Explore 5 Underappreciated Gems in Business Central for Improved Performance
Have you ever thought about the unknown gems in Business Central? Finding these hidden features can really help your work. By using these tools, you can make things easier and do better overall. So, why not jump in and see what Business Central can do?
Key Takeaways
Custom fields in Business Central help you collect important data. Standard fields might not catch everything. Use custom fields to manage your data better and create reports.
Jet Reports gives you real-time data access. This makes it easier to make accurate reports fast. This tool saves you time and helps you make smart choices.
Analysis Views help you clearly summarize financial data. They let you filter entries and prepare financial statements with confidence.
1. Custom Fields
Description
Custom fields in Business Central help you manage your data better. You can add fields to tables and pages. This lets you capture information that regular fields might miss. This flexibility helps you track what is important for your business. Imagine making a field for customer choices or project updates—this is where custom fields are great!
Practical Applications
Using custom fields can really improve your data management and reporting. Here are some benefits:
By using these custom fields, you can make reports that show your business's real performance. You’ll see that the insights from custom data can help you make better choices. So, don’t miss these hidden gems in Business Central; they can really change how you handle your data!
2. Jet Reports
Description
Jet Reports is a strong tool that helps you with reporting in Business Central. It lets you make detailed reports from your data. This makes it easier to look at and understand how your business is doing. With Jet Reports, you can see real-time data. This means you get correct insights when you need them. This feature is very important for making smart choices quickly.
Practical Applications
Using Jet Reports can really boost your business intelligence. Here are some main benefits:
Quickly create reports for timely, accurate financial insights.
Get real-time data straight from your Microsoft Dynamics database.
Save time and avoid mistakes by reporting with real-time data in Excel.
Jet Reports also makes your reporting easier. For example, it automates tasks that you do often, saving you time. You can explore your Business Central data while using Excel. This gives you detailed insights that help you make smart choices fast.
Here’s a quick look at how Jet Reports helps speed up decision-making:
By using Jet Reports, you find one of the hidden gems in Business Central that can change your reporting and decision-making.
3. Analysis Views
Description
Analysis Views in Business Central are strong tools. They help you summarize General Ledger Entries. You can make detailed reports that show your financial data clearly. With these views, filtering entries by fiscal periods is easy. This feature helps you check transactions and keeps your general ledger accurate. Preparing financial statements is much easier with these insights.
Practical Applications
Using Analysis Views can really improve your financial reporting. Here are some main benefits:
Also, Analysis Views let you create different reports. You can compare month-to-date and year-to-date results or look at trends from the past year. Adding dimensions to postings makes your reports better and gives you more insights. You can easily compare budgeted versus actual results for any date range.
Another great feature is transaction traceability. You can trace numbers back to original transactions. This makes it easier to analyze your financial data. Plus, exporting reports to Excel keeps formatting consistent and cuts down on manual work. Best of all, you don’t need coding skills to create or change reports, so it’s user-friendly for everyone.
By exploring these hidden gems, you can unlock the full power of your financial reporting in Business Central!
4. Power Platform Integration
Description
Power Platform Integration in Business Central has some cool hidden features. The updates from the 2023 Wave 1 release make it easier to connect Business Central with tools like Power Automate and Power Apps. Now, you can automate tasks and make processes smoother without needing a lot of tech skills. This means you can spend more time on your work and less on boring tasks.
Here are some important updates you should know about:
Practical Applications
These updates improve your experience in many ways:
You can connect Business Central with Power Platform tools easily.
Automating workflows is simple, even if you're not a tech expert.
You can cut down on mistakes and save time by automating boring tasks.
Power Automate lets you create approval workflows and automatic alerts based on system updates.
By using these features, you can improve teamwork across departments. This integration helps collaboration, especially in remote or hybrid work settings. You can share reports and dashboards safely, making it easier to make smart decisions.
With these hidden features in Power Platform Integration, you can change how you work and team up within your organization!
5. Workflow Automation
Description
Workflow automation in Business Central is a big help for your business. It makes your work easier and cuts down on manual tasks. By automating tasks you do often, you can focus on what really matters—growing your business and making customers happy. Imagine spending less time on boring tasks and using that time for new ideas and plans!
Practical Applications
When you start using workflow automation, you’ll see a big boost in productivity. Here are some main benefits:
Eliminate Inefficiencies: Automation helps you focus on growth by getting rid of slow spots in your work.
Unified Digital Workspace: You create a place where data moves easily, allowing teams to work together in real-time.
Enhanced Transparency: This builds a culture of openness, breaking down barriers and improving efficiency.
You can automate many business tasks in Business Central, leading to great efficiency gains. Here’s a quick look at some common tasks and their benefits:
Also, strong AI tools like Copilot help automate workflows, speeding up tasks and cutting down on mistakes. For example, companies have seen a 70% drop in invoice processing time and a 60% lower cost per invoice when they use accounts payable automation.
With these tools, you can change how your team works, making your tasks smoother and more efficient. Use these hidden gems in Business Central, and watch your productivity grow!
You found some hidden gems in Business Central. These can help your work run better. Don’t ignore these features! Start looking into how they can change your business tasks. You will see that using these tools makes your job easier and helps you get more done.
FAQ
What are custom fields in Business Central?
Custom fields let you add special data to tables. This helps you collect important information for your business.
How does Jet Reports improve reporting?
Jet Reports gives you real-time data access. This helps you make accurate reports fast and automates tasks you do often.
Can I automate workflows in Business Central?
Yes! Workflow automation makes repetitive tasks easier. It helps you work faster and focus on more important things for your business.