Managed Business & IT Training Solutions

MBIT Training Ltd

Navigating Microsoft Dynamics 365 for Finance and Operations, Enterprise edition (81072)

This course provides an introduction to navigating Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, focusing on the use of the web client interface. The course looks at page options, attachments, and the help functionality. Additionally, the course will discuss the creation and use of favorites, recent locations, and keyboard shortcuts. It includes information about the find feature and grid filter techniques. The course explains the various wildcards to make filtering more intuitive and simpler for users. The course also covers page and action searches and segmented entry control, as well as workspaces. It also covers views and modes and explains the modes can be changed to alter the look and functionality of certain pages.
SKU: 81072
GTIN: 81072
Manufacturer: Microsoft
£40.00 (GBP)

This course provides an introduction to navigating Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, focusing on the use of the web client interface. The course looks at page options, attachments, and the help functionality. Additionally, the course will discuss the creation and use of favorites, recent locations, and keyboard shortcuts. It includes information about the find feature and grid filter techniques. The course explains the various wildcards to make filtering more intuitive and simpler for users. The course also covers page and action searches and segmented entry control, as well as workspaces. It also covers views and modes and explains the modes can be changed to alter the look and functionality of certain pages.

Learning Objectives

  • Describe the components of the web client interface
  • Demonstrate the various page options
  • Use the attachments feature
  • Describe the features of help
  • Demonstrate how to use favorites and recent locations
  • Discuss the different finding and filtering techniques
  • Explain wildcards and how to use them
  • Review page and action searches
  • Describe the workspace features
  • Review how to navigate through the various workspaces
  • Use the various views on a form
  • Explain the difference between header and line view
  • Learn about keyboard shortcuts
  • Use segmented entry control

Prerequisites

There are no prerequisites for this course.