User Personalization – Business Central

In Business Central it is easy to personalize your pages. You can personalize your pages by changing, adding or removing fields from these pages.

Now, how do you do this?

  • You go to Settings and click on Personalize which opens personalization business manager.

  • Now let’s say that you want to change the customer list. Click on customer list and you can start changing a number of things. For example, you want to get rid of phone number. Click on the red triangle and hide and it is gone.

  • Now Maybe you want to add field. Click on more, +Field to add more fields to the page.

  • Let’s say, the Language Code. Type in language code, and drag it now to the canvas.

  • You can also change the order of the field as well as sorting of the fields, and once you are done, click Done and you will have a personalized page.

Please note this is only be applicable to the user who has personalized his or her page. This will not be applicable to the other users in the company. So personalization is on the personal level. That is what each user can do for his or her pages to make sure that they are reflecting whatever that user wants to see. A personalization can always be undone. That means reverting it back to the status before the personalization.

To clear personalization, click Settings > Personalize > Clear personalization. This will undo the changes.

My Settings – Business Central

You can find My Settings in the settings menu, which you can find on the AppBar.

Here you can find some very important features or functions like:

  • You can choose or change the Role Center.
  • You can select or change the company that you’re working in.
  • You can verify and change the work date that you’re working in.
  • You can specify the language that you want to use in your application. Business Central solution is a multi-language solution, so people working in different languages can all work in the same system, the same Business Central solution that then is displayed in different languages.
  • You also have some regional settings related to the region, like language and the time zone.
  • You can also change your notifications in the system.

User Interface – Business Central

Role Center

Every Role Center is built or designed out of the same components.

  • On top, there is the AppBar in which you can find the:
    • App menu
    • A search button
    • A feedback button
    • A notifications button
    • My settings
    • The question mark for more information and
    • The signed-in user.
  • Underneath the AppBar we have the Navigation bar, existing of:
    • Navigation menus and
    • List places

    Here you find menus for different functional domains and departments relevant to the role and quick access to master data applicable to the specific role.

  • Next, we have the Headline area in which salient insights are published and the action area that contains the most used actions for your role. By having these actions directly on your Role Center, you save clicks and you win speed.
  • More insights are then built up by Cues, in which most relevant statistics for the role are built and cues are displayed in:
    • Standard layout and
    • Wide layout

List Page

A list page publishes multiple records on one page, for example a customer list.

  • On top of the list page, you will have an App and a Navigation bar just like the Role Center page. But on top of that, a list page will also have a Command bar including an action menu with most relevant actions for that master data.
  • Underneath the command bar, you will find the real content of this page in the Content section.
  • Then on the right-hand side you will have the Factbox pane which will include much more statistics and additional relevant information for that customer record that you have selected.

Card Page

Now, let’s have a look at the card page.

  • On top of the card page we have the Ribbon. The ribbon is organized in tabs, and in each tab you’ll find the most relevant actions grouped, like, for instance, the actions related to the creation of new documents.
  • The content of the card page is organized in FastTabs. Each FastTab includes information published in fields related to the FastTab name.
  • On the right-hand side, you will find a Factbox.
  • On the right-hand side of the FastTab you can find the Promoted fields. These are fields in the FastTabs that display their value.

Pages in Business Central

In Microsoft Dynamics 365 Business Central Pages offer a modern online visual and convenient experience.

The user interface consists out of following important types of pages:

Role Center Page

You typically open your Business Central solution with a Role Center Page, it represents your starting point in your solution by giving you quick access to the information you need, the actions you want to perform and the insights you need to make decisions.

Microsoft Dynamics 365 Business Central provides several different Role Centres for users who have different jobs in a company.

List Page

List pages display lists of customers, vendors, contacts, sales orders, sales invoices and many more. As you find multiple records on one page, List pages are typically used to search and filter for information.

Card Page

You can use a card page to view and edit one record or entity from a table. The card page displays a wider selection of information than a list page. You can find more detailed information on the card page than on a list page. The card page only displays information of one record while a list page displays multiple records.

Documents Page

Document pages, focus on user tasks. Examples of document pages are Sales Order, Purchase Order, Sales Invoice, Purchase Invoice, Posted Sales Invoice, Posted Purchase Invoice and many more.

Financial Management in Business Central

You can manage all common finance processes and information such as posting financial transactions, preparing financial statements, managing bank accounts, inventory costs, manufacturing costs, and fixed assets in Business Central.

