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Basic Operation of Business Central

Application Bar

(1) Search - The search functionality for search the function or report that you want to do.

Clicking the search icon or use the shortcut key: Alt-Q to search for Reports, Pages, Tasks or Actions.

For example, the steps below for find item when you want to create a new item.

Step 1 - Click the Search Icon

Step 2 - Enter "Item" into the search box

Step 3 - Click the link "Items" from the list


(2) Setting - Change basic setting such as company, work date or default Role Center

(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

Navigation

(1) Navigation menus - The top-level navigation should provide access to relevant entity lists for the role's areas of business. 

     For example, sales related features such as customer, item, sales order, sales invoice etc. are listed under Sales


(2) Navigation bar - Most useful entity lists according to users’ business process. 

     For example, with a business manager role center, these could be links to item, customers, vendor etc.

Role Center

Business Central Role Center predefined related page and tasks related to the Role.  This allows user to see all the options available on the Role Centre and make it easier for user choose the function.

User can select the role center it most suitable for their role for increase efficient on in the day-to-day tasks.

Follow the steps below for select role center:

(1) select "setting icon"

(2) By default, Role for Business Manager to be default for the user, click on the assistant button to select another role center

(3) List of Roles to be shows for user selects.  For example, if your role is related to sales and customer relationship management, select the role Sales and Relationship Manager

(4) Click OK to Confirm 


(5) Sales and customer relationship management related features to be shows in navigation menu.

For more details, please see Dynamic 365 Business Central Overview*

Basic information

TypesDescription

Contact


Contact is the master data for relational management it uses for maintaining the information for marketing-related activities for a people or companies.

Follow the step below for create new Contact:

  1. Select Contact from navigation bar or use search function for find Contact

  2. Click New

  3. Enter following information in General Tab

    • Name
    • Type
    • Salesperson Code
    • Salutation Code

Segmentation


Segments are groups of contacts according to specific criteria.

Follow the step below for create Segments:

  1. Select Segments in navigation menu Sales => Segments

  2. Click New 

  3. Enter following information in General Tab

    • Description
    • Salesperson Code

  4. Click Add Contact... to add contact to the segment

For details, please see the BC 365 - Managing Segments .

Opportunity 





Sales opportunities for section the sales process into different stages for manage the opportunities.

Follow the step below for create new Opportunities:

  1. Select Opportunities from navigation bar

  1. Click New
  2. Enter following information in General Tab

  4. Follow the steps below for record the sales cycle process

    • Start Sales Cycle Process - Activate 1st stage - Select [Activate First Stage] in Action bar for start the sales cycle.  Sales Cycle Stages line to be create by system accordingly.

    • Update Sales Cycle Process - Select update in action bar


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