In this webinar, our experts showcase a variety of demo use cases of how different components of the...
In today's topic, we will be discussing page options and attachments in the navigation of the Finance and Operations modules.
Let's start by logging in to Dynamics 365 for Finance and Operations. The Page options are available on almost every page. We'll demonstrate navigating to the Page Option. For this example, we'll open all vendors.
Path: Modules > Accounts Payable > Vendors > All Vendors
To attach documents to any record in Dynamics 365 for Finance and Operations, select the paper clip on the form – this will open the attachment form. This functionality assists users in keeping information with the correct records.
When you attach documents to the records, there are several options:
Stay tuned for Part 3 in this navigation series where we'll be exploring the features of Help. In the meantime, keeping checking our blog for more helpful tips and tricks!
Happy Dynamics 365'ing!