Working with Business Central

When performing business tasks, you interact with data in different ways, such as creating records and entering data, sorting and filtering data, writing notes, and outputting data to other applications.

For example, you can adjust the size and position of any page, expand the width of columns and increase the height of column headers, and change the sorting of data in columns. And if you want to use the horizontal scroll bar to view all columns on a list page or on document lines, you will see that there is a vertical freeze pane to restrict some columns from scrolling.

Tips and Tricks

Tip

For a print-friendly overview of the most used functions, choose the following image and download the PDF file.

The following table lists some of the general functionality with links to topics that describe them.

Note

In addition to the general UI functions described in this section, you can use other general functions that are more business-related. For more information, see General Business Functionality.

To See
Find a specific page, report, action, help topic, or partner extension. Finding Pages and Information with Tell Me
Get an overview of pages for your role and for other roles and navigate to pages. Finding Pages with the Role Explorer
Filter data in views, reports, or functions by using special symbols and characters. Sorting, Searching, and Filtering Lists
Learn the many general functions that help you enter data in a quick and easy way. Entering Data
Learn how to quickly copy and paste data including by using keyboard shortcuts. Copying and Pasting FAQ
View or process data in specific date ranges. Working with Calendar Dates and Times
See which fields must be filled in. Detecting Mandatory Fields
Understand how the computer locale affects the user interface and the Help site and how to change the language. Changing Language and Locale
Learn how to interact with Excel from practically anywhere in Business Central Viewing and Editing in Excel
Attach files, add links, or write notes on cards and documents. Manage Attachments, Links, and Notes on Cards and Documents
Change basic settings such as company, work date, and Role Center. Change Basic Settings
Get notified about certain events or changes in status, such as when you are about to invoice a customer who has an overdue balance. Manage Notifications
Change which and where UI elements are shown to fit your preferences. Personalize Your Workspace
Define, preview, print, or save reports and define and run batch jobs. Working with Reports, Batch Jobs, and XMLports
Manage the content and format of reports and documents, including which data fields of a report dataset appear on the report and how they are arranged, text style, images, and more. Managing Report and Document Layouts
Learn about features and capabilities that make Business Central readily available to people with disabilities. Accessibility and Keyboard Shortcuts

Getting Around in Business Central

Here's a short video about how to get around in Business Central.

Choosing a desktop browser

Business Central supports multiple browsers that each offer a variety of features and capabilities. The browser plays a significant role in the responsiveness and fluidity of the user interface. See the list of supported, recommended browsers for Business Central online and browsers for Business Central on-premises.

  • Where possible, avoid older browsers such as Internet Explorer, and switch to one of our recommended modern browsers, such as the new Microsoft Edge.

    Internet Explorer is still supported, but since the new Edge browser is available for Windows Server now, we see a declining rate of usage for Internet Explorer. You can also get a pilot of Edge in IE mode. For more information, see Microsoft Edge documentation.

  • Keep your browser always updated to the latest version.

See Also

Getting Started
Setting Up Business Central
General Business Functionality
Performance Tips for Business Users

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