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Microsoft

Build finance and operations apps

Microsoft via Microsoft Learn

Overview

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  • Learn how to use performance tools and Lifecycle Services environment monitoring tools to enhance your validation and testing experience in finance and operations apps. These tools help identify performance issues, monitor environment health, validate app functionality, and conduct stress testing. By optimizing resource usage and addressing performance bottlenecks, you can improve app reliability and enhance the overall user experience. Insights from these tools help you make data-driven decisions so that you can maintain high performance standards and ensure smooth app operation in finance and operations apps.

    This module explains how to:

    • Develop in Visual Studio.
    • Debug and test apps.
    • Use VHD or cloud environments.
    • Access resources through Microsoft Dynamics 365 Lifecycle Services.
    • Install developer environments.
    • Deploy in cloud or on-premises.
    • Differentiate architectures.
  • Explore Visual Studio's capabilities for finance and operations app development, including project creation, data synchronization, and element design.

    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.
  • 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 learn how to:

    • Identify the different types of EDTs.
    • Use base enumerations (base enums).
    • Identify how EDTs and base enums are viewed in the finance and operations apps user interface.
    • Create a base enumeration.
  • Explore how to define, create, and manage tables in finance apps using Visual Studio for efficient data handling and development.

    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.
  • 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.
  • Classes are blocks of code that contain data and methods. When developing for finance and operations apps, you use the X++ language to create new classes.

    In this module, you:

    • Learn about the use of classes in developing for finance and operations apps.
    • Create a new class that is added to a project.
    • Implement the global cache and singleton.
    • Add methods to a class.
    • Review the types of methods that can be used in a class.
  • 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
  • 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 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.
  • Design and create workspaces to increase efficiency and add advanced features to the developer environment.

    In this module, you:

    • Design and build key performance indicators (KPIs).
    • Create workspace elements.
    • Use Report Definition Language (RDL) to create custom reports.
    • Implement reporting components into workspaces.

Syllabus

  • Set up and work in the finance and operations apps developer environment
    • Introduction
    • Access cloud-hosted development environments
    • On-premises architecture
    • 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
    • Access and configure Visual Studio
    • Models and packages
    • Design and create models
    • Exercise - Configure Visual studio
    • Check your knowledge
    • Summary
  • 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
    • Manage package deployments
    • Synchronize data changes with the database
    • Create new elements
    • Lab - Create a project and add an element
    • Check your knowledge
    • Summary
  • 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
  • Build data models in finance and operations apps
    • Introduction
    • 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
  • 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, populate, and extend 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
  • Create classes in finance and operations apps
    • Introduction
    • Add a class to a project
    • Implement the global cache and singleton
    • Add code and methods to meet business requirements
    • Data manipulation
    • Lab - Insert records by using a runnable class
    • Check your knowledge
    • Summary
  • 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
  • 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
  • Build workspaces in finance and operations apps
    • Introduction
    • 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

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