Microsoft Dynamics 365 Business Central provides a modern and customisable user interface tailored to users’ functional roles. This means that each user has immediate access to the features they need most, based on the nature of their work. It would not make sense for a marketing manager to see the same pages and reports as a product manager or a service order operator.
The different user interfaces are managed through Role Centers, which we discussed in detail in the article “Role Centers in Dynamics 365 Business Central”. The benefits of using a Role Center are clear. However, one drawback is that users cannot see all the features available in the system and may sometimes need an overview of its existing capabilities. To provide this overview, we will show you how to view all the pages and reports available in Business Central.
To do this, start from the Role Center page—the first page users see when they access Business Central—and click the menu button with three horizontal lines:
First, a page opens showing all the links related to the current Role Center in a collapsed view. In this example, the role is called “Business Manager”.
There is also an option called “Explore More Roles”. Clicking it opens a new page displaying all the available links to pages and reports, grouped by key functional areas such as finance, purchasing, sales and manufacturing.
On this page, we can clearly see what Business Central offers for each functional area. At the same time, we can search for specific pages or reports. For example, suppose we want to find out which standard Power BI reports are available in the “Sales and Marketing” area.
We expand the “Power BI Reports” section within that area to view the list of available reports:
You can expand all the sections on the page by selecting the “Expand All” option:
All sections will then be displayed in full, allowing you to open any page or report you would like to explore:
This page is also useful when you know that a particular report, page or feature exists but cannot remember its name, or when you want to carry out a systematic review of the standard reports available in Business Central.
ELIAN Solutions has been active since 2008 as an implementer of Microsoft Dynamics 365 Business Central . With a team of over 80 specialists and a portfolio of more than 400 clients, ELIAN Solutions is one of the leading ERP partners.
