Video

Dynamics 365 Operations: 15 UI Tips and Tricks

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This video shows 15 useful tips and tricks to personalise and get the most from the user interface. Microsoft Dynamics 365 for Operations (formerly Dynamics AX) is a comprehensive enterprise resource planning (ERP) suite.

  • ‍0:00 1. Add custom dashboard banner.
  • 0:37 2. Personalise default dashboard.
  • 1:13 3. Pin tile to default dashboard.
  • 1:33 4. Pin list, project, etc. to default dashboard
  • 3:30 5. Pin NavPane and ActionPane.
  • 3:41 6. Save favourites for quick access.
  • 3:55 7. Default dashboard options: Essentials dashboard.
  • 4:34 8. Personalisation bar – Manage function.
  • 5:10 9. Mouse over links for pop-up info boxes.
  • 5:19 10. Personalise grids.
  • 5:52 11. Peek behind a dialogue/slider.
  • 6:06 12. Work in several windows at the same time.
  • 6:27 13. Use the Action search bar.
  • 6:44 14. Fast Tabs.
  • 6:59 15. Fact Boxes.