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M322: Roles, Permissions, and User Group Personalization- Tailored to your Business

November 30 @ 1:00 pm - 2:00 pm EST

COURSE DESCRIPTION:

In this session you will learn to create personalized experiences for your team members based on their role in the organization using D365 Business Central.

 

LEARNING OBJECTIVES:

  • – Role-Based Customization: Develop the skills necessary to customize and tailor the D365 Business Central environment to match the specific roles and responsibilities of your team members.
  • – Personalized Role Centers: Learn to create personalized role centers, providing team members with quick access to the information and tools they need to excel in their roles.
  • – Data Security: Explore strategies for setting up data security measures within D365 Business Central, ensuring that team members have access only to the information relevant to their roles.
  • – Workflow Automation: Discover how to design and automate workflows that align with the tasks and responsibilities of different team members, streamlining processes and increasing efficiency.
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Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

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INSTRUCTORS
Tasha Anspach
Enterprise Engagement Team Lead, Dynamic Consultants Group
Results-driven and career minded professional with experience in providing professional support services. Effective communication with outstanding critical thinking skills, strong attention to detail, and well-developed…