UPGRADING DEVELOPMENT SKILLS

Transcription

1 RSM TECHNOLOGY ACADEMY Syllabus and Agenda UPGRADING DEVELOPMENT SKILLS FOR MICROSOFT DYNAMICS 365 FOR OPERATIONS

2 Course Details 3 Audience 3 At Course Completion 3 Course Cancellation Policy 4 Guaranteed to Run 4 Travel Guide 5 Hosted Training 5 Client Site Training 5 Payment 5 Prerequisites 6 Environment 6 Course Outline 7 Module: Introduction to Development for Dynamics 365 for Operations 7 Module: Getting Started with Visual Studio 7 Module: Visual Studio Team Services 8 Module: Debugging 8 Module: Data Types and Data 9 Module: User Interface 10 Module: X++ Changes and Code Extensions 10 Module: Classes 11 Module: Eventing and Delegates 11 Module: Data Entities 12 Module: Using Data Entities 12 Module: Aggregate Data Entities 12 Module: Testing Support 13 Module: Preparing to Deploy Packages 13 Module: Deploy Packages 14 Module: Advanced Topics 14 Module: Introduction to Integrations 14 Agenda 15 Proprietary and Confidential Page 2 of 16

3 Course Details This course is designed to review what s new in Microsoft Dynamics 365 for Operations in development. The course is designed for Microsoft Dynamics 365 for Operations users that have at least one year experience with developing in a previous release of Microsoft Dynamics AX. Additionally, this course will help upgrade developer skills. AUDIENCE The intended audience is developers that have experience with previous versions of Dynamics AX. This course is designed for the user that wants to upgrade their development skills and learn what s new in Microsoft Dynamics 365 for Operations. IT Manager IT Engineer Technical End User/Power User System Implementer/Consultant Business Systems Developer Business Application Developer AT COURSE COMPLETION After completing this course, students will be able to: Set up and configure Visual Studio Team Services. Understand naming conventions. Understand basic navigation in Visual Studio for Dynamics 365 for Operations development. Create projects, models and packages. Use and understand the use of elements. Perform builds in Visual Studio. Create a VSTS account. Create a development project. Link VSTS accounts to Visual Studio and LCS. Understand branching and branching uses. Use database synchronization. Understand the architecture of Dynamics 365 components. Extend an enumeration. Extend data types in Visual Studio. Extend tables. Understand the use and development for tables. Create forms and apply patterns and subpatterns. Understand form controls. Proprietary and Confidential Page 3 of 16

4 How to add controls and fields to a form. Use the code editor. Understand the different data types. Understand the Dynamics 365 for Operations syntax. Use the debugger. Understand class structure. Know key methods. Extend a class. Understand security architecture in Dynamics 365 for Operations. Extend roles, duties and permissions. Data Entities and OData. Categories of entities. Build an entity. Navigation properties. Understand the SysTest framework. Create test cases. Organize test cases Locate and download a hotfix. Apply a hotfix file to an environment. Create and upload a deployable package. Resolving conflicts and rebuilding packages. Electronic copies of certificates are given out automatically upon completion of a course. If for some reason you don t receive a certificate or have special circumstances (multiple participants, physical certificates, etc.), feel free to contact us at academy@rsmus.com. COURSE CANCELLATION POLICY RSM reserves the right to cancel courses up to 7 days prior to class commencement due to low enrollment. In the event of a cancellation, RSM will contact any enrolled students. GUARANTEED TO RUN All hosted courses are guaranteed to run. RSM reserves the right to cancel courses or to make changes in course schedules up to 7 days before the commencement of a course. Proprietary and Confidential Page 4 of 16

5 TRAVEL GUIDE Hosted Training You are responsible for making all arrangements for travel. We are located in the Denver Technology Center (DTC). You can fly into Denver International Airport (DEN) on most major airlines. It is recommended that you fly the evening before your class is scheduled to begin and depart the evening of the last day of class. On average please allow at least one hour to travel from our office to the airport South Ulster St. Suite 400 Denver, CO Client Site Training If the client would like the trainer to follow a specific travel policy attach it upon execution of the statement of work. For clients with a Master Services Agreement (MSA), travel and expenses will be billed after the conclusion of the training. For clients without an MSA, an estimated amount will be billed at a fixed fee and must be paid before the trainer will book travel. PAYMENT All work performed shall be performed on a fixed fee basis. RSM will bill the Client upon execution of the statement of work according to the Master Services Agreement (MSA). For clients without an MSA, payments must be received before the beginning of the training. Refund Policy: Any cancellations 14 days prior to the scheduled course will be provided a 100% refund. Cancellations 7 days prior to the scheduled course will be provided with a 50% refund. Cancellations within 7 days of course commencement will not be refunded. Proprietary and Confidential Page 5 of 16

