Personalize finance and operations apps

Functional Consultant
Business User
Dynamics 365
Supply Chain Management

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


  • General knowledge of Microsoft Windows
  • The ability to use finance and operations apps for basic processing