Dynamics 365 Finance & Operations Tip of the Month: Enable Immersive Home as your default homepage

In Dynamics 365 Finance & Supply Chain Management (F&SCM), productivity often comes down to how quickly users can find and act on their most important work. When daily tasks are scattered across multiple workspaces and menus, even experienced users can lose time navigating the system instead of making decisions.

This month’s Dynamics 365 Finance & Operations tip focuses on Immersive Home, a modern, AI-first homepage designed to bring relevant tasks, insights, and system guidance directly to users the moment they log in. By setting Immersive Home as your default homepage, you can reduce clicks, stay focused on priorities, and work more efficiently in D365 F&SCM.

Enable Immersive Home as your default homepage to centralize tasks, approvals, and AI-driven insights in one personalized view.

Immersive Home is a dynamic landing page experience in D365 Finance & Supply Chain Management that adapts to each user’s role and activity. Instead of navigating between multiple workspaces, users see their most relevant work items and system insights in a single, streamlined interface.

Key features of Immersive Home include:

• Greeting & summary
  A personalized welcome with a snapshot of pending tasks and activity.
• Suggestions area
  AI-driven recommendations that highlight opportunities to optimize workflows and improve agent or process efficiency.
• Work items
  Priority-ranked activity cards for approvals, requests, and agent-generated actions, many of which can be completed directly from the homepage.
• Pinned items
  A dedicated area to track tasks or activities that require ongoing attention.

Together, these features help users stay focused on what matters most without constant navigation across the system.

Before enabling Immersive Home as your default homepage, confirm the following:

• Your environment is running version 10.0.44 or later of Dynamics 365 Finance & Operations apps.
• The Immersive Home feature is enabled in Feature Management.

Follow these steps to configure Immersive Home as your initial page:

1. Open User options
   In Dynamics 365 Finance & Supply Chain Management, select the Settings menu and navigate to User options.

2. Go to Preferences
   Within User options, select the Preferences tab.
3. Select Immersive Home as the initial page
   In the Initial page setting, choose Immersive Home from the available options.

4. Save your changes
   Save your preferences and return to the home screen. Immersive Home will now load automatically when you sign in.

Setting Immersive Home as your default homepage helps users spend less time searching for tasks and more time acting on them. By surfacing approvals, requests, and AI-driven insights in one place, Immersive Home supports faster decision-making, improved focus, and a more intuitive user experience in D365 F&SCM.

Whether you’re looking to increase adoption, reduce training time, or help users get more value from built-in AI capabilities, this simple configuration change can make a meaningful impact. If you’d like help enabling Immersive Home, optimizing user experience, or exploring other ways to improve your Dynamics 365 Finance & Operations environment, reach out to our D365 F&O experts. And be sure to check back next month for our next Tip of the Month to continue getting more value from your F&SCM solution.