Q:

A company uses Dynamics 365 Finance and Operations apps.

A manager requires an overview of customer invoice data, reports, and transactions from one location.

You need to explain where to find this information.

Where should you direct the manager to?

This item tests the candidate’s knowledge of navigating the finance and operations apps and how workspaces specifically are used to summarize and present an activity-oriented view of financial data.

Workspaces are used to provide a personalized work center of data, reports, and transactions that increase the efficiency of daily tasks. In the scenario, the manager could open the customer invoice workspace to get an overview of this information. The workspace would typically include a set of KPI tiles that you can select to drill through a set of relevant transaction lists for the activity and several links to pages.

A module is incorrect because selecting a module simply opens a specific page in that module. It does not provide a summarized overview of data.

Favorites is incorrect because this provides quick access to only the list of pages a user has explicitly marked as a favorite, not workspaces.

The Filters pane is incorrect because it only provides an easy-to-use interface for filtering full page lists. This falls outside of workspaces.

Tile is incorrect because tiles are components of dashboards and workspaces but alone do not fulfill the scenario. Tiles display relevant data, such as counts or KPIs.

Create reports and integrate finance and operations apps - Training | Microsoft Learn