Advanced Development in Microsoft Dynamics 365 Finance and Operations — Lesson 4: Data Security, Performance and ALM

Learning Objectives

• Apply roles, duties, privileges, policies, record-level controls, auditing, and secure coding
• Use profiling, diagnostics, optimization, source control, builds, deployment, testing, support, and upgrade governance
• Validate data security, performance and alm decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Apply roles: Apply roles, duties, privileges, policies, record-level controls, auditing, and secure coding
• Use profiling: Use profiling, diagnostics, optimization, source control, builds, deployment, testing, support, and upgrade governance
• Validate data security: Validate data security, performance and alm decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant design, configuration, development, analysis, administration, or support workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Complete an advanced development production-readiness review.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Data Security, Performance and ALM in a realistic scenario and validate the result with documented evidence.