Hotkey Highlight – Ctrl+Shift+E

Export to Excel – Ctrl+Shift+E

While some D365 data has Open in Excel functionality, allowing users to interact with the data through the Excel Data Connector add-in, every list page in D365 can be exported to excel, creating a static download of the data.

Ctrl+Shift+E gets you that excel export in fewer clicks. As a bonus, this shortcut places the selection on the Download button in the following screen, so you can use the Enter button to execute the download.

Ctrl+Shift+E…Enter for a mouse-free excel export of your data.

Export Selected Rows

Only want to export a few selected rows to Excel? Check the desired rows prior to clicking Export to Excel and only those rows will be included in your data.

Export to Excel Power User Tip

The D365 platform now supports exporting up to one million rows of data to excel. With this great power, exercise great responsibility.

Export progress dialog

Need to export more than a million rows? You should probably look into using a different tool. Excel itself can only handle 1,048,576 rows🙂

Hotkey Highlight – Ctrl+Shift+P

Enter Personalization Mode – Ctrl+Shift+P

On any D365 screen, you can you can enter personalization mode though right-click, select personalize, and then selecting personalize this form. If the options tab is visible, you can also click “Personalize this form” in the Personalize group.

Ctrl+Shift+P is simply a faster way to access the Personalization mode. This can be especially useful when making personalization adjustments for saved views.

Personalization Power User Tips

D365 actually has a full suite of Personalization shortcuts. If you use personalizations frequently, it could be highly beneficial to become acquainted with these. One of my favorite personalization hotkeys is when trying to move the position of a column, I find it much easier to use the arrow keys to move and enter button to set the column than to attempt the adjustment by dragging it with the mouse.

Confirm these shortcuts through the link, as I think this is an experience that will continue to improve.

Hotkey Highlight – Ctrl+/

Navigation Search – Ctrl+/

Ctrl+/ is the hotkey to enter the D365 navigation search located at the top of the page (This used to be the magnifying glass to the right of the legal entity, but in a recent design change the box is not top-center).

The navigation search is helpful if you know the exact name of the form you are looking for. The search functionality here still has room for improvement, so when I’m uncertain about the exact name of the menu item I’m looking for, I tend to favor using browser search (Ctrl+F) to open the desired module and search for the desired menu item.

Navigation Search Power User Tip

The navigation search matches based on the initial letters of each word typed.

Instead of typing “project invoice proposals” to return the Project invoice proposals form, the value “pro inv pro” is sufficent to return the same result. Typing “p i pr” would be an even more efficient way to return this result.

With some experimenting, you should discover a series of truncated search phrases to use in combination with Ctrl+/ that will resolve to your commonly used forms. Your own personal hotkeys!

Hotkey Highlight – Ctrl+F

Browser Search – Ctrl+F

One of the great things about D365 being browser based is that you can also use the browser’s hotkeys. In both Chrome and Edge, Ctrl+F can be used to search a website. I find this is especially useful when searching for menu items buried deep in a module.

Browser Search Power User Tips

  • Crtrl+F to find menu items (or other text on page)
  • Enter toggles to next record
  • Shift+Enter toggles to previous record
  • Ctrl+Enter (in Chrome) clicks link

Hotkey Highlights – Introduction

View Shortcuts

On any D365 form, users have the ability to right-click and “View shortcuts”. This brings up a display of all the shortcuts available for that given form, as well as a link to the full list of D365 Keyboard shortcuts.

It’s faster to navigate computer systems with a keyboard than with a mouse. But while the point-and-click of a mouse is intuitive, keyboard navigation has to be memorized and internalized.

I’ve heard stories of managers ripping out the mouses of new investment bankers, forcing them to learn model building completely through excel hotkeys. But there’s no need to boil the ocean. Picking up a tip here and there can, like compounding interest, lead to significant improvement in the user experience over time. Also like compounding interest, we probably underestimate the cumulative value of all these small improvements.

With that in mind, I’m starting Hotkey Highlights* a series of blog posts on simple keyboard tricks that can improve the D365 navigation experience. I hope you enjoy! Subscribe if that’s content you’re interested in – and let me know you have any favorite navigation tips of your own.


