Help & Training

Dynamics 365 overview


The Dynamics 365 application is presented as a website, hosted by Microsoft, and is accessible via a web browser.


In the image shown below, components have been outlined which allow you to move about the application via a navigation bar (in red), containing several clickable icons.


1. Navigation area

a. Click on the word “EduRe” in the navigation bar to return to the default “home page”

– OR –

b. Click on the down arrow to the right of the word “EduRe” to access other sub areas

2. Navigation sub-area

a. Click on the currently displayed word in the navigation bar, to return to, or refresh that page.

– OR –

b. Click on the down arrow to the right of the currently displayed word in the navigation bar, to access recently viewed items.

3. Categorized search

a. Click on the magnifying glass icon in the navigation bar, to enter your search criteria, and search across predefined record types.

4. Recently viewed

a. Click on the ‘clock’ icon in the navigation bar, to display recent work or pinned favourites,

5. Quick create

a. Click on the ‘plus sign’ icon in the navigation bar to create new records for key EduRe record types, from anywhere in Dynamics 365.

6. Advanced Find

a. Click on the ‘funnel’ icon in the navigation bar, to open an Advanced Find query page, and search for discrete records.

7. Personal Settings

a. Users can set their personal home page in their “Personal Setting”, if desired.

8. Help and Training centre

Click on the question mark icon in the navigation bar to access the online
“EduRe – TAFE QLD Help and Training” website.

9. Sign out

a. Click on the avatar icon to ‘sign out’ of Dynamics 365.




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Understanding how data is organized in Microsoft Dynamics 365


Although you don’t need to know a lot about databases to start working with Microsoft Dynamics 365, it’s helpful to know a few things about how data is organized in the system.


There are two definitions you should know because they are used many places in the system: record and record type.


Every day, you’ll work with different customer records and record types as you move customers through your business processes, collecting the data you need to fill in the fields for their records—and ultimately to win their business.


What’s a record?


In Microsoft Dynamics 365, a record is a complete unit of information. Think of it like a single row in a table, with multiple columns (or fields) to store the pieces of info that make up the entire row.


For example, for accounts you could have a column for Company name, Address, and Contact name for the person you call when you want to check in on the account. Each time you add a new account to the system, you’re creating a new record in the Dynamics 365 database.


What’s a record type?


Each record you add to the system belongs to a certain record type, such as an account, contact, lead, opportunity, or case. (Microsoft Dynamics 365 has several other types of records besides these, but these are the ones you’ll probably work with most often.)


Record types give you a way to group and organize similar data. For example, in Microsoft Dynamics 365 you’ll find your contact records grouped by the icon for the contact record type.


What are accounts, contacts, and enquiries for?


Account and contact records store much of the information that you and your team collect from your customers.


You store data about companies you do business with in accounts.
You store data about the people you know and work with in contacts.


Usually, an account has more than one contact associated with it, especially when you’re working with a larger company or organization with many departments or locations and you deal with several people to manage the account.


Enquiries can capture potential engagement requests from organization (B2B), or enrolment requests from individuals (B2C).


What are business opportunities, tenders, and partnerships for?


When enquiries are qualified, they may be converted in to a business opportunity, tender, or partnership. If these engagements are nurtured and won, then will most likely produce a project delivery (contract).


What are project deliveries for?


Project Deliveries are records that describe the contracted delivery of agreed resources, invoice schedules and milestones.


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