Microsoft D365 Business Central Tips & Tricks

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Business Central  is a powerful and intuitive tool, but, if you haven’t had any training there are likely some great features that you don’t know about. There is a growing list of new features that may have arrived since the time you learned to use the software. We’ve assembled a list of tips and tricks that you may help in learning Business Central.

First set of tips revolve around how information is presented to you in the User Interface.

  1. Personalize Your Dashboards: The ideal dashboard will provide you with all the information you need, so you don’t have to go digging for the data. Since everyone's needs are different, Microsoft made the dashboards in Business Central customizable. By right-clicking on any dashboard, you are presented with the option to personalize it. You can drag and drop the workspaces you use the most, or pin tiles to the dashboard for easy visibility.
  2. Migrate Personalization:  Once your dashboard are set up, you may can share with other users. This is particularly true if you are an administrator setting up dashboards specific to different user roles within your company. To make this process easy, choose the export option from the same menu used to customize the dashboard. This will allow your personalized dashboard to be saved as an XML file, and loaded into any other instance of Business.
  3. Optimize Speed with Fast Tabs and Fact Boxes: Fast Tabs and Fact Boxes are both features of Business Central  that can be expanded or collapsed. There is no secret tip in the operation of these features, but a little known fact about how they are handled. These features only consume memory when they are expanded. If you are having problems with sluggish performance, or just want to optimize memory usage, collapsing these when they are not in use is a good performance trick.
  4. Hide Sidebars: Frequently in Business Central, sidebars will slide out to allow you to enter data. The problem is that these sidebars obscure part of the view you were looking at. If the information is hidden behind a sidebar, you do not need to exit out of the process and start over. Just click outside the sidebar, and it will temporarily hide itself.

Second set of tips revolve around User Management.

5.  Permissions: Being stingy with permissions requires careful planning to determine exactly which features of the system your employees will need access to. Since nobody hires people they feel they can’t trust, companies are often over generous with permissions in the interest of saving time. But you should only allow employees access to the parts of the system they need to perform their duties. Anything more is a security risk that isn’t worth taking.

6. Offboard Old Accounts: When an employee leaves the company, they should no longer have access to the systems. This may seem like a simple statement, but many companies either forget or otherwise neglect to remove old employee accounts from the system. This can create extra bloat when you need to manage users, but it also creates another potential security issue.

Third set of tips revolve around Workflows.

7. Keyboard Shortcuts: This is another useful, but often forgotten tip. Beyond the typical ctrl-c and ctrl-v for copying and pasting, few people take the time to learn them; I am guilty of this one. If you think about how much more efficient you are with the copy and paste shortcuts, you’ll see that the time it takes to learn the shortcuts is time well spent.

8. Use Bookmarks for Easy Access: This is a relatively new feature, so you might never have heard of it. On nearly every page or report you’ll find an icon that looks like a ribbon-style bookmark. When you click on that to bookmark the information, it will be added to the navigation menu in your Role Center. Combined with custom dashboards, this feature will make finding the information you regularly need much easier.

9. Automate Workflows With Power Automate: Microsoft’s Power Automate is an add-on feature that works with much more than just Business Central . By allowing you to connect all your 365 software with other software in your technology stack, it unlocks a whole new world for Business Central . Once your software is connected, you can take the process further and begin automating your most repetitive tasks.

Dynamics 365 Business Central is an impressively complete package. It even has a set of useful tools for inventory forecasting. However, it does not provide you with a complete supply chain management solution. You can further improve the utility you get from your Dynamics 365 Business Central license by syncing it with StockIQ, giving you more transparency over your supply chain than ever before. Contact us to learn more.

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