Modifying the Initial Dashboard in Microsoft Dynamics 365 for Operations

By Becky Newell | March 28, 2017

Modifying the initial dashboard in microsoft dynamics 365 for 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

Recommended Reading:

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article
5.5.22 Dynamics GP

The Real Story about the Long-Term Future of Dynamics GP Support

I’ve seen a number of people put forward comment that Dynamics GP is going away and you have to get […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Financial Enhancements

The Dynamics 365 Businses Central 2022 Wave 1 Release has a lot of new and exciting features to help your […]

Read the Article
4.29.22 Dynamics GP

Dynamics GP Transaction Removals: Bank Reconciliation

  This is part 2 of a 3 part series on Dynamics GP Transaction Removals. These quick tips will hopefully […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X