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Introduction

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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

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