This topic may refer to Microsoft Dynamics AX, which is now called Microsoft Dynamics 365 for Operations.

Getting started home page

This page points to resources that will help you use the Microsoft Dynamics 365 for Operations user interface (UI) and Help system more effectively.

Onboarding

The following resources provide an overview of the Lifecycle Services and how to work with your partner to get onboarded to Dynamics 365 for Operations.

Microsoft FastTrack for Dynamics 365 overview
Lifecycle Services (LCS) for Microsoft Dynamics 365 for Operations customers
Lifecycle Services (LCS) for Microsoft Dynamics 365 for Operations partners
Sign up for a subscription
Microsoft Dynamics Lifecycle Services User Guide
How customers who purchased Microsoft Dynamics 365 for Operations through a Cloud Service Provider can get the on-premises version of Dynamics AX 2012

User interface

The following resources provide information about the Dynamics 365 for Operations user experience. For example, these resources will help you navigate, personalize, and use Dynamics 365 for Operations more efficiently.

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 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.

Additional resources

  • Additional help is available as task guides inside Dynamics 365 for Operations. To access task guides, click the Help button on any page.
  • For information about Microsoft Dynamics 365 for Operations training, see Microsoft eLearning (requires a CustomerSource account).
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