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.

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.

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 Office is the name of the suite of common business productivity applications that includes Word for word processing, Excel for spreadsheets, Outlook for email and scheduling, PowerPoint for presentations, and SharePoint for document management, among other applications. This suite of applications has become a common standard: Most people in the business world now use at least some part of Microsoft Office — especially Outlook — every day, 365 days a year.

Microsoft takes seriously the integration between Outlook and its other applications, and Dynamics 365 is certainly no exception. After all, most business users respond to emails all day long. The emails you receive often dictate which tasks you focus on.The way you communicate with co-workers and customers alike is mostly by email.

Finance and Excel go hand in hand. The creators of Dynamics 365 know the value of integrations and understand the importance of Excel. Accountants live and breathe Excel spreadsheets. Without an extensive, efficient, and easy to use Excel integration, the value of your financial software is seriously limited.To get the most out of your ERP system, you need to be able to extract data from your ERP system into Excel at the touch of a button.

Power BI can be used to connect to almost any data source under the sun, so you can combine data from external sources with data from Dynamics 365. Here, you discover how Power BI connects to Dynamics 365. But first, let’s take a look at how Power BI connects to data from a general point of view.Power BI is a monster when it comes to being able to connect to data sources of all shapes and sizes.