This page briefly introduce the user interface behavior of Business Central
Dynamics 365 Business Central – Role Centre
Role Centre Overview
The Role Center page is divided into two main areas: navigation/actions area and content area. The following figure illustrates the general layout and elements of a Role Center page.
(Reference: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-designing-role-centers)
Navigation and Actions area
The table below shows the usage guidelines for each navigation and action area
# | Area | Usage Guidelines |
1 | Navigation menus | The top-level navigation should provide access to relevant entity lists for the role's areas of business. For example, typical root items for a business manager could be finance, sales, and purchasing. You should place the root items in order of importance, starting from the left. |
2 | Navigation bar | Most useful entity lists according to users’ business process. For example, with a business manager, these could be links to customers, sales orders, and bank accounts. |
3 | Action bar | The action area is designed for running the most important or most often used tasks and operations required by users. For example, the actions including Create New Document, user the control to target page for processing documents according to workflow or use the link to go to the target report. |
4 | Headline | Displays a series of automatically changing headlines that provide users with up-to-date information and insight into the business and daily work. |
5 | Wide data cues | A set of cues for displaying large numbers, like monetary values. |
6 | Data cues | Provide a visual representation of aggregated business data, such as the number of open sales invoices or the total sales for the month. |
7 | Action cues | Tiles that link to tasks or operations, like opening another page. |
8 | Chart | A graphical and interactive representation of your business data that can be sourced by a custom business chart control add-in or an embedded Power BI report. |
9 | CardPart or ListPart page | Displays data fields in a form or tabular layout. |
10 | Control add-in | Displays custom content by using HTML-based control add-in. |
(Reference: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-designing-role-centers)
Application Bar
# | Action | Usage Guidelines |
1 | Tell Me | The search functionality called “Tell Me”, like tell me what you want to do. Clicking the search icon or use the shortcut key: Alt-Q to search for Reports, Pages, Tasks or Actions. Please refer to the link below for details. https://docs.microsoft.com/en-us/dynamics365/business-central/ui-search |
2 | Setting | Change basic settings such as company, work date, and Role Center. l Personalize – change which and where UI are shown to fit your preferences. Please refer to the link below for what user can personalize. https://docs.microsoft.com/en-us/dynamics365/business-central/ui-personalization-user l My Setting (Alt T) – Change Role Centre, switching to another company or environment, change Work Date as well as Region and Language setting |
3 | Help and Support | Clicking the questing mark icon in the top right corner or use the shortcut key: Ctrl+F1 to access to the Help & Support Page |
List Pages
Most data in Business Central are show in List Views.
- Pressing the column header to filter or sort the data.
- Select the Filter button to filter the list by user defined criteria.
Sorting, Searching and Filtering in List Page
Sorting
To sort a list, you can either:
- Choose a column heading text to toggle between ascending and descending order, or
- Choose the drop-down arrow in the column heading, then choose the Ascendingor Descending
Searching
Press F3 to activate and deactivate the search box or type the text that you’re looking for into the search box it located at the top of list page.
In general, search will attempt to match text across all fields. It doesn't distinguish between uppercase and lowercase characters (case insensitive) and will match text placed anywhere in the field, at the beginning, end, or in the middle.
- To find only field values that match the entire text and case exactly, place the search text between single quotes '' (for example, 'man').
- To find field values that start with a certain text and match the case, place * after the search text (for example man*).
- To find field values that end with a certain text and match the case, place * before the search text (for example *man).
- When using '' or *, the search is case-sensitive. If you want to make the search case insensitive, place @ before the search text (for example @man*).
Filtering
To sort a list, you can either:
- Choose the drop-down arrow, and then choose the Filter action or
- Use shortcuts Shift+Alt+F3 to activate the filter pane.
For more information, please see https://docs.microsoft.com/en-us/dynamics365/business-central/ui-enter-criteria-filters
Saving Filters
When you have set a filter on a list and you want to keep the filter for later, you can save it as a view. Steps below:
1, Open any list page (e.g. Sales Quotes) then select Filter pane icon or press Shift+F3 to open the filter pane.
2. Set a filter, please see the details by clicking the links below:
3. When you have set the filters, choose the Save View icon to save the personalize list views. Please see the details by clicking the links below:
Save and Personalize List Views - Business Central | Microsoft Docs
4. Click on the option button it next to the custom list name to save as a new personalize list, remane or remove the list.
Keyboard Shortcut (PC)
User can click Help & Support button to find the table for BC keyboard Shortcuts information
Keyboard Shortcuts - Business Central | Microsoft Docs
Card pages
A Card page is used to view and edit one record or entity. User can open the existing record to view or edit from the list or click new to open a card page to create new record.
- Action Bar – Action button for manage the detail information, process documents and navigate to related document are included in Action Bar.
- Tab - Contact is divided to different tab where fields that are similar are group together. User can select the toggle link Show more / Show less to display all field or display the frequent use fields in the tab only.
- FactBox – To view and manage Attachments, Links and Notes on Cards and Documents
- Keyboard Shortcuts for navigate the card pages:
- Move to next Fast Tab (F6)
- Move to previous Fast Tab (Shift + F6)
- Collapse current Fast Tab (Alt + F6)