During our implementation of NAV (sorry, Dynamics 365 for Financials) we constantly kept saying, “The search field is great, but isn’t there a master cheat sheet that shows us what things are called so we know what to start typing?” After searching high and low we discovered there isn’t anything set up currently. Again, we love the search bar as it keeps the product UI clean and provides all the product’s functionality in one central place. But if you don’t know what to start typing it renders much of the product’s features useless and setting it up frustrating.
Comments
Thank you for this input, which has been routed to our documentation/help team. One thing that should help you become more familiar with what's available in the system is the "Home V" dropdown button in the left Nav bar. If you click on "Home" it drops down a list of the major functional areas of Financials (Finance, Sales, Purchasing, etc) with explanations. This provides another way to drill into the system without having to rely on Search.
Best, Brett Johnson
Category: General
Business Central Team (administrator) on 5/17/2022 1:18:34 PM