BC Tip of the Week

A client needed updated banking information attached to every invoice that sends from Business Central. Manually attaching the same PDF to each outbound invoice felt inefficient, so I set up an automated solution using Email Scenario Attachments. The result: a banking PDF is now included automatically with every Sales Invoice that goes out. Table of Contents What this solves Where to find it Step-by-step: Add a standard attachment to a scenario Testing it Common uses and idea

Practical Steps to Close 2025 and Start 2026 Right A smooth Business Central Year End Close saves time, avoids surprises, and gives you clean opening balances for 2026. Below is a compact, practical checklist and step-by-step guide to close your accounting year and income statement correctly. Table of Contents Quick preparation checklist Close the accounting period for 2025 Close the income statement (move P&L to retained earnings) Post the generated entries Troubleshooting a

Filters are one of the simplest ways to cut through clutter and see just the data you need. Saved views in Business Central let you store those filters so you can switch to them instantly without no rebuilding the same criteria every time you login to Business Central. Below you will find a quick, practical guide to creating, accessing, and managing saved views, plus a few keyboard shortcuts to speed up your daily work. Table of Contents Why use saved views How to create a sa

Filtering is one of the simplest ways to get more done in Business Central. Applied across nearly every list view, filters let you narrow thousands of records down to the handful that matter. This guide covers fast keyboard shortcuts, manual filtering techniques, and a few practical tips to keep your lists clean and focused. For a more in depth look at Filtering, Sorting, and Search Data Lists, check out Microsoft Learn for more time saving tips. Table of Contents Why filter

My name is Ben Cole and this is my ninth video in a series of weekly tips for D365 Business Central. Report Layouts in Business Central is more than choosing a template. It is a layered system of repositories, global defaults, document-specific selections, and customer-level overrides that together control which report a user sees, prints, or emails. This guide walks through the key places to manage report layouts, what each setting controls, and practical tips for multi-comp

My name is Ben Cole and this is my eighth video in a series of weekly tips for D365 Business Central. In this quick video we will walk you through everything involved in sending emails out of D365 Business Central. Sending emails from Business Central can be simple or highly tailored depending on how you set it up. With the right configuration you can control whether messages come from the person who clicks send, a shared team inbox, or a fixed SMTP address. That flexibility

Hello everyone, my name is Ben Cole and this is my seventh video in a series of weekly tips for D365 Business Central.  In this quick video I will walk you through how to utilize Customer Templates in order to speed up data entry and improve accuracy when creating new customer records in Business Central. If you find yourself repeatedly entering the same data on certain fields over and over again, then this post is for you. We will explore how it works with customers in this

Hello everyone, my name is Ben Cole and this is my sixth video in a series of weekly tips for D365 Business Central.  In this quick video I will walk you through the easiest way to update user permissions in bulk within D365 Business Central. This specifically focuses on a feature called Permission Sets by User . If you manage users in Dynamics 365 Business Central, the Permission Sets by User view is a simple but powerful way to assign permissions quickly and consistently. U

Hello everyone, my name is Ben Cole and this is my fifth video in a series of weekly tips for D365 Business Central.  In this quick video I will walk you through one of my favorite D365 Business Central keyboard shortcuts , F8. A quick and easy way to copy data from the cell above. Table of Contents How to use the F8 shortcut Demo example When to use this shortcut Tips and best practices Common scenarios where F8 speeds things up FAQ Want more time-saving tips? How to use the

Hello everyone, my name is Ben Cole and this is my fourth video in a series of weekly tips for D365 Business Central. In this quick guide I’ll walk you through how to set up and use Recurring Sales Lines to speed up sales document entry in D365 Business Central. I’ll cover the setup, how to create templates on the customer card, the three application options (Manual / Automatic / Always Ask), and show the sales order demo so you can see these templates in action. Table of Co

Hello everyone, my name is Ben Cole and this is my third video in a series of weekly tips for D365 Business Central. In this quick guide I’ll walk you through a simple, powerful way to import data into Microsoft Dynamics 365 Business Central: copying and pasting between Excel and any grid view in the system. This method is a fast alternative to configuration packages and the Edit in Excel feature, especially when you need a “quick and dirty” import for journals, sales documen

Hello everyone, my name is Ben Cole and this is my second video in a series of weekly tips for D365 Business Central. In this quick guide I’ll show you a simple but powerful feature that saves time and removes the need for doing math outside of the user interface: inline calculations inside the Business Central. Whether you're entering quantities, unit prices, discounts, etc. you can now do basic math directly in the fields in Business Central. Table of Contents Why inline ca

Hello everyone, my name is Ben Cole and this is my first video in a series of weekly tips for D365 Business Central. Today I want to share a quick shortcut that saves me time every single day: the Alt + Q search shortcut . We will additionally look at bookmarking pages so they show up on your Role Center. Table of Contents Why this shortcut matters How to use Alt + Q (step-by-step) Bookmarking pages for quick access Quick tip: Get to your Role Center with Alt + T Wrapping up