Form Functionality in Dynamics 365 F&O

In this Community Summit North America 2022 moment, Rick Doss, Senior Presales Solution Architect, Hitachi Solutions, describes the functionality of Dynamics 365 Finance and Operations.

Highlights

00:08 – In Dynamics 365 F&O, Microsoft has given users the ability to transform the functional forms that a user works on every day.

00:44 – Users can tailor their forms in order to use them the way they wish to. In the example that Doss gives, he uses a company that wishes to filter out “catchweight” which is abbreviated as CW in F&O. As one makes a personalization, they must save it in the system, so it does not recur again.

01:15 – Forms in F&O are more accessible if a user allows the system to present the information in a grouped way. Doss groups his data by customer and number of items.

02:48 – Users can choose to filter by a specific field in F&O, similar to an Excel sheet, for a cohesive arrangement of data.