6 tips to fully exploit the potential of Dynamics 365 Business Central

Choosing the right ERP solution for your business can be a daunting task, especially for companies without a large IT team. With so many options available, it can be challenging to identify a solution that will meet the unique needs of your business, be sustainable in the long-term and be customizable to your specific requirements.

Microsoft Dynamics 365 Business Central, however, is an ERP solution that can meet those needs. It is a versatile solution tailored to support businesses across various industries, with a range of customizable modules to suit your needs, it is designed to be sustainable and support your business growth, and it is configurable to personalization parameters.

Dynamics 365 offers you a dedicated application with Business Central . Dynamics 365 Business Central provides a series of functional interfaces, available anywhere and anytime, based on the Microsoft Azure solution and interlinking with Office 365.

1. Take advantage of the trial period to get an idea of ​​the solution

Before committing to an ERP solution with your eyes closed, we recommend that you take advantage of the trial period offered , as is the case with Microsoft and the Dynamics 365 solution and its Business Central application. This will allow you to familiarize yourself with the available interfaces and to better understand the buying or selling process with your suppliers and customers .
The initial 30-day trial can be extended twice to give you up to 90 days of free trial . This period will allow you to ensure that Business Central is the ideal solution to meet your business reality.

2. Use Excel to import your data

If you have a lot of data to integrate when you start using Business Central, consider taking advantage of import options directly with Excel files.
Additions and modifications will be simplified for your collaborators and partners using the solution when it comes to working on several customer projects, or having a global vision for a logistics manager, for example.

3. Use list filters

For each interface representing a list of objects, do not hesitate to use the filters to display only the lines which correspond to your search.
All you have to do is choose the field for which you want to apply the filter and the available values ​​are automatically filled in the combo box . This feature will come in handy when working with several hundred records.

4. Take advantage of tutorial videos offered by Microsoft

Microsoft has extensive support to help companies understand the applications it offers. Obviously, Business Central is no exception to this rule! Take advantage of the many concrete examples and explanatory videos available.

They generally appear on the home page and are also available in the configuration wizard, represented by the “Watch” link, while the help is accessible via the “Read” link.

5. Configure the home page according to the user profile

Business Central is very well designed. Sales managers or logistics managers do not necessarily need to access the same information when they connect to the platform, which is why the home page is customizable in order to display key figures. adapted to everyone’s needs .
Take advantage of it, configuration is easy, with simple “drag and drop”!

6. Automate approval processes

To streamline your company’s buying or selling process, take advantage of the opportunities available to you with Dynamics 365 tools . Power Apps and Power Automate, for example, come as a natural complement to the solution dedicated to your activity.

For small and medium-sized businesses, Business Central is a business management tool that automates, streamlines, and aids in the management of business operations. Business Central gives organization the ability to handle all aspects of their operations, including finance, manufacturing, sales, shipping, project management, services, and more. It is highly customizable and packed with capabilities.


Such a successful application is extremely rare on the market. The opportunities offered to you by Business Central make it a powerful IT ally to develop and manage your business! Dynamics Square is Canada’s leading Gold Microsoft Dynamics 365 Business Central Partner helping businesses to leverage Dynamics 365 support, implementation, training, and consulting services.

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