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Microsoft

Build finance and operations apps

Microsoft via Microsoft Learn

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Overview

  • Module 1: In this module, you’ll learn how to download and update a virtual hard disk (VHD) for finance and operations apps.

    In this module, you will:

    • Learn how to download the VHD from Microsoft Dynamics 365 Lifecycle Services.
    • Learn the process of uploading the VHD.
    • Use the VHD for development and testing.
    • Learn how to set up Microsoft SQL Server Management Studio, Visual Studio, and more.
  • Module 2: Visual Studio is the integrated development environment (IDE) for finance and operations apps. Developers can create deployable packages that contain projects and elements that are stored as metadata. Developing in Visual Studio allows users to customize the finance and operations apps experience.

    In this module, you will:

    • Create and build projects and deployable packages in Visual Studio.
    • Create and use label files
    • Use the Application Explorer to manage elements.
    • Synchronize data dictionary changes with the application database.
    • Work in the Element Designer to create elements.
  • Module 3: X++ is an object-oriented language. This module introduces X++ development for finance and operations apps, which is performed in Visual Studio.

    In this module, you will:

    • Identify components of classes.
    • Create an instance of a class.
    • Create objects in a constructor.
    • Manipulate data by using X++.
    • Identify the different types of conditional statements.
    • Write conditional statements.
    • Write loop statements.
    • Use iterative statements.
    • Identify exception handling statements.
    • Write exception handling statements.
    • Learn about the use and function of const values.
  • Module 4: Object-oriented programming (OOP) is a programming paradigm that is modeled around objects and how you manipulate them. This module discusses concepts for object-oriented programming so you can develop customizations in finance and operations apps.

    In this module, you will:

    • Discover the importance of object-oriented programming for finance and operations apps.
    • Learn the importance of abstract classes and inheritance in object-oriented programming.
    • Learn about interfaces.
    • Use the Chain of Command (CoC).
    • Learn how scoping is implemented in X++ code.
    • Determine when to use references and values.
  • Module 5: Application Lifecycle Management (ALM) is the management of computer programs, which includes managing requirements, software architecture, software development, software maintenance, change management, continuous integration, project management, and released management. Learn about ALM to plan, create, test, and implement code for finance and operations apps.

    In this module, you will:

    • Define ALM.
    • Learn about the different ALM methodologies.
    • Build models.
    • Create a project plan for building and testing solutions.
    • Identify upgrade scenarios and appropriate tools
    • Create processes for release management, change management, and risk management.
  • Module 6: Extended data types (EDTs) and base enumerations (enums) are data types that are created and managed in the development environment. Base enums represent a list of literals, while EDTs are reusable data types that have a specific definition. The Application Object Tree (AOT) in finance and operations apps contains many existing EDTs and base enums that can be extended for use in your project, or you can create new data types. This module will focus on creating new data types.

    In this module, you will:

    • Identify the different types of EDTs.
    • Learn about the use of base enumerations (base enums).
    • Identify how EDTs and base enums are viewed in the finance and operations apps user interface.
    • Create a base enumeration.
  • Module 7: The data model in finance and operations apps consists of tables, views, queries, and other components. These components are important in development. All data in finance and operations apps is stored in tables and managed in the data model in Visual Studio. Tables store data such as company transactions, inventory, and journals.

    In this module, you will:

    • Define the use of tables in finance and operations apps.
    • Create a new table in Visual Studio.
    • Create, manage, and extend views, queries, and table maps.
    • Manage table properties.
    • Add fields and field groups to a table.
    • Create an index and a table relation.
    • Learn about table methods.
  • Module 8: Forms are created and managed in Visual Studio and will display to the user as web pages. This module explains how forms are created and managed in the finance and operations apps developer environment, along with how to optimize the performance of forms.

    In this module, you will:

    • Create a new form.
    • Apply a form pattern.
    • Add a data source to a form.
    • Add grids, fields, and groups to a form.
    • Understand form methods.
    • Discover the types of menu items.
    • Create a menu item and add it to a form.
    • Create and extend menus
    • Run a form and test its functionality.
    • Learn about browser-based and Performance Timer tools that are used to optimize form performance.
  • Module 9: Classes are blocks of code that contain data and methods. When developing for finance and operations apps, you will use the X++ language to create new classes.

    In this module, you will:

    • Learn about the use of classes in developing for finance and operations apps.
    • Create a new class that is added to a project.
    • Add methods to a class.
    • Review the types of methods that can be used in a class.
  • Module 10: Organizations have a lot of data. When an organization grows, its ability to provide context for all that data becomes increasingly crucial. Reports can organize data in a meaningful way. finance and operations apps include reporting tools to help you create reports for your organizations, SQL Server Reporting Services (SSRS), Microsoft Power BI, and Microsoft Excel reports. You can use these reporting tools to visualize a data set in many ways, including as a tabular layout with collapsible tables and by using dashboards. Throughout this module, you will build a foundation to design, create, and modify reports.

    In this module, you will:

    • Enable Business document management.
    • Design, create, and modify SSRS reports.
    • Create and modify a Power BI report by using finance and operations apps data.
    • Create and modify an Excel report by using finance and operations apps data.
    • Learn how to build SQL statement by using query objects.
  • Module 11: Workspaces are personalized work centers with data, reports, and transactions and are designed to increase efficiency of daily tasks. Workspaces can be created and modified by developers. There are many reasons to design and create a workspace in the developer environment rather than the user interface. For instance, your business might want key performance indicator (KPI) tiles, analytical components, drillthrough components, or other advanced features that cannot be created or modified in the user interface.

