From the course: Learning Microsoft Dynamics 365: The Basics
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Navigating in Dynamics 365 - Dynamics 365 Tutorial
From the course: Learning Microsoft Dynamics 365: The Basics
Navigating in Dynamics 365
- [Instructor] Before we get started in building information in Dynamics 365, let's go ahead and give you a little tour around the interface. In the upper left hand corner, we have the app launcher button, and this is where you can access all of the other applications in Microsoft 365. Across the top, we have the title of the application that we're in, and the version, which is the sales Hub. If you don't see the Sales hub, go ahead and click the Sales hub and select it here. The toolbar across the top gives us access to the common features that are consistent across every area of the application, including search, your Assistant, quick add, which lets you add different types of objects and records, the Advanced Find option, which gives you the access to all of the lists that are behind the scenes in Dynamics 365. Your settings options, help features, Copilot, and then your teams chat and channels integration. As we move through the different functionality in Dynamics 365, be sure to…
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