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Work 365 — Menu Items & Categories: Left Navigation Bar

Applies To: Work 365 (Dynamics 365 / Power Platform Version)
Audience: Administrators, Billing Teams, Implementation Consultants, End Users

Overview

The Work 365 left navigation bar is the primary hub for all modules and entities. Items are grouped into role-based categories so users can quickly find what they need while admins keep access tidy and secure.

Navigation structure

  • Category: Common / Getting Started Entities / Menu Items: Dashboards, Accounts, Contacts, Orders, Products, Price Lists, Manufacturers, Reports
  • Category: Subscription Management Entities / Menu Items: Billing Contracts, Subscriptions, License Change Logs, License Summary, Usage Summary, Usage Details
  • Category: Time Management Entities / Menu Items: Providers, Services, Time Logs
  • Category: Billing & Invoicing Entities / Menu Items: Invoices, Non-Recurring Items, Payment Processors, Payment Profiles, Payment Transactions
  • Category: Provider Management Entities / Menu Items: Providers, Provider Accounts, Provider Invoices, Agreements, Agreement Templates, Incentive Templates, Plans, Earnings / Payouts
  • Category: Product Management Entities / Menu Items: Products, Price Lists, Product Services, Connectors, Accounting Systems
  • Category: Taxation Entities / Menu Items: Tax Services, Tax Categories, Tax Rate Groups, Tax Breakup, Countries
  • Category: Administration Entities / Menu Items: Configuration, Email Templates, Work 365 Jobs, Work 365 Schedule, Help & About

Note: Exact labels and availability can vary by Work 365 version, installed add-ons, and your security roles.

Why this matters

  • Faster navigation: Reach key pages with fewer clicks.

  • Better training: New users learn where features live, improving onboarding.

  • Governance & access control: Map visibility to roles and keep sensitive areas restricted.

Tips & troubleshooting

  • Check configuration: Administration → Configuration — confirm the entity is enabled (unused entities can be hidden).

  • Verify security roles: Ensure your Work 365 / Dynamics role grants access to the missing entity.

  • Expand the menu: Use ▸ / ▾ to expand or collapse categories.

  • Refresh/clear cache: After changing config or roles, refresh the browser or clear cache to apply updates.

Summary

The left navigation organizes Work 365 into intuitive, role-based categories spanning subscriptions, billing, providers, products, taxes, and admin. Knowing this layout speeds up daily work and helps admins optimize visibility and control.