Chart of Accounts

When you create a new company, you must first set up a chart of accounts and configure the posting processes. The chart of accounts in Business Central looks something like this:

Use these accounts to post transactions to the general ledger. You can setup balance sheet accounts and income statement accounts. Besides the basic setup, you can also set up advanced features related to GST.

Once G/L accounts are created, you can then use them in sales and purchase documents and in general journals to post transactions to the general ledger.

Dimensions

In Microsoft Dynamics 365 Business Central, you can make use of dimensions for advanced transaction analyses.

You can set up dimensions and then assign multiple dimension values to each dimension. Once dimensions are set up, you can assign default dimensions to customers, items, vendors, G/L accounts, jobs, resources and many more.

Examples: Before posting sales, you can assign a customer group dimension to a sales document. Or you can assign a department when posting expenses so that you can analyse and compare your expenses by department.

Processing Payments

From the payment registration page, you can process customer payments with only a few clicks and mark invoices as paid to automatically reconcile accounts.

To pay your vendors, you can use the payment journal, including advanced features such as vendor priorities and paying invoices on their due dates. To do so, you can run the suggest vendor payments batch, modify the payment journal lines if necessary, and then process the payments electronically or by check.

With the payment reconciliation journal, you process and reconcile bank statement transactions in one go. Use the import function to import bank statement files and let the system apply transactions automatically using advanced application rules.

Cash Flow Forecast

To get a better grip on their cash position, companies want to know how their cash flow will evolve in time. The cash flow forecast function uses a whole range of sources to calculate the future cash flow to receivables, payables, purchase orders and sales orders.

You can use manual revenues and expenses to analyse the impact of a future loan or an unforeseen future cost. By including Cortana Intelligence, machine learning is used to calculate the cash flow forecast based on historical income and disbursements.

Budgets

You can work with budgets for general ledger accounts, costs, sales and purchases.

Deferrals

You can set up deferral templates that automate the process of deferring revenues and expenses over a predefined schedule.

Fixed Assets

You can keep track of fixed assets and related transactions, such as acquisitions, depreciations, write-downs, appreciations, and disposals.

Audit Trails

Microsoft Dynamics 365 Business Central automatically assigns audit trails and posting descriptions to every transaction. In addition, you can define reason codes to create complementary audit trails.

Bank Account Management

You can create, operate, and manage multiple bank accounts to cater to your diverse business needs and across different currencies.

Reconcile your bank statement data automatically to open bank account ledger entries and keep track of all your bank statements.

Currencies

You can Manage multiple currencies throughout the system, including payables and receivables, general ledger reports, resource and inventory items, and bank accounts.

Business Central Clients

Web Client

You can access Microsoft Dynamics 365 Business Central through a modern user experience, optimized for insights and productivity.

The Microsoft Dynamics 365 Business Central web client is role based and includes all functionality a user need. It does not require any installation.

You can access Microsoft Dynamics 365 Business Central through the web client with the latest version of common browsers like Microsoft Edge, Internet Explorer 11, Google Chrome for Windows, Mozilla Firefox for Windows, Safari for macOS.

Tablet & Phone Client

The Microsoft Dynamics 365 Business Central Tablet and Phone Client experience comes with apps available for Windows, Android, and Apple devices.

The Phone Client – Example (Screenshot from Android device).

You can sign up for a free trial. Click here.

To watch video, click here.

Microsoft Dynamics Business Central

Microsoft launched Microsoft Dynamics 365 Business Central in Australia and New Zealand quiet recently and here is what you need to know.

What Makes Microsoft Dynamics 365 Business Central a Cloud End to End Business Solution?

The typical features of a Cloud End-to-End Business Solution system are:

All these distinctive Cloud End-to-End Business Solution features are within Microsoft Dynamics 365 Business Central.

What are the Price Points?

Dynamics 365 Business Central is available essentially at following price points:

  1. Team Member
  2. Essential and
  3. Premium

App Source

To find Apps:

  • In the Search box type “Extensions”, and then click Extensions.
  • You will then find the pinned extensions.

You can find apps on App Source for more capabilities. If you’re a developer, you can build powerful extensions and then add them to App Source for easy discoverability.

In Office 365 Experience

Microsoft Dynamics 365 Business Central is fully integrated with Office 365. And this is really very powerful. It results in a lot of convenience. It results in a lot of power. And it results in a lot of efficiency. Know More.