The 3Cs of General ledger (The Neophyte series)

Hello D.M.-azing D365 Community!

We are finally able to get the chance to publish our content here.

And it is always good to go back to where we started our journey in Ms. Dynamic Millennial blog.

Here it is and enjoy learning.

Are you a newbie in using Microsoft Dynamics 365 for Finance and Operations? Whether as a consultant or as a D365 F&O client, it is a must to know the basics on how to navigate D365 F&O or if you are familiar in using Dynamics AX I am sure that you need a bit of adjustment to navigate D365 F&O. And I admit in experiencing that one.

But there is nothing to worry about as you are on the right article for you to make yourself familiar with the concepts of navigating D365 F&O.

So, let us start unboxing the Basic Navigation Concepts of D365 for Finance and Operations.

MICROSOFT DYNAMICS FOR FINANCE AND OPERATIONS – BASIC NAVIGATION CONCEPTS

Before a user can access Microsoft Dynamics 365 for Finance and Operations, one should have the address link and user credentials (i.e. email address and password) to sign in. The user can also log in with a security code thru a short message service one-time pin or through GitHub. Once successful, the dashboard will be the default interface that a user can view.

Since as a default, it is the dashboard for the home page that you can view after you signed in to your account or into a client’s account, let me discuss with you the different ways how to navigate it.

Figure 1.01 – Dynamics 365 F&O – Home page

Legal entity

If there are multiple legal entities that is maintained in a specific environment you can go on to different legal entities by clicking on the name of the current legal entity where you are and a drop-down will be available where you can select another legal entity.

Messages

The bell button is where you can see notifications or system messages (e.g. approvals, completed actions, error messages, etc.). Alternatively, you can access this using shortcut keys Ctrl+Shift+F7.

Settings

This is used to view or change your system settings or to create task recordings.

Help & Support

This is where you can provide feedback, search for useful tools and ideas and even raise a support ticket.

User account

This is used to properly sign out to your D365 F&O account.

Navigation search

If you are not sure where you can locate a feature, setup, or parameters that you need then this pane is the tool that you should use.

Navigation pane

By clicking the hamburger menu, you can see four sections: Favorites, Recent, Workspaces, and Modules. Alternatively, you can access this using shortcut keys Alt+F1.

Calendar

This is used to change your session date. There are several reasons on why a user needs to update the session date and on my experienced session date is changed to simulate transaction for postdated checks.

Work items

This displays the work items assigned to a user.

Workspaces

This contains different daily used reports, frequently used data, and various transaction details to provide a user-friendly view to improve the efficiency of day-to-day tasks. This can also be personalized according to your need or preference.

Now that you know how to navigate the home page, I think it is about time to discuss how we can explore the Navigation pane page, Workspaces page and Forms navigation page of D365 F&O.

Figure 1.02 – Dynamics 365 F&O – Navigation pane page

Favorites section

Provides quick access to the list of forms that the user has explicitly marked as a favorite. Marking a form as a favorite is accomplished by clicking the star icon next to the form in the navigation pane.

Recent section

Lists the forms that the user has most recently visited.

Workspaces section

Shows the set of workspaces that a user can conveniently access.

Modules section

Provides the full list of modules. Clicking on a module will open the right side of the navigation pane, where the user can navigate to the desired page in that module.

Area page

Shows the available functions, reports, setup, and parameters in a module.

Figure 1.03 – Dynamics 365 F&O – Workspaces page

Tiles

Click this to begin new tasks or to access a list of items.

Lists

This section contains a set of relevant lists for the activity.

Links

This section is used to access different functions or pages which are in the links.

These sections which are available in the Workspaces can be personalized depending on the functions or pages that you need in a workspace. Let us have for the illustration the General ledger Workspace, you can personalize it by selecting a function in the General ledger module by selecting Options tab > Personalize group > Add to workspace button, then select from the drop-down the applicable workspace and on where workspace section you want it to place.

Figure 1.04 – Dynamics 365 F&O – Forms navigation page

Figure 1.04.1 – Dynamics 365 F&O – Action Pane

Action pane

This is part of a form that organizes and displays buttons that represent the actions that the form supports. The action pane contains Menu buttons which are organized into tabs and groups.

Action search

Helps you find and access different menu buttons.

Action search vs. Navigation search
Action search is intended to look and run for Actions available on a page whereas Navigation search is intended to find and navigate pages.

PowerApps

This is used to integrate PowerApps studio in D365 F&O.

Open in Microsoft Office

This comes with Open in Excel and Export to Excel.

Attachment

Click this button if there are documents or files that you want to attach.

Refresh

This is used to refresh an entire page.

Open in new window

You can make use of this button to work on the same environment with multiple windows instead of navigating different pages on a single window.

Close

Since D365 F&O is a web-based platform, users are sometimes mistakenly closing the entire web window instead of closing only a page. If you want to close only a page in D365 F&O, then better click this button.

Filter

This is used to find data or transactions which is/are within the parameter.

List page

This is a form that displays a list of related data records. List pages represent the primary means of displaying data, performing actions on specified records, and opening forms.

Related information

This displays the relevant information of a transaction or data.

I hope that you find this article a helpful tool for you to better appreciate and understand, everything and anything about Microsoft Dynamics 365 for Finance and Operations.

It will truly be a privilege if you will allow me to know your thoughts and suggestions for me to further improve the coming featured articles on our blog.

This is Ms. Dynamic Millennial blog. Be equipped. Be informed.

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https://community.dynamics.com/365/financeandoperations/b/ms-dynamic-millennial

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Reference:

https://docs.microsoft.com/