By Spencer Kellogg and Connor McNamara
The October 2019 release of Business Central includes a number of improvements and features that focus on bolstering product performance and helping users navigate the system as efficiently as possible.
In an upcoming webinar, we will be walking through a lot of the new features included in the October 2019 release. As a preview of what’s to come, here are my top five favorite features:
1. Role Explorer
In order to give users a more holistic view of the system and its features, the Role Explorer has been added to the Role Center page. This feature displays a full overview of pages in the product based on the Role Center the user is accessing.
Additionally, users can select the Explore All action from the Role Explorer to display a complete list of all application areas included in Business Central, along with the individual pages that are included in each:
Userscan access this new feature by selecting the Menu icon from the Role Center page, which is directly adjacent to the navigation dropdown menus at the top of the page.
With this new feature, users can view a list of all pages available in Business Central, allowing them to identify application areas that they were previously unaware of and use the system to its full potential.
2. Open in new browser tab & open in a new window
Business Central users can now open pages in new browser tabs and open card or document pages in a new browser window. This functionality helps users manage interruptions and allows for easy data comparison when viewing in an additional browser window.
When working with multiple browser tabs open, each tab acts as another connection or session. This works in the same way as if one user connects to Business Central from multiple workstations simultaneously. Users can click links with the scrolling wheel of their mouse or use the shortcut keys (Ctrl+N) to open a page in a new browser tab.
Users can also choose to open any card or document pages in a new browser window in order to more efficiently compare records and data. This can be accomplished by selecting the Open this page in a new window action from any card or document page:
The current page will then be displayed in a new browser window that is placed on top of your normal browser window:
3. Bookmark pages
My personal favorite feature included in the October 2019 release is the ability to bookmark pages. When a user bookmarks a given page, a new navigation link will be added to their Role Center page so that they can quickly navigate back to that page with a single mouse click. Bookmarks act similar to Personalizations, in that the modifications will persist across any device and session, and they will not affect other users.
Users can bookmark any searchable pages directly from the search results form by selecting the Bookmark icon to the right of any page suggestions:
Users can also bookmark pages by selecting the Bookmark icon directly above the action ribbon, towards the right-side of the page:
Regardless of the method you use to bookmark a page, the result is the same. Once a page has been bookmarked, the system will create a navigation link that leads directly to the bookmarked page. This navigation link will be added to the Role Center page, directly under the navigation dropdown menus:
4. Save and personalize list views
Due to popular demand, Microsoft has also included the ability to save and personalize list views with the upcoming October release. This functionality is designed to allow users to save filters in the filter pane as a list view with a user-defined and recognizable name such as “Vendors with Balances.” Then, whenever that user needs to view the filtered list again, they can simply select their saved view from the filter pane to apply it to the list.
Users can easily add new saved views to any list page by expanding the filter pane and applying a filter as they normally would. Once the user is satisfied with their filter, they can select the Save as…action to save the applied filter for future use:
After selecting to save the current filter, you can then assign a user-defined name to the saved view so that you can quickly identify and apply it to the list whenever you need it again in the future:
5. Additional profiles included out-of-the-box
Lastly, Business Central now contains 10 entirely new profiles (Roles) that cover the breadth of departmental functionality, as well as some additional profiles that were previously available only in Sandbox environments. The Profiles include: Blank Profile, Administration, Credit and Collections Manager, Finance, Human Resources, Human Resources Manager, Manufacturing, Payroll Administrator, Project, Purchasing, Resource, Sales and Marketing, Service, and Warehouse. The new profiles can be selected using the Role Center field in the My Settings window:
Administrators can fully customize any of these roles, allowing Business Central to adapt to unique and changing business environments.
Empowering users and simplifying day-to-day tasks
The October 2019 release of Business Central is focused on empowering users and simplifying day-to-day tasks while bolstering system performance. Navigation has been simplified through customizable navigation links and the ability to open new tabs and windows, while querying data has been streamlined with the ability to save list views. Users can also view a comprehensive list of all system pages, grouped by application area, allowing them to dive deeper into the system and discover functionality that may have previously been unaware of.
If you have questions about Business Central and its upcoming major release, contact the Microsoft Dynamics 365 specialists at Wipfli. Or continue reading on in these blogs:
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