Category: Dynamics

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 1st of the new functionality in the Country and regional section is use PEPPOL A-NZ format in e-docs in Australia, New Zealand.

Users in Australia and New Zealand can use e-invoicing in Business Central. This feature introduces electronic documents for invoices, which significantly enhances business efficiency by streamlining administrative processes and reducing operational costs. This feature minimizes manual data entry errors and accelerates transaction processing, allowing quicker and more accurate financial computation and tracking. Additionally, it reduces the need for physical storage space and paper usage, contributing to environment sustainability. The real-time access to electronic documents improves transparency and facilitates better decision-making, ultimately leading to increased productivity and customer satisfaction.

Enabled for: Users, automatically
Public Preview: –
General Availability: Apr 2025

Feature Details

You can use E-Documents framework localized for Australia and New Zealand. The framework lets you work with the PEPPOL A-NZ electronic invoices format, which is compliant and adapted for these markets. You can choose one of the existing PEPPOL service providers as your communication channel via access points, exchange documents by uploading them manually, or send them by email.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 5th of the new functionality in the Copilot and AI section is enhance purchase order line matching with Copilot.

The e-documents feature in Business Central plays a key role in automating the receipt and processing of invoices from vendors. Copilot can help this process by improving the mapping and matching of vendor invoices to purchase orders. This assistance reduces time spent on tasks that would normally include extensive search, lookup, and data entry. This feature improves accuracy and adds new capabilities to matching e-document lines with Copilot.

Enabled for: Users, automatically
Public Preview: Apr 2025
General Availability: –

Feature Details

To experience this feature, sign in to your Business Central online environment and follow these instructions. The feature extends the current Copilot with the following capabilities:

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Enhance Purchase Order Line Matching With Copilot”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 4th of the new functionality in the Copilot and AI section is suggest gas emissions in sustainability journals with Copilot.

Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. This feature will improve accuracy and productivity in collection gas emissions and calculation of emission factors.

Enabled for: Users, automatically
Public Preview: Apr 2025
General Availability: –

Feature Details

For greenhouse gas emissions (GHG), Copilot can estimate total emissions based on descriptions and input parameters and adjust emission factors for future use.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Suggest Gas Emissions In Sustainability Journals With Copilot”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 3rd of the new functionality in the Copilot and AI section is use Sales Order Agent to automate sales order-taking.

We’re at a crucial juncture for AI in the workplace. Just as we now look back at the pre-PC era with astonishment, we’ll soon wonder how work was ever done without AI. Workers, overwhelmed by digital debt and workplace stress, are turning to AI for relief. Leaders can harness this momentum for tangible returns on investment. Copilot in Business Central is already enhancing users’ creativity and productivity by using AI in key application scenarios and providing guidance along the way. AI will gradually transform every aspect of work, achieving real business impact, and companies that proactively embrace this challenge will excel.

Using Sales Order Agent, which works independently under your direction, drives efficiencies and cost savings, and helps manage heavy workloads. The agent focuses users’ attention on critical tasks, increasing motivation and job satisfaction across the business function to which it is applied. Microsoft studies have shown that over the next five years, 41 percent of business leaders expect to redefine business processes with AI, orchestrating and managing AI agents while prioritizing ethical AI use.

Enabled for: Users by admins, makers, or analysts
Public Preview: Feb 2025
General Availability: Jun 2025

Feature Details

Copilot in Business Central is already enhancing users’ creativity and productivity with AI in key application scenarios, providing guidance and assistance in working with the product and finding the right data.

With this release, Microsoft are expanding the use of AI to enable customers to orchestrate and automate business processes using AI agents. Agents can work autonomously, perform assigned tasks, respond to different events and inputs, reason over the state of data, and overcome errors based on user input and the context of the Business Central user experience. Agents require minimal to no intervention from users, while bringing them in if circumstances require their attention. Agents can act on behalf of a company, department, or team, not just a user.

To enable this capability in Business Central, Microsoft are introducing their first out-of-the-box agent, Sales Order Agent, to automate the process of capturing sales orders from email messages.

The agent is configured to manage the full process:

1. Receive item requests from customer emails in a shared company mailbox.
2. Identify the customer from those registered in Business Central.
3. Draft the sales quote with the requested items.
4. Verify item availability.
5. Forward the sales quote to the customer for approval.
6. Receive confirmation, convert the quote into a sales order, and share the order with the customer via email.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Use Sales Order Agent To Automate Sales Order-Taking”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 2nd of the new functionality in the Copilot and AI section is summarize with Copilot.

Whether you’re looking at customer details, a large order, or any other record, you might spend a considerable amount of time on understanding the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes a record into a couple of brief sentences, greatly reducing the effort needed to get an overview of your data and plan your approach.

