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

If you’re a developer who works with functional consultants and solution and technical architects, and you’re accountable for translating requirements into critical system functionality with finance and operations apps in Dynamics 365, you could use this certification to advance your career. You must have experience providing fully realized solutions using standardized application coding patterns, extensible features, and external integrations.

Skills measured

Describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies
Configure administrative features and workflows
Manage finance and operations data
Validate and support solutions
Plan architecture and solution design
Apply developer tools
Design and develop AOT elements
Develop and test code
Implement reporting
Integrate and manage data solutions

Course Outline

Microsoft Power Platform technologies (20-25%)

Identify and use common apps, features, and functionality

describe apps in the finance and operations portfolio
describe the main components of Dynamics 365 Commerce
describe uses cases for and capabilities of workspaces and mobile workspaces
describe case management
describe global address book features and their use cases
identify inquiry and report types available in a default installation
describe use cases for the Business document management and electronic reportingfeatures
perform searches, save queries and views, create and use, record templates, and create filters

Extend app functionality by using Microsoft Power Platform technologies

identify use cases for Microsoft Dataverse
identify use cases for Power Apps
identify use cases for Power Automate
identify use cases for Power BI
identify use cases for Power Virtual Agents

Configure administrative features and workflows (30-35%)

Implement security

distinguish between roles, duties, privileges, and permissions
assign security roles to users based on requirements
describe segregation of duties
describe and use the security diagnostics tool

Design and create workflows and business events

describe use cases for workflows
design and create workflows
configure workflow properties, tasks, approvals, and elements
configure queues, workflow assignment hierarchies, workflow parameters, and troubleshoot workflows
troubleshoot workflows
manage workflow versions
Trigger Power Automate flows by using business events

Configure organization administration features

set up and configure legal entities and operating units
configure and troubleshoot number sequences
create organization hierarchies
describe and apply user options
configure document handling for attachments
configure print management and form setup features

Configure system administration features

describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
configure email (SMTP/Exchange)
create and maintain email templates
describe use cases for Entity store
create, export, and import personalization
publish saved views
set up and monitor batch jobs
set up alerts

Manage finance and operations data (25-30%)

Manage data

describe use cases for the Data Management framework
describe use cases for projects, data entities, and templates
copy configuration data between companies or legal entities by using the data management framework
describe use cases for the dual-write feature

Describe the migration process

identify common migration scenarios and tools in finance and operations apps
identify relevant data entities and elements based on given scenarios
identify data migration requirements

Prepare data for migration and migrate data to finance and operations apps

identify types of data including master, transactional, reference, and parametric
generate field mapping between source and target data structures
import or export data by using the data management framework
support the transition between the existing and migrated systems
perform a test migration and validate output from the process
implement data task automation

About The Exam

This exam measures your ability to accomplish the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate and support the solution.