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Configure apps in Finance and Operations

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Free Online Course: Configure apps in Finance and Operations provided by Microsoft Learn is a comprehensive online course, which lasts for Less than 1 hour of material. The course is taught in English and is free of charge.

Microsoft via Microsoft Learn
Less than 1 hour of material
Self Paced
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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