Onboard and get started

Start here to onboard quickly and learn the Microsoft Dynamics 365 for Finance and Operations UI.

Onboarding

The following resources provide an overview of how to work with your partner to get onboarded to Finance and Operations and how to use Finance and Operations Lifecycle Services.

User interface

The following resources provide information about the Finance and Operations user experience.

Help system

The following resources provide an overview of the Help system and explain how to view field descriptions.

Task recordings and Task guides

Task Recorder is a Dynamics 365 for Finance and Operations tool that you can use to record the actions that you take in the user interface (UI). When you create a task recording, all events that are executed against the server are recorded as you perform them in the UI. These events include adding values, changing settings, and removing data. A task guide is a controlled, guided, interactive experience that leads you through the steps of a task recording. You can open (or play) a task guide from the Help system.

See also

New Task guides (February 2016)

New or updated Task guides (May 2016)

New or updated Task guides (November 2016)