Configure your user interface in Finance and Operations apps

Business Analyst
Business User
Functional Consultant
Solution Architect
Dynamics 365
Human Resources
Supply Chain Management

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.

Learning objectives

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


  • 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