Dynamics 365 Finance & Operations - Navigation & Security

Learn the basics of navigating and configuring user security in Dynamics 365 Finance
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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.



Who this course is for:

  • Beginner Consultants, End users, Students who want to learn Microsoft Dynamics 365

Course content

3 sections12 lectures45m total length
  • Introduction
    01:58

Instructor

Microsoft Dynamics 365 Trainer
Fayzan M
  • 4.4 Instructor Rating
  • 101 Reviews
  • 1,358 Students
  • 3 Courses

I have been working as a Freelance Consultant for Microsoft Dynamics 365 for the last 10 years. Now over this period of time, I have been fortunate enough to interact with clients from various countries, industries & positions and helping them analyze their processes, requirements to tailor the best possible fit from Dynamics 365 to what they need.


So, this varied working experience has equipped me with not just theoretical knowledge of Dynamics 365, but also how the customer will use the various features of the product. As part of my classes, I will aim to provide all of this knowledge to you, to make your understanding of the product faster and easier too.