dynamics 365 Developers
  • Technical Consultants
  • Software Engineers interested in Dynamics 365
  • IT Professionals transitioning to Dynamics 365 development
  • Systems Architects designing solutions for Dynamics 365
  • Existing Dynamics AX developers upgrading their skills
  • ERP Specialists seeking to understand technical aspects of Dynamics 365
  • Application Developers working with X++
  • Technical Solution Architects
  • Database Administrators involved in Dynamics 365 setups
  • IT Graduates aiming for a career in Dynamics 365 development

Learning Objectives - What you will Learn in this Development Basics in Microsoft Dynamics 365 Finance and Operations?

Introduction to Learning Outcomes

Gain foundational knowledge in customizing and developing with Microsoft Dynamics 365 Finance and Operations through this course, focusing on key technical components and development techniques.

Learning Objectives and Outcomes

  • Understand the integrated development environment by learning how to navigate and utilize Visual Studio for Dynamics 365 Finance and Operations.
  • Grasp the architecture of Dynamics 365 Finance and Operations to better understand how components interact within the system.
  • Learn to manage labels and resources, crucial for localization and global deployment of applications.
  • Define and use Base Enumerations to create a set of named constants, enhancing the readability and maintainability of the code.
  • Create and manage Extended Data Types (EDTs) to promote data integrity and consistency across the application.
  • Design, create, and modify database tables to store and organize data effectively within Dynamics 365 Finance and Operations.
  • Optimize data retrieval and performance by properly implementing table indexes.
  • Establish table relations to ensure data integrity and define logical connections between different data elements.
  • Apply form patterns and understand their significance in ensuring a consistent user interface and user experience.
  • Develop forms following best practices for user interaction and design within the Dynamics 365 Finance and Operations framework.
  • Organize and structure the navigation of Dynamics 365 Finance and Operations by customizing and creating menus.
  • Gain proficiency in X++, the programming language for Dynamics 365, covering basic syntax, operations, and development patterns.
  • Learn to create and use classes, which are fundamental building blocks for code organization and reuse.
  • Perform database manipulation by understanding how to create, read, update, and delete data programmatically.
  • Handle exceptions efficiently to maintain application stability and provide meaningful error information to users.
  • Understand the basics of security within Dynamics 365 Finance and Operations to protect access to data and application features.
  • Get an introduction to advanced topics that will prepare students for further specialized training or functionalities in Dynamics 365 Finance and Operations.

Technical Topic Explanation

Form patterns

Form patterns in the context of software development, such as in Microsoft Dynamics 365 for Operations (D365 Operations), are predefined layout templates used to standardize and streamline user interface creation. These patterns ensure consistency across forms, enhancing usability and efficiency. By adhering to these patterns, developers can quickly create forms that are familiar and intuitive to users, leading to a smoother interaction with applications within Microsoft 365 Operations. Form patterns simplify the D365 development process and improve the overall user experience by promoting a uniform design approach.

Visual Studio

Visual Studio is a comprehensive integrated development environment (IDE) from Microsoft. It supports multiple programming languages and tools for building various types of software applications. Users gain features that assist in writing, debugging, and deploying code effectively. It integrates smoothly with Microsoft technologies like Microsoft Dynamics 365 for Operations, enhancing workflows for businesses by enabling the development of specialized enterprise applications. Visual Studio streamlines the process of D365 development, allowing businesses to customize and extend the capabilities of their Microsoft 365 operations, thereby improving operational efficiency and customization.

Architecture of D365 operations

The architecture of Microsoft Dynamics 365 for Operations, now known as Dynamics 365 Finance & Operations, is designed to support large-scale business processes across organizations. It integrates various components, including retail capabilities and core ERP (Enterprise Resource Planning) functionalities, on a cloud-based platform. This flexible architecture allows for comprehensive data management, analytics, and multi-device accessibility. D365 Operations permits global scalability and real-time operational insights, crucial for driving efficiency and growth in businesses. Users can customize D365 development to tailor solutions specific to their requirements, making it a highly adaptable and vital business tool.

Labels and resources for localization

Labels and resources for localization are essential in adapting software like Microsoft Dynamics 365 for Operations to diverse global markets. They involve translating the application's user interface and adjusting functional elements to meet local language, cultural norms, and regulatory requirements. Effective localization ensures that D365 Operations are user-friendly and legally compliant across different regions, enhancing the software's accessibility and performance on a global scale. This process supports a seamless user experience and broadens the operational scope of businesses internationally.

Extended data types

Extended data types in Microsoft Dynamics 365 for Operations, a part of D365 development, are an enhanced form of standard data types. These types allow for the inclusion of additional metadata, helping tailor data handling to specific business needs within the ERP system. Extended data types improve data consistency, accuracy, and maintainability across different modules of Microsoft 365 Operations, simplifying the development process by enforcing data standards and validation rules throughout the system.

Tables

Tables in the context of database management, such as within Microsoft Dynamics 365 for Operations or D365 Operations, are structures used to organize and store data. Each table consists of rows and columns, where rows represent individual records, and columns represent the attributes of those records. Tables are vital for structuring data in a way that supports efficient data management, retrieval, and reporting within information systems like Microsoft 365 Operations, facilitating smooth operations and informed decision-making in business environments.

