Personalise your Finance and Operations

Blog: Professional advantage - BPM blog

If you have been wondering if how you can personalise your Dynamics 365 experience, our consultants have the answer!
Too often, users put up with an environment that does not appeal to them because they don’t know how they can improve what they are seeing. With useful and insightful information from our consultants, users can ensure their Dynamics 365 for Finance and Operations is both aesthetically pleasing and user-friendly specific to their needs.

There are many possibilities to personalise your Dynamics 365 for Finance and Operations. These may include the user adding, hiding, or rearranging elements on the page; adding a tile, list, or link to a workspace; and personalising your dashboard.

How to…

Pin a tile to default dashboard:

Open a workspace in the default dashboard.
Right-click on the tile that you want to include and select ‘Personalise’.
Select ‘Pin to dashboard’.
Return to workspace and refresh.

Pin a list to default dashboard:

Filter a list using as many criteria as needed.
Select ‘Options > Add to workspace’.
Click ‘Configure’.

Enter name for tile.
Deselect count on tile if not necessary.
Return to workspace and refresh.

Image-2.1-Pin-a-list-to-default-dashboard

Pin a link to default dashboard:

Filter a list using as many criteria as needed.
Select ‘Options > Add to workspace’.
Click ‘Configure’.

Enter name for link.
Deselect count on tile if not necessary.
Return to workspace and refresh.

Change the colour scheme:

Click on ‘Settings > User Options > Visual’.
Click on the colour theme of your preference.

Add your personal branding with a company logo and banner:

Click on ‘Organisation administration > Organisations > Legal entities > Dashboard image’.
Click ‘Edit’.
Choose dashboard company image type.
select ‘Banner’.
Click ‘Change’.
Browse for file.

If you are using Microsoft Dynamics 365 for Finance and Operations and want to expand your knowledge, get in contact with us today.

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