31/10/2025 When you first sign in to Dynamics 365, it’s important to familiarize yourself with the interface and basic setup. First, select the appropriate app (Sales, Customer Service, Field Service, Marketing…) from the main menu. Then, take some time to explore the dashboard , where you can quickly see KPIs, charts, and recent activity.
Next, go to Settings → Admin Center to check the general configuration: language, time zone, user permissions, and make sure you have the necessary administrative rights. Once done, create a few test records: a new customer (Account), a sales opportunity (Opportunity), to get used to entering data.
Notice the Command Bar interface at the top of each form — you can quickly add actions like “Add New”, “Create Reminder”, “Assign Task”. Customizing each form helps you speed up your work.
Finally, don’t forget to visit the Microsoft Learn / Training section for video tutorials and official documentation.
Conclusion: The first thing is to get familiar – setting up the right permissions, understanding the basics and doing some testing will give you confidence before diving deeper.
Notice the Command Bar interface at the top of each form — you can quickly add actions like “Add New”, “Create Reminder”, “Assign Task”. Customizing each form helps you speed up your work.
Finally, don’t forget to visit the Microsoft Learn / Training section for video tutorials and official documentation.
Conclusion: The first thing is to get familiar – setting up the right permissions, understanding the basics and doing some testing will give you confidence before diving deeper.
