Explore Tips on Navigating and Using Microsoft Dynamics 365 Business Central
🚀 Introduction to Business Central Tips 00:04
- Overview of the goal: Making Business Central conform to users’ workflows.
🧾 Streamlined Check Run Process 01:52
- Utilizing the vendor Ledger entries for check run.
- Creating a filtered view for open invoices.
- Proactively selecting vendors for payment.
🔄 Recurring Purchase Lines for Vendors 04:10
- Simplifying routine invoices for specific vendors.
- Attaching recurring items for automatic entry.
- Quick and efficient handling of repetitive expenses.
🖊️ Editing Descriptions in General Ledger Entries 05:30
- Flexibility in changing transaction descriptions.
- Useful for audit preparation and correction of entries.
- Enhancing transaction details without changing the transaction itself.
🧮 Using Excel-like Calculations in Transactions 06:23
- Performing calculations within cells similar to Excel.
- Streamlining data entry without leaving the keyboard.
- Improved efficiency in handling multiple lines on invoices.
🚧 Handling Warehouse Posting Errors 08:10
- Addressing issues in Advanced Warehouse methodology.
- Changing settings to stop and show the first posting error.
- Providing insights for troubleshooting posting errors in Warehouse.
📊 Utilizing EDI and Excel for Data Modification 09:34
- Leveraging EDI and Excel for data import/export.
- Modifying data outside Business Central for mass updates.
- Efficiently managing vendors, customers, and master records.
🏦 Bank Reconciliation with Import Feature 12:38
- Simplifying bank reconciliation with import functionality.
- Creating templates for quick and efficient data import.
- Matching and processing bank transactions seamlessly.
⌨️ Utilizing Keyboard Shortcuts for Efficiency 14:40
- Exploring various keyboard functions for time-saving.
- Enhancing productivity through shortcut keys.
- Encouraging users to adapt to keyboard functions.
📊 Analysis Views for Detailed Financial Insights 15:57
- Creating Analysis Views for additional insights.
- Customizing views based on dimensions and parameters.
- Unfolding trial balance data into Dimension-level details.
🔍 Inspecting Pages for Detailed Information 17:30
- Using page inspection to reveal hidden information.
- Accessing deeper details for analysis and troubleshooting.
- Identifying users responsible for specific transactions.
📊 Trial Balance by Period Report 19:08
- Generating a period-based trial balance report.
- Tracking monthly activity with a trailing 12-month view.
- Sorting and analyzing data by dimensions for better insights.
🏢 Company Badge Customization 20:08
- Customize your company badge for better visibility.
- Choose colors and personalize the badge in company info.
- Useful for maintaining awareness of your location in Business Central.
🔄 Tab Duplication for Efficiency 21:16
- Duplicate tabs to work on multiple tasks simultaneously.
- Useful for referencing or working on different modules concurrently.
- Enhances productivity, especially with dual screens.
📋 User Tasks for Delegation 22:26
- Assign and manage user tasks for efficient communication.
- Ideal for reminders and notifications within the system.
- Ensures tasks are not overlooked and enhances collaboration.
💵 Register Customer Payments 23:37
- Streamlined process for handling and applying customer payments.
- Directly access open balances and post payments efficiently.
- Acts as a One-Stop shop for managing customer payments.
🔄 Integrated Fixed Asset and Purchase Modules 24:17
- Save time and effort by integrating fixed asset and purchase modules.
- Code directly to fixed assets in the purchase invoice.
- Efficient tool for handling fixed asset acquisitions.
📊 Copy and Paste from Excel 25:10
- Copy and paste data from Excel for quick entry.
- Ensure formats match for seamless integration.
- Helpful for uploading balances and maintaining consistency.
📈 Where Used List for GL Accounts 26:19
- Utilize the Where Used List to track the usage of GL accounts.
- Provides information on where specific codes are used.
- Useful for understanding configurations and postings.
📅 Non-Specific Date Formats 27:00
- Explore embedded functionality for non-specific date formats.
- Use shortcuts like ‘W’ for the week and ‘T’ for today.
- Provides flexibility in date input within the system.
🔍 Chart of Accounts Filtering 27:40
- Create custom filters in the Chart of Accounts for better clarity.
- Filter out accounts with zero balances for a concise view.
- Enhances visual focus by eliminating unnecessary information.
🔎 Company Data Search 28:18
- Utilize Company Data Search as a system-wide search tool.
- Functions as a ‘Google’ search for your Business Central instance.
- Enables quick insights into instances related to specific keywords.
