Microsoft D365 Business Central looks like a very busy web site when you login in. There is a learning curve; finding features and reports goes faster if you have a bit of help. We released an 11 minute video this week to help navigate through the system. A few features covered are discussed below.
Selecting Business Central Role Centers
The first page that comes up when you log in to Business Central is called a Role Center. There are different pre-built roles in Business Central like “Business Manager” or “Accountant.” Each of these has different Role Center links that make it easier for someone in that role to get to the functions they need. To see and change a user’s Role, click on the gear icon in the upper right corner and choose, “My Settings.”
Managing Multiple Companies
You can have as many companies as you want to set up in Business Central. Change companies on the “My Settings” page just like the Role. The license that installs with Business Central (the trial license) requires that company names begin with CRONUS.
Menus, Tabs, and Actions
The Role Center for Dynamics 365 Business Central also has a drop down menu at the top. Quick links (like Customers, Vendors, and Items above) take you directly to needed data. Actions are like quick links; actions preceeded by + will add a new item. So the Action labeled “+Sales Quote” creates a new sales quote.
More Information on the Video
The video covers this and more. Included are suggestions for using the sample data. For example, Blue, Red, and blank locations (warehouses) are good choices because they don’t require you to use the Warehouse Shipping and Receiving functions in the system to create and post Sales Orders and Purchase Orders. The full video runs 11 minutes and provides an introduction to finding what you need. We are planning a follow up video on making design changes in BC.