Microsoft Dynamics 365 Business Central Tips and Tricks: Queue-Tips
We have started a Queue-Tips blog series to give Microsoft Dynamics 365 users more insights on standard processes in Dynamics 365 solutions and how better to carry them out.
Today’s blog post will focus on tips and tricks in Microsoft Dynamics 365 Business Central.
- Dynamics 365 Business Central screens often cover the company name, so the user needs to remember the company being updated. To relieve this uncertainty, users can set a ‘Badge’ on the Company Information screen, which will display as a four character ID, and is not hidden by the screens.
- To minimize data constraints in a Dynamics 365 Business Central implementation, users can remove the Ending Number for the number series being used.
- Pop-up windows: after clicking the Pop-out icon, users can work on 2 different modules/documents at the same time.
- Edit posted transaction descriptions: drill down on the account from the Chart of Accounts. Select ‘Edit List’ and update Description as required.
- Personalization provides the ability to modify screens for individual users to suit their needs. When you are in your desired page, click the “gear icon” and select “Personalize”, then the Personalizing bar will show up on the top. It can be used in almost all pages in Business Central, but in the screenshot below, we are only showing the example of the Home Page.
- Bookmarks were recently released in Wave 2 and provide the ability to bookmark screens or reports onto a user’s homepage.
- For an overview of the most used functions and keyboard shortcuts, you can download the PDF file.
If there are other types of functionalities in Dynamics 365 Business Central that you would like to see demonstrated, please feel free to contact us.
Contact Queue Associates
Please contact Queue Associates (a Microsoft Dynamics Gold Partner) to learn more about our services surrounding Microsoft Dynamics, both on-prem and the new cloud-based Microsoft Dynamics 365 suite, including migration and transformation solutions. You can reach us by completing the form on our CONTACT page, or by calling us at the Queue office phone number for your local region (U.S. and Global locations).
