Navigation and Personalization in Dynamics 365 Business Central

Get the essentials on how to move around in the software easily and how to personalize the software to make sense for the way YOU work.

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Get daily tips and tricks on how to work with Dynamics 365 or Business Central in the real world, all with a specific focus on accounting.

This course will take about 3 hours to complete including time for the hands-on exercises.

Navigation and Personalization

in Dynamics 365 Business Central (3 hours)

Our classes are designed specifically for corporate adult learners. We provide lots of opportunities to try concepts on your own with hands-on exercises in your own software to help retain what you learn. Most students report they were able to apply what they learned immediately after class to help do their jobs right away and 100% of our students report learning more than one new thing in the first hour of class.

"I can’t believe we never knew how to truly organize our role center to get to our daily tasks quickly. We tracked how many times people used Tell Me to find things every day and we were averaging over 10-20 every hour! What a waste! We applied what we learned in class as a team and we are loving our software simply because now we really get how to use it. Thanks, New View!"

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Navigation & Personalization in Dynamics 365 Business Central

  • Understanding the Role Center
  • Toolbar Options
  • Personalizing the Role Center
  • Understanding Lists
  • Understanding Cards
  • Finding Data in a List
  • Flow of Documents
  • Quick Data Entry
  • Resolving Error Messages
  • Notifications
  • Commonly Used Reports

REVIEWS

"As an Associate CFO new to Navision, I only wish that I had found and participated in this class much sooner to avoid many of the unnecessary struggles my team faced!"

Nick J

"This class should be taken by anyone doing an implementation. There were so many things that I had never been told and I am a two-year user."

Ada H.

"There are always going to be certain features and functions that not every Controller is using so this course brought those features to my attention and will be used going forward. I also like to hear about best practices."

Bill M.

"Anyone in the finance department of a company using Navision needs this class. Whether you are new to Navision or have been using it for years, anyone can benefit tremendously from the Controller's Boot Camp!"

Rob V.

"For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors."

Scott H.

"The Controller’s Boot Camp provides content with the right level of detail and hands on exercises that you can immediately use back in the office. The presenters are seasoned and provide real life guidance."

Scott S.

Frequently Asked Questions (General Training)

Frequently Asked Questions (On-demand Training)