Microsoft Dynamics 365 Finance for Developers

This course is aimed at developers, solution architects and consultants who are planning to customize, develop and extend Dynamics 365 for Finance and Operations. Over the 3 days you will learn to master all the necessary tools and resources to plan, design and extend Dynamics 365. Learn about architecture, development choices, integration, configuration, development and testing.

Module 1: Introduction to Microsoft Dynamics 365 FinOps Development

• What is Microsoft Dynamics 365?
• The benefits of Microsoft Dynamics 365
• Microsoft Dynamics 365 salient features

Module 2: Dynamics 365 Methodology

• Methodologies relevant for embracing Dynamics 365
• The Conference Room Pilot (CRP) methodology
• Planning
• Execution
• Best practices in using CRP
• A CRP methodology example
• The agile methodology
• The waterfall methodology
• Comparative summary
• Lifecycle Services (LCS) -- implementation tools
• Foundation
• Methodologies
• Projects
• Project users
• Organization users
• SharePoint online library
• Preview feature management
• Shared asset library
• Subscription estimator
• Asset library
• Ongoing
• Business process modeler
• Cloud-hosted environments
• Code upgrade
• Configuration and data manager
• Localization and translation
• Support
• Issue search
• Support
• Work items
• System diagnostics
• Updates
• Resources

Module 3: Architecture and Deployment

• Architecture
• Conceptual architecture
• Deployment architecture
• The cloud deployment architecture 
• The on-premise deployment architecture
• Application components and architecture
• Identity
• Data layer
• Platform
• Application
• Client
• Browser client
• Mobile app
• Office 365
• Lifecycle Services
• Development architecture
• Integration architecture 
• Security architecture 
• Deployment options
• Cloud
• Cloud and Edge or hybrid deployment
• Local business data or on-premises
• Comparing deployment options   

Module 4: Configuration and Data Management 

• Strategies for managing configuration and data migration
• Configuration management
• Configuration planning
• The golden configuration environment
• Data migration management
• Scoping
• Common data migration areas
• Planning
• Execution
• Data management tools
• The data management framework
• Data management concepts
• The data management workspace
• Data entities
• Configuration data templates
• Default data templates
• Configuration data project
• Data packages
• LCS Project | Asset library | Data packages
• Configuration data packages
• LCS -- configuration and data manager
• Process data packages
• How these concepts come together 
• Database operations
• Cross-company data sharing
• Data management scenarios
• Initial configuration in a blank environment
• Data migration from legacy systems
• Copy the company configuration within an existing environment
• Copy data between environments
• Ad hoc data loading
• Best practices in managing configurations and data migration

Module 5: Functional and Technical Design

• Finding the right app for your business needs
• Before choosing ISV solutions
• After selecting the partner
• Common pitfalls
• Common features
• Personalization
• Office integration
• Document management
• Workspaces
• Electronic reporting
• Tax engine
• Batch framework
• Workflows
• Database logging
• Mobile application
• Common Data Services, Microsoft Flow, and PowerApps
• The functional design document
• The fit-gap review session
• Why write FDD?
• Project management aspects of design
• Things to know before writing an FDD
• Feasibility analysis
• Dos and don'ts
• The solution design document
• Overview and objectives
• Guidelines for solution design documents
• The technical design document
• Overview and objectives
• Guidelines for the technical design document
• Preparation
• Execution
• Outcome 

 
Module 6: Integration Planning and Design

• Integration architecture
• Basic integration concepts
• RESTful APIs
• SOAP
• SOAP versus REST
• JSON
• OData
• OAuth
• Integration concepts in Dynamics 365 for Finance and Operations, Enterprise edition
• Data entities
• What is a data entity?
• OData services
• Querying or browsing an OData endpoint
• Consuming OData services
• Client application registration and setup
• Creating a project, adding libraries, and generating an OData service proxy
• Authentication and OData service call
• Custom services
• Recurring integrations
• Integration tools, middleware, and scenarios
• Dynamics 365 data integrator
• Integration architecture
• Setting up data integration
• Connections
• Connection sets
• Integration keys
• Projects
• Schedules
• Integrating and monitoring
• Benefits of CDS data integration
• Scenarios focus
• Integration planning
• Integration scenarios
• Integration requirements
• Synchronous or asynchronous
• Integration design and development
• Developing a high-level conceptual design
• Selecting the right integration technology
• Defining field mapping
• Developing, configuring, and testing
• Best practices and recommendations 

Module 7: Building Customizations

• Architecture and concepts
• Programming language
• Compile exclusively in .NET CIL
• Language enhancements
• Unit of compilation
• Compiler and tooling
• Integrated development environment (IDE)
• Development IDE in Dynamics 365 for Finance and Operations,
• Enterprise edition
• Development IDE in Dynamics AX 2012
• Development environment architecture
• Programming concepts
• Layer system
• Models
• Packages
• Packages and models on the disk
• Models and packages in Visual Studio
• Overlayering
• Extensions
• Model sealing and roadmap
• Development environment
• The version control
• Branching strategies
• The development machines
• Cloud development environment
• Local development environment
• Application explorer
• Application explorer views
• Filtering application explorer
• Working with elements 
• Tools addins for Visual Studio
• Creating a new model to start customization
• Extension capabilities
• Project
• Create a new project
• Adding new or existing element in the project
• Import/export project
• Development planning
• Be agile
• Establishing the code review process
• Development process
• Conceptualization
• Create or extends data model
• Create or extends business logic
• Create or extend user interface
• Navigation concepts
• Form patterns
• User interface extensibility
• Control extensibility
• Reporting and analytics
• SQL server reporting services
• Power BI
• Security
• Security for custom objects
• Author unit tests
• Learn and improve
• Build and continuous updates
• Automated build
• Continuous updates
• Guidelines and best practices

Module 8: Testing and Training

• Importance of testing
• Types of testing
• Feature testing
• Testing of custom developed features
• Testing of standard and ISV solution features
• System integration testing
• Process/system testing
• Data migration testing
• Integration testing
• Performance/load testing
• User acceptance testing
• End-to-end testing
• Automated testing strategies
• Test automation features in Finance and Operations
• SysTest framework
• Task recorder-based (coded UI) testing
• PerfSDK
• Integrating test with build process
• Test planning guidelines and recommendations
• Test planning and scenarios
• The UAT planning and execution
• Planning
• UAT kickoff
• Execution
• Sign-off
• End-to-end test planning and execution
• Execution and real-life examples
• Training
• The training and help system in Finance and Operations
• Modern clients and navigation concepts
• In-product help
• The business process modeler
• The task recorder and task guides
• Documentation website
• Planning and executing training
• Training plan
• Training preparation
• The training environment
• Change management

This course is intended for Technical students, Administrators and Developers. Students should have an existing working knowledge of Microsoft .Net C# and Visual Studio. Although not compulsory, it is recommended that students attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.