Personalize finance and operations apps
Note
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.
By personalizing the user interface in finance and operations apps, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.
Learning objectives
In this module, you will learn how to:
- Describe and apply user options
- Differentiate between customization and personalization
- Create, export, and import personalization
- Create and maintain record templates
- Use Saved views
Prerequisites
- General knowledge of Microsoft Windows
- The ability to use finance and operations apps for basic processing