How to Navigate Through the Dynamics 365 F&O Interface

Learn to easily find what you need in Dynamics 365 Finance & Operations: workspaces, modules, menus, user options & preferences, customer information, personalized views, and more. This is a training video we made for one of our clients. Please feel free to contact us with any questions you have about Dynamics 365: https://www.encorebusiness.com/contact/ Note: Even though most customers, commentators, and consultants still call it Dynamics 365 Finance & Operations or D365FO, Microsoft now technically licenses it as Dynamics 365 Finance and Supply Chain Management. Topics discussed during this session include: Navigating the F&O homepage 00:42 User options menu 02:02 Search bar navigation 04:22 Hamburger menu (navigation menu) 05:01 How to navigate to customer records 07:55 Standard grid view of customers 11:10 Navigating records in the standard grid view- adding columns 13:32 Opening data in Excel 16:55 Saving changes in grid view 17:55 Navigating customer records 18:45 Adding fields in customer records 21:50 Personalizing views in customer records 22:38 Filtering customer data 23:58 Useful tips 25:15