Navigating the D365 F&O interface (Part 3)

Dynamics 365 ERP - General

The article discusses the Grid view in Dynamics 365 Finance and Operations (F&O).
The Grid view is the standard presentation of record lists in the system for various entities like Customers, Opportunities, Quotes, Suppliers, Journals, Transactions, Invoices, and Workers.
The article mentions that the Grid view in version 10.0.39 now includes Copilot, an AI companion, accessible through the navigation bar.
The Grid view includes elements like a shortcut to the Home page, a back button, Edit/New/Delete buttons, an Action pane, an Action pane tab, an Action pane search, Power Apps button, Open in Microsoft Office button, Attachments button, Refresh button, Open in new window button, Filter pane button, Related information button, View selector, and QuickFilter box.
The article explains that columns in the Grid view can be resized, repositioned, and right-clicked for additional options such as inserting other fields, hiding a column, grouping by a column, and freezing a column.
The Grid view displays rows of records based on the current view or filter settings, and selected records can be highlighted.
The Grid options menu provides additional options like showing the footer, editing selected rows (with the 'Bulk editing in grids' feature enabled), and options related to grouping.
The Grid footer, when enabled, displays the number of rows in the current view and the number of selected records.

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