Introduction

Completed

As a technical seller, or the like, who works with Finance and Operations apps, you must understand how to set up an organization for your customer or prospect. This module shows you how to configure the applications to help conform to existing business processes.

Prerequisites:

  • Some experience with the Finance and Operations apps

  • Some experience with navigation in Dynamics 365

  • Good working knowledge of Office applications

  • Good understanding of customer requirements

  • MB-920: Microsoft Dynamics 365 Fundamentals (ERP) is recommended

After this module, you'll be able to:

  • Log in to your environment

  • List several ways the environment can be customized without coding

  • Demonstrate how to favorite menu items for quick navigation