Get started with configuration and personalization in finance and operations apps
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Table of Content:
- Question 1: What is the difference between personalization and customization in Dynamics 365 Finance & Operations?
- Question 2: What prerequisites are recommended for learning configuration and personalization?
- Question 3: What is the role of Workspaces in Finance & Operations?
- Question 4: Why is personalization preferred over customization when possible?
- Question 5: Can personalization changes affect all users?
- Question 6: How can form personalization be launched?
- Question 7: What is form personalization, and why is it useful?
- Question 8: What key settings are available in User Options?
- Question 9: How can a user change their default (startup) company?
- Question 10: What is a legal entity, and how can users switch between legal entities?
- Question 11: How can a user add a menu item to Favorites?
- Question 12: What are the main navigation toolbars available in Finance & Operations?
- Question 13: How do users log in to Dynamics 365 Finance & Operations?
- Question 14: Why is configuration and personalization important for Finance & Operations implementations?
- Question 15: From an exam or solution-architect perspective, when should you recommend personalization?