Dynamics 365 for Finance and Operations: Navigating in D365O by Module

By Renato Bellu

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:

  1. Click the Black Square icon with three white horizontal lines in the top left corner of the web page.
    extend D365O navigation
    Extending navigation in D365O.

    The navigation pane extends out from the left side of the web page.

  2. Choose Modules in the navigation pane.

    The list of modules is displayed below.

    modules menu D365O
    Modules menu in Dynamics 365 for Finance and Operations.
  3. Click any module, such as Budgeting, Fixed Assets, or Inventory Management.

    The full module menu structure for that module extends immediately to the right of the navigation pane.

    You’re then able to navigate anywhere in the module by selecting the appropriate menu items from that module’s menu choices.

    The module’s menu includes setup screens pertaining to that module, in addition to screens for master record maintenance, reports, inquiries, and entering and posting transactions.

For example, to describe how to navigate to the Item Charge Groups window, you could describe each click this way:

  1. Click the Black Square icon with three white horizontal lines in the top left corner of the web page to extend the navigation pane.
  2. Choose Modules from the (extended) navigation pane.
  3. Choose Inventory Management from the submenu that appears.
  4. Choose Setup from the next submenu.
  5. Choose Charges from the next submenu.
  6. Choose Item Charge Groups from the final submenu.
D365O navigation
Example of menu navigation notation from the Modules menu in D365O.

 

Alternatively, rather than list all those separate steps, you can simply write, from the Modules menu, “choose Inventory Management → Setup → Charges → Item Charge Groups.”