Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate

This preparation guide includes information and tools to assist you in preparation to become Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate.

Developers who work with Finance and Operations apps in Microsoft Dynamics 365 implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

D365FO Apps Developer Associate

dynamics365 for fin and ops apps developer associate

In order to achieve this certification, you must pass two exams:

Exam MB-300: Microsoft Dynamics 365 Core Finance and Operations

This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; validate and support the solution.  Learn more about exam MB-300

Instructor-led training for MB-300

Exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer

This exam measures your ability to accomplish the following technical tasks: Plan Architecture and Solution Design, Apply Developer Tools, Design and Develop AOT Elements, Develop and Test Code, Implement Reporting, Integrate and Manage Data Solutions, Implement Security and Optimize Performance. Learn more about exam MB-500

Instructor-led training for MB-500

Skills measured

This exam measures your ability to accomplish the technical tasks listed below. The percentages indicate the relative weight of each major topic area on the exam. The higher the percentage, the more questions you are likely to see on that content area on the exam. Please note that the questions may test on, but will not be limited to, the topics described in the bulleted text.

*** Topics from exam MB-300: Microsoft Dynamics 365 Core Finance and Operations ***

Use common functionality and implementation tools (20-25%)

Identify common Microsoft Dynamics 365 Finance and Operations features and functionality

  • determine when to use workspaces
  • identify use cases for mobile workspaces, Power Apps, and Flow
  • identify and differentiate between the global address book and other address books
  • determine when and how to use the Data Expansion Tool
  • demonstrate Work Items functionality
  • demonstrate Microsoft Dynamics 365 Finance and Operations navigation techniques
  • identify Inquiry and Report types available in a default installation

Implement Lifecycle Services (LCS) tools

  • identify opportunities to re-use existing assists
  • analyze Business Process Modeler results and identify gaps in functionality
  • use the LCS tools including Issue search and analyze results

Configure security, processes, and options (45-50%)

Implement security

  • identify and distinguish between standard Finance and Operations security roles
  • distinguish between duties, privileges, and permissions
  • assign users to security roles based on given scenarios

Design and create workflows

  • identify opportunities for automation and controls based on customer workflows
  • configure workflow properties and elements
  • troubleshoot workflows

Configure options

  • set up and configure legal entities
  • configure base number sequences
  • import or create postal data
  • configure the calendars and date intervals
  • configure units of measure and conversions
  • configure posting profiles and definitions
  • create organization hierarchies
  • apply purposes and policies
  • describe and apply user options

Implement Microsoft Dynamics 365 Finance and Operations common features

  • synchronize Microsoft Office information with Microsoft Dynamics 365 Finance and Operations
  • configure email (SMTP/Exchange)
  • create and maintain email and record templates
  • set up a Power BI connector
  • create, export, and import personalizations
  • set up network printing

Implement business processes for the solution

  • define use case scenarios
  • participate in phase-based planning processes and the solution design
  • design and create workflows
  • set up batch jobs and alerts
  • use business process workspace

Perform data migration (15-20%)

Plan a migration strategy

  • identify common migration scenarios and tools in Microsoft Dynamics 365 Finance and Operations
  • determine migration scope
  • identify relevant data entities and elements based on given scenarios
  • establish migration strategy processes

Prepare data for migration and migrate data

  • identify and extract source data
  • generate field mapping between source and target data structures
  • support the transition between the existing and migrated systems
  • perform a test migration and validate output from the process

Validate and support the solution (15-20%)

Implement and validate the solution within Microsoft Dynamics 365 Finance and Operations

  • perform user acceptance testing (UAT)
  • build test scripts to test business functionality
  • demonstrate the correlation between test scripts and business requirements
  • monitor validation test progress and make ad hoc changes during validation testing to correct identified issues

Support Application Lifecycle Management (ALM) by using LCS

  • perform a solution gap analysis
  • use LCS tools to identify, report, and resolve issues

*** Topics from Exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer ***

Plan Architecture and Solution Design (10-15%)

Identify the major components of Dynamics 365 Finance and Operation

  • select application components and architecture based on business components
  • identify architectural differences between the cloud and on-premises versions of Dynamics FO
  • prepare and deploy the deployment package
  • identify components of the application stack and map them to the standard models
  • differentiate the purpose and interrelationships between packages, projects, models, and elements

Design and implement a user interface

  • describe the Dynamics 365 FO user interface layout and components
  • design the workspace and define navigation
  • select page options
  • identify filtering options

Implement Application Lifecycle Management (ALM)

