Study guide for Exam MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer
Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.
| Useful links | Description |
|---|---|
| Review the skills measured as of December 27, 2023 | This list represents the skills measured AFTER the date provided. Study this list if you plan to take the exam AFTER that date. |
| Review the skills measured prior to December 27, 2023 | Study this list of skills if you take your exam PRIOR to the date provided. |
| Change log | You can go directly to the change log if you want to see the changes that will be made on the date provided. |
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Updates to the exam
Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.
We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. While Microsoft makes every effort to update localized versions as noted, there may be times when the localized versions of an exam are not updated on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn't available in your preferred language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured as of December 27, 2023
Audience profile
As a candidate for this exam, you’re a developer who works with finance and operations apps in Microsoft Dynamics 365 to implement and extend applications that meet the requirements of a business. You provide fully realized solutions by using:
Standardized application coding patterns
Extensible features
External integrations
As a candidate for this exam, you do the following:
Develop business logic by using X++.
Create and modify finance and operations app reports and workspaces.
Customize the UI.
Provide endpoints and APIs to support Microsoft Power Platform apps and external systems.
Perform testing.
Monitor performance.
Analyze and manipulate data.
You also create technical designs and implementation details, and implement permission policies and security requirements.
You should have a deep knowledge and experience using the underlying framework, data structures, and objects associated with the finance and operations solutions.
You should have experience with products and services that include Microsoft Visual Studio, Azure, Power Apps, Power Automate, Azure DevOps, Lifecycle Services tools, Postman, GitHub, Microsoft 365, reporting tools [for example, SQL Server Reporting Services (SSRS), Power BI], and SQL Server Management Studio.
Skills at a glance
Plan the architecture and solution design (5–10%)
Apply developer tools (5–10%)
Design and develop AOT elements (15–20%)
Develop and test code (20–25%)
Implement reporting (10–15%)
Integrate and manage data solutions (15–20%)
Implement security and optimize performance (5–10%)
Plan the architecture and solution design (5–10%)
Identify the major components of finance and operations apps
Identify finance and operations app modules required for a solution based on business requirements
Identify architectural differences between the cloud and on-premises versions of finance and operations apps
Identify components of the application stack
Differentiate the purposes and interrelationships between packages, projects, models, and elements
Design and implement a UI
Describe the finance and operations UI layouts and components
Design workspaces
Design and personalize UI elements including forms and saved views
Define navigation elements including menus and menu items
Configure filtering and sorting options
Implement application lifecycle management (ALM) and Microsoft Dynamics 365 Lifecycle Services
Describe the capabilities of the Environment Monitoring Tool within Lifecycle Services
Select the purpose and appropriate uses of Lifecycle Services tools and components
Research and resolve issues by using Issue Search
Identify activities that require asset libraries
Prepare deployment packages and deploy packages between environments
Apply developer tools (5–10%)
Customize finance and operations apps by using Visual Studio
Create extension models
Design and build projects
Manage metadata using Application Explorer
Synchronize data dictionary changes with the application database
Create elements by using element designers
Perform debugging activities
Manage source code and artifacts by using Microsoft Azure DevOps version control
Create, check out, and check in code and artifacts
Branch and merge code
Compare code and resolve version conflicts
Design and develop AOT elements (15–20%)
Create and extend UI elements
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, groups, and other controls to a form
Create and extend menus and menu items
Test form functionality and data connections
Add a form extension to a project for selected standard forms
Create and use label files
Create and extend the data model
Create and extend tables
Add table fields and field properties to a table
Add field groups, relations, delete actions, methods, and indices
Create and extend views, queries, and maps
Create Extended Data Types (EDTs) and enumerations
Add an EDT to a project and populate EDT properties
Add an enumeration to a project
Add or update enumeration elements and enumeration element properties
