BC Client Navigator

Description

Environment labels, sticky notes & tracker for Business Central consultants. Never confuse Production and Sandbox again. Stop confusing Production with Sandbox. BC Client Navigator adds a permanent coloured banner to every Business Central environment, plus per-page sticky notes, a client implementation tracker, and a recent page history — all without any login or API keys required. Built by a BC consultant, for BC consultants. ───────────────────────────────────────── 🔴 ENVIRONMENT BANNER — NEVER MAKE A MISTAKE AGAIN ───────────────────────────────────────── Every Business Central environment looks identical. One wrong click and you're editing live customer data in Production when you thought you were in Sandbox. BC Client Navigator injects a permanent, coloured banner at the top of every BC page: • Red banner with ⚠️ = Production — you're in the live environment • Green banner with ✓ = Sandbox / Test / Dev / UAT • Blue banner = Demo environment Label each environment with your client's name and a custom colour. The banner shows "Acme Corp · Production" or "Brickability (Test)" — unmistakeable at a glance, on every single page. Works automatically on businesscentral.dynamics.com. No setup required for the basic banner. ───────────────────────────────────────── 🏢 CLIENT MANAGEMENT ───────────────────────────────────────── As a consultant juggling 10–20 clients, each with Production and multiple sandbox environments, staying oriented is genuinely hard. BC Client Navigator lets you: • Create a named client record with a custom colour • Assign any number of BC environments to that client (each with its own colour and label) • See the client name and environment label in the popup and banner at all times • Switch between saved environments from the popup — one click to jump to another environment The environment label includes the environment name automatically: "CRONUS UK Ltd. (Production)", "Brickability Group PLC (Test)" — so even if you have three CRONUS companies across different environments, each one is clearly distinguished. ───────────────────────────────────────── 📝 PER-PAGE STICKY NOTES ───────────────────────────────────────── Notes that live at the intersection of a specific BC page and a specific environment. Open the Customer List in Acme Corp Production and see your notes for that exact page — invisible everywhere else. • Four note types: ℹ️ Info, ⚠️ Warning, ✅ TODO, 🔴 Gotcha • Toggle between "This page" and "All pages" in an environment • Timestamps on every note • Notes persist across browser sessions — stored locally in Chrome Example uses: • "⚠️ Payment terms: Acme uses custom 45-day terms. Don't change." • "🔴 Gotcha: VAT posting groups were migrated with legacy codes — check before posting." • "✅ TODO: Still need to configure SEPA direct debit — see Jira BC-142." • "ℹ️ Opening balance date agreed as 1 April — see sign-off email." ───────────────────────────────────────── ✅ IMPLEMENTATION TRACKER ───────────────────────────────────────── A lightweight implementation checklist built into the browser, always one click away. 17 standard BC setup milestones pre-loaded, organised by category: • Setup: Company Information, Accounting Periods, Number Series • Finance: Chart of Accounts, General Posting Groups, VAT Setup, Bank Accounts, Payment Terms • Data: Customers, Vendors, Items/Inventory, Opening Balances • Security: Users & Permissions • Process: Approval Workflows, Document Sending Profiles • GoLive: UAT Sign-off, Go-Live Completed Plus: • Add unlimited custom items (e.g. "Configure Shopify integration", "Migrate legacy sales history") • Choose category for custom items: Setup, Finance, Data, Security, Process, GoLive, or Custom • Hide standard items that don't apply to a client's project • Link any item to an external URL — ADO work item, Jira ticket, SharePoint doc, anything • Progress bar shows completion percentage per client • Separate tracker per client — Brickability and Acme have independent checklists ───────────────────────────────────────── 🕐 RECENT PAGES ───────────────────────────────────────── The last 5 BC pages you visited, grouped by environment, with BC page names resolved: • "Customers" instead of "Dynamics 365 Business Central" • "Sales Orders", "Customer Ledger Entries", "Chart of Accounts" — human-readable names for 100+ standard BC pages • Collapsible groups — collapse environments you're done with, expand what you need • Click any entry to reopen that exact page and company ───────────────────────────────────────── 🔒 PRIVACY & PERMISSIONS ───────────────────────────────────────── BC Client Navigator requires only: • storage — to save your client labels, notes, and tracker data locally in Chrome • tabs — to read the current BC tab's URL and page title • activeTab — to inject the environment banner • scripting — to run the banner injection No account required. No data leaves your browser. No servers, no telemetry, no tracking. Everything is stored in Chrome's local storage on your own device. Only activates on businesscentral.dynamics.com pages. ───────────────────────────────────────── 💎 FREE VS PRO ───────────────────────────────────────── Free: • Environment banner (always included — unlimited) • Recent pages history (always included) • 1 client • 3 labelled environments • 5 notes per page Pro (£9.99/year): • Unlimited clients • Unlimited environments • Unlimited notes • Full implementation tracker with custom items and external links • Priority support At £9.99/year for a consultant billing £500–£800/day, it's less than one minute of your time. ───────────────────────────────────────── 📋 COMPATIBLE WITH ───────────────────────────────────────── • Dynamics 365 Business Central SaaS (businesscentral.dynamics.com) • All BC environments: Production, Sandbox, Test, Dev, UAT, Demo • All BC companies and tenants • BC 2020 (v16) and later • Standard, Essential and Premium licences ───────────────────────────────────────── 👨‍💻 BUILT BY A BC CONSULTANT ───────────────────────────────────────── BC Client Navigator was built by a Microsoft-certified BC consultant (MB-800) with 8+ years of Business Central and Dynamics NAV experience across manufacturing, distribution, and professional services clients. Every feature solves a real problem from real project work — not imagined by someone who's never opened a posting group setup page.

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