Customising Your Dynamics 365 for Financials Experience

Financials is designed to help you run your business, regardless which line of business you are in. At the core of Financials, you find financial reporting and sales and purchasing processes. You add experiences to that according to your business needs by adding extensions from AppSource. You can also turn up and down the volume on the user experience and choose what's right for your company. For more information, see Customizing Financials Using Extensions.

Choosing a user experience

The user experience determines how much of the core functionality is available when you and your colleagues use Financials. You can choose the user experience for your company in the Company Information window, in the Experience field.

Note

This setting applies to all users in your company.

Experience

The following table lists the experiences that are currently available.

Experience Impact on User Interface
Basic Shows only core actions and fields within the most common business functionality, such as sales, purchasing, inventory, and finance.
Suite Shows all actions and fields for all available business functionality.

See also

Changing Basic Settings
Customizing Financials Using Extensions
Working with Financials

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