Save Time with Clever Features in D365 Business Central

The tasks keep coming, but the day stubbornly stays at 24 hours. While we haven’t figured out how to bend time (yet), we can show you how to make the most of it – with a little help from Dynamics 365 Business Central.

Sure, we live in a digital world. But staying on top of the tools that are supposed to make life easier? That can be a full-time job. The good news, once you get a feel for what Business Central can do, it stops being just another platform and starts becoming a surprisingly useful co-worker. It helps you stay organized, automate repetitive work, and actually understand what’s happening across your business. Finance, inventory, supply chain, customer data – it’s all there, connected and running in sync.

Let’s walk through some simple ways to take pressure off your day and get more done – without working longer hours.

Business Central, Built Around You

What makes Business Central easy to use? It bends to fit how you work. Start with the Role Center, your homepage that changes depending on your job. A sales director isn’t looking at the same numbers as a buyer or an accountant, and Business Central knows that. You can switch between roles, adjust your layout, and fine-tune the setup however you like. Want something a bit more advanced? Your provider (or the team at On Point) can tailor it exactly to your needs.

One-Click Bookmarks, Zero Digging

While you’re using Business Central, keep an eye out for the little bookmark icon. Click it once, and the page is saved straight into your Role Center’s menu. No more retracing your steps or clicking through ten windows to find what you use every day. Combine this with your dashboard, and you’ve got a shortcut to everything that matters without the scavenger hunt.

Reports That Run Themselves

Need a report ready by morning? Just schedule it. Pick a time, tell the system what you want, and go do literally anything else. Business Central will take care of the rest. When it’s done, the report shows up in your Report Inbox, ready to view or download in Excel, Word, or PDF.

Works With the Software You Already Like

Business Central is great on its own but even better when it plays nice with the rest of your tools. Whether you’re using full-on enterprise systems or smaller apps you’ve grown attached to, odds are you can connect them. And once they’re linked, you’ll only need to enter data once. Everything updates across the board. No more duplicate work, no more copy-paste gymnastics. Just one system, one version of the truth, and fewer mistakes.

Do More with Add-Ons

Business Central has its own Swiss Army knife of extensions. One of our favorites? Attachment Viewer, a drag-and-drop tool we built at On Point that lets you attach documents. Just pick the file, drop it in, and you’re done. No downloads scattered across folders, no guessing where you saved that invoice. It works right inside your most-used page – purchase orders, sales docs, bank accounts, and more.

Discover Attachment Viewer

Need a Help? We’ve Got You

Business Central has more to offer than most people realize and Microsoft keeps improving it all the time. Whether you’re running a small team or scaling something bigger, there’s a lot to explore. If you want to stay up to date, follow the On Point blog. If you want to save yourself the deep dive, contact us. We’ll walk you through it.