Advanced Development in Microsoft Dynamics 365 Finance and Operations Course Overview

Advanced Development in Microsoft Dynamics 365 Finance and Operations Course Overview

The "Advanced Development in Microsoft Dynamics 365 Finance and Operations" course is a comprehensive training program designed for developers who want to deepen their knowledge and skills in customizing and extending the capabilities of D365 Finance and Operations. Throughout the course, learners will explore advanced concepts like the extensibility framework, Unit testing, Class development, Data manipulation, and more.

By delving into modules such as Extensibility, Unit Test Framework, Advanced Classes, and Data Entities, participants will gain hands-on experience with Development tools, Form patterns, Workflow implementation, and Data security. This training is crucial for those seeking D365 Finance and Operations certification as it covers a wide range of technical aspects necessary for certification exams.

Learners who complete this course will not only be prepared for D365 Finance and Operations certification but also be equipped with the skills to create robust, scalable solutions, enhancing their expertise in the D365 ecosystem. This D365 Finance and Operations training is perfect for professionals aiming to deliver high-quality customizations and to stand out in the field of Dynamics 365 development.

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Course Prerequisites

To ensure a successful learning experience in the Advanced Development in Microsoft Dynamics 365 Finance and Operations course, participants should have the following minimum prerequisites:


  • Basic understanding of Microsoft Dynamics 365 Finance and Operations functionality and navigation.
  • Fundamental knowledge of the principles of business processes and their implementation in Microsoft Dynamics 365.
  • Experience with basic form customizations and understanding of the core modules in Dynamics 365 Finance and Operations.
  • Knowledge of the programming language used in Dynamics 365 Finance and Operations (X++), including the ability to write simple X++ code and classes.
  • Familiarity with the concept of object-oriented programming (OOP), including classes, objects, inheritance, and polymorphism.
  • Basic understanding of relational database concepts and experience with Microsoft SQL Server.
  • Familiarity with Microsoft Visual Studio for development and debugging purposes.
  • An understanding of the concept of unit testing and the purpose of creating test cases.
  • Access to a Dynamics 365 Finance and Operations environment is highly recommended for hands-on practice and labs.

These prerequisites are intended to establish a foundation upon which the course content will build. They are not meant to discourage potential learners; rather, they are designed to ensure that participants can fully engage with and benefit from the advanced topics covered in the course.


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

  1. This advanced course offers in-depth training on Microsoft Dynamics 365 Finance and Operations, aimed at experienced IT professionals.


  2. Target audience for the Advanced Development in Microsoft Dynamics 365 Finance and Operations course:


  • Dynamics 365 Developers
  • ERP Developers
  • Software Engineers with a focus on Microsoft technologies
  • Technical Consultants specializing in Dynamics 365
  • Systems Architects designing solutions for Finance and Operations
  • IT Professionals aiming to enhance their Dynamics 365 customization skills
  • Dynamics 365 Technical Support Staff
  • Existing Dynamics AX Developers transitioning to Dynamics 365
  • Systems Administrators with a focus on Dynamics 365 environments
  • Database Administrators working with Dynamics 365 Finance and Operations


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

Introduction to Learning Outcomes

In the Advanced Development in Microsoft Dynamics 365 Finance and Operations course, participants will enhance their technical skills by learning to extend, test, and optimize Dynamics 365 F&O, ensuring efficient and robust implementations.

Learning Objectives and Outcomes

  • Understanding the principles of extensibility in Dynamics 365 F&O and alternatives to overlayering using extensions.
  • Gaining proficiency in creating and managing extension models and packages with development tools.
  • Learning to write, run, and manage unit tests to ensure code reliability and quality.
  • Mastering advanced programming concepts, including collection and application object classes, along with the SysOperation and Runbase frameworks.
  • Acquiring the ability to perform advanced data manipulations through querying, caching, locking, and working with tables and views in X++.
  • Developing complex forms with an emphasis on architecture, methods, data sources, design, and control utilization.
  • Implementing and managing number sequences within Dynamics 365 F&O for consistent data identity.
  • Applying Extensible Data Security policies to control access to sensitive data effectively.
  • Configuring and utilizing workflows to automate business processes and approvals.
  • Creating and manipulating data entities for data import/export and integration with external systems.
  • Understanding analytics in Dynamics 365 F&O by creating aggregate measurements, dimensions, and KPIs.
  • Leveraging the Data Management Platform for data import/export tasks and mastering asynchronous recurring integration patterns.
  • Developing and consuming services, including OData and custom services, and understanding authentication mechanisms.

