FastTabs in D365 Finance

FastTabs are blocks in D365 forms that can be expanded or collapsed. Like a filing cabinet or library card catalog (remember card catalogs?), FastTabs allow lots of information to be compressed into a tiny space and opened for access when needed.

Below are some tips for navigating FastTabs in D365 Finance:

Personalization and Saved Views

If you routinely need access to certain field positioned lower on a form, the Move personalization feature can be used to move the more utilized field into a more prominent FastTab, or even to move an entire FastTab higher on the form.

Right-click and select personalize on a field and you can also select Show in Header, which will display that field attribute on the right side of the FastTab whether the FastTab is expanded or collapsed.

Expand All

If you are looking for a field on a form, but unsure which FastTab it is filed under, Expand all can be your friend. Right-clicking on the fasttab header gives you the option to Expand all FastTabs on the form. Used in conjunction with Ctrl+F, this can be a powerful method to quickly find the field you are searching for.

Less Words, Moar Video

I made a quick video of this. Let me know if this is helpful, and whether you’d like me to make more videos like this.

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