Let's learn about the basics of Dynamics 365.
In the last issue, we wrote an article about accessing Dynamics 365 from the admin center.
If you are not an administrator, you can access the site from the following homepage.
This will open the Dynamics 365 homepage.
In My Apps, you can see the available apps for the current user. So let’s double-click “Dynamics 365” in the following screen to access it.
Then, when you log in to Dynamics 365, you will see the following screen.
In the initial setup, the dashboard will open first.
The first page you see when you open Dynamics 365 seems to be the top left entity in this sales category.
This navigation menu can be changed in the sitemap editor. (I will touch on this in another article).
You can also check the currently available applications from the menu.
The initial site map (the red line in the image below) will differ depending on which app you have installed or which license you have purchased, but if you have installed Sales, Customer, Field Service, etc. in Plan 1, the navigation menu should look like the one below.
This menu can be edited in the solution’s sitemap editor.
When editing the sitemap
- Area
- Group
- sub-area
It is divided into three layers.
Customization, security, email and document settings in Dynamics 365 are generally accessed from the “Settings” area.
Most of the settings for entities, fields, web resources, sitemaps, dashboards, etc. are configured in the Customize sub-area, under System Customization.
From Customize Settings, click
Click on “Customize System…
You can open the default solution.
Let’s start setting up the system a little at a time from the next time.