Basics
Microsoft Dynamics is the base platform for Advvy and comes with a set of common tools and navigation features available throughout the system.
Advvy Agency has the following main navigation parts:
- Navigation Bar – At the top – changes interface, Advanced Options, Personal Settings, and access to Advvy Self Help [?]
- Ribbon Command Bar – Just under the Navigation bar – contains functions relating to the area viewed
- View Heading – Displays lists, dashboards, forms – some with multiple options
- Main Sidebar Menu – on the Left side – controls Advvy
- Area change – On the bottom Left side of the Main Sidebar Menu – switch between areas
Home – Dashboards
When you first log in to your Advvy account, your Dashboard will be displayed. Your Dashboard gives you easy and quick access to several important sections and core modules. Advvy provides a number of different dashboards with more to come as we develop new features.
Tip –Use the dropdown list to find your favourite dashboard and set it as default.
Menu Areas – Agency & Agency Settings
Menu options for Advvy are split into two areas – Agency Area and Agency Settings Area.
Administration, Security, Master Data, User profiles and other Configuration menu items are found in Agency Settings.
Common operational menu items, lists, dashboards are found in Agency for easy navigation.
90% of End Users will only ever need to access the Agency area for Advvy.
Moving around Advvy
Feel free to move around the system until you become familiar with the look and feel of the tool. Some of the most common tips are outlined below:
- The ribbon bar is dynamic. It displays different commands depending on the record type being worked with, selections made in the view, and also based on a user’s security role. If a user does not have permissions for example to delete a type of record, they will not even see the delete command in the command bar.
- Some views will have additional commands available for the records displayed on the screen such as the ability to add a new record [+ New] , Delete records, Run a Report etc. Hover your mouse over the options to identify what the function can do.
- Some list views also have filtering and sorting capabilities – indicated by a ‘funnel’ icon ∇
- Multi-select lists – indicated by a ‘Tick’ icon – just click at the beginning of the record line to display a check mark. Any function you select afterwards will be applied to all selected records.
- Pins – Use pins next to menu items or dropdown views to pin a favourite view as a default.
Tabs
When a record is displayed, some information may be grouped into Tabs. These are mostly used for Campaign and client records, as well as for some administration settings.
Note: Microsoft also groups additional tabs under the “Related” section for a record – this is usually where you will find the “Documents” tab.
Next step – Lets become familiar with Workflows and Clients
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