Get started with configuration and personalization in Finance and Operations apps

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

In this module, learners are introduced to the idea of personalizing finance and operations applications to fit their business needs.

Learning objectives

After this module, you'll be able to:

  • Log in to your environment
  • List several ways the environment can be customized without coding
  • Demonstrate how to favorite menu items for quick navigation


  • Some experience with the finance and operations apps
  • Some experience with navigation in Dynamics 365
  • Good working knowledge of Office applications
  • Good understanding of customer requirements
  • MB-920: Microsoft Dynamics 365 Fundamentals (ERP) is recommended