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.
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