Microsoft Copilot $21 now $18/user/month + 1 month free

August 15, 2023

How can I Find Data in Documents

Business Central has one of the best and most intuitive search engines that will give you results even when you have some typos.

For example, to find Purchase Invoices, you can type:

  • P Inv
  • Pur Inv, or even
  • Inoice or puchase or innoice

Either typo can still give you the correct result.

What about looking for a document? Wouldn’t it be great to enter a text and get the documents containing that text? Good news! It’s possible with the new “Search in Company Data” feature in Business Central.

Search “Find company Data”; feel free to include a few typos, to find “Search in Company Data.”; alternatively, use Ctrl + Alt + F to open it.

This feature is currently in preview in Business Central Wave 1 2023 (version 23); useful for finding documents.

For example, it’s time to reorder coffee, but you cannot remember the vendor who sold you that tasty and aromatic cup of coffee you just had.

Enter in the Text to Search Box the text you want to find and press Enter.

Business Central will display different results; choose the result that might answer your question to open the related entry, item, or document.

The “Show tables to search” option in the Results menu allows you to select the tables used in searches. If one result adds too much noise as it displays records you are not interested in finding, uncheck the box for that table and try the search again. And if you know a particular result is missing, add extra tables as needed using the “Show all tables” action in the Actions menu.

The set of Default Tables is predefined per Profile or Role Center and is tailored to find the most relevant data for each Role Center.

For more information about this topic please reach out to us at Support@BondConsultingServices.com or click here to schedule a free consultation with one of our experts. Or check out what Microsoft has posted about the capability.

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