Base enumerations

Base enumerations in programming, specifically in environments like Microsoft Dynamics 365 for Operations (D365 Operations), are sets of named constants. These enumerated constants, often simply called 'enums', provide a way to assign human-readable names to integral values, making code easier to read and maintain. For instance, instead of using unclear numeric values to represent statuses in code, enums help by allowing the use of descriptive names like Pending, Approved, or Denied. This not only simplifies understanding the code but also reduces potential errors related to data handling in software development, such as in D365 development projects.

Table indexes

Table indexes in databases are like the index section of a book, helping you find specific information quickly without scanning every page. They make data retrieval faster by providing shortcuts to data points, reducing the time it takes to fetch the data from a database. Essential for optimizing performance in large databases, indexes are carefully designed to balance speed in retrieving data with the additional storage they require. Proper index management is crucial for maintaining the performance and speed of database queries, essential in systems like Microsoft Dynamics 365 for Operations, where efficient data handling and quick response times are critical.

Table relations

Table relations in database management, particularly within systems like Microsoft Dynamics 365 for Operations, refer to the connections between different tables in a database. These relationships help in organizing and retrieving data efficiently. For instance, in D365 Operations, a table storing customer information might be linked to another table that holds order details. This relationship allows the system to quickly gather all orders for a specific customer, enhancing data integrity and operational efficiency within the database. Table relations are fundamental in ensuring that data is accurately interconnected and easily accessible within enterprise resource planning systems.

Menu structure

Menu structure refers to the organization and layout of menu options within a software application or website, designed to help users navigate and access features efficiently. In systems like Microsoft Dynamics 365 for Operations, the menu structure is crucial for streamlining processes and improving user experience. It includes hierarchical arrangements of functions and commands, categorized logically under various headers or tabs, often reflecting departmental or task-specific groupings. A well-planned menu structure ensures that users can find necessary operations quickly, enhancing productivity in environments utilizing D365 operations and MS Dynamics development.

X++

X++ is a programming language used in Microsoft Dynamics 365 for Operations (formerly known as Axapta), which is part of Microsoft’s enterprise resource planning (ERP) software offerings. This language is designed for developing customizations and applications within the D365 Operations environment. With X++, developers can create sophisticated modifications to enhance the business processes managed by Microsoft 365 Operations, ensuring that the ERP solution fits the unique needs of their organization perfectly. D365 development with X++ involves working with an object-oriented language tailored to support the intricate and varied demands of business applications.

Database manipulation

Database manipulation involves modifying database information and structure through operations such as inserting, deleting, and updating data. This process allows for effective management and querying of data to ensure information is accurate and accessible. It plays a crucial role in various applications, especially in business environments where maintaining up-to-date and organized data is essential for decision making and operational efficiency, such as managing resources in Microsoft Dynamics 365 for Operations or enhancing functionality through D365 development. It facilitates the handling of large data sets, ensuring that databases deliver peak performance and reliability.

Target Audience for Development Basics in Microsoft Dynamics 365 Finance and Operations

The Development Basics in Microsoft Dynamics 365 Finance and Operations course equips IT professionals with essential skills for software customization and development.

  • Dynamics 365 Developers
  • Technical Consultants
  • Software Engineers interested in Dynamics 365
  • IT Professionals transitioning to Dynamics 365 development
  • Systems Architects designing solutions for Dynamics 365
  • Existing Dynamics AX developers upgrading their skills
  • ERP Specialists seeking to understand technical aspects of Dynamics 365
  • Application Developers working with X++
  • Technical Solution Architects
  • Database Administrators involved in Dynamics 365 setups
  • IT Graduates aiming for a career in Dynamics 365 development

Learning Objectives - What you will Learn in this Development Basics in Microsoft Dynamics 365 Finance and Operations?

Introduction to Learning Outcomes

Gain foundational knowledge in customizing and developing with Microsoft Dynamics 365 Finance and Operations through this course, focusing on key technical components and development techniques.

Learning Objectives and Outcomes

  • Understand the integrated development environment by learning how to navigate and utilize Visual Studio for Dynamics 365 Finance and Operations.
  • Grasp the architecture of Dynamics 365 Finance and Operations to better understand how components interact within the system.
  • Learn to manage labels and resources, crucial for localization and global deployment of applications.
  • Define and use Base Enumerations to create a set of named constants, enhancing the readability and maintainability of the code.
  • Create and manage Extended Data Types (EDTs) to promote data integrity and consistency across the application.
  • Design, create, and modify database tables to store and organize data effectively within Dynamics 365 Finance and Operations.
  • Optimize data retrieval and performance by properly implementing table indexes.
  • Establish table relations to ensure data integrity and define logical connections between different data elements.
  • Apply form patterns and understand their significance in ensuring a consistent user interface and user experience.
  • Develop forms following best practices for user interaction and design within the Dynamics 365 Finance and Operations framework.
  • Organize and structure the navigation of Dynamics 365 Finance and Operations by customizing and creating menus.
  • Gain proficiency in X++, the programming language for Dynamics 365, covering basic syntax, operations, and development patterns.
  • Learn to create and use classes, which are fundamental building blocks for code organization and reuse.
  • Perform database manipulation by understanding how to create, read, update, and delete data programmatically.
  • Handle exceptions efficiently to maintain application stability and provide meaningful error information to users.
  • Understand the basics of security within Dynamics 365 Finance and Operations to protect access to data and application features.
  • Get an introduction to advanced topics that will prepare students for further specialized training or functionalities in Dynamics 365 Finance and Operations.