Add an extension of EDTs 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
Add attributes to a class
Develop and test code (20–25%)
Develop X++ code
Identify and implement base types and operators
Implement common structured programming constructs of X++
Create, read, update, and delete (CRUD) data
Identify and implement global functions in X++
Implement table and form methods
Develop object-oriented code
Implement X++ variable scoping
Implement inheritance and abstraction concept
Implement query objects and the QueryBuilder class
Implement attribute classes
Implement Chain of Command (CoC) and wrapper classes
Implement event handler classes and delegates
Implement finance and operations app framework functionality
Implement the SysOperation framework
Implement the workflow framework
Implement the batch framework
Implement the SysExtensionSerializer
Perform testing
Implement the Regression suite automation tool (RSAT)
Perform unit/component testing using SysTest framework and Task recorder
Perform testing using Acceptance Test Library (ATL) tool
Implement reporting (10–15%)
Describe the capabilities and limitations of reporting tools in finance and operations apps
Create and modify report data sources and supporting classes
Implement reporting security requirements
Describe the report publishing process
Describe the differences between using Entity store and Bring your own database (BYOD) or Azure Data Lake as reporting data stores
Design, create, and revise Dynamics 365 reports
Create and modify reports in finance and operations apps that use SSRS
Create and modify finance and operations apps reports by using Power BI
Create and modify finance and operations apps reports by using Microsoft Excel
Implement Business document management
Design, create, and revise Dynamics 365 workspaces
Design and implement key performance indicators (KPIs)
Create drill-through workspace elements
Implement built-in charts, Power BI embedded visualizations, aggregate measurements, aggregate dimensions, and other reporting components
Integrate and manage data solutions (15–20%)
Identify data integration patterns and scenarios
Identify data integration patterns
Select an appropriate data integration API
Identify differences between synchronous and asynchronous patterns
Implement data integration concepts and solutions
Develop a data entity by using Visual Studio
Develop, import, and export composite and aggregate data entities.
Consume external web services by using RESTful APIs and Simple Object Access Protocol (SOAP)
Implement electronic reporting
Implement custom services and Batch OData API
Implement data management
Import and export data using entities between finance and operations apps and other systems
Monitor the status and availability of entities
Enable change tracking for entities
Set up a data project and recurring data jobs
Design entity sequencing
Generate field mapping between source and target data structures
Develop data transformations
Integrate with Microsoft Power Platform, Microsoft 365, and Azure
Integrate Power Automate and Power Apps with finance and operations apps
Integrate Microsoft Dataverse with finance and operations apps by using dual-write
Integrate Microsoft Dataverse with finance and operations apps by using virtual entities
Integrate finance and operations apps with Microsoft Excel by using OData
Implement business events
Implement security and optimize performance (5–10%)
Implement security policies and requirements
Create or modify duties, privileges, permissions, and roles
Enforce permissions policies
Implement Extensible Data Security (XDS) policies
Enforce Microsoft Entra ID authentication
Apply fundamental performance optimization techniques
Identify and apply caching mechanisms for forms and tables
Implement the global cache and singleton
Create or modify temporary tables for optimization purposes
Determine when to use set-based queries and row-based queries
Modify queries to optimize performance
Modify variable scope to optimize performance
Analyze and optimize concurrency
Optimize performance
Capture traces by using TraceParser and analyze traces
Diagnose and optimize client performance by using browser-based tools
Diagnose and optimize client performance by using Performance Timer
Optimize performance for data entities, data source queries, batch processes, and reports
Implement Async and Sandbox framework
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.
| Study resources | Links to learning and documentation |
|---|---|
| Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
| Find documentation | Dynamics 365 documentation and learning modules Finance home page |
| Ask a question | Microsoft Q&A | Microsoft Docs |
| Get community support | Microsoft Dynamics Community |
| Follow Microsoft Learn | Microsoft Learn - Microsoft Tech Community |
| Find a video | Exam Readiness Zone |
Change log
Key to understanding the table: The topic groups (also known as functional groups) are in bold typeface followed by the objectives within each group. The table is a comparison between the two versions of the exam skills measured and the third column describes the extent of the changes.
