Personalization

Workspace layout

-1st column on the left is the tile pane which show metrics on key data -tabbed list container -on the far right, is the related links pane

options given on the Preferences Tab

-Company -Initial Page (has more options) -Default View/Edit Mode -Language and country/region preferences -Document handling enabled -Automatically update query parameter -Enhanced tab sequence

initial Page options

-Default dashboard -System Administration -Essentials dashboard -Self-service dashboard -Prospective vendor registration

Goals of workspaces

-Enable the user to understand the current state of the activity to support informed decisions. -Let users navigate to deeper pages by selecting data, which avoids spending time navigating through pages with no information. -Let users perform light tasks directly in the workspaces. -Complete an activity without leaving the workspace. -Reduce the need for navigation. -Provide visual impact. -Be constructed using prescriptive patterns and best practices that lead to minimal COGS and fast response times.

Insert tool

-Field: This option is used to add a field to a page. After you click the Add a Field button, you must click the area of the form you want to add a field to. If you want to add a field to a FastTab or a specific field group, you can click the FastTab or field group where you want to add a field. A new dialog will open that allows you to select the check box next to each field you want to display on the page. -PowerApp: This option is used to embed a PowerApp into the current form. The PowerApp is added as a button into the selected page and will open as a dialog slider on the right side of the page. The PowerApp will execute the logic that is defined in the PowerApp itself and then returns to the normal logic.

How to access Visual Options

-In the navigation pane, you'll find a gear wheel icon that accesses the Settings menu. -Opening the Settings menu will show a number of choices. -Selecting User options will open the User options page. -There you'll find four option tabs, one of which is called Visual.

Workspaces (definition)

-Part of the primary navigation mechanism. -A form that supports a business activity (a logical group of tasks that make up the work of a target persona). -A way to provide an initial overview and to increase productivity in the activity by allowing simple tasks to be completed directly in the workspace.

buttons on the personalization toolbar

-Selector tool -Move tool -Make not visible -FastTab Summary -Skip in Tab sequence -Make not Editable -Insert (has sub-options) -Manage (has sub-options) -Close

Manage tool

-The Manage button is a drop-down button with several options available: -Clear: This option is used to reset the entire form back to its original state. It is important to note that if you do not first export your changes, they will be lost when clearing the form. -Import: This option is used to import an already exported version of personalization for this page. It is important to note that you can only import personalization that came from the same page in the system. You will be prompted to browse to the file you want to import, and the current form layout will be overwritten with the imported file's layout. -Export: This option is used to export the current design and layout of the page. You can use this exported file to import back into the same page, or to apply the personalization to a variety of users in the System administration module.

how to access the personalization toolbar

-accessed by right-clicking on the header of any grid row or the label/description of any field on a detail form. -This toolbar will only affect the field you have selected. -With this toolbar you can perform a variety of actions for the selected field

Administrating personalization (4 ways)

-apply personalization to a group of users -clear personalization for a page or user -manage personalization settings per user -manage personalization for the entire system

Personalization toolbar functions

-can be used on any page -allows users or administrators to customize the look and feel of any page -toolbar can be opened by right-clicking on the header of any form element on the page and then clicking the Personalize this form button on the bottom of the personalization widget -also access the personalization toolbar from any page by clicking the Options tab in the action pane, and then clicking Personalize this form.

Set up Account information

-contains options for controlling account functions -which account in the Active Directory it is linked to -how emailing and electronic signatures are controlled for user accounts -these settings are usually controlled by the system administrator

User Options page

-control basic features and behavior of your environment that are specific to you as a user -offers some various color themes and element sizes to create an aesthetically pleasing interface

Workflow tab

-control how notifications for workflow will be delivered -the Delegation FastTab to control exactly which workflows and time periods you want to delegate your workflow tasks and approvals.

what each PowerApp needs

-desciptive name (identifier) -unique identifier or GUID (the app ID can be found in the app itself) -input data for the PowerApp -legal entities that have the app available

rearranging and creating fields (2 ways)

