A blog sharing articles, ideas and experiments about Microsoft Dynamics 365 for Finance & Operations (D365 F&O)
If you’ve used ChatGPT, Bing, or Google Bard – or any of the multitude of AI tools that have flooded the web this past year – you’ve no doubt appreciated how much time and effort can be saved by using them smartly. If you haven’t, now really is the right time to get started! Imagine …
Continue reading “Your own AI assistant at the heart of your ERP”
Today we’ll take a look at the Grid view. This is the standard presentation of record lists in the system, whether we’re talking Customers, Opportunities, Quotes, Suppliers, Journals, Transactions, Workers… or in the case of the sample screenshot we’ll be using, Purchase orders. As before, I’m confident that there will be a gems in here that even the most seasoned D365 F&O professionals might have forgotten (or not yet know), so look out for points made in bold.
When considering the capabilities that D365 F&O has to offer, it can be overwhelming. However, with most users likely interacting only with specific feature and process areas with the application stack, how can you enable users to quickly and easily access the information they need during their BAU activities. Step into the spotlight; Filtering and …
This is the next post in a series of back-to-basics, covering the navigation of the system, which began with Part 1, about the Default dashboard, navigation bar and navigation pane. As before, I’d venture there’s more than a reasonable chance that even more seasoned users will pick up a thing or two here, particularly points …
Continue reading “Navigating the D365 F&O interface (Part 2)”
D365 F&O integrates nicely with D365 CE (via Dual Write/Dataverse) and the process of doing so is getting even easier with the latest updates. With Microsoft long holding a spot in the top three global CRM providers, it’s easy to see why D365 CE would be the go-to solution for a Microsoft-first organisation in need …
Continue reading “Would you consider F&O on its own for CRM?”
It’s easy to get drawn into the depth and breadth functionality of D365 F&O, or even just to know exactly what you need to know, in order to get a particular task done. In doing so, users might miss out on some very useful basic features, like keyboard shortcuts. Keyboard shortcuts can speed up repetitive …
Continue reading “Life is like a keyboard; know the shortcuts to play it well”
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.) …
Continue reading “Navigating the D365 F&O interface (Part 1)”
