What Is Dynamics 365 Business Central User Interface?

Dynamics 365 Dynamics 365 Business Central’s user interface is the visual and interactive platform that allows users to interact with the software.

It’s designed to be user-friendly and intuitive, making it easy for businesses to navigate and utilize the features of the system.

The user interface in Dynamics 365 Dynamics 365 Business Central typically consists of a clean and organized layout, customizable dashboards, and user-friendly navigation. It’s all about providing a seamless experience that helps businesses manage their operations efficiently.

So, whether you’re accessing financial data, inventory management, or sales information, Dynamics 365 Business Central’s user interface is there to make your life easier. How efficient!

Benefits of Dynamics 365 Business Central’s User Interface

The user interface in Dynamics 365 Business Central offers several benefits that enhance the overall user experience and productivity.

Here are a few key advantages:

1. User-Friendly and Intuitive: Navigating through the various modules and features of Dynamics 365 Business Central is a breeze, thanks to its user-friendly navigation. The interface provides intuitive menus, ribbons, and search functionalities that enable users to find out what they need quickly. With just a few clicks or keystrokes, users can effortlessly move between different areas of the system, ensuring a smooth and efficient workflow.

2. Clean and Organized Layout: The user interface of Dynamics 365 Business Central greet users with a clean and organized layout, ensuring a clutter-free workspace. The design focuses on simplicity, allowing users to easily locate and access the information they need. The use of clear labels, icons, and intuitive placement of elements creates a visually appealing and user-friendly environment.

3. Customizable Pages: Dynamics 365 Business Central allows users to customize their dashboards and pages, tailoring them to their specific needs and preferences. This means that users can have quick access to the most relevant information and functions, further enhancing productivity.

4. Streamlined Processes: The user interface in Dynamics 365 Business Central acts as a centralized platform that brings together different aspects of a business, including finance, sales, inventory, and more. This integration allows for seamless communication and collaboration between departments, eliminating the need for duplicate data entry and reducing the risk of errors. With all the necessary information readily available in one place, employees can easily access and update data, track progress, and make informed decisions. This streamlined approach not only improves efficiency but also enhances productivity by eliminating redundant tasks and optimizing workflows. The user-friendly interface truly simplifies the management of various processes, making Dynamics 365 Business Central a valuable tool for businesses of all sizes.

Overall, the user interface in Dynamics 365 Business Central offers a range of benefits that make it easier for users to navigate, access information, and perform tasks. It ultimately helps businesses optimize their operations and make informed decisions.

THE APP BAR

At the top of your Dynamics 365 Business Central page, you’ll find the app bar. This is where you’ll access various elements that are crucial for navigation the system. It provides quick access to various Microsoft 365 apps and services, allowing you to easily switch between tasks without leaving Dynamics 365 Business Central.

With just a couple of clicks, you can check your email, create documents, and access files from OneDrive.

This integration enhances productivity by keeping everything within reach.

So, the app bar is a handy tool that helps you stay focused and efficient in you Dynamics 365 Business Central journey.

From here, you can easily switch between different modules, access your notifications, and find help and support resources.

MY SETTINGS

Within the “My Settings” page, you have the capability to both observe and modify fundamental configurations for Dynamics 365 Business Central.

It’s important to note that any adjustments you make will solely impact your personal workspace and won’t have any effect on the workspaces of other Dynamics 365 Business Central users. 

You can change the Role Centre, Company, Work Date, Region, Language, Time Zone, Notifications, and Cloud Storage fields on the My Settings page. 

ROLE CENTRE

Dynamics 365 Business Central offers role-based centres that provide a tailored experience for different users. These centres are designed to display relevant information and tasks based on your role within the organization. Whether you’re in finance, sales, or inventory management, you’ll have a personalized dashboard to streamline your daily activities.

