1.2 Overview of Dashboard

Business Central is Microsoft’s cloud-based ERP solution for small & midsize organizations. It is design to help businesses manage their financials, manufacturing, shipping, projects, service and more. Business Central includes Relationship Management functionally to support sales efforts. Microsoft help you to setup your first page based on your company.

First, you need to sign in Dynamics 365 Business Central with your own credentials. Once you sign in Business Central, first page shows you the top insights of the last week. You got some actions like sales quotes, sales order, sales invoice, purchase order, purchase invoice, etc. And you can see some activities for the day like sales of the month, orders due etc. You will see User Tasks, Email Status, Approvals, Self Service, Trial Balance, Report Inbox, Performance of your business etc. Whatever the data is showing at the dashboard, all these are real time information.

The other nice thing that Microsoft has done is, it adds a product video from where you can learn.

When you can click on this Product Video, a new tab will open where you can start learning anything about the product.

So, whenever you need any help about the product, you can click on Product Videos and get help.

Once you sign in Dynamics 365 Business central, you see “CRONUS USE, Inc.” on the left top side. CRONUS is a demo company. You can practice on CRONUS environment.

And it does has some preloaded data.

And on the top, there is a ribbon with shows different areas/departments of Business and listed type of links that is Customers, Vendors, Items, etc.

For selecting a role, click on Gear Icon on the right top side > Go to My Settings.

Once you click on My Settings, new tab will open as “Edit-My Settings”. Just select first option “Role”. And fill all the necessary details like Company, Work Date etc.

Click on three dots on the right side. One new window will open as Available Roles. Select role as per your need. I choose “Business Manager”. And click OK.

Whenever you’ll change Role, the page refresh itself.

Now, when you need to search anything, you can just click on the Search Icon on the right top side.

Let’s suppose, you want to know the CRONUS company’s details. So, you click on Search icon > write Company in the search bar > Click on Company Information.

Once you click on Company Information, new tab will open.

Here, you can edit Company’s information as per your need.

Note: CRONUS INTERNATIONAL is a demo company. You can edit any information in your own company.