Configure your user interface in Finance and Operations apps
Understand the idea of personalizing the Dynamics 365 Finance and Operations user interface to fit business needs.
Microsoft Learn
Updated Feb 18, 2025
What you'll learn
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
Course Description
In this module, learners were introduced to the idea of personalizing the Dynamics 365 Finance and Operations user interface to fit their business needs. They learned how to change menus, forms, and reports.