Dynamics 365 ERP - General
Category
Feb 25, 2024
Published date
Text
Article Type
AI Summary
- The article discusses how the adoption of a modern-day tier 1 ERP software like Dynamics 365 F&O can streamline and standardize technology stack for businesses.
- The author recommends using role-based access controls (RBAC) or user security roles to manage the overwhelming features and navigational efficiency of the software.
- The article explains how users can personalize their experience in Dynamics 365 F&O by marking favorites for commonly navigated menu paths and saving personalized views for future use.
- It also discusses how users can personalize the grids by hiding irrelevant columns, adding additional attributes, reordering columns, and specifying compulsory data fields.
- The author mentions that personalizations can be applied within specific forms, embedded in common workspaces, and summarized on the main D365 F&O home page.
- The article highlights the importance of leveraging personalizations based on individual preferences and understanding the commonly interacted features and areas before making customizations.
- The author emphasizes the need for correct training and administration of user personalizations to avoid inefficiencies and challenges with cross-training and support.
- The article concludes by stating that personalizations can be a powerful tool for unlocking efficiency in day-to-day business operations but should be used responsibly and with proper consideration.
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