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Microsoft

Configure and work with analytics and reporting in finance and operations apps

Microsoft via Microsoft Learn

Overview

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  • Empower business users to make important decisions by using analytics and reporting in finance and operations apps.

    In this module, you will learn about:

    • Different types of reports and inquiries in finance and operations apps
    • Financial reporting
    • Configuring finance and operations apps for Microsoft Power Platform
    • Generating and consuming inquiries and reports
  • Configure and use an electronic reporting tool to adopt new regulatory requirements and generate business documents.

    In this module, you will learn how to:

    • Configure electronic reporting
    • Use barcode data sources to generate bar code images
    • Add a new electronic reporting provider and mark it as active
    • Generate an electronic document in a specific format
    • Create electronic reporting configurations

Syllabus

  • Work with analytics and reporting in finance and operations apps
    • Introduction
    • Understand different types of reports and inquiries
    • Financial reporting
    • Find inquiries and reports
    • Generate and consume inquiries and reports
    • Configure finance and operations apps for Microsoft Power Platform
    • Lab - Work with reports
    • Check your knowledge
    • Summary
  • Configure electronic reporting in Dynamics 365 Finance
    • Introduction
    • Configure electronic reporting
    • Use barcode data sources to generate bar code images
    • Lab - Generate electronic documents for payments
    • Module assessment
    • Summary

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