Navigate Finance & Operation Apps Microsoft D365 Article 1.0

Aim: Quickly locate what you need?

Objective:

·????????Basic navigation of the user interface.

·????????Favorites and recent locations.

·????????Techniques for finding and filtering data.

·????????User interface (UI) views and features, like the workspace features, and the

View and Edit modes.

·????????Different modes for viewing pages: Grid, Details, Line, and Header views.

The dashboard is the first page that you will see in finance and operations apps. It contains tiles that show various information. You can return to the dashboard at any time by clicking finance and operations apps on the navigation bar at the top of the frame.

A tile is a rectangular button that behaves like a menu item button. It is used to navigate to, or open pages. Tiles can also display relevant data, such as counts or key performance indicators (KPIs). A tile can include images that provide you with additional visual context.

The navigation pane provides access to workspaces, main menu elements, recently opened pages, and user-defined favorites. You can open the navigation pane by selecting the?Show navigation pane?button under the navigation bar.

The navigation pane consists of four collapsible sections.

Favorites?- This section provides quick access to the list of pages the user has explicitly marked as a favorite. Marking a page as a favorite is accomplished by clicking the star icon next to the page in the navigation pane. This can be helpful for areas of the system that are used frequently, or, conversely, areas of the system that are not used frequently but could benefit from being easily accessible when the need arises.

How to mark as Favorites.

Module>open any Module>Expand the work Space>Click on star?Shape.

Recent?- This section is a list that is auto populated with links to the areas in the system that have been viewed most recently. This can be helpful for reference purposes, as well as easily switching back and forth between separate areas of the system.

Workspaces?-Workspaces are activity-oriented pages that are designed to increase your productivity by providing information that answers your most pressing activity-related questions. This is where you store your more frequent tasks.

Access to the various workspaces depends on the roles that users have in the organization.

To navigate to a workspace, you can click a tile on the dashboard, click a link in the navigation pane, or find the workspace using the navigation search feature.

Workspaces contains sections of content that are relevant to the task for which the workspace is intended.

The first section will usually be a set of tiles that you can click to begin new tasks or access lists of items. The second section contains a set of relevant lists for the activity. The last section contains several links to pages that are important but not frequently used for this activity.

In between the list and links section are a few optional sections that might contain charts and graphs. One important distinction of workspaces is that they do not have a data source.

If the content requires a data source, it can be updated to include that.

A workspace is a one stop-shop for specific activities. Here are some of the ways a workspace can help drive productivity:

• 360-degree view of activities?- No need to navigate to multiple lists.
• Answers specific questions?- Questions such as:
• Are there urgent cases that need to be attended
• How difficult will my workload be?
• Are cases easy or difficult to solve?
• Provides insight?- Compare multiple sources of data. Provide a big picture view that might be difficult to achieve when only looking at lists in specific modules.
• Navigates by data?- Less time spent filtering to find results
• Direct access to tasks?- Tasks can be performed directly from the workspace.

Modules?- This section provides the full list of modules. Clicking on a module will open the right side of the navigation pane, where you can navigate to a specific page in that module.

The Filter pane provides an easy-to-use interface for filtering full page lists. The Filter pane is an inline pane that slides in from the left side of the screen and pushes the page content to the right, so that users can see the data that they want to filter. You can open this filter mechanism by clicking the system-defined?Show filters?button on the left side of the page. After it has been opened, the Filter pane remains visible until you go to a new page, or until you close the Filter pane by using the?Hide filters?button.

Select Filter as shown in below image marked in Yellow

We can add more fields to filter with different parameter and apply.

The grid filtering experience is more closely aligned with the experience in Microsoft Excel. When you click a column header (for columns that can be filtered), a drop-down menu appears, and you can use it to filter the column. The filtering experience here mimics the filtering experience in the Filter pane. Additionally, there are options to sort the grid based on the column that is currently selected.

Click on drop down as shown in below image in yellow color

Narrow down the filters with different parameter's

?

Settings

Settings>User options

It is better if we choose compressed view to see all fields.

Color theme can be used to differentiate between different environments on basis of Color like PROD and Support etc.

In below page you can choose time zone , Place , Legal entity Etc.

Below image yellow marked is used to export the data in Excel for current page or to download the template.

Below image yellow marked is the refresh icon to refresh the page.

To Duplicate the window right click on the tab and click duplicte

How add fields in the view

Right click on the line header view and select personalize header grid

Select + Add a field

Select the field and update

To save the view click on the drop down marked in below image with yellow color

Name it and save.

We can save multiple views this way.

The View and Edit modes indicate whether you're editing or viewing a record. This distinction is important, because it helps prevent accidental updates to data in the finance and operations apps.

The views can be used for different purposes:

• Grid view?is useful for updating multiple records at the same time. By viewing a list page (for example, a list of vendors) in the Grid view, you can update data on each line instead of having to open the page for each vendor to update the information.
• Details view?is available on any page that shows the Grid view by default. You can use it to review data for a single item that you've selected. This view provides details that are considered standard information for creating a new record.
• Line view?is useful for reviewing the details of a single item in the system, like a single purchase order or customer. This view provides additional FastTabs and information.
• Header view?is useful for looking at the higher-level details of a single record. It can be used to enter default values and to do a bulk update of the lines on some page types, like purchase orders. This view is also a good place to view general information about a page, like the customer details on a customer account.

Search in finance and operations apps

The search mechanism is used for finding and navigating to pages and workspaces that appear in the navigation pane and on the dashboard. The search keywords are matched not only to the caption of the navigation elements but also to the corresponding path.

For example, a search on the keywords returns a list of navigation elements that match those keywords.

There are two specific ways to search:

• Keywords?- Using the search feature, you can enter keywords to find a specific page. The results in the list will include complete and partial matches, as well as the manual navigation path for the page.
• Form names?- Technical users who are looking for a specific form name in the system can use the search feature by entering “form:” followed by the actual form name, such as “vendInvoice” to find specific pages in the system that use that form. The list will populate with pages that use the form specified.

There are two important things to consider when using search:

• The search feature is used to locate pages in the system, not specific data, or actions.
• The results will also include partial hits for the navigation path. For instance, searching the word “receivable” will include a larger number of hits than “all purchase orders” because the word “receivable” is included in the navigation path for many pages.

To use the search feature, select the?Search?icon to display the?Search?box. You can then type one or more words in the box. finance and operations apps instantly searches for relevant pages in the application that match the words that you entered.

For example, you could type “l e” as the input, and then the system displays results that match that input. In this case, it will show all pages that start with letter “l” and then letter “e”.

In the screenshot below, you will see the results of a search using the word "project".

Thanks & Regards,

Abhishek Jindal

(Microsoft D365 F&O SCM and SCM manufacturing Functional consultant Associate)