Chapter 14

Becoming a Smooth Operator with Operations

IN THIS CHAPTER

check Taking a look at capabilities by module in Dynamics 365 for Finance and Operations

check Surveying the master records maintenance screens for vendor, customer, and product

check Viewing keyboard shortcuts and switching between companies for faster navigation

check Sorting list pages, exporting rows to Excel, and applying filters with multiple fields

Dynamics 365 for Finance and Operations (D365O) is Microsoft’s most full-featured enterprise resource planning (ERP) system. D365O has more modules than any other Microsoft ERP package, and each module has more features. Though the prowess of D365O is especially evident in the areas of global capabilities, warehouse management, manufacturing, inventory control, and product information management, it extends through pretty much every aspect of the software.

Microsoft’s other ERP packages are Dynamics NAV (formerly, Navision, now Dynamics 365 Business Central), Dynamics SL (formerly Solomon), and Dynamics GP (formerly Great Plains). Dynamics SL and Dynamics GP aren’t being made available ...

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