On-demand / Essentials

Navigation
Essentials

Navigation Essentials course artwork

0 $

Learn how to find your way around Dynamics 365 Finance & Operations, locate the pages you need, and work more confidently in the system.

20-25 minutes · Beginner · Self-paced

Free
Categories ,

What you’ll learn

  • How the Dynamics 365 Finance & Operations user interface is structured
  • Where to find pages, lists, actions, and related information
  • How workspaces help you focus on role-relevant tasks
  • Simple navigation habits that can save time in everyday work.

Who this course is for

  • New users getting started with Dynamics 365 Finance & Operations
  • Returning users who want to navigate faster and with more confidence
  • Learners who want a clear overview before moving into role-based or module-specific courses.

How this course works

This course is short and practical.

You’ll begin with an overview of the user interface, then explore common ways to find pages and work with information. You’ll finish with practical navigation habits and a short knowledge check.

No configuration or technical setup is required. The focus is purely on everyday use.

Course content

6 learning sections

01Welcome & Course Overview
  • Welcome
  • What you’ll learn
  • Who this course is for
  • How this course works
02Core Concept Overview
  • Understanding the user interface
  • Key elements in the interface
  • Where these elements appear
03How It Works in Practice
  • Choosing the right navigation method
  • Choosing the fastest route
04Tips, Best Practices & Personalisation
  • Making navigation easier
  • Simple habits that save time
  • A quick reassurance
05Knowledge Check

A short check of your understanding of the navigation concepts covered in this course.

06Wrap-up & Next Steps
  • Summary
  • You should now be able to
  • What's next
  • Course complete

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