Modifying the Initial Dashboard in Microsoft Dynamics 365 for Operations

by | Updated November 3, 2020 | Development, Dynamics 365 for Finance and Operations

Some of the more confusing development changes in Dynamics 365 for Operations are around how the navigation elements are put together. In this blog, I’ll describe how to modify the initial dashboard displayed in Dynamics 365 for Operations. If you’re a Dynamics 365 CRM user, check out this article on how to set up and customize your personal Dynamics 365 dashboard.

In D365 the first page displayed to the user is their dashboard.  The dashboard consists of a bunch of buttons like Bank management, Budget planning, etc.  For the system administrator who has access to everything in the system the dashboard looks like this:

Dynamics 365 Dashboard

In the Application Explorer, the dashboard is a menu, specifically the NavPaneMenu. The NavPaneMenu is like a standard menu in that it consists of submenus and menu items. It is different from other menus in that every menu item consists of a tile control pointing to a workspace. The workspaces used by the tile controls act as the entry points for modules.

Below is an extension I have created to the NavPaneMenu.  In my extension, I have added a tile control called BeckyTileTest.

NavPaneMenu

At runtime, your tile control will be displayed on the dashboard in alphabetical order using the label assigned to the tile control. The BeckyTileTest added to my dashboard has a label of Testing.

TileTestD365

 

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1 Comment

  1. Güven

    Thanks. Very helpful.

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