Learning Dynamics in bytes

My settings, my way in Dynamics 365 – Episode 002

Having your Personal Settings setup and configured properly goes a long way to improving your user experience in Dynamics 365.

Additional Resources:

Set personal options
Why can’t I change my personal settings in Microsoft Dynamics CRM 2013? A simple fix to a big personal problem.

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Connect with us on Twitter: @thebaconbytes


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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Connect with us on Twitter: @thebaconbytes


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