Dynamics 365 Core Finance and Operations (2/2)

Explore personalization in Dynamics 365 Finance and Operations, distinguish customization from personalization, and cover implicit and explicit personalization for reads, pages, workspaces, dashboards, with PowerApps integration, import/export, and sharing.

Discover how to distinguish customization from personalization in Dynamics 365 core finance and operations, and apply built-in personalization to tailor the UI for specific roles, reducing cost and maintenance.

Explore how to customize your environment with user options, including visual preferences, language, accounts, and workflow, and set defaults for company, landing page, and edit mode in Dynamics 365 core.

Explore implicit personalization in Dynamics 365 core finance and operations, and see how grid size, quick filters, field selector defaults, fast tabs, fact boxes, and pane states persist.

Master full personalization access in Dynamics 365 Core Finance and Operations to tailor interfaces, add or hide fields, and use the personalization toolbar and Power Apps integration.

Learn to personalize Dynamics 365 workspaces and dashboards by adding the released products list to the vendor invoice entry workspace, and create a product management workspace with a tabular list.

Manage and share page personalizations in Dynamics 365 core finance and operations by exporting and importing personalized pages for users, and enable or disable them across dev, uat, and production.

Discover how to leverage Excel with Dynamics 365 core finance and operations, enabling data manipulation in Excel workbooks and using the Excel workbook designer to customize embedded workbooks.

Learn how Excel add-ins integrate with Dynamics 365 Finance and Operations to load and publish data; export static data or open in Excel to refresh and update records in F&O.

Design and export data to Excel using the Excel workbook designer in Dynamics 365 finance and operations, selecting entities and fields, enabling editing, and loading data via the data connector.

Explore life cycle services (LCS) for Dynamics 365 finance and operations, including project setup, asset libraries, business process modeler, task recorder, issue search, and product updates.

Learn life cycle services (LCS), a cloud-based repository and project workspace for finance and operations apps, enabling environment deployment, asset library access, and guided issue fixes in a controlled workflow.

Sign in to the lcs.dynamics.com environment and create an implementation project with analysis to operate phases. Invite users, manage subscriptions, and connect SharePoint, Visual Studio Team Services, and Azure connectors.

Discover how to deploy and configure Dynamics 365 Finance and Operations environments, including default production and sandbox setups (UAT, pre-prod) with high availability, via a guided deployment wizard.

Explore asset libraries in life cycle services to manage shared and project assets, deploy code updates, and move configurations across build, qa, uat, and production environments.

Explore how the business process modeler uses BPMN to standardize and visualize processes in finance and operations, guided by APK standardization, with project, corporate, and global libraries and task recorder.

Create a new business process, use task recorder to capture a sales order workflow, and save the guide to lifecycle services to demonstrate bpm integration.

Explore LCS issue search to find solutions or workarounds, filter by keywords or CVE, view release details, and manage support tickets and hotfix requests to apply fixes.

Learn how to obtain and manage Dynamics 365 updates via lifecycle services, including one version service updates, release cadence, peep previews, feature management, and testing in sandbox.

Explore data integration in Dynamics 365 core finance and operations, covering integration patterns, data strategies, custom services, external web services, Excel integration, and data management workspace with an export project.

Define data integration by examining how customer information moves between F.A. applications, CRM systems, and a centralized database for reporting, and compare asynchronous and synchronous integration patterns.

Explore data integration strategies for Dynamics 365 Finance and Operations, examining Aurora, batch data API, custom services, external web services, and Excel data connector for synchronous and batch scenarios.

Explore the data management workspace in Dynamics 365 Core Finance and Operations; learn data entities, projects, and jobs, and how mapping and staging enable import and export to Excel.

Explore how execution unit level and sequence control import and export order across entities, with parallel processing by level and sequential processing by sequence within each unit.

Access the ethanol mobile application on smart devices, publish the expense management app to create expense reports, and explore building a Page Designer mobile app for customer management.

Dynamics 365 unified operations mobile app overview: log in with credentials, download from Google Play or App Store, and learn how metadata, workspaces, pages, and fields cache to support forms.

Publish the expense management mobile workspace from Dynamics 365 Finance and Operations, connect via the app store, create and submit expense reports with offline syncing and bidirectional data flow.

Design and implement a customer management workspace in the mobile app, showing a customer list with account code, name, currency, and customer group, plus an additional info page and publishing.

Explore reporting tools in the finance and operations apps, learn financial reporting, and generate a ledger transaction list report to understand report building blocks with Report Designer.

Explore financial reporting in Dynamics 365 core finance and operations, covering dimensions and attributes, report designer, currency conversion, and drilling from accounts to vouchers to analyze transactions.

Learn to use the report designer in Dynamics 365 core finance and operations to create and customize reports. Modify rows and columns, save as new definitions, generate, and view details.

Explore the overview of bad jobs in fNo, the benefits of backdrops, batch jobs, and batch framework components, including life cycle, job sequencing, and setting up alerts.

Explore how backdrops in batch processing reduce performance impact by running tasks such as printing reports, sending electronic documents, and maintenance during standard working hours.

Learn to configure and manage Dynamics 365 batch jobs on the server, including scheduling, recurrence, alerts, and batch groups, with examples such as customer aging snapshots and collection letters.

Review personalization versus customization, powerapps and office integrations, data migration and integration strategies, and life cycle services. Explore the unified Dynamics 365 mobile app, recording tools, and backdrops.