6 Prerequisites ENVIRONMENT If the training will be conducted in Denver at the RSM office, the requirements listed below will be provided by RSM. Before the beginning of the first lesson the following materials and equipment will be required: A LCD Projector* Projection screen/surface A white board or Flip chart stand/paper (optional) Each attendee will need a Laptop/PC with the following available: Internet connection A VPN connection to RSM (The connection information will be provided by the trainer upon the first day of training). RSM Technology Academy hosts the training images on a local server in our Denver offices. The VPN connection is required for the participants to connect to the Hyper-V training image. * The instructor can provide a projector if one is not available upon request only. Proprietary and Confidential Page 6 of 16

7 Course Outline MODULE: INTRODUCTION TO DEVELOPMENT FOR DYNAMICS 365 FOR OPERATIONS This module will focus on the Microsoft Dynamics 365 for Operations architecture. This module will also review elements included in the application stack, server architecture, and the cloud architecture. Importantly, this module is the introduction to visual studio and new terminology and concepts in developing for Dynamics 365 for Operations. Navigation and new features of Dynamics 365 for Operations Application stack Server architecture Cloud architecture Design time vs. deployed artifacts Server tier and client tier changes Extension vs. overlaying development Models and packages Integration overview MODULE: GETTING STARTED WITH VISUAL STUDIO This module will introduce the development environment in Visual Studio. It will focus on terminology and concepts, basic navigation, creating projects, models, packages, and elements, as well as describing each one of these new concepts. Basic concepts, navigation and setup for Visual Studio Create models, packages, and projects. Introduce the Application Object Tree and designer Discuss how to perform local builds Productivity tips for Visual Studio Create a new model, package, and project Proprietary and Confidential Page 7 of 16

8 MODULE: VISUAL STUDIO TEAM SERVICES This module will cover Visual Studio Team Services (VSTS). After completing this lesson, students will understand how to create a VSTS account, create a development project in VSTS online, link VSTS to an LCS account, as well as review branching and building and synchronizing elements and projects. Create a VSTS account Create a development project Linking VSTS accounts to Visual Studio and LCS Using Version Control Branching Synchronization overview Branching sequencing activity Setup VSTS local mapping MODULE: DEBUGGING This module focuses on debugging in Visual Studio. The module will begin with terminology and concepts for debugging. We will also review how to create a project for debugging and show how to set conditional breakpoints, and attaching the debugger. About debugging Creating a project for debugging Select a starting project and object Debugger navigation Attach the debugger Conditional break points Additional.NET debugging features Web interface debug mode Debug from Visual Studio Attach the debugger and debug Debug performance in the web interface Proprietary and Confidential Page 8 of 16

9 MODULE: DATA TYPES AND DATA In this module will review how to create new base enums, extended data types, as well as tables and queries in Microsoft Dynamics 365 for Operations. We will also look at how to extend each of these elements in the Application Object Tree within Visual Studio. Base enumerations o Create a new base enumeration o Extend an existing base enumeration o Migrate a base enumeration overlay to an extension Extended Data Types o Create a new EDT o Extend an existing EDT o Migrate an EDT overlay to an extension Tables Queries Extend the enumeration Extend an EDT Extend a table Extend a query Proprietary and Confidential Page 9 of 16

10 MODULE: USER INTERFACE In this module, we will review how to create a new form in Dynamics 365 for Operations, add data sources to a form and define important form controls. Additionally, students will learn how to add controls and data types to a form, and apply patterns and sub-patterns to forms and controls and understand new concepts with developing forms for Dynamics 365 for Operations. Patterns and subpatterns overview Form creation Form controls Applying patterns and sub-patterns Adding controls and fields Form best practice validation Extending forms Extending form controls Migrating a form overlay to an extension What can and cannot be extended Power BI for workspaces Create a form from scratch Extend a form MODULE: X++ CHANGES AND CODE EXTENSIONS This module is an overview of X++ language including best practices. Additionally, this lesson will review the code editor, controls of the compiler, variable declaration, runnable classes, attributes and we will also review packages that are locked for customizations for Dynamics 365. X++ changes Code editor Variable declaration Runnable class Attributes Locked packages Proprietary and Confidential Page 10 of 16

11 MODULE: CLASSES This module will review classes for Dynamics 365 for Operations, including the structure of classes and use of methods. Students will further understand how to create a base class, understand concepts behind class inheritance, create an inherited class, and understand best practices for classes. Extension classes Method extensions Runnable classes Create an extension class Create a method extension Create a runnable class to test extensions MODULE: EVENTING AND DELEGATES This module discuss eventing and delegates in Dynamics 365 for Operations development. This will include a review of what events and event handlers are and their function. This module will also show how to create an event and pre and post handlers. We will also review delegate and creation of delegates. About events and event handlers Create an event Create a pre and post event handler About delegates Create delegates Create an event Create an event handler Create a delegate Proprietary and Confidential Page 11 of 16

