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Ring på 20 24 55 48
If you've been using Microsoft Dynamics 365 Business Central for a while, chances are you've settled into a routine: post journals, run reports, chase down approvals, close the month. It works. But a lot of BC customers only ever touch a fraction of what the system can actually do — and the features sitting unused are often the ones that would save the most time.
Here are five worth revisiting.
Re-entering the same sales order or purchase order details every time a customer reorders is a waste of your afternoon. The Copy Document function lets you pull an existing sales order, purchase order, invoice, or quote into a new document in a couple of clicks — line items, quantities, and all. It's built in, it's fast, and it's one of the most underused time-savers in the system.
Find it under the new document's Actions menu → Functions → Copy Document.
Most users know an admin can configure roles and permissions. Fewer realise that individual users can personalize their own view — moving fields, hiding columns they never use, adding fields they check constantly — without needing IT or a partner involved. It takes minutes and can meaningfully cut down on scrolling and searching during a busy day.
Click the gear icon → Personalize, and drag fields directly on the page.
Most teams set up an approval workflow for purchase orders and stop there. But Business Central's workflow engine can just as easily handle sales credit memos, general journal batches, or customer/vendor changes — anywhere you want a second set of eyes before something posts. If your team has been relying on email chains for approvals outside of purchasing, this is worth setting up properly.
If you find yourself applying the same filters to the same list every single day — this week's overdue invoices, this month's open sales orders — save it as a view instead. Saved views sit right at the top of the page and turn a 30-second filtering routine into a single click.
It sounds basic, but it's genuinely one of the fastest ways to work in Business Central. Instead of navigating menus, type what you're trying to do — "post payment," "vendor ledger," "item availability" — into the search bar at the top of the screen. It surfaces the exact page or report you need, and often faster than clicking through the menu structure.
None of these require a developer, a project, or a support ticket — they're already sitting inside the Business Central you're paying for. If you'd like a walkthrough of what else might be under-used in your setup, or want help building out approval workflows properly, [LINK: get in touch with our team] — this is exactly the kind of thing we help customers with day to day.
Month-end close is one of those processes that quietly grows over time — a manual check added here, an extra spreadsheet reconciliation there — until what should take two days takes five. If your close has crept longer than it used to, the fix is rarely "work faster." It's usually about removing the manual steps Business Central was designed to handle for you.
Waiting until month-end to reconcile bank accounts, VAT, or intercompany balances guarantees a pile-up. Business Central's bank reconciliation and recurring journal templates are built for a weekly rhythm — use them weekly, and month-end becomes a final check rather than a full reconciliation exercise.
Rent, depreciation, accruals, allocations — if an entry repeats every month with the same structure, it belongs in a recurring journal, not re-typed from a spreadsheet. Set it up once with the right allocation keys and formulas, and it posts itself each period with minimal review needed.
If your close checklist currently lives in Excel or a shared document, separate from the system itself, you're adding a manual sync step nobody asked for. Consider building the checklist as a job queue or a simple task list tied to actual BC data — so "has the bank account been reconciled" is a live check, not a box someone ticks from memory.
A quick filter on the General Ledger Entries list for the current period — sorted by amount — surfaces obvious errors (duplicate entries, wrong accounts, missing dimensions) before they're locked into a closed period. Two minutes here saves an adjusting entry later.
It's a small thing, but locking the accounting period immediately after close prevents accidental backdated entries from quietly changing numbers you've already reported on. Set it as the very last step of your checklist, every time.
If your close is still taking longer than it should despite tightening up the basics, it's often a sign the chart of accounts, dimensions, or approval workflow need a second look rather than the checklist itself. [LINK: Talk to us] if you'd like a second pair of eyes on your close process.
A lot of the friction people blame on Business Central isn't actually the software — it's a setup decision made at go-live that never got revisited as the business grew. The good news is most of these are quick to fix once you know what to look for.
Dimensions are how you slice reporting by department, project, location, or cost centre — without them, you end up building separate G/L accounts to fake the same result, which bloats your chart of accounts and makes reporting harder, not easier. On the flip side, too many dimensions applied to every transaction slows down data entry for no analytical benefit. The fix is usually a short review: keep the two or three dimensions your business actually reports on, and retire the rest.
Short, tightly-bounded number series (invoice numbers capped at four digits, for example) are a common go-live oversight that causes real problems once volume grows. If you're approaching a number series limit, it's worth extending it before it becomes an urgent fix mid-quarter.
General posting groups and VAT posting groups are usually configured early and rarely touched again — but if your product lines, tax obligations, or vendor relationships have changed since go-live, outdated posting groups quietly misroute transactions to the wrong accounts. An annual review is worth the hour it takes.
It's common to assign a standard permission set to new users because it's faster than building a tailored one. Over time this leads to either too much access (a data-entry clerk who can post journals) or too little (a controller who can't approve what they should). A periodic access review avoids both the security risk and the daily friction of over-restricted users submitting tickets to unblock themselves.
Once a few people start saving their own custom views and layouts, an inconsistent naming pattern makes it hard for anyone else to find or reuse them. A simple shared convention (e.g. "[Department] – [Purpose]") turns personal shortcuts into team-wide time savers.
Most of these fixes take under an hour once identified — the hard part is knowing to look. If it's been a while since your Business Central setup was reviewed end-to-end, [LINK: we're happy to run through it with you].