I work for a small Aviation company and we recently moved from SalesForce to Dynamics 365 and I get learn the admin roll in all this. Our users are setup, I have uploaded 4,000 contacts and accounts to D365 and customized the contacts and accounts screens and it all seems to be working fine.
1. I do have a couple questions, On the main screen that shows under Customers, Accounts and Contacts, where do I go to edit this screen ?
2. Is it possible to setup and an account like contacts and call it Aircraft to the main screen maybe under Accounts and contacts and then I would want
to upload customer owned aircraft. We are talking 3,000 aircraft. Something like when I uploaded the contacts into D365 but this would be for aircraft.
Looking forward to learning all I can and hearing back from other members