We were excited to announce the blog on LinkedIn this past Friday. One commenter lightly jibed that boats might be easier to navigate than F&O, so I thought we should bring forward the subject of some navigation tips!

(There’s a reasonable chance that even experienced users might learn something here – look for bold sections.)

The logical place to start is the Home page – the Default dashboard as standard – viewed below with the system administrator role, which means all workspaces are:

A screenshot of the Default dashboard for a system administrator in D365 F&O, with navigation pane pinned open
  1. Microsoft app launcher (aka waffle menu), which at time of writing, may or may not still be functional.
  2. Shortcut to Home page, which can be changed to one of six other workspaces under User options > Preferences.
  3. Company selector, for jumping to other legal entities, that a user has been granted access to.
  4. Navigation search, which allows use of partial terms and initialisms, e.g. typing “t d g” will shortcut to Tracking dimension groups, and “orders” will give results such as Sales orders or Purchase orders. Results are limited to the pages a user’s security role gives them access to, so if you can’t find something, your assigned role(s) could be the issue!
  5. Action centre, which shows user notifications such as completed activities and errors.
  6. Feedback, which submits user feedback on the current page/form directly to Microsoft.
  7. Settings, which gives a submenu linking to (i) User options, (ii) Task recorder, and (iii) Mobile app workspace configuration. More on these in a future post.
  8. Help, which gives a submenu linking to (i) Trace, which allows users to record how an environment is responding to their actions, in order to share with a Microsoft support professional, and (ii) About, which provides valuable information such as the current application and platform versions of your environment.
  9. Logged in user, which when clicked, gives the option to Logout.
  10. Navigation pane button (aka burger menu), which options and closes the navigation pane. Using the push pin allows you to lock the navigation pane open.
  11. Shortcut to Home page (same as #2 in this list).
  12. Favourites – users can mark a favourite form or page by clicking the star next to the corresponding menu item under Recent, Workspaces or Modules. We’ve tested and over 200 items can be added, but it’s probably best to keep it more streamlined than that!
  13. Recent, which shows the last 10 forms or workspaces that you have navigated to.
  14. Workspaces, which lists all the same workspaces found on the Default dashboard, per the user’s security role.
  15. Modules, which shows all the modules, and beneath them, forms and pages, that a user has access to, per their security role.
  16. Work items assigned, such as native workflow approvals.
  17. Apps, including the Business performance analytics tool (still in preview at time of writing), plus any other Power Apps that administrators or users may choose to share here. Power Apps (or Workspaces or Websites [external links]) can be added by right-clicking nearby, selecting Personalise: Apps, and then +Add a page.
  18. Workspaces – all workspaces that a user’s security role permits them access to can be found here, as well as any custom workspaces. Workspaces (or Power Apps or Websites [external links]) can be added by right-clicking nearby, selecting Personalise: Workspaces, and then +Add a page.

Published by Mike Pearsall

Mike is a founding editor of AX7 - The D365 F&O Blog. He is a business and solution architect with experience of successfully implementing D365 F&O on both client and partner side, as well as strong knowledge of the wider D365 suite and Power Platform.

Join the conversation

3 Comments

Leave a comment

Your email address will not be published. Required fields are marked *