Category: Dynamics 365 Finance and Operations
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Saved Views in Dynamics 365 Finance and Operations
Today we’re taking a look at a feature that allows the saving of a grid view. You can make these views the default when the screen loads. They are available on most of the all screens (all customers, all purchase orders etc..) This feature is still in preview in Dynamics 365 Finance and Operations, but…
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Task Recording Capture Screenshots
The task recorder in Dynamics 365 Finance and Operations is almost the perfect tool to create training materials for your users. I say almost because as they say a picture is worth a thousand words. The out of the box task recorder does not capture screenshots as the task recording is being made. The good…
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Create a customized Workspace in Dynamics 365 Finance and Operations
Work spaces allow you to organize your work. You can add your most common screens and data to your own personal workspace that will make you more efficient. Today we’ll take a look at how you can create your own personal workspace in Dynamics 365 Finance and Operations.