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Microsoft

Configure apps in finance and operations

Microsoft via Microsoft Learn

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Overview

  • Module 1: Introduce configuration and personalization to Dynamics 365 Finance and Operations apps

    • After this module, you'll be able to:

    • Log into your environment
    • List several ways the environment can be customized without coding
    • Demonstrate how to favorite menu items for quick navigation
  • Module 2: Configure your user interface in Dynamics 365 Finance and Operations apps

    • At the end of this module, learners will be able to:

    • Add a menu item to favorites
    • Explain how different roles see different dashboards
    • Add a KPI to a dashboard workspace
    • Modify the fields in a form
    • Modify the fields in a report
  • Module 3: Configure your data in Dynamics 365 Finance and Operations apps

    • At the end of this module, learners will be able to:

    • Modify an entity
    • Add security to a user
    • Download data to Excel, update, and upload

Syllabus

  • Module 1: Get started with configuration and personalization in Finance and Operations apps
    • Introduction
    • Set up your environment
    • Explore personalization functionality
    • Knowledge check
    • Exercise - Customize your status bar
    • Summary
  • Module 2: Configure your user interface in Finance and Operations apps
    • Introduction
    • Manage menus: Favorites
    • Manage menus: Dashboards by role
    • Manage menus: Key performance indicators
    • Manage forms: Fields
    • Manage forms: Filters and ranges
    • Configure reports
    • Knowledge check
    • Exercise – Create favorites
    • Exercise – View role-based dashboards
    • Exercise – Change form fields and queries
    • Exercise – Change report output
    • Summary
  • Module 3: Configure your data in Finance and Operations apps
    • Introduction
    • Create entities
    • Manage security
    • Integrate with Microsoft Office
    • Knowledge check
    • Exercise – Add a field to a data entity
    • Exercise – Use Excel to view and update data
    • Summary

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