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Tensoft is a Microsoft Dynamics Provider-sells it, supports it, and develop products that integrate to it.
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Top 10 Tips for Getting Started with Microsoft Dynamics 365 for Financials
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● If you’re having problems, try switching browsers.
– Start with IE, it seems to still be the key to getting Microsoft things to work.
Top 10 Tips
1 Switch Browsers
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● If the problem persists, try launching an InPrivate browsing session\window.
Top 10 Tips
2 Launch InPrivate Browsing Session
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Top 10 Tips
3 Use these Formats for Data Migration
● Easy data migration possible using the built-in Dynamics 365 wizard if your data is in one of the following three formats:
● Excel (using the 365 template for your GL, Customer, Vendor and Item files)
● An on-premise version of Quickbooks● GP 2016 June Hotfix or GP 2013/2015 Nov 2016 Tax release
versions.
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Top 10 Tips
4 Benefit from your Microsoft NAV Experience
● Some experience with Microsoft NAV will be very helpful for getting started with Microsoft Dynamics 365 for Financials. Here’s a great place to get some basics down and refresh your Microsoft NAV skills: click here.
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Top 10 Tips
5● Quite a bit of additional functionality is in development
now and is scheduled for release soon (such as EFT for Payables, which should release in late Q1), but be aware that you may have missed some existing functionality!
● Dynamics 365 currently has two “Experiences”: “Basic” and “Suite.”● To activate the Suite experience, go to Company Setting and change
Experience to Suite. Then log out and log in again. In fact, this way of “seeing” your changes applies throughout 365. If you change something -such as role - your changes will take effect after you logout and log back in.
Get Familiar with Existing Functionality
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Top 10 Tips
6● To easily edit the layout of things like Sales Invoices or
Quotes in Microsoft Word, just click “Export Layout,” make your changes, and then Import the layout back in.
● This is a great example of how integrated Dynamics 365 for Financials will be with Microsoft Office. Report editing in Office will provide users a familiar interface in which to work. Dynamics 365 for Financials also integrates very tightly to Outlook. Functionality exists today, that allows documents such as PO’s, Invoices, and Quotes to be created and sent directly from Outlook that then create the records in Dynamics 365 Financials.
Benefit from your Microsoft Outlook Experience
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Top 10 Tips
7● The walk-through guides in the application are currently
one of the best places to look for help, but they can be tricky to find. Here’s a handy map: click here.
Use Walk-Through Guides
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Top 10 Tips
8● You may notice that there’s no “Save” button in Dynamics
365. Don’t worry though – your work is being saved.
● To “Post” or “Post and Send,” just click the option that you want, at the top of the document that you’re working on (such as a Sales Invoice, for example).
Trying to Save your Work?
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Top 10 Tips
9● Microsoft Dynamics 365 for Financials is integrated with
CRM and Outlook, so there are already some great new features for tracking and managing Sales, like Email Interaction Logging: click here.
Get Familiar with New Features
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Top 10 Tips
10● Dynamics 365 for financials ‘Account Schedules’ feature
uses standard row and column report design. It allows to view the individual transactions by drill into/drill through from the financial reports.
Account Schedules
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Other Helpful Links
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Top 10 Tips
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● Microsoft Dynamics for Financials Online Help & Training
● View Tensoft TEN Talk on Microsoft Dynamics 365 Business Edition
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Thank You
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