Dynamics 365 FO Quick Introduction and Navigation
Dynamics 365 for Finance and Operations is Microsoft's flagship enterprise resource planning system and can be accessed by a web browser.
Dynamics 365 for Finance and Operations is Microsoft's flagship enterprise resource planning system and can be accessed by a web browser.
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Step 2 of 16⚠️ Dynamics 365 for Finance and Operations is Microsoft's flagship enterprise resource planning system and can be accessed by a web browser.
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Step 3 of 16Once accessed, the workspaces are displayed on the main page.
These workspaces give users a quick and easy way to view data and functions for all specific modules.
As an example, by accessing the general journal processing workspace, I have tiles in the summary area.
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Step 4 of 16I have general journals in various statuses, as well as links to particular analysis reports, setup, and other first-class features.
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Step 5 of 16The modules, as well as other options, can be found in the navigation pane on the side.
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Step 6 of 16Such as favorites, recently accessed menu items, all workspaces, as well as the modules.
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Step 7 of 16For each of the modules, the functions and options are generally divided into: menu items, inquiries and reports, as well as setup.
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Step 8 of 16Menus, forms, and functionality can be granted and restricted by security roles and securities.
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Step 9 of 16Therefore, particular users might not necessarily have access to setup modules, but they will have access to the menu items, functions, and reports.
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Step 10 of 16Navigation in D365 can be made even simpler by either: marking particular menu items as favorites, including reports or inquiries.
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Step 11 of 16Therefore, under the favorites area, from the navigation pane, they are now displayed.
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Step 12 of 16We can take this one step further. Having a particular page, we can actually personalize and add it to an existing workspace.
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Step 13 of 16We simply select the workspace from the top-down list, and choose to have it presented as a tile, a list, or a link.
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Step 14 of 16This has already been done for this particular page, so if I go to my purchase order receipt and follow-up workspace, not only do I have the summary tiles, pending work which is outstanding, orders not invoiced, I also have links to inquiries, reports, or any other features available.
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Step 15 of 16These pages can also be personalized to add existing fields as columns to the grid.
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Step 16 of 16A nice feature of this is that an entire grid can also be exported into Microsoft Excel.