How to Access All Features in Business Central (2025)
Business Central role-based homepages (business manager, accountant, sales and relationships, project manager) share one layout of activity tiles and charts. The video also covers ways to reach all features: the menu header (including explore more roles), the search bar and Alt-key shortcuts. A short 2-minute demo.
- Introduction to Homepages and Feature Access
- Business Manager Homepage
- Accountant and Sales/Relationships Homepages
- Project Manager Homepage
- Homepage Layout and Customization
- Accessing All Features and Keyboard Shortcuts
- Conclusion
Overview
The video shows the role-based homepages in Business Central and what each one surfaces. The business manager homepage shows sales and purchase documents, payments needing attention and balances. The accountant homepage covers payments, approvals, finance charts, receivables and payables. The sales and relationships homepage covers opportunities, quotes, campaigns and pipeline. The project manager homepage covers work in process, budget, jobs, tasks, resources and purchasing.
All homepages share one layout. Activity tiles lead to daily tasks, and charts can be adjusted. Users can change their role and configure the homepage in settings. To reach features not on the homepage, the video shows the menu header, the explore more roles section, the search bar and Alt-key shortcuts.
Key points
- Homepages are available for business manager, accountant, sales and relationships, and project manager roles.
- All homepages share the same layout; tiles in the activity section lead to daily tasks such as processing orders or invoices.
- Charts on homepages can have their period customized, or be switched to another chart through section headings.
- Role and homepage configuration are changed in the user’s settings.
- Clicking the menu header opens all features; expanding the explore more roles section shows additional roles.
- The search bar finds specific pages.
- Pressing Alt triggers shortcut keys; for example, J and S open sales, then S again opens sales quotes.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| Role-based Homepages | 0:11 |
| Business Manager Homepage | 0:11 |
| Accountant Homepage | 0:28 |
| Sales and Relationships Homepage | 0:49 |
| Project Manager Homepage | 1:06 |
| Homepage Activity Tiles | 1:22 |
| Homepage Charts | 1:22 |
| Menu Header Feature Access | 1:45 |
| Search Bar for Page Discovery | 1:56 |
| Keyboard Shortcuts | 1:56 |
Quotes
- 0:00 “This video highlights how homepages and Business Central give fast access to tools we need every day in different roles while keeping all features”
- 0:11 “In my settings, we can change our role and configure the homepage to be most efficient in our work.”
- 0:28 “The account and homepage lets us monitor payments and approvals, view finance performance charts, and work with accounts receivable, accounts payable, bank transactions, and”
- 1:06 “The project manager homepage gives us an overview of work in process on current projects and makes it easy to stay on budget.”
- 1:22 “All homepages have the same layout. The tiles in the activity section go to daily tasks like processing orders or invoices.”
- 1:45 “Clicking the menu header will open all features. And we can even explore more roles there by expanding the explore more roles section.”
- 1:56 “Clicking the alt key on the keyboard will trigger the shortcut keys. Then we can, for example, click the J and S keys to”
- 2:10 “click the J and S keys to open sales and then again the S key to open sales quotes”