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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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