-rearrange the appearance of fields -Hide fields -Insert standard fields -Insert custom fields

tabbed list container

Each tab relates to a grid of data related to the filter. Often times, the tabs will be associated with the same tiles that are stored in the tile pane. However, this is not a requirement of the workspace. Each tab has a unique layout which is either simple (up to three columns) or tabular (up to eight columns). -sometimes contains special search features or buttons to take an action on the selected record

When you create a PowerApp to embed into Dynamics 365 for Finance and Operations, you must set up a new account on powerapps.com with credentials that are separate from your login for Dynamics 365 for Finance and Operations. -T/F

False

Enhanced tab sequence

In everyday system use, not every field is required in order to perform typical tasks. Therefore, by default, the tab sequence is optimized. Tab stops are set only on those fields that are essential for typical scenarios. However, you might find that some fields that you often use to perform tasks aren't included in the default tab sequence. In this case, if you use Windows Narrator, you can use Windows Narrator's keyboard actions to access those fields and inspect their content. Alternatively, you can enable the Enhanced tab sequence option in the User options page, which makes all editable and read-only fields part of the tab sequence. You can then use page personalization to create a custom tab sequence and omit fields from the tab sequence.

If you want to rearrange the order of fields on a grid page, which of the following tools should you use on the personalization toolbar? -Selector tool -Move tool -Make not visible tool

Move tool

Language and country/region preferences

On this FastTab, you can control settings for language, date, time and number format, time zone, and country/region the users will operate with. Changing these selections will only change how the user interface appears to the select user, not how the data is stored in the database.

How do you access the basic personalization toolbar? -Right-click a grid row, label, or description -From the Options tab in the action pane -From the System administration module

Right-click a grid row, label, or description

You want to know if anyone in the system makes changes to the contact information for the Acme Office Supplies vendor account in the system. What would you set up to make sure you are notified if this happens? -Set up an alert rule. -Set up a workspace. -Select the Alert option in the basic personalization toolbar.

Set up an alert rule

initial Page

There are a variety of options you can select here to define which page will open when you first launch Dynamics 365 for Finance and Operations.

Company

This allows you to define which company you will log in to when you access Dynamics 365 for Finance and Operations. A user can always change the company they are connected to using the toolbar.

Skip in Tab Sequence tool

This option allows you to indicate that a field should be skipped in the tab sequence. All the fields that are being skipped will be highlighted when the option is selected. By clicking a field that is already being skipped in the tab sequence, you will restore that field to the normal tab sequence.

Make not Editable tool

This option allows you to make fields not editable. By selecting a field that is not editable, you will restore the edibility of that field if it is available.

Default view/edit mode

This option allows you to select between Auto, View, and Edit. The default option is Auto. When you change this option to View, all forms by default will open in View only mode. This is useful for users who do not normally make changes to the system, such as system administrators. The users must then click the Edit button to make any changes. The Edit option is used to force all pages to open in edit mode so that users can make modifications without having to click the Edit button in the action pane. This is useful for users who always modify data on every page they open. You can control this setting based on pages, which overrides the option you select here.

FastTab Summary tool

This option allows you to select one or more fields that will automatically be displayed in the FastTab summary. This option has no effect on grid pages. This option only makes changes to the form layout when you are in detail layout of a page.

Essentials Dashboard (Initial Page option)

This option defaults the user to the Retail essentials workspace, which has a different layout that is targeted and designed for back-office retail workers.

Document Handling enabled

This option determines whether the paper clip icon with document handling is activated for the selected user. When the option is enabled, you can see a number on the paper clip icon that indicates the number of attachments for a selected document. This can have a performance impact if attachments are used heavily.

Self-Service Dashboard (Initial Page option)

This option is designed for the typical worker or manager who only uses a few areas of the system on a regular basis.

Close tool

This option is used to apply changes to the form and close the toolbar. It is important to note that in some cases you may need to refresh the form or close the form and reopen for all changes to be applied.

