How to Navigate Through the Dynamics 365 Finance & Operations Interface
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Learn to easily find what you need in Dynamics 365 Finance & Operations: workspaces, modules, menus, user options & preferences, customer information, personalized views, and more.
Topics discussed during this session include:
- Navigating the F&O homepage
- User options menu
- Search bar navigation
- Hamburger menu (navigation menu)
- How to navigate to customer records
- Standard grid view of customers
- Navigating records in the standard grid view- adding columns
- Opening data in Excel
- Saving changes in grid view
- Navigating customer records
- Adding fields in customer records
- Personalizing views in customer records
- Filtering customer data
- Useful tips
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