Dynamicscon 35 Tips in 40 Minutes

I just had the opportunity of presenting a session for DynamicsCon today, and promised I’d put a copy of the handout I usually provide in live sessions out here on the blog, so here it is! I’ll update this blog with the link to the recorded YouTube session once it’s published.

FINDING THINGS
1) Use Tell me
2) Navigate
3) Drill Down
4) View/Edit

MANAGING SCREENS
5) Screen Organization
6) FactBox Toggle
7) More than one on a screen
8) Pop out the Screen
9) Focus Mode

FINDING THINGS FASTER
10) Sorting a List
11) Find across fields
12) Find Within a Field
13) Dimension Overview

FILTERING
14) Filter to this value
15) Token filters
16) Limit Totals on the COA
17) Finding blanks
18) Finding not
19) Finding not this and not

KEYBOARD SHORTCUTS
20) Keyboard Shortcuts
21) Use “t” Instead
22) F8 to Super Copy
23) F9 to Post
24) Open in Excel
25) Copy and Paste

SAVED VIEWS ARE MINI REPORTS
26) Filter on Non-Visible Cells
27) Saved Views!!!

PERSONALIZATION
28) Add links to navigation menu
29) Role Explorer
30) Resize columns w/out personalization
31) Company badge
32) Add Notes and Links

TIPS TO LEARN MORE ABOUT BC
33) View Your Version
34) Windows Magnifier
35) docs.microsoft.com

Get all 100 Tips in Dynamics NAV and Business Central on our YouTube channel. All tips are updated in Dynamics NAV 2018 and Dynamics
365 Business Central as 1 – 3 minute videos.

Get our exclusive Business Central foam puzzle shortcut cube on our website or get our NEW downloadable Origami cube for FREE
https://getyournewview.com/shop/

Comment List
Anonymous
Related
Recommended