    In this module, you will:

    • Design and build key performance indicators (KPIs).
    • Create workspace elements.
    • Use Report Definition Language (RDL) to create custom reports.
    • Implement reporting components into workspaces.
  • Module 12: Finance and operations apps use role-based security to assign access to components in the system. A user who is assigned to a security role has access to the set of privileges that is associated with that role.

    In this module, you will learn how to:

    • Create and modify roles, duties, privileges, and permissions.
    • Review the role-based security hierarchy.
    • Use and enforce permissions policies.
    • Define the extensible data security framework (XDS).
    • Apply security permissions.
    • Stay compliant with user licensing requirements
  • Module 13: By optimizing your development for performance, you can ensure that your work is useful and appreciated by users. As a finance and operations apps developer, you should understand how your designs can be properly optimized for performance.

    In this module, you will:

    • Discover what temporary tables are and when to use them.
    • Learn about what set-based statements and row-based operations are, and when to use each.
    • Understand and demonstrate different methods for optimizing custom queries.
    • Learn about the different caching methods that are possible and when each should be used.

Syllabus

  • Module 1: Module 1: Set up a VHD for finance and operations apps
    • Introduction
    • Set up a VHD for first-time use
    • Set up and manage a downloadable VHD for development
    • Upgrade the VHD
    • Exercise – Install a virtual machine
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Start developing for finance and operations apps by using Visual Studio
    • Introduction
    • Create and build projects
    • Create and use label files
    • Manage metadata by using the Application Explorer
    • Build deployment packages
    • Synchronize data changes with the database
    • Use the Element Designer to create elements
    • Lab - Create a project and add an element
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Get started with development using X++ in finance and operations apps
    • Introduction
    • Implement base types and operators
    • Common structured programming constructs of X++
    • Use X++ to write SQL statements
    • Use conditional and iterative statements
    • Exception handling
    • Use const values
    • Use X++ runtime functions for common tasks
    • Call .NET libraries by using X++ code
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Develop object-oriented code in finance and operations apps
    • Introduction
    • Explore inheritance and abstract classes
    • Use attributes
    • Implement Chain of Command
    • Implement X++ scoping and access identifiers
    • Interfaces
    • Exercise - Create an extension by using Chain of Command
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Implement application lifecycle management in finance and operations apps
    • ALM methodologies
    • Design and create models
    • Plan the build, test, and quality control processes
    • Identify upgrade scenarios and appropriate tools
    • Plan the release, change, and risk management processes
    • Check your knowledge
    • Summary
  • Module 6: Module 6: Build extended data types and enumerations for finance and operations apps
    • Introduction
    • Extended data types and element properties
    • Base enums and element properties
    • Lab - Create a base enumeration, add elements, and update properties
    • Check your knowledge
    • Summary
  • Module 7: Module 7: Build data models in finance and operations apps
    • Create tables and table fields
    • Populate table and field properties
    • Add fields, field groups, indexes, and relations
    • Table methods
    • Create, manage, and extend views
    • Create, manage, and extend queries
    • Create, manage, and extend table maps
    • Lab - Create a table, add fields, and create field groups
    • Check your knowledge
    • Summary
  • Module 8: Module 8: Build forms and optimize form performance in finance and operations apps
    • Introduction
    • Add a new form to a project and apply a pattern
    • Add a data source to a form
    • Add grids, fields, and groups to a form
    • Form methods
    • Create and populate menu items
    • Create and extend menus
    • Test form functionality and data connections
    • Diagnose and optimize client performance
    • Optimize form loading and performance
    • Lab - Create a form
    • Check your knowledge
    • Summary
  • Module 9: Module 9: Create classes in finance and operations apps
    • Introduction
    • Add a class to a project
    • Add code and methods to meet business requirements
    • Data manipulation
    • Lab - Insert records by using a runnable class
    • Check your knowledge
    • Summary
  • Module 10: Module 10: Build reports for finance and operations apps
    • Implement Business document management
    • Create and modify reports that use SSRS
    • Implement query objects and query builder
    • Create and modify reports by using Power BI
    • Create and modify reports by using Excel
    • Exercise - Create and deploy a report
    • Check your knowledge
    • Summary
  • Module 11: Module 11: Build workspaces in finance and operations apps
    • Design KPIs
    • Create drill-through workspace elements
    • Create custom reusable report functions by using RDL
    • Implement built-in KPIs, charts, and other reporting components
    • Exercise - Create a workspace and add a tile, list, link, and Power BI element
    • Check your knowledge
    • Summary
  • Module 12: Module 12: Implement role-based security in finance and operations apps
    • Introduction
    • Create and modify duties, privileges, and permissions
    • Enforce permissions policy
    • Extensible data security framework
    • Apply security permissions
    • Lab - Create a new security role and add duties
    • Microsoft Entra ID and OAuth 2.0 authentication
    • Check your knowledge
    • Summary
  • Module 13: Module 13: Apply basic performance optimization in finance and operations apps
    • Introduction
    • Identify and apply caching mechanisms
    • Optimize temporary table usage
    • When to use set-based statements and row-based operations
    • Query optimization principles
    • Modify the scope of a variable
    • Analyze and optimize concurrency
    • Apply parallel processing algorithms
    • Implement the Async framework
    • Develop Windows PowerShell scripts
    • Lab - Create runnable classes in Visual Studio to test code
    • Check your knowledge
    • Summary

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