Technical Topic Explanation

Extensibility

An extensibility framework is a set of code libraries and tools that allow developers to add or change the functionality of an existing software system. It provides a structured way to customize software applications to meet specific business needs without altering the core architecture. This ability to extend software capabilities is particularly valuable in large, complex systems where evolving requirements are common, ensuring that the software can adapt over time to various user demands and integrating seamlessly with other technologies or plugins.

Unit testing

Unit testing is a software testing method where individual parts of a program, called units, are tested to verify that each one functions as intended. This process helps catch issues early, improving the quality of the software by making sure each unit works before integrating them with others. This efficient, error-catching approach ensures that the software remains reliable and errors are minimized, facilitating smoother operations and updates in systems like software development.

Unit Test Framework

A Unit Test Framework is a set of tools and libraries designed to help developers write and run tests on separate units of source code. These tests validate that each individual unit, typically the smallest piece of testable software, operates as intended. Effective unit testing improves code quality, reduces bugs, and facilitates changes. By isolating each code unit and verifying its correctness, developers ensure that the software as a whole behaves predictably and correctly, contributing to the overall reliability and robustness of software applications.

Class development

Class development in software refers to the process of designing and creating classes, which are blueprints for objects in object-oriented programming (OOP). A class defines the properties (attributes) and behaviors (methods) that the objects created from the class will have. This method is instrumental in organizing and encapsulating data and functions, allowing for code reusability, scalability, and easier maintenance. Proper class development fosters clean, efficient code bases, tailored to specific functionalities and interactions within software applications, enhancing overall application structure and performance.

Data manipulation

Data manipulation involves changing data to make it easier to read or more organized. This can include sorting the data, filtering it to focus on specific information, or translating it into a more convenient format. For instance, in a software system, you might use data manipulation to compile all customer transactions from the past year to analyze purchasing trends. This process is essential for generating insightful reports and making informed decisions based on large data sets. Data manipulation is a core function in many software environments, helping to transform raw data into actionable knowledge.

Extensibility

Extensibility in technology refers to a system's ability to easily extend, modify, or enhance its capabilities without significant changes to its core architecture. It's like adding new skills or upgrading old ones in a toolset without having to replace the entire system. This is crucial for business software like Microsoft Dynamics 365 for Finance and Operations, as it allows for customizations and additions that meet changing business requirements without disrupting existing workflows or necessitating costly replacements. Extensibility ensures that software can evolve in a manageable way, keeping pace with business growth and technology advances.

Advanced Classes

Advanced classes in programming are enhanced or specialized sections in a curriculum intended to provide deeper knowledge and skills in object-oriented programming. These classes often discuss more complex topics such as inheritance, encapsulation, and polymorphism by implementing detailed, real-life examples. They extend basic programming frameworks, introduce design patterns, and frequently incorporate sophisticated development environments. The focus is on building robust, maintainable, and scalable software solutions. This more nuanced understanding aids developers in creating more efficient and effective applications, positioning them better for advanced software development tasks and problem-solving scenarios.

Data Entities

Data entities in Dynamics 365 Operations are elements that streamline the storage and management of data across various business modules. They provide a unified and consistent approach to data management by encapsulating related data sets into distinct units, simplifying data manipulation, integration, and storage. This approach helps in effectively managing business tasks across different sectors such as finance, stock, and operations, enhancing overall system efficiency and user experience in Microsoft Dynamics Finance and Operations. These entities are central to enabling advanced data operations in ERP solutions, facilitating robust data analysis and reporting capabilities.

