MEAPSA

Implement common integration features in finance and operations apps

Microsoft Excel is integrated with finance and operations apps. This allows you to pull the data right from finance and operations apps, manipulate the data in Excel, and save it back to finance and operations apps. You will also learn how to set up email processing parameters, and integrate with PowerBI.com and Microsoft Dataverse.

Administrator

Functional Consultant

Dynamics 365

Finance

Supply Chain Management

Module Objectives

In this module, you will learn how to:

Perform Microsoft Office integration in finance and operations apps
Configure email (SMTP/Exchange)
Create and maintain email templates
Set up network printing
Set up and enable Power BI
Integrate data from multiple sources into Microsoft Dataverse

Units

Introduction min
Microsoft Office integration min
Excel workbook designer min
Document management min
Configure email (SMTP/Exchange) min
Create an email template min
Power BI in finance and operations min
Print management min
Integrate data from multiple sources into Microsoft Dataverse for Apps min
Lab - Work with Microsoft Office integration min
Check your knowledge min
Summary min

Prerequisites

Have a basic understanding of finance and accounting processes
The ability to use finance and operations apps for basic processing
Have a general understanding of purchase order invoicing
Have a general understanding of sales order invoicing