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.
There are so many System Settings that we took a whole episode for just the General Tab! Dynamics 365 empowers you to update settings at a system wide level that will impact all users. It is important to not only review them when you first deploy but to also stay up to date with them as Microsoft is consistently adding new system settings.
If there is a specific topic that you are interested in, use the navigation below to jump to that section.
Allow text wrapping in form fields labels and values – 1:44
Enable auto save on all forms – 2:30
Enable presence for the system – 3:10
Name Format – 3:39
Pricing Decimal Precision – 4:21
Share reassigned records with original owner – 4:36
Set blocked file extensions for attachments – 5:05
Display currencies by using – 5:39
Enable Relevance search – 5:48
Enable Quick Find record limits – 6:02
Select entities for Categorized Search – 6:48
Show Bing Maps on forms – 7:18
Enable country/region code prefixing/Country/Region Code Prefix – 7:49
Select provider for Click to call – 8:00
Users see app download message – 8:18
Use custom Help for customizable entities – 8:32
Global custom Help URL – 8:31
Enable Learning Path – 9:07
Disable Social Engagement – 9:20
Display welcome screen to users when they sign in – 9:30
For compatibility, use the legacy form rendering engine. Note that performance may be adversely affected. – 9:38
Show default app on landing page and in app switch/Default app name – 10:14
Display cards in expanded state – 10:23
Set session timeout – 10:52
Set inactivity timeout – 11:25
Set Azure Content Delivery Network options – 12:28
Key Take Aways – 13:32
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.
To find out more, including how to control cookies, see here:
the Bacon Bytes was started as a place where users and system administrators can go to quickly get up to speed on a specific topic or skill without having to commit a long period of time. The goal is to deliver succinct training that empowers users and system administrators.