Finding Documents and Entries Efficiently in Dynamics 365 Business Central


One of the top features we love about Dynamics 365 Business Central 2022 Wave 1 release is the Find Entries feature. It has been available on most pages that display posted document or document entries, but now it's also available on all Role Centers.


Finding Documents and Entries Efficiently in Dynamics 365 Business Central

Business Value: Getting a fast answer to a customer on the status of an order, quickly finding a vendor invoice's due date based on the invoice number, or tracking down a purchase order for an item based on its serial number are of utmost importance in today's fast-paced world.

Source: Microsoft



In the Find Entries tab, you will see the three features: Search for Documents, Search for Business Contact, and Search for Item Reference. When looking for records that resulted from a certain transaction, you can pick between these three.


Finding Documents and Entries Efficiently in Dynamics 365 Business Central

For the example, using the Search for Business Contact feature requires you to fill in at least one of the three fields: Business Contact Type, Business Contact No., and External Document No.


In this example, I used the Business Contact Type field and clicked Customer, which brought up all the records relating to that customer.


Finding Documents and Entries Efficiently in Dynamics 365 Business Central

Click Find to view all the related documents.


Finding Documents and Entries Efficiently in Dynamics 365 Business Central

All related documents to this customer will show:


Finding Documents and Entries Efficiently in Dynamics 365 Business Central

Select the document you want to show then click 'Show Related Entries'.


Finding Documents and Entries Efficiently in Dynamics 365 Business Central

In Find entries, show the general ledger entries related to a specific document or entry, even without using Find Entries page.


Finding Documents and Entries Efficiently in Dynamics 365 Business Central

See Business Central's latest features in action.


We hope you find this new feature useful and interesting. Would you like to see other cool features available in Dynamics 365 Business Central's latest release? Comment below or book your personalized demo here.