Role Centres in Dynamics 365 Business Central are like personalized hubs that streamline the user experience. They present relevant data and actions in a concise and tailored manner, helping users make informed decisions and work more efficiently. By adopting a role-based approach, Dynamics 365 Business Central ensures that users have quick access to the information they need, reducing the time spent searching and navigating through the system. This not only improves productivity but also boosts user satisfaction. With Role Centres, users can stay focused on what matters most, without getting lost in the sea of information. It’s all about working smarter, not harder! 🚀💼

The role centre 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 Centre page. 

– 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.

EXPLORER

Using Dynamics 365 Business Central it’s possible to use the Explorer to locate all functional area’s of the system. It starts by pressing the icon below.

 First you will enter a screen whereby you have a full view of the area’s you can access as part of the Role that has been assigned to you.

Next if you press Explore More Roles this will open a new screen.

This new screen will now show you everything that Dynamics 365 Business Central is capable of and you can navigate to any of these sections as long as you have the right permissions to do so.

SEARCH (TELL ME)

In Microsoft Dynamics 365 Dynamics 365 Business Central, the “Tell Me What You Want To Do” feature is a search and assistance tool that helps users quickly find and access various functions, features, and information within the software. 

Search can help you quickly go to elements such as actions, pages, or reports, find information about how to complete a particular task, and discover additional apps and consulting services for Dynamics 365 Business Central. When you need help with finding something, use the search icon to search for it. You can also use ALT+Q on your keyboard to start using search. 

The “On Current Page” section enables you to discover and execute actions specifically on the currently open page. For instance, when you have the Sales Quote page open and you input the term “customer,” this section presents an option to access the customer card for the customer selected within the sales quote. 

PAGES

There are several different page types within Dynamics 365 Business Central. We have listed them out below.

List Pages: These pages display lists of records. For example, “Customer List” and “Vendor List” pages show a list of customers and vendors, respectively. You can view, filter, and manage records from these pages. 

Card Pages: Card pages provide detailed information about a single record. For instance, the “Customer Card” page displays comprehensive details about a specific customer, including contact information, transaction history, and other relevant data. 

Worksheet Pages: These pages are used for data entry and editing. Examples include “Sales Order” and “Purchase Order” pages, where you can create and edit sales and purchase orders. 

Register Pages: Register pages typically show transactions or events in a chronological order. Examples include “General Journal” and “Item Ledger Entry” pages, which display financial transactions and inventory movements. 

Statistics Pages: These pages provide statistical data and insights. For example, you might have a “Sales Analysis” page that shows statistics related to sales performance. 

Change Log Entries page: On the Change Log Entries page, entries are chronologically ordered and show all changes that are made to the values in fields on the tables you specify. The change log lets you track all direct modifications a user makes to data in the database. You specify each table and field that you want the system to log, and then you activate the change log. The change log is based on changes that are made to data in the tables that you track.  

Request Pages: These pages are used to initiate specific actions or tasks, like requesting approval for a document or launching a report. 

PERSONALISATION

It’s possible to personalise screens to your specific needs.

Step 1: – Click on the setting icon which is present on the navigation bar in Dynamics 365 Business Central. 

                After clicking a dialog box will appear from there select personalize option 

Step 2: – Then personalization mode will appear as shown below in the image. 

Step 3: Now click on the add fields option. A dialog box will appear “Add field to page” from where you can find the fields which you can add to our page. 

Step 4: – To add the fields just need to drag the fields from the dialog box and place it on the page where you want them. 

Example: – Assume that I want the “Unit of Measure” field after the “Description” field. So, I will drag that field and place it after the description. 

As we can see, the “Unit of Measure” field is displayed now after “Description.” 

And from personalization, we can also move and remove the fields not required in our sandbox environment. 

To do so we just need to hover over the fields and an arrow-type icon will appear need to click on that then the small dialog box will appear with the available options. 

After doing all the changes click on the done icon which is present on the personalization line. 

Similarly, you can do personalization for different pages like the card page, list page, role center, etc. 

If you’d like to learn more information about Dynamics 365 Business Central, then check out our page here or if you’re interested in in learning more then contact us.

This is only possible when logging into Dynamics 365 Business Central, check out our other blog post on How to Login to Dynamics 365 Business Central.

Stay tuned for more insights and updates on our blog!