Skip to main content

UI- User Interface

 

Why I like  D365 products is that , they care about the users. They generate things that help users. Not just for functionality but the UI.

So these are some examples that I like to use below.


1. Saved Queries: You can save your queries and have your reports accordingly without to re-enter same information every time. For example, you want to report invoices from the local customers.You give the filter and save query. Then you only need to select the query you saved.

2.Create Workspaces: Workspaces are also can be created by users. On the work spaces, you can see the forms you selected as links, tiles or in grid view.

3.Change Forms: User can change their own forms. Add totals, hide, add fields. Also you can share your forms around the other users easily.

4. Change size of tiles: As a new functionality, you can even change the tile size. 

https://www.linkedin.com/posts/andreadc_configure-your-workspace-of-choice-as-startup-activity-6944520939745230848-JJI0?utm_source=linkedin_share&utm_medium=android_app

5. Security Options for Forms: Users are able to know the security needs to see the forms, directly from the forms , under options.

6.Power BI: Power BI reports are really easy to see and understand the data that you manage.

7.Favorites: By to add to favorites, you can even create your own menu Slight smile

8.Power Apps: I can say that Power apps is not too much part of the UI but, while you do your integrations, you can prepare your screens as you wish.

9.Mobile Devices: Mobile devices are being used by the users in the processes like WMS.

Labels:

Comments

Post a Comment

Popular posts from this blog

Management Reporter (MR)

      Management reporter is  a tool that help users to create their own financial reports without customization/development or help from the IT team/consultants . Is used to prepare financial statements such as income statements, balance sheet etc which has the GL transactional/budget data and dimensions in D365 F&O. It was outside Ax but now you can reach within the D365 F&O.      You may use the functionalities below:          -    Transactional and Budgets Data          -     COA and Dimensions          -     Total Accounts          -     Report Variances          -     Pre Set Reports          -     Report Details of Transactions like voucher number, vendor and customer etc for audit reporting         -    Report for Consolidations         -    Report in Different Currencies
Post a Comment
Read more

D365 F&O Transportation Module (TMS)

      I would like to give some summary information on the TMS module. TMS module helps you manage your both inbound and outbound operations.   You can plan your shipments, routes, loads, appointments and drier check in/outs.  You can see the fastest or less expensive routes as an example with to assign rates and calculate with engines. Also you can manage and reconcile charges. Please find the Microsoft Documentation for the Module below: https://docs.microsoft.com/en-us/dynamics365/supply-chain/transportation/transportation-management-overview Also I like the video series below from Michael Cobbin which give detail for the TM module from Tech Talk: https://www.youtube.com/watch?v=gqGKgiDEQLk https://www.youtube.com/watch?v=gqGKgiDEQLk&list=PLaKeZD0fHWIp8zD088_6svgMZ5v1CmJGz&index=8 https://www.youtube.com/watch?v=9-gGUxeQSAc&t=1408s https://www.youtube.com/watch?v=gqGKgiDEQLk&t=1456s
Post a Comment
Read more

Tax Calculation Service (RCS)

      Tax Calculation service helps system to calculate complex taxes between country and locations and EU and multiple tax registration ids. For this purpose you have to setup RCS, enable feature and setup all the scenarios in the tax calculation engine. Not only it helps calculate these but more complex scenarios like calculation of taxes based on margin.     You may find the documentation of Microsoft below and also a video that briefly explains how system works. https://docs.microsoft.com/en-us/dynamics365/finance/localizations/global-tax-calcuation-service-overview https://www.youtube.com/watch?v=B2fN9AHoYnQ
Post a Comment
Read more