While you're working in Business Central, you interact with data in different ways. For example, you create records, enter data, sort and filter data, write notes, and export data to other applications.
There are lots of ways to customise the appearance of pages:
Adjust the size and position of any page.
Expand the width of columns and increase the height of column headers.
Change how you sort data in columns.
If you want to use the horizontal scroll bar to view all columns on a list page or on document lines, there's a vertical freeze pane to keep some columns from scrolling.
Tip
Take free e-learning content about the Business Central user interface in Microsoft training.
Tips and tricks
Tip
For a print-friendly overview of the most used functions, choose the following image and download the PDF file.
Links to learn more
The following table lists some of the general functionality and provides links to articles that describe them.
Note
In addition to the general functions described in this section, you can use other functions that are more business-related. To learn more, go to General Business Functionality.
To
Go to
Find a specific page, report, action, help article, or partner extension.
Manage the content and format of reports and documents. Specify the field data to include, and how it appears. For example, choose a text style, add images, and more.
Here's a short video about how to get around in Business Central.
Choosing a desktop browser
Business Central supports multiple browsers, and each browser offers various features. The browser plays a significant role in the responsiveness and fluidity of the user interface. Check out the list of supported, recommended browsers for Business Central online and browsers for Business Central on-premises.
Where possible, avoid older browsers such as Internet Explorer. Instead, switch to one of our recommended modern browsers, such as the new Microsoft Edge.
Keep your browser up to date with the latest version.
Action bars
Inside Business Central, you do most of your work in a list, a document, or a card. All pages have a bar with actions that are relevant to them. The actions are almost the same for the individual card or document and the list of entities. This way, you can manage an individual sales order in the Sales Order page and in the Sales Orders list, including posting it and invoicing it.
How you open a page and the context of what you're doing affect whether actions are available. Actions can appear differently, not be available, or even not be present. Not all actions are relevant, or supported, for all processes. Also, some actions require that you make a selection. If an action isn't relevant or supported, we make them unavailable. We do that to help clarify what you can do with your selections.
Specifically for list pages, the list page that you open from the home page and the page that opens when you use the icon to search for it aren't identical.
When you search for and open a list page, such as the Sales Orders list, it's in view mode. The actions for editing, viewing, or deleting an individual entity, such as a sales order, are shown when you choose the Manage action.
Tip
If you know that you'll often use actions on the second level of the action bar, choose the icon to pin the action bar and make the actions under the various menus immediately discoverable.
To hide the second level of the action bar again, choose the icon.
When you open the same list page from your home page, the Manage action isn't available. Instead, to open an individual sales order, choose the Number field. In this view, you can't pin the action bar.
Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.
As a functional consultant, you implement core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.
icon to search for it aren't identical.
icon to pin the action bar and make the actions under the various menus immediately discoverable.
icon.