Getting started with Dynamics 365: A Comprehensive Guide


Every team needs an effective way to keep tabs on performance, make sure everyone’s on the same page, and communicate. Dynamics 365 makes it easier than ever to get organized with powerful tools for tracking time, communication, workflow, and more. This article takes you through the basic foundations of Dynamics 365—from sign-in to data storage and reporting—and shows how it can be used as a starting point for creating your own system.

What is Dynamics 365?

Dynamics 365 is a cloud-based software solution from SAP that helps make the data real-time and analytics-driven. It provides a highly accessible, easy-to-use interface for managing time, communication, and data throughout the organization. Organizations using the software can track employee time, revenue, cost, and more with real-time analytics. This enables managers and executives to quickly understand where their employees are spending their time and how that affects the business.

How to use Dynamics 365?

Dynamics 365 can be used to manage any type of system that collects data, such as an ERP/MRP system, customer relationship management (CRM), or supply chain management. The software can be used as a single source of truth for all accounting and finance data, or it can be used as a collaboration tool among employees, leadership, and management.

The software can also be used as a central dashboard for administrative tasks, including scheduling, tracking, and performance management. This makes the software ideal for large organizations with many departments, sub-departments, and lines of business. Moreover, you can also use Dynamics 365 guided help to learn the software quickly.

What data does Dynamics 365 store?

The data stored in Dynamics 365 includes time, billing, communication, and event records. A time record includes the time that events occurred, such as when an order was placed and shipped. A communication record includes the details of conversations, such as who was involved in the conversation, what was discussed, and what action was taken. An event record includes information about when an event happened.

How to report on Dynamics 365?

You can use the reports available in the software to analyze data, make analyses, and offer conclusions. The Reports tool lets you create custom reports that let you analyze data with charts and graphs. You can create a report that shows only the data you want to see, or you can create a report that shows all data in the system, including unread messages. You can also create custom reports to help you identify the causes of problems and recommend actions to fix them.


Dynamics 365 offers an easy way to collect and manage real-time information from a variety of sources. The software offers powerful tools to track time, communication, workflow, and data throughout the organization. This article explains how to get started with Dynamics 365 and the basics of what you need to know.

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