[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:

  • Navigation

    • Introduction

    • Navigation menus, options

      • 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.

    • Masters & Transactions

      • In this lesson, you will learn about the navigation menus to access masters & transactions in D365 Finance.

    • Inquiry & Reports

      • In this lesson, you will learn about Inquiry & Reports in D365 Finance and how they differ from each other.

    • Task recorder

      • 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.

    • Skills

      • In this lesson, you will recap all the skills learned in the earlier lessons.

  • User security

    • Security

      • This lesson provides an introduction to user security in Dynamics 365 finance.

    • New user creation

      • In this lesson, you will learn how to create a new user and assign security roles in Dynamics 365 Finance.

    • Security architecture

      • In this lesson, you will learn about the security architecture in Dynamics 365 Finance.

    • SOX compliance

      • In this lesson, you will learn about the segregation of duties in D365 Finance.

    • Reports

      • In this lesson, you will learn about reports available to help users get information about the security options in D365 Finance.

    • Skills

      • In this lesson, you will get a recap of the skills learned in this section of the course.

Author(s): Fayzan M
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