Dynamics 365 Business Central – Productivity tips


General functions Keyboard shortcuts

Ctrl+F1

Business Central Help

Alt+T

My Settings

Alt+Q (    )

Open Tell Me

F5

Refresh data

Data in lists Keyboard shortcuts

Alt+F7

Sort column in asc/desc order

Shift+F3 (     )

Toggle filter pane; focus on data filters

Alt+F3

Filter on selected cell value

Tips and tricks

Search:

Search looks at visible columns and it is not case-sensitive.

Shift+F12 

Role Explorer

Alt+N 

Create a new record

Alt+Shift+N

Close a newly created record and create a new one

Alt+Shift+W

Pop-out a page to a separate window

Ctrl+Shift+F3

Toggle filter pane; focus on totals filters

F3 

Toggle the search box

Saving filters:

Filtering can be adjusted by using powerful filter characters. Some of

E.g. ‘man’ looks for an exact character match   E.g. 1200|1300 looks for numbers with 1200

Filters can be permanently saved as a view and can include expressions such as ranges. Them are:

@ Case-insensitive

E.g. @man looks for text that matches man and is not case-sensitive

? One unknown character

E.g. Hans?n looks for text such as Hansen or Hanson

*Indefinite unknown characters

E.g. *Co* looks for text that contains ”Co” and is case-sensitive

For the complete list and functions please visit Microsoft official Documentation Working with Business Central and if needed our team will be glad to assist,  contact us for free initial evaluation or support.