Navigation Guide: GP Windows vs BC Pages and Search
After reading this article, GP users
will understand:
•
How GP windows and menus map to Business Central pages
and navigation
•
How to use the BC Search function (Alt+Q) effectively
•
What Role Centers are and how they replace the GP Home
Page
•
The difference between List pages and Card pages in BC
•
How to find any feature in BC using Search instead of
menus
•
Essential keyboard shortcuts every GP user should
memorize
• Why BC removed traditional module-based navigation
GP Concept: How Navigation Works in Dynamics GP
Dynamics GP was built around a traditional Windows application structure. Navigation in GP follows a predictable, module-based hierarchy:
GP Navigation Structure
•
Top Menu Bar: Transactions, Inquiry, Reports, Cards,
Tools, Microsoft Dynamics GP
•
Modules: Financial, Sales, Purchasing, Inventory,
Payroll, Fixed Assets, and others
•
Sub-menus: Each module contains sub-menus for specific
tasks
•
Windows: Individual entry screens for each transaction
type
GP also includes:
•
Home Page: A configurable dashboard with shortcuts
•
Navigation Pane (left panel): Quick links to frequently
used areas
•
Navigation Lists: List views for Customers, Vendors,
Transactions
•
SmartList: Separate tool for data inquiry and reporting
In GP, experienced users navigate
almost entirely from memory. After years of using the same menus, the path
becomes automatic. This is one reason why BC navigation feels disorienting at
first.
Business Central Type and GP Equivalent
|
Page Type |
GP
Equivalent |
Purpose |
Example |
|
Role Center |
GP Home Page |
Personalized dashboard for your role |
Business Manager Role Center |
|
List Page |
Navigation List |
Browse all records of a type |
Customer List, Vendor List, G/L Entries |
|
Card Page |
Master Record Window (Cards menu) |
View or edit a single record in detail |
Customer Card, Vendor Card, G/L Account Card |
|
Document Page |
Transaction Entry Window |
Enter or view a transaction |
Purchase Invoice, Sales Order, General Journal |
|
Worksheet Page |
Batch Entry Screens |
Enter multiple lines efficiently |
Payment Journal, General Journals |
|
Setup Page |
Setup Windows (Tools menu) |
Configure system settings |
General Ledger Setup, Posting Groups |
|
Report Request Page |
Report Parameter Dialogs |
Set parameters before running a report |
Trial Balance filter page |
|
FactBox Panel |
Zoom windows / Inquiry lookups |
See related info without leaving current page |
Customer Statistics, Document Lines on right side |
G
|
GP Term |
BC Term |
Meaning |
What Changed |
|
Top Menu Bar |
Navigation Bar |
Main navigation |
Fewer top-level menus; Search replaces menu memorization |
|
Module (Financial, Sales, etc.) |
App Area / Module |
Feature grouping |
Less visible; Search works across all modules |
|
Transaction Entry Window |
Document Page |
Enter transactions |
Browser-based page instead of Windows form |
|
Inquiry Window |
List Page + Drill-Down |
View records |
Interactive drill-down from any list |
|
Master Record Window (Cards) |
Card Page |
View/edit master records |
Same concept; browser-based |
|
Navigation Pane |
Role Center Menu |
Left-side shortcuts |
Role-based; personalized per user |
|
Home Page |
Role Center |
User dashboard |
More configurable; includes KPIs and actions |
|
SmartList |
Lists, Analysis Mode, Reports |
Data inquiry |
Covered in Article #4 |
|
GP Window Title |
Page Name |
Screen identifier |
Use Page Name in Search |
|
Lookup Button (binoculars) |
Lookup Field (dropdown) |
Search for records |
Similar concept; now inline |
|
Zoom (Ctrl+Shift+click) |
Drill-Down / Show More |
See record detail |
Click the value or use show detail |
|
Navigation List |
List Page |
Browse all records |
Improved filtering; more interactive |
|
Shortcut Bar |
Bookmarks / Pinned Pages |
Favorite shortcuts |
Use the bookmark icon to pin pages |
Key Differences Table
|
Dynamics GP |
Business
Central |
What Changed |
Watch Outs |
|
Menu-driven navigation |
Search-driven navigation |
Search is faster and more flexible |
Stop memorizing menus; start searching |
|
Module structure (Financial, Purchasing...) |
Page-based structure |
Pages exist across all areas |
You can reach any page from anywhere |
|
Windows desktop application |
Browser-based application |
Works on any device, any location |
Browser shortcuts may conflict with BC shortcuts |
|
Fixed menus per module |
Customizable Role Centers |
Each user sees what is relevant to them |
Default Role Center may not match your role |
|
Zoom to see detail (Ctrl+click) |
Drill-down links |
Click underlined values to drill down |
Underlined blue text = clickable drill-down |
|
One window at a time (typically) |
Multiple tabs in browser |
Open multiple pages simultaneously |
Use browser tabs effectively |
|
GP Help (F1) |
Tell Me (?) and Microsoft Docs |
Help is now web-based |
Help opens docs.microsoft.com |
|
Transaction history in separate inquiries |
Ledger Entries on every page |
Access history directly from any record |
FactBoxes show related entries immediately |
Search Replaces Module Memorization
In GP, users had to know which
module contained a specific transaction type. A new employee needed weeks of
training just to find the right windows.
