MEAPSA

Personalize finance and operations apps

By personalizing the user interface in finance and operations apps, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.

Business User

Functional Consultant

Dynamics 365

Finance

Supply Chain Management

Module Objectives

In this module, you will learn how to:

Describe and apply user options
Differentiate between customization and personalization
Create, export, and import personalization
Create and maintain record templates
Use Saved views

Units

Introduction min
Understand the differences between customization and personalization min
Apply user options min
Implicit personalization min
Explicit personalization min
Administer personalization min
Saved views min
The personalization toolbar min
Personalize a workspace min
Personalize a dashboard min
Personalize inventory dimensions min
Create and maintain record templates min
Lab - Personalize user options min
Lab - Create and use a record template min
Check your knowledge min
Summary min

Prerequisites

General knowledge of Microsoft Windows
The ability to use finance and operations apps for basic processing