Dynamics 365 Business Central | Tips & Tricks Part 2

In this three-part blog and video series, we will share some tips and tricks in Dynamics 365 Business Central.

This will be helpful to any Dynamics user who:

• Is a current Dynamics 365 Business Central user
• Is the process of evaluating a move to Dynamics 365 Business Central
• Recently transitioned from Dynamics GP or Dynamics NAV
• Transitioned from a non-Microsoft ERP or accounting solution

Filtering and Saved Views, Attaching Notes and Files, and Bookmarking Pages

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

• Filtering and Saved Views – 0:30
• Attaching Notes and Files – 6:00
• Bookmarking Pages – 8:15

Use the filtering and save list function in all Ledger Entry windows and any list page in Dynamics 365 Business Central. There are various ways to filter your data. The video below will show how to filter and save views in Business Central.

Learn how to attach documents and notes to various transactions/master records in Dynamics 365 Business Central. This is a good feature if your organization is trying to go paperless. It also provides an efficient way to gather backup of transactions and identify any audit trails.

Lastly, if there is a window you’re used to accessing, you can bookmark it and make it a shortcut from your homepage. The video below will show you how to bookmark a page.

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 more information on how to setup and use the ‘Edit in Excel’ that was mentioned in the video above, see our How to Set Up Edit in Excel for Dynamics 365 Business Central SaaS blog.

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

• Dynamics 365 Business Central | Tips & Tricks Part 1 where we discuss Personalization, Accessing Multiple Companies, and Pop Out Windows
• Dynamics 365 Business Central | Tips & Tricks Part 3 where we discuss Searching and Entering Data, Changing Descriptions on Posted Entries, and Scheduling of Reports
• How to run a Trial Balance and Aging Reports out of Dynamics 365 Business Central
• How to process AP cheque/EFT payments out of Dynamics 365 Business Central
• Introduction to the Fixed Asset Module in Dynamics 365 Business Central

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

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