Overview
This course provides a practical walkthrough of user options, personalization, and Help functionality in Microsoft Dynamics 365 Finance and Operations. You’ll learn how to configure user-specific settings, including visual preferences, language, date and time settings, workflow delegation, usage data, and email settings. You’ll also explore Help, Task Guides, support resources, tracing, feedback, and system information available within Finance and Operations apps.
Learning Objectives- Configure user options and personal preferences
- Configure visual preferences, language, date formats, and time zones
- Configure workflow delegation
- Understand and manage usage data
- Configure user email settings
- Use Help and search for product guidance
- Search and use Task Guides
- Access support resources and available support connections
- Use feedback, ideas, tracing, and system information features
- Improve user productivity through effective configuration of Finance and Operations
Outcome By the end of this course, you’ll be able to confidently configure user-specific settings, personalize the Dynamics 365 Finance and Operations experience, delegate workflows, manage common user preferences, and use built-in Help and support resources more effectively.