Business Central's Search (Alt+Q)
solves this problem by allowing users to type what they want:
•
Type 'payment journal' to find the Payment Journal page
•
Type 'customer' to find the Customer List, Customer
Cards, or Customer Ledger Entries
•
Type 'bank rec' to find Bank Account Reconciliation
This makes onboarding faster and
reduces dependency on memorized navigation paths.
Role Centers: Personalization by Job Function
GP's Home Page was a single configurable dashboard.
Business Central's Role Centers are fully
role-specific, meaning:
•
An accountant sees accounts payable tasks and aging
summaries
•
A controller sees financial KPIs and approval queues
•
A sales rep sees order status and customer activity
This reduces noise and helps users
focus on what matters to their job.
Pages Replace Windows
GP windows were static. A Payables
Transaction Entry window always looked the same for every user in every
company.
BC pages can be:
•
Personalized: Move, hide, or add fields
•
Extended: Add custom fields via extensions without
modifying core code
Role-aware: Different users may see different fields and actions
|
Mastering
Search (Alt+Q) in Business Central |
Search is the most important
navigation skill in Business Central. GP users should practice this before
anything else.
How to Open Search
|
Method |
Action |
|
Keyboard shortcut |
Press Alt+Q from anywhere in BC |
|
Mouse |
Click the magnifying glass icon in the top navigation bar |
|
Tell Me |
The search box is also called 'Tell Me What You Want to Do' |
What Search Finds
|
Search Type |
Example
Query |
Result |
|
Pages |
General Journals |
Opens the General Journals page |
|
Pages |
Chart of Accounts |
Opens the Chart of Accounts |
|
Actions |
Post |
Shows post actions available in context |
|
Reports |
Trial Balance |
Opens the Trial Balance report setup |
|
Settings |
General Ledger Setup |
Opens GL Setup page |
|
Help |
How to post invoices |
Opens Microsoft Help documentation |
|
GP USER TIP: Practice Tip: Every time you
wonder where something is in BC, press Alt+Q first and type a keyword. You
will find it within seconds. This is faster than navigating through menus. |
Common Role Centers for GP Users
|
Role Center |
Best For |
What You See |
|
Business Manager |
Controllers, CFOs |
Financial KPIs, Sales Figures, Cash Flow overview |
|
Accountant |
Staff accountants |
Journal entries, vendor/customer activity, G/L inquiries |
|
Accounts Payable Coordinator |
AP clerks |
Purchase invoices, payment journals, vendor aging |
|
Accounts Receivable Administrator |
AR clerks |
Sales invoices, cash receipts, customer aging |
|
Bookkeeper |
Small company finance |
General ledger, bank reconciliation, journals |
How to Change Your Role Center
1.
Click the Settings gear icon (top right corner)
2.
Select 'My Settings'
3.
Click the Role field
4.
Browse available roles or search
5.
Select a new role and click OK
6.
Business Central reloads with the new Role Center
General Ledger
|
Dynamics
GP Transactions > Financial > General Entry |
Business
Central Search (ALT-Q): General Journals |
|
Dynamics
GP Cards > Financial > Account |
Business
Central Search: Chart of Accounts |
|
Dynamics
GP Cards > Purchasing > Vendor |
Business
Central Search: Vendors |
|
Dynamics
GP Inquiry > Purchasing > Transaction |
Business
Central Search: Vendor Ledger Entries |
Receivables (Accounts Receivable)
|
Dynamics
GP Inquiry > Sales > Transaction |
Business
Central Search: Customer Ledger Entries |
•
Memorize Alt+Q. This is your replacement for the GP
menu system.
•
Think in page names, not module paths. Instead of
'Transactions > Purchasing > Transaction Entry,' think 'Purchase
Invoices.'
•
Blue underlined text always means drill-down. Clicking
it opens more detail, just like GP's Zoom feature (but easier).
•
The FactBox panel on the right replaces many GP Zoom
and Inquiry windows. Look there first before opening new pages.
•
Bookmark pages you use daily. Click the bookmark icon
to pin a page to your Role Center.
•
Use browser tabs. You can have General Journals open in
one tab and Vendor List open in another.
•
Do not close BC like you closed GP windows. Use the
browser Back button instead.
•
Your Role Center is customizable. Ask your
administrator to personalize your home page.

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