Configure your user interface in Finance and Operations apps
link

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.