Quick Start Video
Everything you need to know to navigate around Mercury!
Quick Terms Guide
- App Launcher: The App Launcher is a feature that provides quick access to all your apps and services from a single location. It allows users to easily switch between different applications without having to navigate through multiple menus.
- App Changer: The Dynamics 365 App Changer allows users to switch between different Dynamics 365 applications seamlessly. This feature is particularly useful for users who need to work with multiple Dynamics 365 apps, such as Sales, Customer Service, and Mercury!
- Global Search: The Search feature enables users to quickly find information, documents, and other resources within the Mercury platform. It supports keyword searches and provides relevant results based on the user's query.
- Ribbon: The Ribbon is a toolbar that provides quick access to commonly used commands and functions. It is typically located at the top of the application window and is organized into tabs and groups for easy navigation.
- Button: A Button is a clickable element that performs a specific action when clicked. Buttons are commonly used in user interfaces to submit forms, open dialogs, or trigger other actions.
- Sitemap: The Sitemap is the left-hand menu of the app. It provides an overview of the different areas and entities within the application, allowing users to navigate to specific sections quickly.
- Area: An Area is a logical grouping of related entities and functions within the application. For example, in Mercury, areas are Recruit and Admin, each containing relevant entities and tools.
- Dashboards: Dashboards are visual displays that provide an overview of key metrics and data. They are customisable and can include charts, graphs, and other visualisations to help users monitor performance and make informed decisions.
- Form: A Form is a user interface element that allows users to enter and edit data. Forms are used to capture information, such as customer details or sales orders, and can include various input fields, such as text boxes, drop-down lists, and checkboxes.
- Tabs: Tabs are used to organise content within a single window. Each tab represents a different section or view, allowing users to switch between them without leaving the current window.
- Timeline: The Timeline is a chronological view of activities and events related to a specific record. It provides a historical overview of interactions, such as emails, phone calls, and meetings, helping users track progress and follow up on tasks.
- Views and Data: Views are predefined filters that display specific sets of data based on certain criteria. They allow users to quickly access relevant information without having to perform complex searches. Data refers to the information stored within the application, which can be viewed, edited, and analysed using various tools and features.