Dynamics: Expert Guides and Resources

If you’re a user of Microsoft Dynamics 365 CRM or ERP software, you can improve your user experience with these shortcuts and time-savers. And if you hit a snag, there are plenty of places to find even more help online.Components of Microsoft Dynamics 365There is no other ERP or CRM developer that can deliver all the pieces of a world class ERP or CRM SaaS solution by themselves, a cloud service you can license with a month by month subscription at a reasonable price.

Dynamics 365 makes Finance and Operations easy work with D365O. Navigating around D365O is simple. The D365O home page contains your dashboard which houses your tiles. These tiles lead you to workspaces, which opens the door to more tiles, reports, graphs, and other links where you can find an abundance on information.

Let’s take a look at some core settings and features of Dynamics 365 Business Central as it comes out of the box. You start out this tour of Dynamics 365 Business Central by setting up your books by adding accounts to the chart of accounts, and then move to defining general ledger (G/L) account categories. Lastly, you take a look at specifying bank accounts for those accounts.

Microsoft PowerApps is a Software as a Service (SaaS) offering hosted in the Microsoft cloud on the Azure platform. Because most license plans for Office 365 and for Dynamics 365 include licenses for PowerApps, you’re likely already running PowerApps if you have Dynamics 365.PowerApps are a solid avenue for getting the most out of your Dynamics 365 subscription.

The main menu items for Dynamics 365 for Field Service are shown on the Tile Selector pull-down menu when you click the Field Service tile.To view the main Field Service-related menu items, follow these steps: On the black navigation bar at the top of the screen, click the down arrow to the right of the name of the module you’re in.

One of the best aspects of D365O, or Dynamics 365 for Finance and Operations, from a user perspective is that you can modify screen layouts without doing any computer programming — you can do this yourself without having to contact your IT department or system administrator. Your personalized D365O screen layouts affect how data appears on the screen for you.

Dynamics 365 for Finance and Operations allows you to extend the navigation pane in D365O; the navigation pane has menus that can take you anywhere in the application.To extend the navigation pane in D365O and access the Modules menu, follow these steps: Click the Black Square icon with three white horizontal lines in the top left corner of the web page.

Microsoft has sought to make navigation within Business Central as easy and intuitive as possible. One of the most frustrating experiences of working with software applications is not knowing how (or not being able to remember how) to get to a certain screen. You have to keep fishing through a hierarchy of menus, searching deeper and deeper into the rabbit hole, only to come up empty-handed.

A good way to get a feel for Dynamics 365 for Finance and Operations and understand just how deep the feature sets go in D365O is to skim a list of the advanced capabilities in various modules. You should expect any ERP module to have the same basic features at a minimum, so in that sense all ERP applications are the same: If you’ve seen one, you’ve seen them all.