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- Learn about the benefits of a centralized global address book for storing and updating contact information in one place.
In this module, you will learn:
- What the global address book is.
- How the global address book works.
- How to plan for the global address book, and other address books.
- A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing finance and operations apps.
In this module, you will learn how to:
- Create a legal entity and generate number sequences.
- Create a number sequence.
- Create organization hierarchies.
- Assign purposes and policies to hierarchies.
- Configure calendars and date intervals.
- If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.
In this module, you will:
- Understand security architecture of finance and operations apps
- Learn about encryption in finance and operations apps
- Manage users
- Manage security
- Apply segregation of duties
- Run security reports
- Stay compliant with user licensing requirements
- By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in finance and operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.
In this module, you will learn about:
- Batch processing
- Batch processing and batch servers
- Planning for batch server topology
- Planning for batch server management
- Batch processing of reports
- Copying a batch job
- Active batch periods
- Batch job manager security role
- The Run by feature
- Learn how to configure workflows, assign users, and use work items functionality.
In this module, you learn how to:
- Use the workflow architecture, elements, and actions
- Create and set up workflows
- Configure workflow properties
- Configure a manual task in a workflow
- Configure an automated task in a workflow
- Configure an approval process in a workflow
- Assign users to workflow elements
- Configure an approval step in a workflow
- Use work items functionality
- Learn how to build mobile experiences for finance and operations apps by using virtual entities
This module explains the following concepts:
- How to implement the components necessary for building mobile experiences
- How to connect to virtual entities to build mobile apps
- Learn how to personalize finance and operations apps to empower employees and enforce UI for staff.
In this module, you will learn how to:
- Describe and apply user options
- Differentiate between customization and personalization
- Create, export, and import personalization
- Create and maintain record templates
- Use Saved views
- Integrate finance and operations apps with Microsoft Excel for data manipulation and integration with Power BI and Microsoft Dataverse.
In this module, you learn how to:
- Perform Microsoft Office integration in finance and operations apps.
- Configure email (SMTP/Exchange).
- Create and maintain email templates.
- Set up network printing.
- Set up and enable Power BI.
- Integrate data from multiple sources into Microsoft Dataverse.
- Learn how to enable features, disable them, and reschedule them in the Feature management workspace.
In this module, you will:
- Learn about the Feature management workspace in finance and operations apps.
- Discover when and how to enable features, including how to disable and reschedule features.
- Learn how to check for feature updates and assign roles.