12 MODULE: DATA ENTITIES This module will discuss data entities and their function for Dynamics 365 development. This module will include a data entity overview, how to build a data entity and how to extend data entities. Data entity overview Building a data entity Extend a data entity Create a data entity Extend a data entity MODULE: USING DATA ENTITIES This module will further discuss data entities and how they are applied. This will include reviewing the data management workspace within the Dynamics 365 for Operations user interface, reviewing Power BI integrations with data entities, and Microsoft Excel with data entities. Meghan Demos Data management workspace Power BI with a Data Entity Microsoft Office App with Data Entities Import an Excel spreadsheet MODULE: AGGREGATE DATA ENTITIES This module will discuss aggregate data entities and their purposes and uses in Dynamics 365 for Operations development. This will include an overview of aggregate data entities, as well as a demonstration on how to build an aggregate data entity. Additionally, this module will show how to extend aggregate data entities and end with an overview of non-clustered column store indexes and their uses. Aggregate data entity overview Building an aggregate data entity Extend an aggregate data entity Non-clustered column store indexes Create an aggregate data entity Extend an aggregate data entity Proprietary and Confidential Page 12 of 16

13 MODULE: TESTING SUPPORT This module will review testing support for Dynamics 365 for Operations development. This will include a review of testing terminology and concepts, the SysTest framework and creating test cases in Visual Studio. The module will also review managing test cases and additional functions including creating a developer task recorder, consuming the recording, and extending a developer task recording. Testing terminology SysTest framework Creating test cases Adding methods Managing test cases Create a task recorder as a developer recording Consume a developer recording in Visual Studio Extend the developer recording Create and consume a developer task recording Extend a developer task recording MODULE: PREPARING TO DEPLOY PACKAGES This module will review how to prepare to deploy packages for your Dynamics 365 for Operations development. This includes how to perform a local build, performing check-ins using Visual Studio Team Services, merging change sets, queuing a VSTS build and loading the package into Lifecycle Services. Perform a local build Perform VSTS check-in Merge change sets Queue a VSTS build Load package into LCS Proprietary and Confidential Page 13 of 16

14 MODULE: DEPLOY PACKAGES This module will discuss how to deploy packages for Dynamics 365 for Operations development. This will include creating a deployable package in Visual Studio, locating and downloading hotfixes using LCS, applying hotfixes to an environment, and resolving conflicts and rebuilding packages. Create a deployable package One-click deployment Manual deployment Locate and download a hotfix Apply a hotfix file to an environment Resolving conflicts and rebuilding packages MODULE: ADVANCED TOPICS In this module we will review other topics that are related to upgrading your development skills to Dynamics 365 for Operations. Here, we will discuss how to extend security roles and duties in Visual Studio. Also, this module will review how to extend reports and workflow. Extending a role Extending a duty Extending reports Extending workflow Extend a role Extend a duty MODULE: INTRODUCTION TO INTEGRATIONS This module will discuss integration technologies for Dynamics 365 for Operations. First, the module will begin with reviewing the technologies that can be integrated with Dynamics 365 for Operations. The module will then discuss OData endpoints, logic app, Microsoft Power Apps integration and Microsoft Flow integrations that are available. Integration technologies overview OData endpoints Logic app Power Apps Proprietary and Confidential Page 14 of 16

15 Agenda Day 1 Day 2 Day 3 Day 4 Day 5 9:00 AM Introduction to Developing for Dynamics 365 for 10:00 AM Operations 11:00 AM Getting Started with Visual Studio Data Types and Data Classes Using Data Entities User Interface Eventing and Delegates Aggregate Data Entities Preparing to Deploy Packages Deplaying Packages 12:00 PM LUNCH LUNCH LUNCH LUNCH LUNCH 1:00 PM 2:00 PM Getting Started with Visual Studio Visual Studio Team Services (VSTS) User Interface Data Entities Testing Support Deploying Packages Advanced Topics 3:00 PM Debugging X++Code Changes and Extensions Deploying Packages Integrations 4:00 PM Using Data Entities Course Overview 5:00 PM SESSION END SESSION END SESSION END SESSION END SESSION END Proprietary and Confidential Page 15 of 16

16 This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This document does not constitute audit, tax, consulting, business, financial, investment, legal or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein. RSM US LLP, its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person. Internal Revenue Service rules require us to inform you that this communication may be deemed a solicitation to provide tax services. This communication is being sent to individuals who have subscribed to receive it or who we believe would have an interest in the topics discussed. RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International. RSM and the RSM logo are registered trademarks of RSM International Association. The power of being understood is a registered trademark of RSM US LLP RSM US LLP. All Rights Reserved.