• determine when to use workspaces
• identify use cases for Power Platform apps including Power Apps, Power BI and Microsoft Flow
• identify and differentiate between the global address book and other address books
• demonstrate Work Items functionality
• demonstrate Microsoft Dynamics 365 Finance navigation techniques
• identify Inquiry and Report types available in a default installation

• identify opportunities to re-use existing assets
• analyze Business Process Modeler results and identify gaps in functionality
• including creating an Acceptance Testing BPM library and analyzing the results
• use the LCS tools including Issue Search and analyze results

• identify and distinguish between the various standard security roles in Finance and Operations
• distinguish between duties, privileges, and permissions
• assign users to security roles based on given scenarios

• identify opportunities for automation and controls based on customer workflows
• configure workflow properties and elements
• troubleshoot workflows

• set up and configure legal entities
• configure base number sequences
• import or create all necessary startup data including Zip/Postal Code data, customers, vendors, and products
• configure the calendars and date intervals
• configure units of measure and conversions
• configure posting profiles and definitions
• create organization hierarchies
• apply purposes and policies
• describe and apply user options

• configure Microsoft Office integration with Microsoft Dynamics 365 Finance
• configure email (SMTP/Exchange)
• create and maintain email and record templates
• integrate Power BI with Entity store
• create, export, and import personalizations
• set up network printing

• define use case scenarios
• participate in phase-based planning processes and the solution design
• design and create workflows
• set up batch Jobs and alerts
• use business process workspaces

• identify common migration scenarios and tools in Microsoft Dynamics 365 Finance
• determine migration scope
• identify relevant data entities and elements based on given scenarios
• establish migration strategy processes including migration scope

• identify and extract source data
• generate field mapping between source and target data structures
• support the transition between the existing and migrated systems
• perform a test migration and validate output from the process

• perform user acceptance testing (UAT)
• prepare and validate to Go live
• build test scripts to test business functionality
• automate test case automation by using the Regression Suite Automation Tool (RSAT)
• demonstrate the correlation between test scripts and business requirements
• monitor validation test progress and make ad hoc changes during validation testing to correct identified issues

• perform a solution gap analysis
• use LCS tools to identify, report, and resolve issues
• manage Microsoft Dynamics 365 One Version

Identify the major components of Dynamics 365 Finance and Operation

• Select application components and architecture based on business components
• Identify architectural differences between the cloud and on-premises versions of Dynamics FO
• Prepare and deploy the deployment package
• Identify components of the application stack and map them to the standard models
• Differentiate the purpose and interrelationships between packages, projects, models, and elements

Design and implement a user interface

• Describe the Dynamics 365 FO user interface layout and components
• Design the workspace and define navigation
• Select page options
• Identify filtering options

Implement Application Lifecycle Management (ALM)

• Create overlayered and extension models
• Configure the DevOps source control process
• Describe the capabilities of the Environment Monitoring Tool within Lifecycle Services (LCS)
• Select the purpose and appropriate uses of LCS tools and components
• Research and resolve issues using Issue Search
• Identify activities that require asset libraries

Customize Dynamics 365 FO by using Visual Studio

• Design and build projects
• Manage metadata using Application Explorer
• Synchronize data dictionary changes with the application database
• Create elements by using the Element Designer

Manage source code and artifacts by using version control

• Create, checkout, and check-in code and artifacts
• Compare code and resolve version conflicts

Implement D365 FO framework functionality

• Implement the SysOperation framework
• Implement asynchronous framework
• Implement a workflow framework
• Implement the unit test framework
• Identify the need for and implement the Sandbox framework

Create forms

• 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 and groups
• Create and populate menu items
• Test form functionality and data connections
• Add a form extension to a project for selected standard forms

Create and extend tables

• Add tables and table fields to a project
• Populate table and field properties
• Add a table extension to a project for a table
• Add fields, field groups, relations, and indices

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
• Add or update 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

Develop X++ code

• Identify and implement base types and operators
• Implement common structured programming constructs of X++
• Create, read, update, and delete (CRUD) data using embedded SQL code
• Identify and implement global functions in X++
• Ensure correct usage of Display Fields
• Implement table and form methods

Develop object-oriented code

• Implement X++ variable scoping
• Implement inheritance and abstraction concept
• Implement query objects and QueryBuilder
• Implement attribute classes
• Implement a chain of command

Describe the capabilities and limitations of reporting tools in Dynamics 365 FO

• Create and modify report data sources and supporting classes
• Implement reporting security requirements
• Describe the report publishing process

Design, create and revise Dynamics Reports

• Create and modify reports in Dynamics 365 FO that use SQL Server Reporting Services (SSRS)
• Create and modify reports in Dynamics 365 FO by using Power BI
• Create and modify reports in Dynamics 365 FO by using Microsoft Excel

Design, create and revise Dynamics workspace

• Design KPIs
• Create drill-through workspace elements
• Implement built-in charts, KPIs, aggregate measurement, aggregate dimension, and other reporting components

Identify data integration scenarios

• Select appropriate data integration capabilities
• Identify differences between synchronous asynchronous scenarios

Implement data integration concepts and solutions

• Develop a data entity in Visual Studio
• Develop, import, and export composite data entities
• Identify and manage unmapped fields in data entities
• Consume external web services by using OData and RESTful APIs
• Integrate Dynamics 365 FO with Excel using OData
• Develop and integrate Microsoft Flow and Power Apps

Implement data management

• Import and export data using entities between D365 FO and other systems
• Monitor the status and availability of entities
• Enable Entity Change Tracking
• Set up a data project and recurring data job
• Design entity sequencing
• Generate field mapping between source and target data structures
• Develop data transformations

Implement role-based security policies and requirements

• Create or modify duties, privileges, and permissions
• Enforce permissions policy
• Implement record-level security by using Extensible Data Security (XDS)

Apply fundamental performance optimization techniques

• Identify and apply caching mechanisms
• Create or modify temp tables for optimization
• Determine when to use set-based queries and row-based queries
• Modify queries for optimization
• Modify variable scope to optimize performance
• Analyze and optimize concurrency

Optimize user interface performance

• Diagnose and optimize client performance by using browser-based tools
• Diagnose and optimize client performance by using Performance Timer