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Business Central, explained for the people who run the business

Release updates, practical tips from live projects, licensing changes and write-ups of our EZBC videos. New articles most weeks; the monthly newsletter rounds them up.

Tips and tricks · 27 Oct 2026

Tip 50: Choose your update date in the admin centre

Microsoft will update your environment to the new major version in its window; you pick the day.

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Tips and tricks · 27 Oct 2026

Tip 49: Feature Management: try new features before they are mandatory

Microsoft ships new behaviour switched off for a while. Feature Management is where you turn it on, in a sandbox first.

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Tips and tricks · 27 Oct 2026

Tip 48: Use a sandbox for anything you are not sure about

Every tenant has sandbox environments. A copy of production for trying things is one click in the admin centre.

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Tips and tricks · 26 Oct 2026

Tip 47: Copy a company to test something safely

Want to try a setup change or a batch job without risking the live company? Copy it.

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Tips and tricks · 26 Oct 2026

Tip 46: Blocked: the field that stops a customer, vendor or item being used

A customer on stop, a supplier under review, an item being discontinued: the Blocked field does it without deleting anything.

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Tips and tricks · 26 Oct 2026

Tip 45: The mobile app: approvals, lookups and photos from your phone

Business Central runs on the phone app with the same data and a layout built for it. Approving a purchase order on the train is the usual reason to install it.

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Tips and tricks · 25 Oct 2026

Tip 44: Business Central in Teams: share a record, look up a customer

Paste a Business Central link into a Teams chat and it becomes a card. Search customers and items from the Teams search bar.

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Tips and tricks · 25 Oct 2026

Tip 43: The Outlook add-in: the customer's balance next to their email

When a customer emails, Business Central can show who they are, what they owe and what they have ordered, inside Outlook, and create a quote from the email.

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Tips and tricks · 25 Oct 2026

Tip 42: Drag and drop files onto the Attachments FactBox

Attach the supplier's PDF to the purchase invoice, the signed POD to the shipment, the contract to the customer. Drag it from your desktop.

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Tips and tricks · 24 Oct 2026

Tip 41: Turn off the notifications you do not want (and on the ones you do)

The blue bars at the top of pages are configurable per user.

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Tips and tricks · 24 Oct 2026

Tip 40: Notes and Links on any record

Every card and document has a Notes FactBox and a Links FactBox. They are the cheapest way to leave a message for the next person.

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Tips and tricks · 24 Oct 2026

Tip 39: Bookmark pages and reports to your navigation

Any page, list or report you open regularly can be pinned to your role centre navigation in one click.

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Tips and tricks · 23 Oct 2026

Tip 38: Make the role centre show your numbers

The tiles on the home page are cues. Set their thresholds and colours, and add the activity groups you actually use.

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Tips and tricks · 23 Oct 2026

Tip 37: Saved report settings: your filters, remembered

If you set the same report filters every time, save them, and share the saved settings with colleagues.

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Tips and tricks · 23 Oct 2026

Tip 36: Schedule a report to run itself

Any report with a request page can be scheduled: it runs on the job queue and the output lands in your Report Inbox or your email.

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Tips and tricks · 22 Oct 2026

Tip 35: Choose a report layout without a developer

Every report can have several layouts, and a user with the permission can pick, copy and edit them.

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Tips and tricks · 22 Oct 2026

Tip 34: Document Sending Profiles: email, print or e-document, per customer

"Post and Send" does what the customer's profile says. Set the profile and stop choosing every time.

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Tips and tricks · 22 Oct 2026

Tip 33: Customer statements by email, on a schedule

Monthly statements are a report, a sending profile and a job queue entry.

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Tips and tricks · 21 Oct 2026

Tip 32: Reminders and finance charges, automated

Chasing overdue invoices by hand is a job the system does better: reminder levels, texts, charges, and a batch that creates and sends them.

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Tips and tricks · 21 Oct 2026

Tip 31: The cash flow forecast nobody sets up

Business Central can forecast cash from open items, orders, budgets and the job queue, and most businesses never switch it on.

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Tips and tricks · 21 Oct 2026

Tip 30: Bank reconciliation with automatic and Copilot matching

Reconciling the bank is import, match, post. Most of the matching is automatic now.

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Tips and tricks · 20 Oct 2026

Tip 29: Financial Reports: the P&L and balance sheet you design once

Financial Reports (account schedules) are the report writer for the general ledger. Rows you define, columns you define, run for any period and dimension.

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Tips and tricks · 20 Oct 2026

Tip 28: Dimension combinations: block the nonsense

A sales department on a purchase cost centre, or a project on an account that is never project-related: dimension combinations stop them at entry.

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Tips and tricks · 20 Oct 2026

Tip 27: Default dimensions on master data, with Code Mandatory

If every sales invoice to a customer should carry a department, put it on the customer. The system fills it in and refuses to post without it.

