Business Central Tools

Supported Record Types (Configurable):

• Customers
• Vendors
• Items
• Sales Orders
• Purchase Orders
• Sales Invoices
• Purchase Invoices
• Sales Shipments
• Purchase Receipts

...and more (configurable in Patterns settings)

Example:

Selected cells contain:

C00010
C00025
C00130

Generated filter:

C00010|C00025|C00130

In BC: Paste into Customer filter field to show only those three customers.

💡 Tip: You can manually add BC filter syntax after pasting:

• Range: C00010..C00999 (type manually in BC)
• Wildcards: C00* (type manually in BC)

Environments

Purpose: Manage BC environment URLs for Quick Launch.

How to Use:

1. Click BC Settings → Environments
2. Add environments:
   • Name (e.g., "Production", "Sandbox")
   • Base URL (e.g., https://businesscentral.dynamics.com/...)
   • Company name (if multi-company)
3. Set default environment (Quick Launch target)
4. Click Save

Best for: Multi-environment BC access, testing workflows

Objects

Purpose: Define BC objects (reports, pages) for quick access.

How to Use:

1. Click BC Settings → Objects
2. Add object:
   • Name (e.g., "Customer List")
   • Object type (Report/Page)
   • Object ID (BC object number)
   • Parameters (if needed)
3. Click Save

Best for: Frequently-used BC reports and pages

Patterns

Purpose: Configure pattern recognition for BC number series.

How to Use:

1. Click BC Settings → Patterns
2. For each pattern type (Customer, Vendor, etc.):
   • Prefix (e.g., C for customers)
   • Digit length (e.g., 5 for C00001)
   • Suffix (optional)
   • Pattern type: Number Series or Manual Entry
3. Click Save

Pattern Types:

Pattern Examples:

Customer:        C + 5 digits = C00010
Vendor:          V- + 5 digits = V-00025
Item:            I + 6 digits = I000123
Sales Order:     S-ORD + 6 digits = S-ORD001234

Best for: Customizing to your BC number series configuration