Module 2: Part 1 (User interface essentials in Dynamics 365 Business Central) Flashcards
App bar
at the top of your Business Central page
You can personalize the app bar by selecting Settings and then View all under the Microsoft 365 section, where you can select your preferred theme
App launcher
built into Business Central
You can use the app launcher to quickly navigate to Microsoft 365 apps and services that are available to you or to your recently used or viewed documents
you can check your email, create a Microsoft Word or Excel document, and retrieve files from your OneDrive, all while being only two clicks away from returning to Business Central
a role page
The main page of Business Central that most people use
This page is customizable for each user and is discussed in more detail in a later unit of this module
The Role Center page
your starting point when you access Business Central
People fulfill different roles in companies, and Business Central includes Role Center pages that are optimized and attuned for such roles
The Role Center page is based on a role-centric design to give you fast access to the business process and intelligence tools that you need to do your job
The Role Center page
your starting point when you access Business Central
People fulfill different roles in companies, and Business Central includes Role Center pages that are optimized and attuned for such roles
The Role Center page is based on a role-centric design to give you fast access to the business process and intelligence tools that you need to do your job
Headline area
displays a series of automatically changing headlines that provide users with up-to-date information and insight into the business and daily work
Action area
The action area makes the most-used and relevant actions for your role quickly available
Cues and action tiles
A cue provides a visual representation of aggregated business data, such as the number of open sales invoices or the total sales for the month
Cues are interactive, meaning that you can select the cue to drill down to data or open another page, run code, and more
the Business Performance section of the Role Center
you can switch between charts and setup and help resources
Embedded Power BI reports
You can embed Power BI reports in your Role Center page
Getting insights into your Business Central data is possible with Power BI and the Business Central apps
Power BI retrieves your data and then builds an out-of-the-box dashboard and reports based on that data
You can build and embed your own reports and dashboards in Power BI based on your Business Central data, or you can use the predefined Power BI apps for Business Central in the App store
Power BI apps published by Dynamics 365 Business Central
Dynamics 365 Business Central - CRM
Dynamics 365 Business Central - Finance
Dynamics 365 Business Central - Sales
Card pages
help you view and edit one record or entity from a table
displays a wider selection of detailed information than a list page
–> only displays information from one record while a list page displays multiple records
On the app bar, you can select the magnifier icon to start searching. Which one of the following statements is true about the function of the magnifier icon?
You can use the Help function to find business data such as customers, items, and vendors.
You need to enter the exact name of what you are looking for.
You can use the Search for page (Tell Me) icon to find pages and reports. The drop-down list changes as you enter more characters.
You can use the Search for page (Tell Me) icon to find pages and reports. The drop-down list changes as you enter more characters
How can you directly change your role center in Business Central?
Go to My Settings, and in the Role Center field, select the role center that you want to use.
You cannot change the role center directly. You need to sign out and then sign in again.
You cannot change your role center yourself. This action must be done by the administrator in configuration mode.
Use the search function to search for the Role Center Setup page and assign your user account to the role center that you want to use.
Go to My Settings, and in the Role Center field, select the role center that you want to use.
In the My Settings page, you can specify several settings, such as the role center that you want to use.
Can a user zoom in to all the data of a page’s underlying table?
No, there is no zoom functionality on pages in Business Central.
Yes, but not by default. You will need to install the Zoom app from AppSource first.
Yes, with the Inspect pages and data feature in Help and Support. You can get details about a page, insight into the page design, the different elements that comprise the page, and the source behind the data that it displays. It allows you to zoom into all the data for the underlying table.
You can only zoom with the on-premises version of Business Central.
Yes, with the Inspect pages and data feature in Help and Support. You can get details about a page, insight into the page design, the different elements that comprise the page, and the source behind the data that it displays. It allows you to zoom into all the data for the underlying table.
The Help and Support function in Business Central enables you to zoom on pages.
