[Free] Dynamics 365 Finance &Amp; Operations - Navigation &Amp; Security
Learn the basics of navigating and configuring user security in Dynamics 365 Finance – Free Course
What you’ll learn
- Navigation and apply user security in Microsoft Dynamics 365 Finance
Requirements
- None
Description
This course is divided into 2 sections with 10 lessons:
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Navigation
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Introduction
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Navigation menus, options
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In this lesson, you will learn about navigation options in D365 Finance. I will talk about the various modules and about dashboards, workspaces & tiles. You will also learn how to personalize UI screens as a user and how to activate the different user options in your login screen.
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Masters & Transactions
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In this lesson, you will learn about the navigation menus to access masters & transactions in D365 Finance.
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Inquiry & Reports
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In this lesson, you will learn about Inquiry & Reports in D365 Finance and how they differ from each other.
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Task recorder
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In this lesson, you will learn about Task Recorder in D365 Finance and how it helps the user record their actions in completing a process in D365 Finance.
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Skills
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In this lesson, you will recap all the skills learned in the earlier lessons.
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User security
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Security
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This lesson provides an introduction to user security in Dynamics 365 finance.
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New user creation
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In this lesson, you will learn how to create a new user and assign security roles in Dynamics 365 Finance.
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Security architecture
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In this lesson, you will learn about the security architecture in Dynamics 365 Finance.
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SOX compliance
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In this lesson, you will learn about the segregation of duties in D365 Finance.
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Reports
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In this lesson, you will learn about reports available to help users get information about the security options in D365 Finance.
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Skills
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In this lesson, you will get a recap of the skills learned in this section of the course.
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