Create reports and integrate finance and operations apps

Business Owner
Business User
Functional Consultant
Dynamics 365
Finance and Operations

This module introduces you to the general capabilities of the finance and operations apps, including built-in reporting and integration with other Microsoft products such as Microsoft Excel, Microsoft Word, Power BI, and SharePoint.

Learning objectives

After completing this module, you will be able to:

  • Describe built-in reporting capabilities.
  • Describe options for analyzing data.
  • Describe options for manipulating data with Microsoft products.
  • Describe use cases for and integration capabilities with other Microsoft products.


You should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary.