Microsoft Dynamics 365 Business Central: Understanding the Basics

Are you new to Microsoft Dynamics 365 Business Central? In this video, we’ll walk you through the foundational elements of Business Central, helping you understand its core functionalities and how it can streamline your business processes. Whether you're a small business owner looking to improve operations or an IT professional seeking to enhance your knowledge, this comprehensive guide covers everything from setup to daily operations. Join us as we explore the basics of Dynamics 365 Business Central and discover how this powerful tool can transform your business. What’s your next step? Talk to us about how we can keep you ahead of the competition in today’s digital-first business environment. Velosio has helped thousands of companies like yours. -------- 00:00 - Introduction to Business Central & Personalization 00:16 - Adjusting Roles and Profiles 01:00 - Switching Companies and Setting Work Dates 01:47 - Using the Search Function for Quick Access 03:05 - Printing and Exporting Reports 05:05 - Advanced Search and Filtering Options 06:09 - Help, Keyboard Shortcuts, and Release Notes 07:05 - Personalizing the Interface: Adding and Hiding Features 09:06 - Using Tiles, Cues, and Color Coding 11:10 - Vendor Card Customization & Field Options 15:00 - Collapsing Tabs and Promoting Actions 17:00 - Attaching and Managing Files in Transactions 22:00 - Saving and Managing Views for Better Insights 25:00 - Excel Integration and Analyzing Data 28:50 - Preview Posting and Error Detection 31:10 - Improved Email Features and Mobile Accessibility -------- www.velosio.com | 888.725.2555 | info@velosio.com LinkedIn:   / velosio   Twitter:   / velosio   Facebook:   / velosio1   Blog: https://www.velosio.com/blog/ Podcast: https://campfire365.castos.com/ #velosio