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

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