Development tools

Development tools are software applications used by programmers and developers to create, test, and maintain software. These tools provide essential functions such as coding, debugging, and version control, which help in building reliable and efficient software systems. They support the entire development lifecycle from initial design through deployment. Common development tools include integrated development environments (IDEs), code editors, compilers, and testing frameworks. By streamlining and automating the process, development tools enhance productivity and aid in delivering high-quality software products to meet specific business or consumer needs.

Form patterns

Form patterns in software design are templates or models that specify how to solve common problems in a structured way. They provide guidelines or schemes for defining and organizing the behavior and structure of software applications. Form patterns are particularly useful in large systems to ensure reliability, scalability, and maintainability of the code. By following these established patterns, developers can avoid common pitfalls and ensure that their application adheres to best practices, which can be especially critical in complex environments like Dynamics 365 Operations. Utilizing form patterns helps in creating a more robust and efficient application architecture.

Workflow implementation

Workflow implementation involves designing, automating, and managing processes that streamline and enhance business operations. By setting up sequences of tasks that automatically trigger based on specific criteria, a workflow ensures activities proceed in a logical, efficient manner. Effective workflow implementation can significantly reduce manual errors, increase productivity, and improve overall business performance. This technique is crucial in optimizing the operations carried out in systems like Microsoft Dynamics 365, where automating processes simplifies complex tasks in finance and operations, enhancing the system's overall functionality and user experience.

Data security

Data security involves protecting digital data from unauthorized access, corruption, or theft throughout its life cycle. Effective data security measures are critical for minimizing risks and safeguarding information. Techniques include encryption, strong user authentication, and access control mechanisms. Implementing rigorous data security measures ensures that sensitive information such as financial records, personal data, and business operations remain confidential and intact, preventing misuse or loss that could have detrimental consequences for individuals and businesses. Properly maintaining data security is key to building trust and compliance in the digital world.

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

  1. This advanced course offers in-depth training on Microsoft Dynamics 365 Finance and Operations, aimed at experienced IT professionals.


  2. Target audience for the Advanced Development in Microsoft Dynamics 365 Finance and Operations course:


  • Dynamics 365 Developers
  • ERP Developers
  • Software Engineers with a focus on Microsoft technologies
  • Technical Consultants specializing in Dynamics 365
  • Systems Architects designing solutions for Finance and Operations
  • IT Professionals aiming to enhance their Dynamics 365 customization skills
  • Dynamics 365 Technical Support Staff
  • Existing Dynamics AX Developers transitioning to Dynamics 365
  • Systems Administrators with a focus on Dynamics 365 environments
  • Database Administrators working with Dynamics 365 Finance and Operations


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

Introduction to Learning Outcomes

In the Advanced Development in Microsoft Dynamics 365 Finance and Operations course, participants will enhance their technical skills by learning to extend, test, and optimize Dynamics 365 F&O, ensuring efficient and robust implementations.

Learning Objectives and Outcomes

  • Understanding the principles of extensibility in Dynamics 365 F&O and alternatives to overlayering using extensions.
  • Gaining proficiency in creating and managing extension models and packages with development tools.
  • Learning to write, run, and manage unit tests to ensure code reliability and quality.
  • Mastering advanced programming concepts, including collection and application object classes, along with the SysOperation and Runbase frameworks.
  • Acquiring the ability to perform advanced data manipulations through querying, caching, locking, and working with tables and views in X++.
  • Developing complex forms with an emphasis on architecture, methods, data sources, design, and control utilization.
  • Implementing and managing number sequences within Dynamics 365 F&O for consistent data identity.
  • Applying Extensible Data Security policies to control access to sensitive data effectively.
  • Configuring and utilizing workflows to automate business processes and approvals.
  • Creating and manipulating data entities for data import/export and integration with external systems.
  • Understanding analytics in Dynamics 365 F&O by creating aggregate measurements, dimensions, and KPIs.
  • Leveraging the Data Management Platform for data import/export tasks and mastering asynchronous recurring integration patterns.
  • Developing and consuming services, including OData and custom services, and understanding authentication mechanisms.