Configure apps in finance and operations

After this module, you'll be able to:

• Log into your environment
• List several ways the environment can be customized without coding
• Demonstrate how to favorite menu items for quick navigation

At the end of this module, learners will be able to:

• Add a menu item to favorites
• Explain how different roles see different dashboards
• Add a KPI to a dashboard workspace
• Modify the fields in a form
• Modify the fields in a report

At the end of this module, learners will be able to:

• Modify an entity
• Add security to a user
• Download data to Excel, update, and upload

• Introduction
• Set up your environment
• Explore personalization functionality
• Knowledge check
• Exercise - Customize your status bar
• Summary

• Introduction
• Manage menus: Favorites
• Manage menus: Dashboards by role
• Manage menus: Key performance indicators
• Manage forms: Fields
• Manage forms: Filters and ranges
• Configure reports
• Knowledge check
• Exercise – Create favorites
• Exercise – View role-based dashboards
• Exercise – Change form fields and queries
• Exercise – Change report output
• Summary

• Introduction
• Create entities
• Manage security
• Integrate with Microsoft Office
• Knowledge check
• Exercise – Add a field to a data entity
• Exercise – Use Excel to view and update data
• Summary