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50 Tips in 50 Minutes for Business Central

October 12, 2021 | Kerry (Rosvold) Peters

How exciting! This week is the annual user group Summit and for the first time in a long time, we are presenting in person instead of virtually. Every year, I present 50 tips in 50 minutes and provide a paper handout for attendees to reference during the session (how 2020!). This year we are getting with the program and providing a QR code to this page. So if you are in my session today, Hello! you are in the right place.

If not, check out our YouTube channel where you can find many of these already in 1-3 minute video format. More videos are being added all the time, so check back for the new stuff, or better yet, subscribe to get updated on all our new content.

 

 

 

FINDING THINGS
1) Use Tell me
2) Navigate Find Entries
3) Drill Down
4) View/Edit

MANAGING SCREENS
5) Screen Organization
6) FactBox Toggle
7) More than one on a screen
8) Understanding Menus
9) Show more and …
10) Pop out the Screen
11) Focus Mode

FINDING THINGS FASTER
12) Sorting a List
13) Find across fields
14) Find Within a Field
15) Dimension Overview

FILTERING
16) Filter to this value
17) Token filters for BC
18) Limit Totals on the COA
19) Finding blanks
20) Finding not
21) Finding not this and not that

KEYBOARD SHORTCUTS
22) Keyboard Shortcuts
23) Use “t” Instead
24) F8 to Super Copy
25) F9 to Post
26) Open in Excel
27) Table formats removal

FAST DATA ENTRY
28) Simple Math in a Field
29) Quick Entry
30) Copy and Paste
31) Edit in Excel
32) My Notifications

SAVED VIEWS ARE MINI REPORTS
33) Filter on Non-Visible Cells
34) Saved Views!!!
35) Inventory on hand
36) Customer/Vend w balance

PERSONALIZATION
37) Profiles
38) Add links to action bar
39) Personalize the action menu
40) Role Explorer
41) Resize columns w/out personalization
42) Filter by multiple values
43) Company badge
44) Add Notes and Links
45) Drag and Drop Documents
46) Move a Field Anywhere

TIPS TO LEARN MORE ABOUT BC
47) View Your Version
48) Schedule Your Update
49) Zoom in with Your Browser
50) docs.microsoft.com

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The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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