Get Started with Finance and Operations Apps

Question 1

Primary navigation concepts?

Answer 1

• Dashboard
• Navigation pane
• Workspaces
• Tiles
• Navigation search

Question 2

What does dashboard contain?

Answer 2

Tiles that show various information

Question 3

What is a Tile?

Answer 3

Tile is a rectangular button that behaves like menu item button.
Used to navigate to, or open pages.

Question 4

What kind of data can tiles display?

Answer 4

• Counts
• Key Performance Indicators
• Images with visual context

Question 5

What is navigation pane?

Answer 5

Access to workspaces, main menu elements, recently opened pages, user-defined favorites.

Question 6

What does navigation pane consist of?

Answer 6

Favorites
Recent
Workspaces
Modules

Question 7

What is workspace?

Answer 7

Activity oriented-pages that are designed to increase productivity, by providing information

Question 8

What does workspace offer?

Answer 8

360-degree view of activities
Answers specific questions
Provides insight
Navigates by data
Direct access to tasks

Question 9

What is filter pane?

Answer 9

Provides easy-to-use interface for filtering full page lists.
Inline pane that slides in from left side of the screen

Question 10

QuickFilter?

Answer 10

Modeled control that can be associated with any grid in the system

Question 11

Grid Column header filtering/sorting?

Answer 11

Similar to MS Excel,

dropdown column filter

Question 12

Two ways to search?

Answer 12

Keywords

Form names

Question 13

Keywords?

Answer 13

Enter keywords to find specific page

Question 14

Form names?

Answer 14

Specific form names by doing “form:”

Question 15

4 types of views in list and pages?

Answer 15

Grid view
Details view
Line view
Header view

Question 16

Grid view?

Answer 16

Updating multiple records at the same time

Question 17

Details view?

Answer 17

Review data for a single item that is selected

Question 18

Line view?

Answer 18

Reviewing details of a single item in the system

Question 19

Header view?

Answer 19

Useful for looking at higher-level details of a single record

Question 20

View mode?

Answer 20

To review data on a list page, review data in a record, open related records

Question 21

Edit mode?

Answer 21

To change data directly on the page

Question 22

What can organizations do with D365?

Answer 22

• Engage customers and build relationships
• Optimize operations
• Empower employees
• Transform product and services