Getting comfortable in Dynamics three sixty five Business Central is the key to unlocking its potential. Today, I'm gonna show you how to walk through the general navigation in the system so you can move around like a pro. Here, we're on Dynamics three sixty five Business Central's homepage, or as Microsoft likes to call it, the role center. In the top left, you're gonna see your company logo that's set up on your Microsoft tenant. You're gonna see our logo here for Volt Technologies, but it's gonna be whichever tenant you're currently logged into. And then you have your Microsoft action bar up here along the top, very similar with other Dynamics three sixty five products or other Microsoft three sixty five products. And on the very far left menu, you have the waffle icon as we like to call it. Clicking on this menu is gonna pop open all of the other menu items within your Microsoft three sixty five ecosystem. So just like any other Microsoft app, you can jump between Business Central and other apps that you have access to. Here on the right side, you'll see that we have the, environments and the companies that are set up for Dynamics three sixty five Business Central. You can click on them to quickly navigate across to other companies. You'll see that we have two environments here set up, Sandbox and Production, and an assortment of companies in between them. If I wanted to jump to another company or environment, I could just click on this and it will navigate over there with just ease. And then on the right, have your Copilot icon. This will allow you to talk with Microsoft's AI Copilot platform, asking questions, explaining things within the system, something we're gonna dive into in a later video. And then the most useful feature of the action bar is gonna be your search icon. So you can click on this, this is gonna allow you to open up and search for anything inside of the system. So this gives you a lot of quick access to things in the system, like if I wanted to go to customers, I can quickly navigate to customers whether that's searching on the current page or all pages and tasks in the system or all reports in the system. If I want to expand and see every single page in the system, I can just hit show all and it's gonna show me all of the lists that have a customer on them. So if I navigate there, you can see I can just click here on customers. It's gonna drill through to that page for me and then show if there's any customers in here. As this is a demo environment, there is no customer setup at the moment. We're gonna show you how to create one in a later video. And if I wanna just navigate back, I can either click on this back icon here or an easy way to do it is hit the escape button. That's gonna bring you right back to the page that you were at right before this. You also have, within the search icon, the ability to set favorites. So if I want to set a new favorite for me, I can type in a page in the system and let's go to warehouse entries here. And then I have on the right side this little bookmark icon. I can select bookmark and then that's gonna now show up within my bookmark on the role center. So you can see that here on the far right side. So I have all my favorites here for quick and easy access. If I wanna get back to this search icon, I can come up here and click on the top right or my favorite shortcut of all of them is alt q. That's gonna pop up that search icon again for you so then you can start typing in that page. And I'm gonna show you how to remove that warehouse entries from your favorites. You can see this bookmarked icon. When I click this, it's now gonna tell me that that bookmark was removed from my role center. If I close this out, you'll see I now no longer have those warehouse entries here. So just showing you some quick and easy movements around the system, setting favorites. That way you can operate like a pro in the system. And then up here on the top, have what's called your role center menu items. So I'm currently in the business manager role within the system. This is gonna show you all different types of things that you need to run your business, whether financials, cash, sales, or purchasing. And if you wanna explore other menu items that are associated with those modules, you can just click on the dropdown and then it's gonna show you the other menu items that are associated with that given module that you've selected. So underneath finance, can see things like general journals, chart of accounts, or I can click on cash management and see things like payment journals and bank accounts. And if I wanna change the modules here and make them specific for my role, can go up to the cog icon on the top right, go to my settings, select the three dots next to the role, then now this is gonna expand all of the roles that are available by default in the system. These are configurable based on the specific role that you're looking for, but let's just pop open the Sales and Relationship Manager to show how that changes from the Business Manager role in the system. When I hit Okay here, it's going to refresh my page and now show me all of the things that are pertinent to a sales and relationship manager like my sales quotes, my sales pipeline, my opportunities. So you can see now under the sales on the top left I have contacts, opportunities, quotes and other documents like my posted sales orders and archived sales orders. So if I go back over here, go to my favorite role again, I'm going go back to my business manager, it's going to refresh the page and then show me all of the things that are pertinent for the business manager role. The best way to explore all menu items in the system is gonna be to come up here to the top right and select the hamburger icon to then expand all of the menu items that are available within this given role. So you can see here I have the business manager role. Oops, accidentally clicked over there. I have the business manager role that shows all all the menu items across finance, purchasing, cash, and sales. But if I wanna see all of the different menu items that are available to me, I can select Explore More Roles and then now it's gonna show me every single menu item in the system that is available for me dependent on my permissions that I have. So if I wanna see everything inside of finance, I can hit explore and it's gonna show me all the menu items here that associate with finance. This is the best way to learn the system is to start exploring all the menu items that are available out there that you have access to. Now I'm just gonna go back home. Perfect. And then here on the top right, you also have the help icon. So this is an easy way for you to search for things that are within Microsoft Learn or to get related resources for the current page that you're looking at. There's also a list for all the keyboard shortcuts on here. So if you enjoyed that alt q to get to the search icon, there are tons of keyboard shortcuts that are available out there for you. I definitely recommend diving into those, and potentially we'll have a later video on that as well. And so that's it for the general navigation. Thanks for watching this video. Hopefully, found a lot of tips on how to go through the system like a pro. We're gonna be diving into much more detail in the later videos, so I'll see you then.
The video emphasizes the importance of becoming comfortable with Dynamics 365 Business Central to fully utilize its features. It introduces the role center homepage, highlighting the action bar and the waffle icon for accessing other Microsoft apps. Users can easily switch between Sandbox and Production environments, interact with AI through the Copilot icon, and navigate using the search and back icons.
The video also discusses setting favorites for quick access and adapting the menu based on user roles, enhancing the overall user experience. It concludes with encouragement to explore the system further and promises more detailed content in future videos.