| Skill area prior to December 27, 2023 | Skill area as of December 27, 2023 | Change |
|---|---|---|
| Audience Profile | No change | |
| Plan the architecture and solution design | Plan the architecture and solution design | No % change |
| Identify the major components of Dynamics 365 finance and operations apps | Identify the major components of finance and operations apps | Minor |
| Design and implement a UI | Design and implement a UI | No change |
| Implement application lifecycle management (ALM) and Microsoft Dynamics 365 Lifecycle Services | Implement application lifecycle management (ALM) and Microsoft Dynamics 365 Lifecycle Services | No change |
| Apply developer tools | Apply developer tools | No % change |
| Customize finance and operations apps by using Visual Studio | Customize finance and operations apps by using Visual Studio | No change |
| Manage source code and artifacts by using Microsoft Azure DevOps version control | Manage source code and artifacts by using Microsoft Azure DevOps version control | No change |
| Design and develop AOT elements | Design and develop AOT elements | No % change |
| Create and extend UI elements | Create and extend UI elements | Minor |
| Create and extend the data model | Create and extend the data model | No change |
| Create Extended Data Types (EDT) and enumerations | Create Extended Data Types (EDTs) and enumerations | Minor |
| Create classes and extend AOT elements | Create classes and extend AOT elements | No change |
| Develop and test code | Develop and test code | No % change |
| Develop X++ code | Develop X++ code | No change |
| Develop object-oriented code | Develop object-oriented code | Minor |
| Implement finance and operations app framework functionality | Implement finance and operations app framework functionality | No change |
| Perform testing | Perform testing | No change |
| Implement reporting | Implement reporting | No % change |
| Describe the capabilities and limitations of reporting tools in finance and operations apps | Describe the capabilities and limitations of reporting tools in finance and operations apps | No change |
| Design, create, and revise Dynamics 365 reports | Design, create, and revise Dynamics 365 reports | No change |
| Design, create, and revise Dynamics 365 workspaces | Design, create, and revise Dynamics 365 workspaces | No change |
| Integrate and manage data solutions | Integrate and manage data solutions | No % change |
| Identify data integration patterns and scenarios | Identify data integration patterns and scenarios | Minor |
| Implement data integration concepts and solutions | Implement data integration concepts and solutions | No change |
| Implement data management | Implement data management | No change |
| Integrate with Microsoft Power Platform, Microsoft 365, and Azure | Integrate with Microsoft Power Platform, Microsoft 365, and Azure | No change |
| Implement security and optimize performance | Implement security and optimize performance | No % change |
| Implement security policies and requirements | Implement security policies and requirements | No change |
| Apply fundamental performance optimization techniques | Apply fundamental performance optimization techniques | No change |
| Optimize performance | Optimize performance | No change |
Skills measured prior to December 27, 2023
Audience profile
As a candidate for this exam, you’re a developer who works with finance and operations apps in Microsoft Dynamics 365 to implement and extend applications that meet the requirements of a business. You provide fully realized solutions by using:
Standardized application coding patterns
Extensible features
External integrations
As a candidate for this exam, you do the following:
Develop business logic by using X++.
Create and modify finance and operations app reports and workspaces.
Customize the UI.
Provide endpoints and APIs to support Microsoft Power Platform apps and external systems.
Perform testing.
Monitor performance.
Analyze and manipulate data.
You also create technical designs and implementation details, and implement permission policies and security requirements.
You should have a deep knowledge and experience using the underlying framework, data structures, and objects associated with the finance and operations solutions.
You should have experience with products and services that include Microsoft Visual Studio, Azure, Power Apps, Power Automate, Azure DevOps, Lifecycle Services tools, Postman, GitHub, Microsoft 365, reporting tools [for example, SQL Server Reporting Services (SSRS), Power BI], and SQL Server Management Studio.