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Tips and tricks · 19 Oct 2026

Tip 26: Item Availability by Event, Period, Location and BOM

"Do we have it?" has four answers depending on when, where and whether it is made from something else. The item card has all four.

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Tips and tricks · 19 Oct 2026

Tip 25: Item Attributes: filter items by colour, size, material

Attributes are properties you define (colour, voltage, finish, pack size) that make the item list searchable without a code in the number.

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Tips and tricks · 19 Oct 2026

Tip 24: Item References: the customer's and supplier's item numbers

Your customer orders by their code, your supplier invoices by theirs. Item References translate both so nobody retypes.

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Tips and tricks · 18 Oct 2026

Tip 23: The Change Log: who changed that setting?

When a posting setup, a price or a credit limit changes and nobody admits it, the change log knows.

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Tips and tricks · 18 Oct 2026

Tip 22: Switching companies quickly

In a multi-company tenant, the company name at the top is a button.

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Tips and tricks · 18 Oct 2026

Tip 21: My Settings: role, company, work date, language and region

Five settings that change what you see every day, in one place.

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Tips and tricks · 17 Oct 2026

Tip 20: Allowed posting dates per user

Lock last month for everyone, but let the finance manager still post adjustments. User Setup does both.

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Tips and tricks · 17 Oct 2026

Tip 19: Apply and unapply customer and vendor entries

Open items are what the aged reports show. Applying payments to invoices, and unapplying when it was wrong, is a daily finance task worth doing well.

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Tips and tricks · 17 Oct 2026

Tip 18: Reverse a posted journal with Reverse Transaction

Posted a journal to the wrong account or date? Do not post a correcting journal by hand. Reverse it.

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Tips and tricks · 16 Oct 2026

Tip 17: Find Entries (Ctrl+Alt+Q): every entry behind a document number

A posted document number is the key to everything it created. Find Entries shows all of it on one page.

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Tips and tricks · 16 Oct 2026

Tip 16: Posting Preview: see the entries before you post

Not sure what a journal or document will do to the ledgers? Preview it. Nothing is posted and you see every entry it would create.

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Tips and tricks · 16 Oct 2026

Tip 15: F8 copies the value from the line above

The single most useful key in a journal or document.

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Tips and tricks · 15 Oct 2026

Tip 14: Recurring sales and purchase lines

Customers who order the same things each time, and suppliers you buy the same things from, can have a standard set of lines inserted in one click.

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Tips and tricks · 15 Oct 2026

Tip 13: Copy Document: reuse an old order, invoice or credit memo

Most new documents look like an old one. Copy Document builds the new one from any previous document, posted or not.

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Tips and tricks · 15 Oct 2026

Tip 12: Quick entry: tab only through the fields you use

On a document line you may only ever fill in three fields. Quick entry makes Enter jump between just those.

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Tips and tricks · 14 Oct 2026

Tip 11: Analysis mode: pivot any list without leaving the page

Every list page has a pivot table hidden behind one button. Group, filter, total and chart without exporting.

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Tips and tricks · 14 Oct 2026

Tip 10: Date shortcuts: t, w, +1w, -3d, m, q

You rarely need to type a full date. Business Central understands shorthand in every date field.

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Tips and tricks · 14 Oct 2026

Tip 9: Work date versus today

Business Central posts to the work date, not the calendar date. Knowing the difference stops a whole class of posting errors.

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Tips and tricks · 13 Oct 2026

Tip 8: Filter tokens: %today, %workdate, %me, %mycustomers

Some filters change with the day or the user. Tokens let a saved view stay correct without editing it.

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Tips and tricks · 13 Oct 2026

Tip 7: Filter syntax: wildcards, ranges, OR and NOT

The filter box accepts a small language. Learning five characters turns it into a query tool.

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Tips and tricks · 13 Oct 2026

Tip 6: Personalise: move, hide and add fields without asking anyone

Every user can rearrange their own pages. Nothing you do affects anyone else, and it can all be undone.

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Tips and tricks · 12 Oct 2026

Tip 5: Save your filters as a view

If you filter the same list the same way every morning, save it as a view and it is one click, forever.

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Tips and tricks · 12 Oct 2026

Tip 4: Page Inspector (Ctrl+Alt+F1) tells you where a field comes from

When you need to know which table a field lives in, which page you are on, or what filters are applied, Page Inspector answers in one keystroke.

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Tips and tricks · 12 Oct 2026

Tip 3: Focus mode on documents (Ctrl+Shift+F12)

Sales and purchase documents have a lot going on. Focus mode gives the lines the whole screen.

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Tips and tricks · 11 Oct 2026

Tip 2: The ten keyboard shortcuts worth learning

Business Central has dozens of shortcuts. These ten save the most time for someone who lives in sales orders, journals and lists.

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Tips and tricks · 11 Oct 2026

Tip 1: Use Tell Me (Alt+Q) instead of the menus

The fastest way to any page, report or action in Business Central is to type what you want. Alt+Q opens Tell Me from anywhere.

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