  • create overlayered and extension models
  • configure the DevOps source control process
  • describe the capabilities of the Environment Monitoring Tool within Lifecycle Services (LCS)
  • select the purpose and appropriate uses of LCS tools and components
  • research and resolve issues using Issue Search
  • identify activities that require asset libraries

Apply Developer Tools (10-15%)

Customize Dynamics 365 FO by using Visual Studio

  • design and build projects
  • manage metadata using Application Explorer
  • synchronize data dictionary changes with the application database
  • create elements by using the Element Designer

Manage source code and artifacts by using version control

  • create, check out, and check in code and artifacts
  • compare code and resolve version conflicts

Implement D365 FO framework functionality

  • implement the SysOperation framework
  • implement asynchronous framework
  • implement workflow framework
  • implement the unit test framework
  • identify the need for and implement the Sandbox framework

Design and Develop AOT Elements (20-25%)

Create forms

  • add a new form to a project and apply a pattern (template)
  • configure a data source for the form
  • add a grid and grid fields and groups
  • create and populate menu items
  • test form functionality and data connections
  • add a form extension to a project for selected standard forms

Create and extend tables

  • add tables and table fields to a project
  • populate table and field properties
  • add a table extension to a project for a table
  • add fields, field groups, relations, and indices

Create Extended Data Types (EDT) and enumerations

  • add an EDT to a project and populate EDT properties
  • add an enumeration to a project
  • add or update enumeration elements
  • add or update enumeration element properties
  • add an extension of EDT and enumerations

Create classes and extend AOT elements

  • add a new class to a project
  • create a new class extension and add new methods
  • add event handler methods to a class

Develop and Test Code (10-15%)

Develop X++ code

  • identify and implement base types and operators
  • implement common structured programming constructs of X++
  • create, read, update, and delete (CRUD) data using embedded SQL code
  • identify and implement global functions in X++
  • ensure correct usage of Display Fields
  • implement table and form methods

Develop object-oriented code

  • implement X++ variable scoping
  • implement inheritance and abstraction concept
  • implement query objects and QueryBuilder
  • implement attribute classes
  • implement chain of command

Implement Reporting (10-15%)

Describe the capabilities and limitations of reporting tools in Dynamics 365 FO

  • create and modify report data sources and supporting classes
  • implement reporting security requirements
  • describe the report publishing process

Design, create, and revise Dynamics Reports

  • create and modify reports in Dynamics 365 FO that use SQL Server Reporting Services (SSRS)
  • create and modify reports in Dynamics 365 FO by using Power BI
  • create and modify reports in Dynamics 365 FO by using Microsoft Excel

Design, create, and revise Dynamics workspace

  • design KPIs
  • create drill-through workspace elements
  • implement built-in charts, KPIs, aggregate measurement, aggregate dimension, and other reporting components

Integrate and Manage Data Solutions (10-15%)

Identify data integration scenarios

  • select appropriate data integration capabilities
  • identify differences between synchronous vs. asynchronous scenarios

Implement data integration concepts and solutions

  • develop a data entity in Visual Studio
  • develop, import, and export composite data entities
  • identify and manage unmapped fields in data entities
  • consume external web services by using OData and RESTful APIs
  • integrate Dynamics 365 FO with Excel using OData
  • develop and integrate Microsoft Flow and Power Apps

Implement data management

  • import and export data using entities between D365 FO and other systems
  • monitor the status and availability of entities
  • enable Entity Change Tracking
  • set up a data project and recurring data job
  • design entity sequencing
  • generate field mapping between source and target data structures
  • develop data transformations

Implement Security and Optimize Performance (10-15%)

Implement role-based security policies and requirements

  • create or modify duties, privileges, and permissions
  • enforce permissions policy
  • implement record-level security by using Extensible Data Security (XDS)

Apply fundamental performance optimization techniques

  • identify and apply caching mechanisms
  • create or modify temp tables for optimization
  • determine when to use set-based queries and row-based queries
  • modify queries for optimization
  • modify variable scope to optimize performance
  • analyze and optimize concurrency

Optimize user interface performance

  • diagnose and optimize client performance by using browser-based tools
  • diagnose and optimize client performance by using Performance Timer

*** Preparation options for Microsoft Certified: Dynamics 365: Finance and Operations Apps Developer Associate ***

Instructor-led training for MB-300

Exam class MB-300

Instructor-led training for MB-500

Exam class MB-500

Schedule exams

Schedule the exam at Microsoft

More information about D365FO exams

View the complete list of Microsoft Dynamics 365 FO Certification Exams

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