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MB-500 Microsoft Dynamics 365: Finance and Operations Apps Developer Exam Skills measured as of December 27, 2023

January 29, 2024 by admin

The MB-500 exam, focused on Microsoft Dynamics 365: Finance and Operations Apps Developer certification, demands thorough preparation. Aspiring candidates should explore study materials, practice questions, and the official syllabus to enhance their skills. Microsoft Learn offers valuable resources for effective exam preparation. Good luck in your journey towards becoming a certified Dynamics 365 FO Apps Developer!

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.

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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

Sample Question and Answers

QUESTION 1
HOTSPOT
You need to configure security for the CashDisc form.
What changes should you make? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:

QUESTION 2
You have an enumeration named truckStatus that has the following statuses:
Empty
Loaded
Completed
You have the following code:
You need to add the following statuses to the enumeration: Quarantine, InTransit
What should you do?

A. Add a new case statement in the model of the existing code,
B. Add a post handler to the method that checks the enumeration and logic for your new enumeration values using the enumeration value.
C. Add a post handler to the method that checks the enumeration and logic for your new enumeration values using the integer value of the enumeration.
D. Add a post handler to the method that checks the enumeration and logic for your new enumeration values using a range comparison for your new values.

Answer: B

QUESTION 3
You need to update the CashDisc report to meet the requirements.
What should you do?

A. Customize the existing CashDisc report in the overlayering model and add the new field to the design.
B. Extend the existing CashDisc report in the extension model and add the new field to the design.
C. Duplicate the existing CashDisc report in the extension model and add the new field to the design.
D. Delete the existing CashDisc report in the extension model and create a new report.

Answer: B

QUESTION 4
You need to configure models for the project.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. Overlay the existing FinanceExt model and populate the solution definition.
B. Modify the DefaultModelForNewProject setting in the DefaultConfig.xml file and name the model FinanceExt.
C. Create a new model that extends the existing FinanceExt model.
D. Extend the existing FinanceExt model and populate the project model definition.

Answer: A, D

QUESTION 5
HOTSPOT
You need to modify the CashDisc form to meet the requirements.
Which objects should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Scenario: CashDisc form
You must extend the CashDisc form to add a new field named MinimumInvoiceAmount to the form.
You must add a new Extended Data Type to the extension model for the new field. The new field
must be added above the discount method field. The field must display 10 characters.
Box 1: extension
To add a new field to an existing table, you must first create a table extension.
Box 2: field
Box 3: field group
Box 4: data source
Often, the information that is stored in existing tables doesn’t satisfy customer requirements.
Therefore, additional tables must be created, and data from those tables must be shown on pages.
You can add new data sources to existing forms through extension. Follow these steps.
In the extension model, create a form extension for the selected form.
Right-click the form extension, and then select New Data Source.

QUESTION 6
You need to configure filtering for the Vendor Past Due Invoices form.
Which two filtering types can you use? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

A. QuickFilter
B. Advanced Filter
C. Grid Column Filtering
D. Filter pane

Answer: A, C

QUESTION 7
You need to modify the environment to meet User1s requirements.
What should you do?

A. Create an extension of CashDisc in a new project and add the field to the extended table,
B. Create a new table named CashDiscExtension in the project.
C. Use Open Designer to add the field to the table.
D. Create an overlayer of CashDisc in a new project and add the field.

Answer: A

Explanation:
Scenario: A sales manager suspects a data-related issue in the vendor exclusion list. User1 must
identify the user who created the referenced exclusion records.

QUESTION 8
DRAG DROP
You need to create the outstanding invoice report for the CFO.
Which attributes should you use? To answer, drag the appropriate attributes to the requirements.
Each attribute answer may be used once, more than once, or not at all. You may need to drag the
split between panes or scroll to view content.
NOTE: Each correct selection is worth one point.

Answer:

Explanation:
Scenario: The Chief Financial Officer (CFO) requires the following reports:
A report that shows all outstanding invoices, their cash discount types including the new minimum
threshold applicable, and the amount of the discount. The report must only be accessed by users
who are members of the Accounts Payable Manager role.
Box 1: DataContractAttribute
DataContractAttribute “ This attribute is applied to an X++ class and specifies that the class can be
used as a data contract (that it should be serialized).
Box 2: DataMemberAttribute
DataMemberAttribute “ This attribute is applied to a parm (parameter) method on an X++ data
contract class and specifies that the data member should be serialized.
Box 3: SRSReportParameterAttribute
You set the SRSReportParameterAttribute attribute to the data contract you created for the RDP class.

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