Dynamics 365 Finance & Operations - Navigation & Security

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.