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Microsoft Dynamics 365 Navigation - Step by Step

This document provides step-by-step instructions for navigating the Microsoft Dynamics 365 interface. It explains how to log in, access the different applications, view recent pages and settings. The navigation bar is located at the top of the screen and contains buttons to access main modules. Individual record screens display various menu options depending on the entity and customizations.

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Bhavika Vohra
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384 views6 pages

Microsoft Dynamics 365 Navigation - Step by Step

This document provides step-by-step instructions for navigating the Microsoft Dynamics 365 interface. It explains how to log in, access the different applications, view recent pages and settings. The navigation bar is located at the top of the screen and contains buttons to access main modules. Individual record screens display various menu options depending on the entity and customizations.

Uploaded by

Bhavika Vohra
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Microsoft Dynamics 365 Navigation – Step by Step

Microsoft Dynamics 365 Navigation and Interface is different when compared with Microsoft Dynamics CRM
2016. Dynamics 365 interface is cleaner and easier to find Applications and products. In this Dynamics 365
tutorial, we are going to learn about Microsoft Dynamics 365 Navigation and user interface step by step.

Microsoft Dynamics 365 Navigation


Login to Dynamics 365 at [http://login.microsoftonline.com].
Enter your username and password.
Click on Submit button.

After successfully login, Microsoft will be displayed two products office.com and Dynamics.com.

Select Dynamics.com to login to home.dynamics.com[https://home.dynamics.com].

Now we are at Dynamics 365 Home, when we dropdown menu as shown below list of all application present in
Microsoft Dynamics 365 will be displayed. In Dynamics 365 we have different options like My apps, Home,
Dynamics 365 – Custom, Sales Hub, Sales, Customer Service, Project resource Hub, Project service
automation, field service, Field resource Hub.

Select Dynamics 365 – Custom as shown below.


Microsoft Dynamics 365 interface lets users navigate from left to right, and the intuitive design includes large
buttons for each of the various sections. If we select modules like Sales or Service, a “sticky” menu will with
expanded menu items as shown below.

Microsoft Dynamics 365 Navigation

The navigation bar in Microsoft Dynamics 365 is located on the top of the screen and it contains Sales,
Service, marketing, Field service, Project Service, Resource scheduling, Settings and training.

To open recently opened pages click on clock symbol present on the top menu.
A + icon is used for quickly adding information.
A magnifying glass icon for systemwide quick searches and the Advanced Find button.
If you click the+ icon, the ribbon bar expands to show you what can be created.

Settings Personal Information in Dynamics 365.


To setup Personal Information in Dynamics 365, navigate to Gear symbol present on the top right in the main
menu. Here we can view Apps that are available for Dynamics 365, can view privacy statement
Click on Options.

As shown above screen, we can setup time zone, default currency, email templates, Email signature, Can set
language and many more.

How to Open recent pages in Microsoft Dynamics 365.


To view recently viewed files click on clock icon in the navigation bar. Now this option lists many more entities
to choose from than the drop-down arrow’s list of recently viewed files as shown below.
How to Open recently viewed Options.
The drop-down arrow in the navigation bar is the Recently Viewed option. When you select this arrow, you see
any records that have recently been accessed. When we click on drop down, it shows sales activity
dashboard that have recently been viewed, and you can select one to easily navigate to it from here.

How to create new record and Customize a record in Dynamics 365.


When working with Records in Dynamics 365, a new record can be created by clicking on+New button and
can be deleted by delete button. As shown below we have opened Contacts in Sales module and a list of all
Contacts displayed. The available menu option… will display drop down options depending on the entity that we
are working and the user permissions.

The following are the most common options on the dynamic submenu when you’re working on main (grouped)
entities (such as Account or Contact).

New Delete Email a Link

Run Report Excel Templates Export to Excel

Import Data Chart Pane View

Form Add to Queue Share

Menuview
System Options for existing
Customize contact. New System View
Entity

When users navigate to a record, they are presented with a variety of menu options at the top of the page.
These options are dynamic and varied, depending on what the record allows or what it has been customised to
include. As shown below we have a opened Contacts records.
As shown below, menu options for contacts and cases are different with each other.
Microsoft Dynamcics 365 Basics

⊩ What is Microsoft Dynamics 365?

⊩ Microsoft Dynamcics CRM Modules.

⊩ Navigation and User Interface

⊩ What is an Entity?

⊩ What is Solution?

⊩ What are Web Resources?

⊩ What is a site map Designer?

Microsoft Dynamcics 365 for Sales

⊩ Dynamcics 365 for Sales Basics

⊩ How to create an Entity in Dynamics CRM?.

⊩ Creating Entity Form in Dynamics CRM

⊩ Different Sales Module Entities

⊩ How to create a lead.

⊩ How to create an opportunity?

⊩ How to add a Lead Source?

⊩ How to convert a lead to an Opportunity.

⊩ Relationships in Dynamics CRM : 1:N, N:1, N:N

Microsoft Dynamcics 365 for Service.

⊩ Service Dashboards.

⊩ Service Reports

Microsoft Dynamcics 365 for Marketing.

⊩ Marketing Module Entities

⊩ Marketing Dashboards.

⊩ Marketing Reports

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