Navigation and Personalization

This class will teach you all the things you didn’t know you needed to know about the basics of Microsoft Dynamics 365 Business Central.  If you find yourself repeatedly searching, filtering lists over and over, or scrolling through endless data to find what you need, this is an invaluable class! We’ll uncover numerous nuggets to help you make the Role Center your own, so you can get to what you need in a single click. You’ll see immediate improvements in your use of Business Central and insights into your operations.  Come away from this class with a list of new tools to use yourself or to share with your team.

Why is this class a prerequisite for all of our Boot Camps? Because past students have said it should be. Time and again our students have questioned the need or value of taking this class then come to find out they learn numerous tips and insights that save them precious time every day.


Who Should Attend?

Any users of Business Central interested in working in the system more efficiently and with greater insights.

Learning Objectives:

At the end of this class, participants will be able to:

  • Navigate Business Central more efficiently
  • Customize one’s Role Center
  • Customize frequent lookups / lists and system links


Field of Study: Computer Software & Applications

Program Level: Basic

Prerequisites: None

Advanced Preparation: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor while attending class.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must notify your instructor of your intention to request credit before the start of the first class, and, be present while the class is in session. Class participation will be monitored, and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Version: This class is taught in Microsoft Dynamics 365 Business Central.

Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”.  We use proven practices to make sure you retain what you learn and are fully equipped to immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.

Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.

Contact Us to Discuss How We Can Help Your Company Today!

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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