Configure apps in finance and operations 

Introduction

Set up your environment

Explore personalization functionality

Knowledge check

Exercise - Customize your status bar

Summary

Introduction

Manage menus: Favorites

Manage menus: Dashboards by role

Manage menus: Key performance indicators

Manage forms: Fields

Manage forms: Filters and ranges

Configure reports

Knowledge check

Exercise - Create favorites

Exercise - View role-based dashboards

Exercise - Change form fields and queries

Exercise - Change report output

Summary

Introduction

Create entities

Manage security

Integrate with Microsoft Office

Knowledge check

Exercise - Add a field to a data entity

Exercise - Use Excel to view and update data

Summary