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 happy to assist,  contact us for free initial evaluation or support.