Taking full advantage of Microsoft’s OneVersion continuous updates is predicated on the expectation that businesses, and their solutions, have primarily aligned with the adopt not adapt approach. The F&O solution has evolved to support organisations and partners on this journey with features such as configurable business documents; addressing the almost constant need for output documents …
Tag archives: navigation
Don’t take offence! How to manage personalisations
One of the most powerful features of D365 F&O is the ability to personalise and tailor the user experience. This can have huge benefits ranging from increased process efficiencies to accelerated user adoption. However, as with any tailoring capabilities, realising their full potential often requires an element of control. Allowing too much autonomy can compromise …
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D365 F&O – Let’s make it personal!
The adoption of a modern day tier 1 ERP system such as Dynamics 365 F&O has numerous advantages when it comes to the streamlining and standardisation of the technology stack. However, when users move from many single purpose systems to one which can manage the entire end to end business operations, it can be overwhelming. …
Navigating the D365 F&O interface (Part 3)
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.
Filtering in D365 F&O
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 …
Navigating the D365 F&O interface (Part 2)
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 …
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Life is like a keyboard; know the shortcuts to play it well
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 …
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Navigating the D365 F&O interface (Part 1)
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.) …
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