10 Tips For Enhancing Business Central Usage

UG Expert Amanda Mayer walks through 10 ways users can enhance their Business Central usage.

Key Takeaways

1. Tell Me search: This feature locates pages, tasks, fixed-asset information, and company data. Highlighting a customer name or document number pre-populates Company Data search results based on the user’s role center.
2. Page inspection: This feature enables users to see underlying field data for the current page or line. It’s particularly helpful for developers and consultants to find fields that aren’t visible or personalizable.
3. Personalization: This capability supports changing role centers, moving or hiding fields, adding available fields, controlling collapsed sections, and configuring Quick Entry with the Enter key.
4. Saved views on lists: Users can apply filters and save them as views for fast and easy reuse.
5. Analysis mode: By using analysis mode on lists, users can build pivot-style views and open results in Excel for further analysis.
6. Explore: This offers role-based department-style navigation, including accountant, quality manager, and sales and marketing areas.
7. Open in Excel: This feature exports filtered lists for reporting, charts, editing, or sharing. Note that personalized columns may take time to refresh before export.
8. Report scheduling: Amanda breaks down using this feature, as it can run lengthy reports later and places completed output in the Report Inbox.
9. Document Attachments: Documents can be added directly to pages or invoices; without external file connections, files are stored in the database.
10. Change Log: Amanda demonstrates the steps to use this feature, which records selected field changes, including old value, new value, user, and date.