Maximise Your Productivity with Microsoft Business Central: Tips and Tricks

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When it comes to boosting productivity, Microsoft Business Central is a game-changer. This powerful solution is packed with features and functionalities designed to streamline your workflows and help you work smarter, not harder.

At Monpellier, we’re dedicated to helping our clients unlock the full potential of Microsoft Business Central. That’s why we’ve compiled a comprehensive collection of tips and tricks to help you maximise your productivity with this versatile platform.

Keyboard shortcuts are the quickest way to boost your efficiency in Business Central. These handy shortcuts can save you valuable time and effort, from navigating between fields and pages to sorting data and applying filters.

General Functions:

  • Ctrl+F1: Access Business Central Help
  • Alt+T: Open My Settings
  • Alt+Q: Open Tell Me
  • F5: Refresh Data
  • Shift+F12: Open Role Explorer
  • And many more!

Data Entry:

  • F8: Copy from the Cell Above
  • Enter/Shift+Enter: Go to Next/Previous Quick Entry Field
  • Ctrl+Shift+Enter: Go to Next Quick Entry Field Outside a List
  • Ctrl+Insert: Insert a New Line in Documents
  • Ctrl+Delete: Delete the Line in Documents, Journals, and Worksheets

Unleash the Power of Filtering and Search One of the standout features of Microsoft Business Central is its robust filtering and search capabilities. By mastering these tools, you can quickly locate and analyse the data you need, saving time and increasing your overall productivity.

  • Search looks at visible columns and is not case-sensitive, while filtering looks at all fields and is case-sensitive.
  • Use calculated data tokens (e.g., -1Y for a year ago) and combined format expressions (e.g., 5599|8100..8490) for precise filtering.
  • Save frequently used filters as views for quick access.
  • Leverage powerful filter characters like intervals (e.g., 22..24), either/or (e.g., 1200|1300), and exact character matches (e.g., ‘man’).

Personalise Your Experience Business Central offers a range of personalisation options to tailor the interface to your specific needs and preferences. From adjusting column widths and quick entry settings to enabling focus mode for a distraction-free view of document lines, these customisations can significantly enhance your productivity.

Bonus Tip

Stay tuned for our #TechTipTues series on social media, where we regularly share bite-sized productivity tips and tricks for Microsoft Business Central. Follow us here to stay up-to-date with the latest productivity hacks and insights.

At Monpellier, we’re committed to helping you unlock Microsoft Business Central’s full potential and drive productivity to new heights. By implementing these tips and tricks, you’ll be well on your way to becoming a Business Central power user, streamlining your workflows and achieving more in less time.

Don’t hesitate to reach out to our team of experts for personalised guidance and support in maximising your productivity with Microsoft Business Central.

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