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

 

Related Posts

1 Comment

  1. Güven

    Thanks. Very helpful.

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

october

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

13oct12:00 pm12:30 pmWave 2 Release – What’s Coming for Dynamics 365 Sales and Customer Service

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

november

04nov11:00 am12:00 pmConfab LIVE with Stoneridge - Challenging the Development Paradigm

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X