Module 1: Explore the core capabilities of Dynamics 365 finance and operations apps

Lab 1: Navigate finance and operations apps


Now that you’ve become familiar with finance and operations apps, take some time to explore the interface.

Lab Setup

  • Estimated Time: 10 minutes


Sign in to the Lab computer

  1. Sign in to the lab computer using below credentials:

    • User Name: Administrator

    • Password: pass@word1

  2. Wait for the AdminUserProvisioning script to finish before continuing. This may take 2-3 minutes. Once the script is completed a pop-up box will briefly display to confirm the Admin user has been successfully updated.

  3. Microsoft Edge will open the Finance & Operations URL:

  4. Sign in using the Username and Password provided in the Resources menu.

Now that you have become familiar with finance and operations apps, take some time to explore the interfaces.

  1. On the Finance and Operations Home page, if configured, you find:

    • The navigation menu on the left that is collapsed by default.

    • Your company’s logo.

    • Workspace tiles available to you based on your role in the organization.

    • A calendar and work items assigned to you.

    • The Search bar that is useful to quickly find what you need.

    • In the top right, you have the company you’re currently working with, notifications, settings, and help links. Verify the company listed is USMF.

    Screenshot of the Dynamics 365 Finance and Operations home page with areas highlighted.

  2. In the top left, select the Expand the navigation pane hamburger menu.

  3. The navigation pane is where you find collections for your Favorites, Recent items, Workspaces, and Modules.

  4. In the navigation pane, select Modules > System administration.

  5. Review the areas available in the System administration module.

  6. Under Setup, select Client performance options.

  7. In the Client performance options pane, under Feature callouts enabled, select the toggle switch and ensure that it’s set to Yes.

  8. Review the other available options, scroll to the bottom of the pane, and then select OK.

  9. On the Home page, in the top right, select the Settings icon, and then select User options.

    Screenshot of the Settings icon and User options dropdown list.

  10. On the Options page, use the tabs to configure different settings that apply to your account.

  11. Select the Preferences tab.

  12. Review the available preferences. Notice you can change the default company and initial page view when you sign in.

  13. Select and review the Account and Workflow tabs.

  14. In the left navigation menu, select the Home icon.

  15. On the Home page, in the top center of the page, select the Search for a page box.

  16. In the search box, search for All vendors.

  17. Select All vendors Accounts payable > Vendors

  18. You may need to wait the first time you search for a page. There’s a small spinning circle to the right of the search box while the search is processing.

  19. The All vendors page is an example of a list page. The list page contains master data that can be read, created, deleted, and updated. There are more features using the ribbon above the list.

    Screenshot of the All vendor list with menu features highlighted.

  20. Highlight one of the vendors from the list and, on the right, select the Related information menu, and review the additional information that is provided.

  21. In the vendor list, select Acme Office Supplies.

  22. Select the Group menu, and then select the Vendor group column title.

    Screenshot of the Vendor group column title for Acme Office Supplies.

  23. Many menus have sorting and filtering available. Use the filters to quickly locate the field content you’re looking for.

  24. In the top right, notice the extra functionality. Move your mouse to each item, and review the feature callout. When complete, select the Close icon to close the page and return to the Home page.

    Screenshot of the List page upper-right menu showing additional features for connecting to Power Apps, Office apps, Document attachment Refresh page, Open in new window, and Close buttons.

  25. In the upper-right, select the Help question mark icon, and then select Help.

  26. Notice the help information is related to the current page.

  27. Try selecting a workspace tile, and then review the help information for that workspace. When complete, return to the Home page.