1 - Explore the ecosystem and main components of finance and operations apps

• Finance and operations apps and associated apps
• Finance + Operations on-premises and cloud-based finance and operations apps
• Development and deployment processes
• The user interface
• Reporting capabilities
• Extend Copilot capabilities in finance and operations apps

2 - Explore the technical architecture of finance and operations apps

• Differentiate cloud and on-premises architecture
• Elements, models, and packages
• Application components and architecture
• Metadata management processes
• Source control processes
• Conform code to organization policies
• Overview of Lifecycle Services
• Manage developer environments for finance and operations apps
• Extend the functionality of finance and operations apps into the Microsoft ecosystem

3 - Explore design and deployment considerations for finance and operations apps

• Identify relevant business concepts
• Evaluate functional specifications and create technical design documentation
• Identify the technical gaps
• Design patterns and practices for code deployments
• The process for deploying code changes
• Finance and operations apps frameworks

4 - Manage finance and operations apps implementations by using Lifecycle Services

• Perform support tasks
• Provision and manage environments
• Manage asset libraries
• Manage the code update process

5 - Work with performance and monitoring tools in finance and operations apps

• Diagnose performance issues by using Trace parser
• Load testing by using the Performance SDK
• Monitor performance by using SQL Insights
• Create a SQL trace by using the SQL Profiler
• Monitor server health metrics in Lifecycle Services

6 - Manage source code by using version control in finance and operations apps

• Configure Visual Studio to connect to Azure DevOps
• Working in Visual Studio
• Manage and perform code reviews

7 - Explore the test framework and tools in finance and operations apps

• Unit test framework
• Acceptance test library
• Task recorder
• Best Practices tool
• Identify various categories and types of errors
• Configure the testing environment and prepare data
• Run unit tests
• Document and fix issues
• Perform debugging activities

8 - Explore reporting tools in finance and operations apps

• Create and modify report data sources and supporting classes
• Implement reporting security requirements
• Publish a report

9 - Set up and work in the finance and operations apps developer environment

• 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
• Access and configure Visual Studio
• Models and packages
• Design and create models

10 - Start developing for finance and operations apps by using Visual Studio

• 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

11 - Build extended data types and enumerations for finance and operations apps

• Extended data types and element properties
• Base enums and element properties

12 - 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

13 - Build forms and optimize form performance in finance and operations apps

• 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

14 - Create classes in finance and operations apps

• Add a class to a project
• Implement the global cache and singleton
• Add code and methods to meet business requirements
• Data manipulation

15 - Implement role-based security in finance and operations apps

• Create and modify duties, privileges, and permissions
• Enforce permissions policy
• Extensible data security framework
• Apply security permissions
• Microsoft Entra ID and OAuth 2.0 authentication

16 - 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

17 - 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

18 - Explore extensions and the extension framework in finance and operations apps

• Customization models
• Assess the extensibility of code
• Extension points for frameworks
• Develop code to extend a framework
• Create pre-event and post-event handler classes
• Implement the SysOperationSandbox framework
• Implement the workflow framework

19 - Extend elements in finance and operations apps

• Add a table extension to a project
• Add a form extension to a project
• Extend menus
• Implement delegates

20 - Consume business events in finance and operations apps

• Business event framework
• Create a new business event
• Activate business events
• Consume business events
• Extend an existing business event
• Role-based security for business events
• Business events in Microsoft Power Automate

21 - Work with class extensions in finance and operations apps

• Class extensions
• Chain of command and method wrapping
• Best practices

22 - Explore data integration concepts in finance and operations apps

• Data integration overview
• Synchronous integration
• Asynchronous integration

23 - Work with synchronous integrations in finance and operations apps

• Develop an entity and enable it for data export
• Extend a data entity
• Implement custom services
• Implement custom services and the Batch OData API
• Expose OData endpoints from data entities
• Consume external web services
• Integrate finance and operations apps with Microsoft Excel
• Integrate finance and operations apps with external applications by using Power Apps
• Download electronic document interchange solutions
• Verify source and target data for auditing
• Debug with JSON Web Tokens

24 - Implement the Data management package API for finance and operations apps

• Import and export APIs
• Monitor the status of APIs
• Manage entity change tracking
• Create wrapper classes to consume external web services
• Create wrapper classes with C#

25 - Work with asynchronous integrations in finance and operations apps

• Set up a data project and recurring data job
• Implement authorization to support integration
• Monitor status and availability of entities
• Develop data transformation
• Microsoft Dataverse integrations
• Integrate Dataverse by using virtual entities
• Work with composite data entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change data in Azure Data Lake
• Power Platform convergence

26 - Prepare data for migration to finance and operations apps

• Select a data integration (import/export) strategy
• Common migration scenarios and tools
• Bring your own database (BYOD)
• Test a data migration and validate output

27 - Manage data sources with external data stores in finance and operations apps

• Identify report data source requirements for external sources
• Differentiate among report data stores
• Create and manage custom data sources
• Optimize data entities to achieve better performance

28 - Integrate finance and operations apps with Microsoft Azure

• Develop and integrate by using Logic Apps
• Develop and integrate Microsoft Power Platform
• Integrate finance and operations apps with enterprise applications
• Automate EAI, B2B, EDI, and business processes with Logic Apps
• Consume data from the Azure Machine Learning service
• Enable connectivity with external services
• Optimize data entities to achieve better performance

29 - Connect to Microsoft Power Platform services with finance and operations apps

• Connect your finance and operations apps data using Power Automate
• Triggers and actions used in Power Automate for finance and operations apps
• Connect to your finance and operations apps data with Power Apps
• Finance and operations data on Common Data Model and Microsoft Dataverse

30 - Prepare data for migration to finance and operations apps

• Select a data integration (import/export) strategy
• Common migration scenarios and tools
• Bring your own database (BYOD)
• Test a data migration and validate output

31 - Work with data management in finance and operations apps

• Data management concepts
• Use data entities for data management and integration
• Work with the Data management workspace
• Using Standard and Enhanced views for tiles
• Use templates in data management
• Export, import, and copy data into a legal entity
• Database movement operations
• Data sharing framework

32 - Perform user acceptance testing in finance and operations apps

• Create user acceptance test libraries
• Record test cases and save to the business process modeler (BPM)
• Synchronize and configure your test plan in Azure DevOps
• Run user acceptance tests
• Data task automation

33 - Prepare to go-live with finance and operations apps

• Understand the go-live process
• Complete the Lifecycle Services methodology
• Manage environments in the Implementation portal
• Perform user acceptance testing (UAT) for your solution
• FastTrack go-live assessment
• Request a production environment

34 - Work with analytics and reporting in finance and operations apps

• Understand different types of reports and inquiries
• Financial reporting
• Find inquiries and reports
• Generate and consume inquiries and reports
• Configure finance and operations apps for Microsoft Power Platform

35 - Configure electronic reporting in Dynamics 365 Finance

• Configure electronic reporting
• Use barcode data sources to generate bar code images
• Module assessment