Skills at a glance
Plan the architecture and solution design (5–10%)
Apply developer tools (5–10%)
Design and develop AOT elements (15–20%)
Develop and test code (20–25%)
Implement reporting (10–15%)
Integrate and manage data solutions (15–20%)
Implement security and optimize performance (5–10%)
Plan the architecture and solution design (5–10%)
Identify the major components of Dynamics 365 finance and operations apps
Identify finance and operations app modules required for a solution based on business requirements
Identify architectural differences between the cloud and on-premises versions of finance and operations apps
Identify components of the application stack
Differentiate the purposes and interrelationships between packages, projects, models, and elements
Design and implement a UI
Describe the finance and operations UI layouts and components
Design workspaces
Design and personalize UI elements including forms and saved views
Define navigation elements including menus and menu items
Configure filtering and sorting options
Implement application lifecycle management (ALM) and Microsoft Dynamics 365 Lifecycle Services
Describe the capabilities of the Environment Monitoring Tool within Lifecycle Services
Select the purpose and appropriate uses of Lifecycle Services tools and components
Research and resolve issues by using Issue Search
Identify activities that require asset libraries
Prepare deployment packages and deploy packages between environments
Apply developer tools (5–10%)
Customize finance and operations apps by using Visual Studio
Create extension models
Design and build projects
Manage metadata using Application Explorer
Synchronize data dictionary changes with the application database
Create elements by using element designers
Perform debugging activities
Manage source code and artifacts by using Microsoft Azure DevOps version control
Create, check out, and check in code and artifacts
Branch and merge code
Compare code and resolve version conflicts
Design and develop AOT elements (15–20%)
Create and extend UI elements
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, groups, and other controls to a form
Create and extend menu and menu items
Test form functionality and data connections
Add a form extension to a project for selected standard forms
Create and use label files
Create and extend the data model
Create and extend tables
Add table fields and field properties to a table
Add field groups, relations, delete actions, methods, and indices
Create and extend views, queries, and maps
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 and 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
Add attributes to a class
Develop and test code (20–25%)
Develop X++ code
Identify and implement base types and operators
Implement common structured programming constructs of X++
Create, read, update, and delete (CRUD) data
Identify and implement global functions in X++
Implement table and form methods
Develop object-oriented code
Implement X++ variable scoping
Implement inheritance and abstraction concept
Implement query objects and the QueryBuilder class
Implement attribute classes
Implement chain of command and wrapper classes
Implement event handler class and delegates
Implement finance and operations app framework functionality
Implement the SysOperation framework
Implement the workflow framework
Implement the batch framework
Implement the SysExtensionSerializer
Perform testing
Implement the Regression suite automation tool (RSAT)
Perform unit/component testing using SysTest framework and Task recorder
Perform testing using Acceptance Test Library (ATL) tool
Implement reporting (10–15%)
Describe the capabilities and limitations of reporting tools in finance and operations apps
Create and modify report data sources and supporting classes
Implement reporting security requirements
Describe the report publishing process
Describe the differences between using Entity store and Bring your own database (BYOD) or Azure Data Lake as reporting data stores
Design, create, and revise Dynamics 365 reports
Create and modify reports in finance and operations apps that use SSRS
Create and modify finance and operations apps reports by using Power BI
Create and modify finance and operations apps reports by using Microsoft Excel
Implement Business document management
Design, create, and revise Dynamics 365 workspaces
Design and implement key performance indicators (KPIs)
Create drill-through workspace elements
Implement built-in charts, Power BI embedded visualizations, aggregate measurements, aggregate dimensions, and other reporting components
Integrate and manage data solutions (15–20%)
Identify data integration patterns and scenarios
Identify data integration patterns
Select an appropriate data integration API
Identify differences between synchronous versus asynchronous patterns
Implement data integration concepts and solutions
Develop a data entity by using Visual Studio
Develop, import, and export composite and aggregate data entities
Consume external web services by using RESTful APIs and Simple Object Access Protocol (SOAP)
Implement electronic reporting
Implement custom services and Batch OData API
Implement data management
Import and export data using entities between finance and operations apps and other systems
Monitor the status and availability of entities
Enable change tracking for entities
Set up a data project and recurring data jobs
Design entity sequencing
Generate field mapping between source and target data structures
Develop data transformations
Integrate with Microsoft Power Platform, Microsoft 365, and Azure
Integrate Power Automate and Power Apps with finance and operations apps
Integrate Microsoft Dataverse with finance and operations apps by using dual-write
Integrate Microsoft Dataverse with finance and operations apps by using virtual entities
Integrate finance and operations apps with Microsoft Excel by using OData
Implement business events
Implement security and optimize performance (5–10%)
Implement security policies and requirements
Create or modify duties, privileges, permissions, and roles
Enforce permissions policies
Implement Extensible Data Security (XDS) policies
Enforce Microsoft Entra ID authentication
Apply fundamental performance optimization techniques
Identify and apply caching mechanisms for forms and tables
Implement the global cache and singleton
Create or modify temporary tables for optimization purposes
Determine when to use set-based queries and row-based queries
Modify queries to optimize performance
Modify variable scope to optimize performance
Analyze and optimize concurrency
Optimize performance
Capture traces by using TraceParser and analyze traces
Diagnose and optimize client performance by using browser-based tools
Diagnose and optimize client performance by using Performance Timer
Optimize performance for data entities, data source queries, batch processes, and reports
Implement Async and Sandbox framework