Learning Dynamics in bytes

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Category: General

Views done simple – Episode 006

While the new features of Dynamics 365 may be flashy and exciting, it’s also important to understand the basics in the system. In this episode we cover the end user views and simple navigation including searching for a record, saving a view, and showing how charts and views interact with each other.

Resources:
Understand views (lists)

 


How to navigate in Microsoft Dynamics 365 – Episode 001

Laying a foundation for everything you do in Microsoft Dynamics 365 is navigation. We cover the general navigation in the header along with touching on global search and quick create.

 

Office 365 app launcher – 0:20
Dynamics Apps – 0:50
Site Map – 1:10
Recently Viewed Items – 2:10
Global Search – 2:40
Filter Global Search – 3:30
Recent Records – 3:52
Quick Create – 4:28
Advanced Find – 6:07
Personal Settings – 6:26
Help – 6:43
Upload Profile Image – 7:00

Additional Resources:

Office 365 app launcher
Quickly navigate with the Office 365 app launcher and the Dynamics 365 home page
Use Relevance Search for faster, comprehensive search results
Quick create
Set personal options

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Welcome to the Bacon Bytes!

This video is a high level overview of the website and our goal in creating it.

We look to create high quality valuable content for users and system administrators for Microsoft Dynamics 365 and Office 365 as Microsoft is releasing product updates all the time and it’s hard to keep up with the changes.

Please leave a comment on ways we can improve this channel and if you liked the video, please leave a comment so we know it was helpful.

Connect with us on Twitter: @thebaconbytes