Move tool

This option is used to move fields around on the page. For instance, you would use this option to rearrange columns on a grid page.

Selector tool

This option should be selected when using the Make not visible, Change the Label, Skip in Tab Sequence, Make Note Editable, or Add a Field functions.

Make not Visible tool

This option used to hide fields on a form. If you have already hidden a field, clicking this option again on the form will restore the field. When you select this option, all the hidden fields on the form will be displayed and highlighted. When you move off this option to another option on the toolbar, the hidden fields will disappear from view. You can make a hidden object reappear by selecting the Make not visible tool and clicking on the element you want to show. The highlight indicator will disappear and the field will now persist in the layout.

System administration (Initial Page option)

This option will default the user into the System administration workspace. This option is useful for system administrators.

Prospective vendor registration (Initial Page option)

This page is designed for prospective vendors to complete their application and onboarding process. This option is not typically selected for a regular user.

Default Dashboard (Initial Page option)

This refers to the home page that you have seen in most demonstrations of Dynamics 365 for Finance and Operations.

You can add links to specific pages to a workspace. -T/F

True

Automatically update query parameter

When this option is turned on, the system will automatically save any filters that you have created on a form when adding the URL to your favorites or sharing the URL from the Options tab on the pane.

Can you apply personalization to a user ID based on a security role? -Yes. You can select the security role and then user IDs under that security role. -No. You can select the security role, but you cannot select specific users within that security role. -No. You can select the User ID, but you cannot select a User ID based on a security role. -No. You cannot apply personalizations to other users in the system.

Yes. You can select the security role and then user IDs under that security role.

Which of the following statements is not true about the Preferences tab of the Options menu in Dynamics 365 for Finance and Operations? : -You can define which company you will access when you log in to the system. -You can define which page will initially open when you access the system. -You can define whether you want the Navigation pane to be open when you log in to the system. -You can define whether pages will default to view or edit mode.

You can define whether you want the Navigation pane to be open when you log in to the system

Alert rules

allow you to control your information flow related to changes made in the system by other users. -you can create it yourself -alert you when specific conditions (you pre-set) are met

Additional personalization features

can be found in any page's action pane in the Personalize section of the Options tab. You can select Add to Workspace to open the drop-down list and select a workspace. -add a list -add a tile

Don't edit check box

controls whether the selected field is editable in your current layout. Making a field not editable in the layout can still allow changes to be made by other users or in other forms/pages if that data appears elsewhere in the system.

personalization toolbar

move or hide elements or make several changes

Add a workspace button

only available from the Default dashboard/Home page in Dynamics 365 for Finance and Operations. This option creates a new tile on the home page which can then be further personalized to add a label and so on.

Include in FastTab summary

only displays as a personalization option when you are on a detail page. This option is used to make the selected field appear on the collapsed version of the FastTab at the far right without needing to expand the FastTab.

Additional field types

text, dates, numbers, currency, lists and yes or no

Tracking more information

track additional information about any data such as employees, jobs, positions, benefit types or benefit plans

Skip in tab key sequence

used to configure how pressing the Tab button functions to move between fields. In a grid, the Tab sequence moves from left to right. In a detail form, the Tab sequence is followed from top to bottom, and then left to right.

Personalize this form button

used to open the advanced personalization toolbar.

Add a tile to a workspace

you should filter the list to represent the data you want readily available. When you select the Add to Workspace option and select a workspace, you can select Tile from the Presentation drop-down menu. You can provide a tile label and decide if the tile will show a count. When placed on a workspace, the tile will allow you to open the current page from the workspace, and show the list of information related to the tile.

Add a list to a workspace

you will first sort or filter the list with the information so that it will be presented a specific way. After you do that, you can select the Add to Workspace option and select the workspace. Then, you will select List from the Presentation drop-down list. When you select List a dialog box will open allowing you to select the columns you'd like to see in the list, and the label for the list as it will appear on the workspace.