Development and administration for finance and operations apps

Note

Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.

Development and administration for finance and operations apps includes:

• Administrator experience and Lifecycle Services
• Developer experience
• Intelligence
• Mobile apps
• Data management and data entities
• Office integration

Developer experience

The developer experience is based on modern tooling that uses Visual Studio and .NET components.

• The development tools are decoupled from any running environment. You develop against local, XML-based files, not the online database.
• Microsoft Visual Studio is the development environment. Finance and operations customizes the Visual Studio environment to provide you with a smooth and familiar experience.
• The X++ compiler generates Common Intermediate Language (CIL) for all features. CIL is the same intermediate language used by other .NET-based (managed) languages, such as the C# programming language.
• You can leverage the browser-based client and design patterns for forms to provide an improved end-user experience.
• The Application Lifecycle Management (ALM) system supports build automation, test automation, and deployment of models to the cloud.

For more information, see Develop and customize home page.

Administrator experience and Lifecycle Services

Finance, Supply Chain Management, and Commerce are cloud-hosted. As an IT professional, use Microsoft Dynamics 365 Lifecycle Services to monitor and tune your environments, deploy features, and stay up to date with recent hotfixes. Within your deployment, you can configure security, and manage when processes run. You can also use Lifecycle Services when you're called on to support business intelligence and reporting, mobile apps, Office, and other integrations.

BI and reporting

Finance and operations provides five distinct reporting experiences. It offers specialized tools to meet the complex and diverse reporting needs of various functions throughout the organization.

• Operational views – Designed to address the specific needs of a given business persona.
• Business documents – Static documents used to capture and exchange processed business data.
• Analytical tools and visualizations – Personalized presentations of logical calculations that allow the user to explore their data.
• Electronic reporting – Tool used to configure formats for electronic documents.
• Financial reporting – Designed to provide in-depth accounting management tools based on standard views of financial activities across legal entities.

Mobile apps

The finance and operations mobile app empowers your organization to mobilize its business processes. After your IT admin enables the mobile workspaces feature for your organization, users can sign in to the app and immediately begin to run business processes from their mobile devices. The Dynamics 365 for finance and operations mobile app includes the following features that can help increase productivity:

• Users can view, edit, and act on business data, even if they have intermittent network connectivity or their mobile devices are offline. When a device reestablishes a network connection, offline data operations automatically synchronize with finance and operations.
• IT admins or developers can build and publish mobile workspaces that are tailored to their organization. The app uses your existing code assets, so you don't have to re-implement your validation procedures, business logic, or security configuration.
• IT admins or developers can easily design mobile workspaces by using the point-and-click workspace designer that's included with the finance and operations web client.
• IT admins or developers can optionally optimize the offline capabilities of workspaces by using the Business logic extensibility framework. Because data continues to be processed while a device is offline, your mobile scenarios remain rich and fluid, even if devices don't have constant network connectivity.

Data management and data entities

You can easily integrate data from finance and operations with Microsoft and non-Microsoft data sources by using Dataverse, Power Apps, and Power BI. For more information, see Data entities overview.

Office integration

The Microsoft Office integration capabilities provide users with a productive environment that helps them get the job done by using Office products. For more information, see Office integration overview.

eLearning courses

For online courses and training, see Dynamics 365 finance and operations.