*After some research, I realize that “hotkeys” are actually a very specific type of keyboard shortcut, and most of these shortcut tips will not in fact be “hotkeys” in that sense. I briefly considered renaming this series “Shortcut Showcase”, but after some soul-searching decided I did not love that alliteration as much. If this technicality somehow offends you, feel free to reach out and I will happily refund your blog subscription.

Saved Views

One of the preview features I’m most excited about in Platform update 29 is saved views.

Saved Views – What are they?

In D365, personalizations enable users to Hide, Add, or Move fields on a given form. A Saved View can best be thought of as a set of personalizations, and saved views allow users to toggle between multiple sets of personalizations.

New users of D365 are frequently overwhelmed by the volume of fields and buttons available on every form. Saved views provide a way for users to pare the number of fields displayed in their day-to-day tasks, while still giving them access to the extra functionality should the need arise.

Saved Views – How are they enabled?

As a preview feature, there is a line of SQL code needs to be run to enable their flighting. More information can be found here:

Saved Views – How do they work?

When enabled, all forms now start in a standard “Classic view”:

If a form is modified through a personalization, the Classic view gains a Barry-Bonds-like asterisk. The asterisk indicate the form has been enhanced:

By clicking on the view button, the user now has the ability to save this as a new view:

The user can now name this new view, as well as decide whether to make this the default view every time the form is accessed.

Clicking the view button, this new view is now a new option the user can select for how the form is presented. The user always has the option of clicking back to the Classic view to see the standard presentation of the form.

That’s Great! What Else?

Saved views can be used for personalizations (adding, moving, hiding fields). Saved views can also be used for the sorting/filtering of columns. This is a huge extension of the form personalization capabilities.

Additionally, saved views can be published and shared at the role level bringing the management of personalizations much more in light with security management. I’d like to do another post on the sharing of views, as well as a video digging deeper into applications for shared views, but those will have to wait for another day.

Fewer Clicks, More Actions: Workspaces, Personalizations

I just arrived home from this year’s User Group Summit, what a great experience! So many great presenters and amazing sessions. I especially want to thank those of you who attended my own session on workspaces and personalizations. It would have been significantly less fun had you not been there – and I think we all learned a lot!!!

There were several requests for the additional presentation slides, so I am posting them here. Please feel free to download them by clicking through to SlideShare, and do share them widely.

I plan to do a series of blog posts in the upcoming weeks that will dive deeper into some of the session’s topics, so enter your email address into the subscribe box on the right if that is content you’d find of interest.



Nervous Selfie Before
Excited Group Selfie After

Handling Rejection (In D365 Workflows)

Handling rejection can be tough.  Understanding D365 workflows can be tough.  So understanding how rejection is handled in D365 Workflows can be, well, trickier than a freshman getting a date to senior prom. 

My high school guidance counselor taught me experiencing rejection makes us more complete people. 

When setting up Dynamics AX workflows, it is important to test the approval process. But testing is not complete until the rejection process has also been examined.  Testing rejections can be much more complex because workflow behavior needs to be examined for rejection and resubmission at each stage of the workflow.  Below is an example of why this is important.

Workflow Example

Let’s consider two expense report workflows below.  Each uses a multi-level approval where an accounting reviewer approves for correctness (eg “Is the math right?”), and then an Expense reviewer approves for appropriateness (eg “Should this have been expensed?”).  The workflows look similar, the rejection behaviors have an important distinction.

Workflow 1

Continue reading

Bill Time to Projects in Microsoft Dynamics 365 for Finance and Operations

In this post we’ll walk through the steps to set up a project and bill time in Microsoft Dynamics 365 for Finance and Operations.

Setup

a. Worker Setup

i. Make sure user is associated with Worker

Click edit and select the applicable resource in the person field. If the value is populated, this can also be adjusted by clicking the maintain versions button.

ii. Worker must have a period

On the Project tab, in the Set up group, click Project setup



Click edit and select the applicable period code.

iii. Ensure Employee has proper financial dimensions

On the employment tab, select the applicable financial dimensions

B. Project Setup

Continue reading