Utilize workflows and approval processes

Business Central offers built-in workflow functionality that allows you to automate and streamline various business processes. You can define workflows for tasks such as purchase approvals, sales order processing, expense reimbursements, and more. By setting up workflows, you can eliminate manual intervention and ensure that tasks are automatically routed to the right individuals for approval or action.

Leverage scheduled tasks and batch jobs

Business Central provides scheduled tasks and batch job features that allow you to automate routine activities and processes. For example, you can schedule recurring reports, data imports, exports, or integrations to run at specific times or intervals. By automating these tasks, you can save time, reduce errors, and free up resources for more value-added activities.

Explore the power of business automation with Power Automate

Business Central integrates seamlessly with Microsoft Power Automate (formerly known as Microsoft Flow), a powerful cloud-based automation platform. Power Automate enables you to create automated workflows across various applications and services, connecting Business Central with other tools like email, SharePoint, Excel, and more. You can automate tasks such as data synchronization, notifications, document generation, and data entry, further increasing productivity and efficiency.

By implementing these tips, you can reduce manual work, improve accuracy, and focus on higher-level tasks that require human expertise and decision-making in your daily work!

What is PowerApps?

When you read about PowerApps it can sound a bit complicated, but what is it exactly? It can be described as a tool for building applications that can assist you with specific processes that may be challenging to find support for in a pre-built business system. If you have a cumbersome process that could be simplified through digitization, PowerApps is the tool for you.

How does PowerApps work?

PowerApps is useful in unique workflows with specific problems, and it is designed to make it easier to build apps to solve these particular problems. What you do with it is simply build your own apps, just the way you want them. You can quickly build prototypes of what you want to do and connect them with data from other systems and sources, without having to worry about the complex technical part. You use low code.

Why PowerApps?

PowerApps is designed to build apps that enable the digitization of otherwise challenging processes. However, this “challenging process” can vary from company to company, which is what makes it so great! You get a platform to build exactly what you need in an easy and smooth way. The advantage of it is that you use low code and therefore avoid all the technical work of building a standalone application yourself. Instead, you build the software using the PowerApps tool and can focus on more enjoyable things like interface and functionality. You can also integrate multiple systems from both Microsoft and other sources into your app through PowerApps, which simplifies your work.

The future of PowerApps?

The answer to how the future of PowerApps looks is simply that it is the future. The technology behind the tool has been developed for many years, and the possibilities for creating individual solutions to specific problems are endless!

If you want to work faster and more efficiently in your list views, there is the option to save views.

By saving your current view, the system retains your filter settings, and you can easily switch between your different saved views without having to repeat your filter configuration.

Here’s how to save a view:

1. Open any list page.
2. Select the filter box at the top of the list or press Shift+F3.
3. Enter your desired combination of filters.
4. Once you have set the filters, choose the save icon. If you specify a filter for a list view that has already been saved as a view, the existing view will be updated when you save it.
5. If you are saving a new view, enter a name for the view in the All (Copy) box.
6. Press Enter or move the cursor away from the text box to accept the name.

Choose the right timing

Make sure to select a time of the year when you may have a bit less going on in your regular operations. Adjust the scope accordingly to the identified timeframe.

Clearly define the scope

Clearly define what should be included in the project and what should not. Set boundaries and limitations.

Build a focused team

Ensure that it is clearly defined within your own organization which individuals should be part of the project team and what their responsibilities are.

Manage risks

List the risks you foresee with the project and evaluate them. Some risks may be mitigated or eliminated.

Personal chemistry

Choose a vendor with whom you feel a good personal connection since it is, after all, a collaborative effort.

Have fun!

With the right conditions, a business systems project can be incredibly inspiring and transformative. Ensure you create a conducive and enjoyable environment.

Contact us, and we will assist you in finding the right solution.