Dynamics 365 Business Essentials Video Series – Role Center

Dynamics 365 Business Central Essentials Series – Copy Paste Functionality

While in Business Central, Always know your Company!!

Our clients have made the switch to Dynamics 365 Business Central from financial platforms such as QuickBooks, Sage, and others, into a single Business Central ecosystem, where they have created numerous companies to manage their financial portfolio.  Business Central offers easy switching between companies without the need for closing or logging off and offers to work in multiple companies at the same time in different browser tabs or windows.  While our clients always enjoy having the Company Name displayed in bold (See Figure 1) at the top left on the home page, it becomes increasingly necessary to have multiple screens to be open as you work, which makes the Company Name buried behind these forms.  See Figure 2.

While in Business Central, Always know your Company!!

Figure 1

While in Business Central, Always know your Company!!

Figure 2

When you run into a situation where you have Business Central sessions open for different Companies in several browser windows or tabs, how do you know you are in the right company without closing all your open screens?  There are multiple ways to get the answer to this question.  We explore our favorite option below.

Click on the Search icon located at the top right of your screen, at all times.  Type Company Settings in the Search bar that opens.  As you already know, you don’t have to type all the letters before Business Central will list everything that relates to Company Settings for you to choose from.  See Figure 3

While in Business Central, Always know your Company!!

Figure 3

Click on Company Settings to open the Company Information page.  Scroll to the bottom of this page and find the Company Badge section.  Change the setting of the Company Badge to Custom, by selecting from the drop-down menu.  Punch in a short name for your current Company – this field is only 4 characters long, numbers/letters/symbols.  In my case, as I am working in the CRONUS sample company, I punch in CR01.  See Figure 4

The next step is the toughest one for me, choose a color style for this – this is another drop-down menu to select under Company Badge Style.  There are 10 options available.  After careful reflection, I pick Deep Purple, one of the many colors from the SIROCo logo.  As always, your selection or progress, in general, are automatically saved in Business Central.  See Figure 5

While in Business Central, Always know your Company!!

Figure 4

While in Business Central, Always know your Company!!

Figure 5

You are all set at this point.  However, as you “escape” your way out of this page, you will be stopped by a dialog box – see Figure 6.  Click your way out of the dialog through the OK button. 

While in Business Central, Always know your Company!!

Figure 6

Now, as instructed by the dialog, do a Ctrl + F5 maneuver on the browser window.  That just means that you are refreshing your browser windows – just an F5 did the trick for me.  After the refresh, you would be delighted to have the Company Badge on the top-right corner, always reminding you of the Company that you are working in, no matter how many pages or screens you have open.  The Company badge is always in plain sight.  See Figure 7 

While in Business Central, Always know your Company!!

Figure 7

Another bit of technology for smarter life, brought to you by…

Santhosh Parameswaran CPA, CIA, CISA, MBA, MS
Principal Functional Consultant

6800 Weiskopf Avenue, Suite 150 McKinney, TX, 75070

Toll free:(844) 708-0008

m:(540) 449-5073 | e: sp@sirocollc.com | w: www.sirocotech.com

Visit our website at www.sirocotech.com or let’s talk, call me at (540) 449-5073

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