Top 10 Tips: Getting Started with Dynamics 365 for Financials.

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Tensoft is a Microsoft Dynamics Provider-
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© 2017 Tensoft All Rights Reserved. Confidential

Confidential
Top 10 Tips
for Getting Started with
Microsoft Dynamics 365
for Financials
© 2017 Tensoft All Rights Reserved. 2

● 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

● If the problem persists, try launching an InPrivate
browsing sessionwindow.
Top 10 Tips
2 Launch InPrivate Browsing Session

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.

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.

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

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

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

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?

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

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

Top 10 Tips: Getting Started with Dynamics 365 for Financials.

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