Enabled for: Users, automatically
Public Preview: Apr 2025
General Availability: –

Feature Details

Summarize is a new capability of Copilot in Business Central:

• A new summary FactBox displays on card and document pages, such as a Sales Order, Item, and even your custom pages.
• Summarizes the record by displaying the top three most impactful insights, with even more insights available on demand.
• Interact with the summary to peek into or navigate to related data.
• Refresh the summary based on the latest data.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Summarize With Copilot”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 1st of the new functionality in the Copilot and AI section is chat with Copilot to learn how to use installed add-on apps.

With 2024 release wave 1, Microsoft introduced chat with Copilot: a conversational experience where people can get assistance from Microsoft Copilot to find data, get unblocked, or learn new skills. Most of Microsoft’s customers install one or more ISV add-on apps from Microsoft AppSource to enhance Business Central with industry-specific solutions, localized functionality, or other critical capabilities that meet their needs. Now, Copilot in Business Central can explain and guide workers through using functionality of these add-on apps, transforming Copilot from a simple “librarian” to an in-house expert that understands your unique Business Central.

Enabled for: Users, automatically
Public Preview: Apr 2025
General Availability: –

Feature Details

Copilot’s chat capabilities have been enhanced with the following:

• Users can ask questions about content from installed add-on apps, such as new pages, fields, and business processes.
• Copilot explains and guides based on documentation provided by the apps installed in your Business Central environment.
• The Ask Copilot icon is available in tooltips for custom fields that originate from installed apps.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Chat With Copilot To Learn How To Use Installed Add-On Apps”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 4th of the new functionality in the Application section is post foreign currency adjustments to unrealized gain and loss accounts.

You can manage financial reporting more accurately and efficiently with this feature, providing flexibility in handling currency adjustments.

Enabled for: Users, automatically
Public Preview: –
General Availability: Apr 2025

Feature Details

When you adjust currency exchange rates for bank accounts, you can choose to post these adjustments to realized or unrealized gain/loss accounts. This option is available on the Bank Account card in the Posting FastTab.

My Opinion

This seems to be a nice piece of additional flexibility.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 3rd of the new functionality in the Application section is analyze subscription billing data with Power BI reports.

The new Power BI app for subscription billing data analysis provides you with comprehensive insights into your business. With detailed reports and KPIs, you can monitor critical metrics like monthly recurring revenue and net monthly recurring profit, helping you make informed decisions.

The app’s granular insights into revenue by item, customer, and salesperson optimizes your sales and marketing efforts, while tracking customer and vendor deferrals improves cash flow management. Overall, this app enhances your ability to drive your subscription business forward and improve your bottom line..

Enabled for: Users, automatically
Public Preview: –
General Availability: Apr 2025

Feature Details

A new Power BI app has been added to help you analyze your subscription billing data.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Analyze Subscription Billing Data With Power Bi Reports”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 2nd of the new functionality in the Application section is view item availability in Field Service work orders.

When you integrate Field Service with Business Central, technicians and dispatchers can check item availability at a specific warehouse or technician’s truck on a work order in Field Service. Having this information readily available helps businesses optimize work order scheduling, avoid unnecessary (travel) costs, and optimize their service and purchasing operations.

Enabled for: Users by admins, makers, or analysts
Public Preview: –
General Availability: Apr 2025

Feature Details

You can now integrate, configure, and customize Field Service warehouses with Business Central’s locations. To manage the synchronization of data, Microsoft have added a unidirectional (from Business Central) integration table mapping between Business Central locations and warehouses in Field Service. To use the new integration table mapping, in Business Central you must turn on the Location Mandatory toggle on the Inventory Setup page.

Business Central syncs locations with the following settings on the Location Card page:

• The Use as In-Transit toggle is turned off.
• Project Consump. Whse. Handling is different from Warehouse Pick (mandatory).
• Assm. Consump. Whse. Handling is different from Warehouse Pick (mandatory).

On the Locations and Location Card pages, you can use the Warehouse action to open a coupled location in Field Service, sync it, set up and delete couplings, and view sync logs.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: View Item Availability In Field Service Work Orders”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 1st of the new functionality in the Application section is integrate Field Service with service management.

Integrating Business Central with Dynamics 365 Field Service is particularly valuable for organizations that provide regular maintenance and repair services. It offers a seamlessly integrated solution for managing service tasks, consumption, and financial transactions to benefit service technicians, service managers, and finance teams. It’s a powerful solution for managing work orders and consumption in Field Service and efficiently invoicing and fulfilling them in Business Central.

Enabled for: Users, automatically
Public Preview: –
General Availability: Apr 2025

Feature Details

To integrate Field Service with service management features in Business Central, you must have a Premium license. When you do, on the Company Information page in Business Central, you must set the User Experience field to Premium.
You can enable the integration in the Integration Type field by selecting Project (default), Service, or Both in the following places:

• In the Set up integration to Dynamics 365 Field Service assisted setup guide.
• On the Dynamics 365 Field Service Integration Setup page.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Integrate Field Service With Service Management”