Picture of Navigate, Search, Filter, and Use Views in Microsoft Dynamics 365 Finance and Operations

Navigate, Search, Filter, and Use Views in Microsoft Dynamics 365 Finance and Operations

Learn how to navigate Microsoft Dynamics 365 Finance and Operations, perform searches, use Quick Filter, create advanced filters, save queries, sort and analyze records, and work efficiently with views.
SKU: 20001
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$39.95

Sneak peek inside!

Sneak peek inside!

Course Length: 00 Hours 34 Minutes 49 Seconds
The paid version of this course contains videos for the following: 

Overview
This course provides a practical walkthrough of navigation, search, filtering, queries, advanced inquiries, sorting, and views in Microsoft Dynamics 365 Finance and Operations. You’ll learn how to navigate Finance and Operations apps more efficiently, locate information using search and filtering tools, create and save queries, work with advanced filtering and sorting, and use views to improve day-to-day productivity.
 
What You Will Learn
  • Navigate Microsoft Dynamics 365 Finance and Operations efficiently
  • Perform searches to quickly locate information and functionality
  • Use Quick Filter to find and refine records
  • Use command search to locate actions and functionality
  • Create and apply advanced filters
  • Create and save queries for repeated use
  • Work with advanced inquiries and sorting
  • Use views to improve access to relevant business information
Course Overview
This module includes hands-on demonstrations of:
  • Navigating Microsoft Dynamics 365 Finance and Operations apps
  • Searching for pages, actions, functionality, and business information
  • Using Quick Filter to locate and refine records
  • Applying advanced filtering techniques
  • Creating and saving queries for future use
  • Working with advanced inquiries and sorting records
  • Using views to organize and access relevant information efficiently
Outcome
By the end of this course, you’ll be able to confidently navigate Microsoft Dynamics 365 Finance and Operations, search and filter information, create and save queries, use advanced inquiry and sorting capabilities, and work with views to improve everyday productivity.
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