Configure your organization in finance and operations apps 

Introduction

How the global address book works

Plan for the global address book and other address books

Lab - Configure address books

Lab - Add a new record and check for duplicates

Check your knowledge

Summary

Introduction

Create a legal entity

Create a number sequence

Understand organizational hierarchies and operating units

Plan your organizational hierarchy

Decide whether to model internal organizations as legal entities or operating units

Decide whether to model internal organizations as legal entities or operating units (cont.)

Best practices for modeling organizations and hierarchies

Apply purposes and policies

Distributed order management (DOM) policy

Configure calendars and date intervals

Lab - Configure a new legal entity

Lab - Create an operating unit

Lab - Create an organization hierarchy

Lab - Set up a number sequence

Check your knowledge

Summary

Introduction

Understand the security architecture

Encryption in finance and operations apps

Manage users and security

Set up and apply segregation of duties

Run security reports

Stay compliant with user licensing requirements

Security diagnostics for task recordings

Extensible data security policies

Exercise - Import a user and assign security role

Lab - Work with security

Check your knowledge

Summary

Overview of batch processing

Batch processing and batch servers

Batch processing of reports and setup of alerts

Copy a batch job

Batch job manager role

Unlock a journal

Lab - Work with batch jobs and set up alerts

Check your knowledge

Summary

Introduction

Workflow types for business processes

Create and set up workflows

Assign users to workflow elements

Use the daily journal workflow

Lab - Create a purchase requisition workflow

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Summary

Introduction

Demonstration

Overview of the Dynamics 365 Unified Operations mobile app

Page design guidelines

Action design guidelines

Form design requirements

Design considerations

Understand use cases for mobile apps

Get the Dynamics 365 Unified Operations mobile app

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Summary

Introduction

Understand the differences between customization and personalization

Apply user options

Implicit personalization

Explicit personalization

Demonstration - work with personalization

Administer personalization

Saved views

The personalization toolbar

Personalize a workspace

Personalize a dashboard

Personalize inventory dimensions

Create and maintain record templates

Lab - Personalize user options

Lab - Create and use a record template

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Summary

Introduction

Microsoft Office integration

Excel workbook designer

Document management

Configure email (SMTP/Exchange)

Create an email template

Power BI in finance and operations

Set up network printing

Integrate data from multiple sources into Microsoft Dataverse for Apps

Lab - Work with Microsoft Office integration

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Summary

Introduction

Feature management workspace

Feature states

Enable a feature

Reschedule a feature

Disable a feature

Features that must be enabled

Enable all features

Check for updates

Assign roles

Features that use configuration keys

Data entities

Check your knowledge

Summary