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6 overlooked features in Business Central – save time and money 

Dynamics 365 Business Central includes a wide range of features designed to make your workday easier – but let’s be honest: not all of them are being used. Many companies only take advantage of a fraction of the system’s full potential, which is a shame – because some of the most time-saving (and cost-saving) features are right in front of you and easy to access.
7/31/25 10:34 AM ‐ twoday

Below are six features in Business Central that are often overlooked but can make a real difference in your daily work with the system.

1. Saved views – your personal shortcut to dat

You can save your own views and filters so you can quickly access exactly the data you need. It’s simple – and it saves you a lot of clicks and time in your day-to-day work. 

Do you need to see all open sales orders over DKK 10,000? Save the view once – and use it again and again. 

2. Scheduled reports – automatic delivery to your inbox 

Instead of manually generating reports every week or month, you can schedule them to be generated and sent automatically to your report inbox. For example: 

  • Customer account overviews 
  • Sales statistics 
  • Inventory status 

This saves time – and reduces the risk of forgetting something, ensuring a consistent reporting process. 

3. Approval workflows – keep expenses under control

Approval workflows in Business Central (especially when combined with Continia’s products) are invaluable when it comes to control and compliance. You can set up rules for, for example: 

  • Invoice approvals 
  • Credit memos 
  • Purchase requisitions 
  • Payment journals 

This makes it easier to keep track of who is authorized to approve what – and when. It also helps reduce errors and unauthorized purchases. 

4.  Dimensions – manage your finances without extra accounts

Dimensions are Business Central’s answer to flexible and detailed financial management. Instead of creating new accounts for every department, project, or campaign, you can use dimensions and analyze across them. 

Examples of dimensions: 

  • Department 
  • Project 
  • Customer group 
  • Campaign 

This gives you far better insights – without turning your chart of accounts into a jungle. 

5. Analysis views – get data insights without Excel

Instead of creating manual reports and filtering data every time, you can use analysis views to quickly gain insights into finances, sales, and inventory – directly in Business Central. For example, you can set up views for: 

  • Period sales by customer or product 
  • Inventory movements and value 
  • Financial figures per period 

... and much more. 

It saves time, ensures consistent reporting – and makes it easy to get both insight and overview in your daily work. 

6. Role tailoring – cut out the noise

Business Central can be tailored to each employee’s role. Many forget that it’s possible to adjust the home screen, menus, and views based on job function – so, for example, a purchaser primarily sees only what they need. 

This means less confusion, fewer errors, and greater efficiency in everyday work. 

Ready to get more out of Business Central?

These six features don’t require a major overhaul or large-scale projects – but they can have a big impact when used correctly. 

At twoday, we help our customers do exactly that: get the most out of Business Central – when it comes to functionality, integration, and user experience. 

Need help optimizing your setup? Get in touch with us. We have plenty more tips to share – and we know where the real gains are hiding. 

 

Contact us

Are you curious about your possibilities with Business Central?

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