MEAPSA

Configure your user interface in Finance and Operations apps

In this module, learners were introduced to the idea of personalizing the Dynamics 365 Finance and Operations user interface to fit their business needs. They learned how to change menus, forms, and reports.

Administrator

Business Analyst

Business User

Developer

Functional Consultant

Solution Architect

Dynamics 365

Finance

Human Resources

Supply Chain Management

Module Objectives

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

Units

Introduction min
Manage menus: Favorites min
Manage menus: Dashboards by role min
Manage menus: Key performance indicators min
Manage forms: Fields min
Manage forms: Filters and ranges min
Configure reports min
Knowledge check min
Exercise – Create favorites min
Exercise – View role-based dashboards min
Exercise – Change form fields and queries min
Exercise – Change report output min
Summary min

Prerequisites

MB-920: Microsoft Dynamics 365 Fundamentals (ERP) is recommended
Learning Path Configure apps in Finance and Operations - Module 01 - Get started with configuration and personalization in Finance and Operations apps