Navigating Microsoft SharePoint Like a Pro

As a Microsoft SharePoint business central consultant, I’m often asked how to quickly search for and select information in the system.

With so much data at your fingertips, Microsoft SharePoint Business Central can sometimes seem overwhelming to navigate, even for experienced users.

However, having the right search and selection strategies makes all the difference in efficiently accessing what you need.

Whether you’re a newbie or a seasoned pro, this guide from the Microsoft SharePoint experts at Dynamix Acad will help you navigate the platform like a pro. Let’s dive in!

Master Search Across Modules

The search box at the top right is your gateway to all data entities. Just start typing keywords and matching records across General Ledger, Sales, Purchasing, and Inventory, and all modules appear as you go. Tab between results or click links to jump directly to documents.

Append search terms with module names to narrow it down. Add filters like amounts, dates, or other fields to pinpoint precisely what you need out of thousands of records in seconds.

Slice and Dice Lists

Lists quickly grow long in Business Central. Rather than endlessly scroll, use filtering and sorting options to showcase exactly the subset of data you want. Click column headers to sort in ascending/descending order.

Use the Filter pane to cherry-pick data by specific parameters. Chaining multiple filters together lets you drill down to get the precise transaction set required. Custom views save filter combinations for quick access later.

Tag Favorites for Fast Access

Business Central’s star icon lets users tag frequently accessed records for instant access. To do so, simply click the star next to any customer, item, G/L account, or other record.

A new Favorites section appears. Now, you can rapidly pull up key data points in two clicks without hunting across modules. This creates a personal shorthand for the crucial records you use daily.

Set Reporting Parameters

Parameter fields allow users to filter reports by specific values like dates, locations, or product lines.

Clicking the Parameter icon when viewing a report lets you set up dynamic filters that drive analysis.

Do you need West Coast sales from 2022 Q1? Inventory values for red products? Instead of static reports, set up parameters once and generate tailored reports on the fly.

Customize Your Workspace

Microsoft SharePoint offers flexibility in arranging your workspace for maximum efficiency.

You can drag and drop modules and reports into the right spots on your dashboard by simply clicking, holding, and releasing.

Resize or hide sections to fit your workflow. Display charts and data visualizations at a glance.

Add links and notes and access quick actions wherever they are strategic. With limitless configurations, you can customize Business Central to be uniquely organized around how YOU work.

Mastering search, selection, reporting, and workspace customization transforms Business Central from overwhelming to an efficient tool that serves up exactly what you need when you need it.

Whether gathering info or reviewing results, spend less time hunting and more time acting on insights with these tips from Dynamix Acad’s Microsoft SharePoint consultants.

Save time and boost productivity by navigating BC like a pro!