Microsoft Dynamics 365 Business Central – a comprehensive business management solution that helps organizations manage their finances, operations, sales, and customer service. Microsoft Dynamics 365 Business Central provides a robust platform for users to manage their day-to-day tasks and increase productivity.
By leveraging the platform’s features and functionalities, users can automate tasks, streamline workflows, and real-time access data to make informed decisions, improving their productivity and efficiency.
If you are using Microsoft Dynamics 365 Business Central and want to get knowledge about its amazing tools, you are at the right place. Here are some tips for boosting productivity in Microsoft Dynamics 365 Business Central!
So bear with us!
1. Use Both New and Current Features
Many features that are built into your Business Central system make work easier for you and your users. Although it would take too much time to discuss each and every one of them, some of the principal ones that boost productivity include:
Monitored Fields – You have the option of configuring an alert for a specific field value or category. Similar to Change Log, this feature makes it simpler to alert people when something changes.
Workflows – Workflows describe the procedures, processes, and duties your team must complete in order to complete a task. They can be used to keep track of changes in the field.
2. Use Keyboard Shortcuts
Business Central has many keyboard shortcuts that can save you time and increase your productivity. For example, you can use Ctrl+S to save a record, Ctrl+Z to undo an action, Ctrl+N to create a new record, and Ctrl+F to search.
3. Use Filters and Sorting
Business Central allows you to filter and sort data in various ways, making it easier to find what you seek. You can use filters to show only specific data or records that meet certain criteria. You can also sort data by clicking on column headings to reorder information quickly.
4. Customize Your Workspace
You can customize your workspace in Business Central to display only the information you need. For example, you can add or remove columns, resize fields, and group information by specific criteria.
5. Use Templates and Default Values
Business Central allows you to create templates and default values for various processes, such as creating new records or posting transactions. This can save you time and reduce errors by automatically filling in fields with pre-set values.
6. Utilize Integration
Business Central integrates with other Microsoft products such as Excel, Word, and Outlook. You can export data to Excel for further analysis or use Word templates to create professional-looking documents. You can also use Outlook to manage your calendar and email directly from Business Central.
7. Use Shortcuts to Open Related Pages
Business Central allows you to open related pages quickly using shortcuts. For example, if you’re on a customer card, you can press Ctrl+L to open the related customer list or press Ctrl+E to open the related sales orders.
8. Use the Assisted Setup Feature
Business Central’s Assisted Setup feature can help you set up various processes and tasks quickly. This feature guides you through each step of the process and provides helpful tips along the way.
9. Take Advantage of the Mobile App
Business Central has a mobile app that allows you to access information and perform tasks on the go. You can use the app to check inventory levels, approve orders, and view customer information, among other things.
10. Use Reports and Dashboards
Business Central provides a variety of pre-built reports and dashboards that can help you quickly access and analyze data. You can also create custom dashboards and reports to suit your specific needs.
11. Use Automated Workflows
Business Central allows you to create automated workflows that can help streamline processes and reduce errors. For example, you can set up workflows to automatically send email notifications, create tasks, or update records based on specific triggers.
12. Utilize AI and Machine Learning
Business Central incorporates AI and machine learning capabilities to provide insights and recommendations based on your data. For example, you can use the AI-powered cash flow forecast to predict cash flow and make informed decisions about your finances.
Integrate with Third-Party Applications
Business Central integrates with a variety of third-party applications, such as payroll systems and e-commerce platforms. By integrating with these applications, you can streamline processes and reduce manual data entry.
13. Use the Business Central AppSource
Business Central’s AppSource provides a marketplace of third-party apps that can extend the functionality of the platform. You can use these apps to add new features or integrate them with other systems.
14. Customize Page Layouts
Business Central allows you to customize page layouts to suit your specific needs. You can add or remove fields, change the order of fields, and adjust the size of fields to create a layout that works best for you.
15. Use the Power Platform
Business Central is part of the Microsoft Power Platform, which includes Power BI, Power Apps, and Power Automate. By using these tools in conjunction with Business Central, you can create custom dashboards, automate workflows, and build custom applications.
16. Try Automation
Business Central includes automation features such as workflow, alerts, and approvals that help users automate repetitive tasks and streamline their business processes. By automating these tasks, users can save time and focus on more strategic activities.
17. Customize Role Centers
Business Central provides role-based centers that are tailored to specific user roles such as sales, finance, or operations. By customizing the Role Center to their needs, users can get quick access to the data and tasks that are most relevant to their job, improving their efficiency.
18. Employ Extensions
Your Business Central setting can benefit from some fantastic extensions. This comprises:
- Certain fields
- Page alterations
- Cleaning up or improving the user interface
- Boosts productivity
- New capabilities
By implementing these additional tips, you can further boost your productivity in Microsoft Dynamics 365 Business Central and optimize your business processes.
Final Thoughts
Overall, Microsoft Dynamics 365 Business Central provides a robust platform for users to manage their day-to-day tasks and increase productivity. By leveraging the platform’s features and functionalities, users can automate tasks, streamline workflows, and access real-time data to make informed decisions, improving productivity and efficiency.
Dynamics 365 Business Central offers various continually developing options for you to raise user productivity.