General Business Functionality
Dynamics 365 provides dedicated functionality for typical business areas, such as finance and sales. For more information, see Business Functionality.
To support those business area-specific tasks, you can use a variety of general business functionality, such as defining extended text for document lines and organising connecting business tasks in workflows.
The following table lists these general business areas with links to topics that describe them.
|Set up standard text codes so you can extend standard text by adding extra lines, and set up conditions for use of the extra lines.||How to: Define Extended Text|
|Learn how to work with general journals, which are used to post to general ledger accounts and other accounts such as bank, customer, vendor, and fixed assets accounts.||Working with General Journals|
|Communicate the contents of business documents quickly to your business partners, such as the payment information on sales documents to customers.||How to: Send Documents by Email|
|Schedule a report to run at a specific date and time.||Scheduling a Report to Run|
|Manage different types of report layouts.||Managing Report Layouts|
|Track users' activities.||Logging Changes in Financials|
|Assign permissions to users, modify permission sets, and group users per permissions.||How to: Manage Users and Permissions|
|Change Dynamics 365 by installing extensions that add functionality, changes behavior, or gives you access to new online services.||Customizing Dynamics 365 Using Extensions|
|Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps.||Workflow|
|Record external documents in Financials, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents.||Incoming Documents|
|Set up data exchange definitions to you can send and receive electronic documents.||Exchanging Data Electronically|