With its sophisticated interface, Dynamics 365 in manufacturing offers a range of tools designed to enhance user experience and improve operational efficiency. Among these tools, cards, lists, and factboxes stand out as fundamental elements, each serving a unique purpose in the management and display of information.
Our video below explains these components and how they help to streamline data handling within Microsoft Dynamics 365 Business Central.
Lists
Lists in Business Central serve as overviews for entities such as items, customers, and vendors. They are designed to display multiple records at once, offering a broad view of the available data. This is where you start when you want to browse or navigate through a series of records.
Functionality & Use: When you perform a search in Business Central for “items,” “customers,” or “vendors,” the search results labeled as “Lists” indicate that you can view these entities in a list format. Lists are useful for sorting, filtering, and getting an aggregated view of the data. For example, a customer list would allow you to see all customers at once, compare their details side by side, and perform bulk actions.
Cards
Cards in Business Central represent a detailed view of a single record from a list. If a list gives you an overview, the card gives you the detail. It’s designed to display all relevant information for a specific item, customer, vendor, etc., in a structured and easy-to-read format. You can also create custom insight cards.
Functionality & Use: When you select a record from a list by clicking on it, Business Central takes you to the card view of that record. This view allows you to see all fields and values associated with the record, enabling you to review and edit details as necessary. Cards are crucial for understanding the specifics of a single entity and for performing detailed data entry or updates.
FactBoxes
FactBoxes are another essential UI element in Business Central. FactBoxes provide contextual or related information alongside the main content. They are typically found on the side of a card or list page and display additional details relevant to the selected record or list.
Functionality & Use: FactBoxes can show related data, summary information, linked documents, or analytics that complement the main view. For example, on a customer card, a FactBox might display recent sales orders for that customer, contact information, or key performance indicators. They enhance the user’s ability to understand and interact with the data by providing supplementary details without navigating away from the current view.
Conclusion: Cards, Lists, and Factboxes | Dynamics 365 in Manufacturing
- Lists are for browsing and managing multiple records at a broad level.
- Cards are for viewing and editing the details of a single record.
- FactBoxes provide additional context and related information to the main data being viewed, whether in a list or card.
This structure enables efficient data management and navigation within Dynamics 365 in manufacturing, catering to both high-level oversight and detailed inspection needs.
Closing Thoughts
At Sabre Limited, we are experts in manufacturing. We stand among the best Dynamics 365 Business Central for manufacturing partners in North America. What sets us apart from our competitors is that we use fixed fees instead of time and material billing and we always put the customer first.
Our areas of expertise include:
- Production Manufacturing
- Job Shop Manufacturing
- Engineer-To-Order / Custom Manufacturing
- Project Manufacturing
- Architectural Manufacturing
- Industrial Equipment Manufacturing
If you’re interested in learning more about what Sabre Limited can offer, we’ve been dedicated to helping small to medium-sized manufacturers learn and adopt Business Central. Reach out, and let’s explore how we can contribute to the success of your manufacturing journey. Contact us at info@sabrelimited.com or call (519) 585-7524. We look forward to hearing from you.
