• Login
  • Partner Resources
  • Contact Us
  • FAQ
fidesic-logo-300px-2023
Get Started
  • Solutions
    • By Industry
      • Healthcare
      • Nonprofit
      • Food and Beverage
      • Franchises
      • Financial Services
      • Hospitality
    • By Role
      • AP Accountants
      • CFOs
      • Controllers
      • IT Professionals
      • Human Resources
  • Resources
    • Blog
    • ROI Calculator
    • On Demand Webinars
    • Events & Webinars
    • White Papers
    • Case Studies
    • FAQs
    • Contact Us
  • Features
    • Power Reporting
    • Vendor Portal
    • Invoice Processing
    • Mobile Invoice Approval
    • Approval Workflow
    • Payments
  • ERP Integrations
    • D365 Business Central Integration
    • Dynamics GP Integration
    • Multi-Entity Management
  • Pricing
    • Fidesic For Free
    • Fidesic PRO
  • Become a Partner

New to D365 Business Central? Get Started with a Navigation Overview

Published by Fidesic on Jan 9, 2023 3:41:34 PM

Created by ERP Connect Consulting

Navigation Overview

Starting any new journey in life is never easy. The old saying “if it was easy, everyone would be doing it” tends to hold true and it is no different getting started with a new ERP system. Luckily, we are here to help.

Before you dive right in, it would be highly recommended in any new endeavor to review the basics, and then build on them. In the below video, we have reviewed everything you will need to know at a high level the first time you log in to Business Central. The topics we cover in the video include:

Search Bar – One of the most powerful tools in Business Central. The search bar allows you to quickly and easily navigate to any page, task, report, etc. within BC.

Favorites Bar – Find yourself constantly searching for the same thing? Put it in your favorites bar.

Role Centers – Tailor your user experience to the role you work in (Accounting, Warehousing, Purchasing, etc.) but remember, Roles do not give you security.

Filters – Too much noise? Narrow your search results down by using Filters in Business Central.

Saved Views – Constantly using the same filters? Save it as a saved view in Business Central.

Filter Shortcuts – Need more functionality, we review all the shortcuts that will make you more efficient in BC.

Personalization – Build your own unique windows and pages by personalizing your page.

Help & Support – Hate always having to reach out for help? Start by checking out the Help Section. This will give you more quick tips and tricks for the window you are on.

This post "New to D365 Business Central? Get Started with a Navigation Overview" was originally published at by ERP Connect Consulting.

About ERP Connect Consulting:

ERP Connect Consulting provides full Solution Design, Implementation, Extension Development, and Support for $175/hour. For our full service offerings, check out their Services Page. To increase productivity and work with Business Central more efficiently, check out some of their Add-On Product Extensions. Looking to outsource some of your day to day finance and accounting functions such as bookkeeping, monthly reconciliation, and reporting – they help with that too.

 

Back to Blog
  • Tweet

Most Popular Articles

10 Signs Your AP Process Is Too Stressful

 
Read More

Microsoft Dynamics GP End Of Life? Not Anytime Soon- Modern Lifecycle & End of Updates

(UPDATE) Microsoft has announced new customer sales of Microsoft Dynamics GP will end April 2026....
Read More

How to Convince Vendors to Accept Electronic Payments

You are ready to automate your accounts payable process and stop stuffing envelopes with paper...
Read More

Is ACH Safe? Are ACH Payments Safe Compared to other Methods?

ACH payments are a safe way to pay vendor invoices and employee payroll. According to data from...
Read More

Related Articles

Are Your D365 Business Central Payments Truly Automated

One of the most common reasons a business doesn’t implement accounts payable automation is because...
Read More

How has the ISV Landscape Changed in the D365 ERA?

How has the Microsoft Dynamics ISV landscape changed in the D365 ERA?
Read More

Live Streaming with Fidesic Coming Soon

  We are pretty pumped to be starting a streaming series on LinkedIn in the next few weeks. We are...
Read More
  • Company

    • About Us
    • Careers
  • Accounting Systems

    • Dynamics GP
  • Multi Entity Accounts Payable Automation
  • Product

    • OCR (Data Capture)
    • Vendor Payments
    • Mobile Invoice Approval
    • Workflow
    • AP Automation for Multi Entity
Copyright by Fidesic   Terms Of Use