Configure your data in Finance and Operations apps

Module
8 Units

Beginner

Administrator

Business Analyst

Business User

Developer

Functional Consultant

Solution Architect

Dynamics 365

Finance

Human Resources

Supply Chain Management

We learned that there are different options in updating data. Dynamics is made to integrate seamlessly with Office products.

Learning objectives

At the end of this module, learners will be able to:

Modify an entity
Add security to a user
Download data to Excel, update, and upload

Prerequisites

MB-920: Microsoft Dynamics 365 Fundamentals (ERP) is recommended
Configure apps in Finance and Operations - Module 01 - Get started with configuration and personalization in Finance and Operations apps
Configure apps in Finance and Operations - Module 02 - Configure your user interface in Finance and Operations apps

Introduction min
Create entities min
Manage security min
Integrate with Microsoft Office min
Knowledge check min
Exercise – Add a field to a data entity min
Exercise – Use Excel to view and update data min
Summary min