Dynamics 365 Business Central | Tips & Tricks Part 1

As part of our series to give Dynamics GP users more insight on how to do their standard processes in Dynamics 365 Business Central, this blog post will focus on some tips and tricks in Dynamics 365 Business Central.

Whether you’re coming to Dynamics 365 Business Central from Dynamics GP or not, this tips and tricks series could be helpful to learn about popular functionalities. This will be the first blog in our series of tips and tricks when using Dynamics 365 Business Central.

In the video below, we will go over the following topics:

  • Personalization of pages
  • Accessing multiple companies
  • Pop out windows feature

Personalization gives users the ability to edit windows and makes the navigation more user friendly to suit their needs. Personalization can be used in almost all pages in Business Central, but in the video below we will cover personalizing the General Ledger Entries page, Customer Card, and the Home Page.

Accessing multiple companies simultaneously is possible in Dynamics 365 Business Central and the video below will show how to do that.

If you’re coming from Dynamics GP, you’re probably used to working in multiple windows at the same time. This pop out windows feature is also available in Dynamics 365 Business Central and in the video below we will cover how to pop out a window.

If there are other types of functionalities in Dynamics 365 Business Central that you are interested in seeing a demo of, feel free to reach out to us.

For the other videos/blogs in our Dynamics GP to Dynamics 365 Business Central series, please follow the links below:

For an overall comparison of the two systems, read Dynamics GP vs Dynamics 365 Business Central.

Contact us if you have any questions about Dynamics 365 Business Central.

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