Introduction to Business Central (2025)

Overview

This short video shows how to get around Business Central and where to find information. It starts with the role-based home page, which holds tasks and information for roles such as business manager, accountant, production planner and sales manager.

It then walks through the parts of the home page: an activities section with operational KPIs, quick access to lists such as customers, vendors and items, actions for creating documents and processing transactions, and charts of performance KPIs. It ends with the navigation bar for other departments’ features, search for pages and reports by name, and guided tours for getting started.

Key points

Home pages are role-based, with similar pages for business managers, accountants, production planners and sales managers.
The activities section gives an immediate overview of operational KPIs.
Common lists such as customers, vendors and items are reachable quickly from the home page.
Actions on the home page let users create new documents, process transactions and view detailed reports.
A series of performance charts on the home page can be flipped through.
The navigation bar gives access to features and lists that belong to other departments.
If you know the page or report name, you can search for it instead of browsing; guided tours, videos and articles help new users get started.

Features

Feature	Status	At
Role-based home pages	status not stated, demoed	0:00
Activity overview with operational KPIs	status not stated, demoed	0:21
Fast access to common lists	status not stated, demoed	0:21
Guided tours	status not stated	0:31
Document creation and transaction processing	status not stated, demoed	0:45
Performance charts and metrics	status not stated, demoed	0:45
Navigation bar for department features	status not stated, demoed	0:58
Page and report search	status not stated	1:13
Getting started resources	status not stated	1:23

Quotes

0:00 “This video shows how to get around Business Central and where to find information in the product.”
0:10 “We have similar pages for other roles like accountants, production planners, and sales managers.”
0:21 “Under activities, we have an immediate overview of our operational KPIs so we quickly see what’s going on in our business.”
0:45 “We can create new documents, process transactions, and view detailed reports.”
0:58 “we can get to features and lists that belong to other departments by using the navigation bar.”
1:13 “if we know the name of the page we want to open, we can also search for a page or report.”