There’s a lot of information out there on Microsoft D365 Business Central, but who has the time to read through it all? You’re in the right place! We have drummed up the coolest tips and tricks to help you become a Business Central pro. Picture yourself zipping through tasks with an arsenal of shortcuts and insider knowledge—the kind that turns you into an efficient wizard. Trust us, transforming your daily grind into a seamless, enjoyable experience is not just a dream, it’s doable. Dive in with us and unlock the magic of tips and tricks for Microsoft Business Central.
1) Autosaving
When working with data, it is automatically saved and the autosave indicator shows you this in the top right-hand corner of the card. This isn’t a feature that users must spend time to learn as it is built into the system; it is still useful to know about. If at any time the autosave function is not working, the autosave indicator will display “not saved” in the top right-hand corner to notify the user.
2) Focus Mode
Focus mode allows you to get a better view of document lines. It will maximize the part of the screen where your line items are. There are two ways you can activate focus mode. Either by clicking the focus mode icon in the top right-hand corner next to the autosave indicator or by using the keyboard shortcut (Ctrl+Shift+F12).
3) Quick Entry
This handy tip allows you to use the Enter key to navigate through only the fields that you need. You can change this in the personalization section of Business Central.
4) Calculator in numeric fields
By entering a formula instead of a sum quantity, you can calculate in numeric fields. For example, if you enter 25+25, the field is calculated to 50.
5) Search
BC makes searching easy by eliminating case sensitivity on the columns you see on your screen.
6) Filtering
Filtering looks at all fields and is case sensitive which sets it apart from search.
7) Saving filters
You can permanently save filters as a view and include expressions like ranges.
8) Keyboard shortcuts – General functions
- Business Central help? – Ctrl+F1
- Quick way to get to your settings – Alt+T
- Easily open the “Tell Me” Feature – Alt+Q
- Refresh Data to see up to date data – F5
- Explore the roles across your Business Central – Shift+F12
- Create a new record – Alt+N
- Close a newly created record and create a new one – Alt+Shift+N
- Want to pop out a page on a separate window? – Alt+Shift+W
- Wondering how to inspect page and data? – Ctrl+Alt+F1
- Add a new note easily to a selected record – Alt+O
- Toggle the “FactBox” area – Alt+F2
- Switch between slim and wide page view – Ctrl+F12
9) Keyboard shortcuts – Data in lists
- Sort a column in ascending/descending order – Alt+F7
- Toggle the filter pane; focus on data filters – Shift+F3
- Add a filter to a selected cell value – Alt+F3
- Toggle the filter pane; focus on totals filters – Ctrl+Shift+F3
- Toggle the search box – F3
- Add a filter on selected field – Shift+Alt+F3
- Change the focus from a filter pane back to list – Ctrl+Enter
- Reset your filters – Ctrl+Alt+Shift+F3
10) Keyboard shortcuts – Entering data
- Copy data from the cell above – F8
- Easily go to the next/previous Quick Entry field – Enter/Shift+Enter
- Go to the next Quick Entry field outside a list – Ctrl+Shift+Enter
- Insert a new line into a document – Ctrl+Insert
- Delete a line in documents, journals, and worksheets – Ctrl+Delete
- Toggle Focus Mode on and off – Ctrl+Shift+F12
- Move to the next FastTab or part – F6
- Move to the previous FastTab or part (sub-page) – Shift+F6
- Toggle the collapse/expand current field group (FactBox) – Alt+F6
Accelerating Business Central with CAL
With all these features and tips, you can be more efficient in Business Central and make day-to-day tasks easier. Still interested in learning more about Business Central? Contact CAL to get your questions answered or check out these great Microsoft courses to get a deep dive into Business Central.
Download the PDF version of the Tips & Tricks to use as a handy reference guide.
By CAL Business Solutions, Connecticut Microsoft Dynamics GP / 365 BC & Acumatica Partner, www.calszone.com
