Work 365 — Menu Items & Categories: Left Navigation Bar

Modified on Wed, Oct 22 at 9:42 AM

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