Introduction

Completed

There are many things that you can do in finance and operations applications to make the user interface (UI) work for you. In this module, we’ll discuss several options.

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.

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