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Microsoft

Work with the Microsoft Dynamics 365 Business Central user interface

Microsoft via Microsoft Learn

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Overview

  • Module 1: Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.

    By the end of this module, you'll be able to:

    • Understand, activate, and work with role center pages.
    • Understand and work with list, card, and document pages.
    • Use the app menu and app bar.
    • Find help on topics within the application.
  • Module 2: The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.

    By the end of this module, you'll be able to:

    • Change the theme for your organization.
    • Change user role centers.
    • Personalize list and card pages.
  • Module 3: The modern user interface experience for Microsoft Dynamics 365 Business Central isn't limited to the web client. Business Central comes with smartphone, tablet, and Microsoft Outlook interfaces.

    In this module, you'll:

    • Install and use Business Central on a smartphone or tablet.
    • Configure and use Microsoft Outlook as an interface for Business Central.

Syllabus

  • Module 1: Module 1: User interface essentials in Dynamics 365 Business Central
    • Introduction to the user interface - The app bar
    • App launcher
    • Business Central main pages
    • Search for Page or the Tell Me icon
    • My settings
    • Get help
    • Tour Business Central
    • Different types of pages in the user interface
    • Use the Role Explorer
    • More user interface features
    • Exercise - Assign another role center, use the search for page icon, and find and use keyboard shortcuts
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Personalize the Microsoft Dynamics 365 Business Central user interface
    • Introduction - Personalize the Business Central user interface
    • Personalize the Role Center
    • Personalize list and card pages
    • Personalize document pages and add fields
    • Exercise – Personalize the customer list and clear personalization
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Use alternative interfaces for Dynamics 365 Business Central
    • Introduction
    • Explore the user interface on your smartphone and tablet
    • Use the Outlook interface for Business Central
    • Use Microsoft Teams to share business data
    • Exercise - Use Outlook as your Business Central inbox
    • Check your knowledge
    • Summary

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