Business Central Productivity Tips and Tricks

Here are some of our favorite tricks and tips, shortcuts and productivity enhancments in Business Central.
1. Return to your home role center - Click your company name in the top left corner.
2. Use more than one monitor. If you never tried this, it is a game changer. You can run Business Central in multiple tabs on your browser and drag and drop the tabs onto multiple monitors.
3. Switching environments/companies - near the top left part of the page, you will see “Environment Sandbox” or “Environment Production”. Click on this to quickly switch between environments and/or companies.
4. If you use lot or serial numbers - Press CTRL-Shift-i to quickly get into the Item Tracking page.
5. Copy data from cell from the row above - Press F8.
6. Tired of deep menu trees? - you can personalize your page and drag and drop your commonly used functions higher up on the menu tree.
7. Forget to enter fields on certain pages? - Personalize your page and move the field to a more useful position. You can move fields on both card and list pages.
8. Don’t like second level menu row disappearing? - After clicking on a top row menu item, click the push pin icon to the far right. This will prevent second level menu from disappearing.
9. Bookmark all of your commonly used pages by clicking the bookmark icon near the top right portion of the page. They will then show up on your home role center as menu items and are easily accessible.
10. Edit in Excel - if you want to mass update data, you can do so in Excel and publish the results back into BC. On a list page, click the icon that looks like an open box with an arrow pointing to the right in the upper right side of the page, then click Edit in Excel. You may also set filters before editing in Excel. Your data will load in Excel and you can make your changes. Click Publish to publish your changes back to BC. Recommended for advanced users.