Implement common integration features in finance and operations apps

Functional Consultant
Dynamics 365
Supply Chain Management


You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Microsoft Excel is integrated with finance and operations apps. This allows you to pull the data right from finance and operations apps, manipulate the data in Excel, and save it back to finance and operations apps. You also learn how to set up email processing parameters, and integrate with and Microsoft Dataverse.

Learning objectives

In this module, you learn how to:

  • Perform Microsoft Office integration in finance and operations apps.
  • Configure email (SMTP/Exchange).
  • Create and maintain email templates.
  • Set up network printing.
  • Set up and enable Power BI.
  • Integrate data from multiple sources into Microsoft Dataverse.


  • Have a basic understanding of finance and accounting processes
  • The ability to use finance and operations apps for basic processing
  • Have a general understanding of purchase order invoicing
  • Have a general understanding of sales order invoicing