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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is there any website o...
Customer experience | Sales, Customer Insights,...
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Is there any website or resource that explains the functions of these buttons?

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Posted on by SG-25031541-0 11

 

 

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Dynamics 365 Sales
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  • Verified answer
    11manish Profile Picture
    11manish 567 on at
    Yes—those buttons are part of the standard command bar in Dynamics 365, and while there isn’t a single page explaining all of them together, there are official docs and community resources that explain each feature.
     
    Command Bar Buttons (Main Ribbon)
    • Save: Persists any changes made to the current record to the database.
    • New: Opens a blank form to create a brand-new record (such as another Opportunity).
    • MSTeams: Integrates the record with Microsoft Teams, allowing you to collaborate on this specific opportunity within a Teams channel.
    • Close as won: Transitions the Opportunity to a "Won" status, typically used when a deal is successfully completed.
    • Close as lost: Transitions the Opportunity to a "Lost" status if the deal did not move forward.
    • Recalculate: Updates calculated fields, such as estimated revenue or total amounts, based on the most recent data in related line items.
    • Sequences: Part of Sales Accelerator; allows you to view or connect the record to a pre-defined set of consecutive activities (like emails and calls) to guide the sales process.
    • Word Templates: Allows you to generate and download standardized Word documents (like quotes or summaries) prepopulated with data from this record.
    • Check Access: Shows a list of users and their specific permission levels (read, write, delete, etc.) for this individual record.
    • Refresh: Reloads the current page to ensure you are seeing the most up-to-date data without refreshing the entire browser.
    • Delete: Permanently removes this Opportunity record from the system.
    • Process: Provides options to switch to a different Business Process Flow (like the "Lead-to-opportunity" bar shown in the image) or abandon the current one.
    • Flow: Accesses Power Automate cloud flows that can be triggered manually for this specific record.
    • Assign: Changes the owner of the record to a different user or team.
    • Follow: Subscribes you to updates for this record so that changes appear in your "What’s New" or activity feeds.
    • Run Report: Allows you to run pre-configured SSRS or Power BI reports relevant to the Opportunity entity.
  • ManoVerse Profile Picture
    ManoVerse 1,077 Super User 2026 Season 1 on at
    You will not be able to find single documentation , go with Manish's reply he has mentioned all the button functionality, let us know if you are looking for anything specific.

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