Basic navigation in Dynamics 365 for phones and tablets

Applies to Dynamics 365 (online), version 8.x

The menu

When you want to view all of your accounts, contacts, leads, or other records, use the menu.

Tap the menu icon on the top of the page, then select the type of record you want to work with.

Dynamics 365 for phones and tablets nav bar

The command bar

You can add a new record, change views, or do other tasks from the command bar.

Just tap Dynamics 365 ellipsis on the bottom right-hand corner of the page.

You can also press and hold an item to display the command bar.

Dynamics 365 for mobile command bar

The command bar is context-sensitive, and the available commands change depending on where you are in the app. When you display the command bar for a specific item (when you press and hold the item), the commands that appear are relevant to that item.

The Home page: your dashboards

If you want to use a different dashboard, it’s easy to switch back and forth.

Tap Dashboards in the menu and then select the dashboard you want to use.

When you want to go back to your Home screen, tap Home.

Home screen in the Dynamics 365 mobile app

To create new dashboards in Dynamics 365 and enable them for use in Dynamics 365 for phones and tablets, see Create or customize dashboards.