If you've been using Microsoft Dynamics 365 Business Central for a while, chances are you've settled into a routine: post journal entries, run reports, follow up on approvals, and close the month. It works. But many BC customers only ever use a fraction of the system's capabilities—and the features that go 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 with just a few clicks—including line items, quantities, and everything else. It’s built-in, it’s fast, and it’s one of the most underutilized time-savers in the system.
Find it under the new document’s Actions menu → Functions → Copy Document.
Most users know that an administrator can configure roles and permissions. Fewer realize that individual users can customize their own view—moving fields, hiding columns they never use, adding fields they check constantly—without needing IT or a partner to get involved. It takes just a few minutes and can significantly reduce the amount of scrolling and searching during a busy day.
Click the gear icon → Personalize, and drag fields directly onto 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 is posted. If your team has been relying on email chains for approvals outside of purchasing, it’s worth setting this 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 appear right at the top of the page and turn a 30-second filtering routine into a single click.
It sounds simple, but it's truly one of the fastest ways to work in Business Central. Instead of navigating through menus, type what you're trying to do—such as "post payment," "vendor ledger," or "item availability"—into the search bar at the top of the screen. It brings up the exact page or report you need, often faster than clicking through the menu structure.
None of these require a developer, a project, or a support ticket—they're already included in the Business Central you're paying for. If you'd like a walkthrough of what else might be underutilized in your setup, or want help setting up approval workflows properly, [LINK: get in touch with our team]—this is exactly the kind of thing we help customers with every day.
