Configure your organization in Finance and Operations apps

Intermediate
Advanced
Business User
Functional Consultant
Administrator
Dynamics 365
Finance and Operations

As a functional consultant who works with Finance and Operations apps, you must understand how to set up an organization for your customer. This learning path shows you, amongst other tasks, how to set up legal entities, implement security settings, personalize the user interface for users, design, and build mobile apps, and implement common integrations.

Prerequisites

  • Good knowledge of Finance and Operations apps
  • The ability to use Finance and Operations apps for basic processing
  • General knowledge of basic mobile device features and navigation
  • Good understanding of customer requirements

Modules in this learning path

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

The global address book (GAB) is a centralized repository for master data that must be stored for all internal and external persons and organizations that a company interacts with. When an address changes, the update only needs to be made in one place. All the other associated records are updated automatically.

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

If you understand the security architecture of Finance and Operations apps, you can customize it to fit the requirements of your business. Finance and Operations apps, helps keep your sensitive data safe, and users focused on their roles.

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in Dynamics 365 for Finance and Operations as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

We live in a digital age, and it's difficult to imagine a day without smart devices. You use mobile applications almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use Dynamics 365 for Finance and Operations on your smart device.

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

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.

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Microsoft Excel is integrated with Dynamics 365 for Finance and Operations. This allows you to pull the data right from Finance and Operations, manipulate the data in Excel, and save it back to Finance and Operations. You can also send emails directly via Finance and Operations or by using Microsoft Outlook. You can print documents from anywhere from your browser to your company's network printer, so the printing experience could not be easier.