Renato Bellu

Let’s take a look at some core settings and features of Dynamics 365 Business Central as it comes out of the box. You start out this tour of Dynamics 365 Business Central by setting up your books by adding accounts to the chart of accounts, and then move to defining general ledger (G/L) account categories. Lastly, you take a look at specifying bank accounts for those accounts.

Microsoft PowerApps is a Software as a Service (SaaS) offering hosted in the Microsoft cloud on the Azure platform. Because most license plans for Office 365 and for Dynamics 365 include licenses for PowerApps, you’re likely already running PowerApps if you have Dynamics 365.PowerApps are a solid avenue for getting the most out of your Dynamics 365 subscription.

The main menu items for Dynamics 365 for Field Service are shown on the Tile Selector pull-down menu when you click the Field Service tile.To view the main Field Service-related menu items, follow these steps: On the black navigation bar at the top of the screen, click the down arrow to the right of the name of the module you’re in.

Power BI can be used to connect to almost any data source under the sun, so you can combine data from external sources with data from Dynamics 365. Here, you discover how Power BI connects to Dynamics 365. But first, let’s take a look at how Power BI connects to data from a general point of view.Power BI is a monster when it comes to being able to connect to data sources of all shapes and sizes.

Microsoft has sought to make navigation within Business Central as easy and intuitive as possible. One of the most frustrating experiences of working with software applications is not knowing how (or not being able to remember how) to get to a certain screen. You have to keep fishing through a hierarchy of menus, searching deeper and deeper into the rabbit hole, only to come up empty-handed.

Dynamics 365 for Customer Service is designed along the lines of the Customer Service module of a traditional CRM system, with most of the typical components one would expect, but with some additional unique capabilities. Understanding the key components of Dynamics 365 for Customer Service — Microsoft refers to such components as entities, by the way — is essential to becoming adept with the software.

Microsoft Office is the name of the suite of common business productivity applications that includes Word for word processing, Excel for spreadsheets, Outlook for email and scheduling, PowerPoint for presentations, and SharePoint for document management, among other applications. This suite of applications has become a common standard: Most people in the business world now use at least some part of Microsoft Office — especially Outlook — every day, 365 days a year.

One of the best aspects of D365O, or Dynamics 365 for Finance and Operations, from a user perspective is that you can modify screen layouts without doing any computer programming — you can do this yourself without having to contact your IT department or system administrator. Your personalized D365O screen layouts affect how data appears on the screen for you.

Dynamics 365 for Finance and Operations allows you to extend the navigation pane in D365O; the navigation pane has menus that can take you anywhere in the application.To extend the navigation pane in D365O and access the Modules menu, follow these steps: Click the Black Square icon with three white horizontal lines in the top left corner of the web page.