Add Missing Prefix to Purchase Order Number in Continia Software’s Document Capture

Microsoft Dynamics 365 Business CentralI’ve been doing some work with a client recently, helping them implement Document capture (DC) from Continia Software. One of the queries which cam eup, was how to add a prefix onto a purchase order number.

The issue was that they were sending purchase orders out with a company specific prefix (e.g. FAB- for Fabrikam, Inc. or CRO- for Cronus UK, Ltd.), but when the invoice came in, the supplier was not including the prefix so the invoices were not matching up with the receipts.

I did a little experimenting and came up with a solution of the client which both worked and was easy for them to maintain in future. We did this by adding two new fields (PO Prefix and PO Number Without Prefix) and changing the standard Our Order No. field to have a formula where the two new fields were concatenated.

The example below is one I have mocked up, rather than using screenshots from the clients system. In this example, the new PO Number field has a Formula set to 'PO' (on the client’s system this would have been something like 'FAB-') and set to not required and not to search for the value:

Template Card Field - PO Prefix

Continue reading “Add Missing Prefix to Purchase Order Number in Continia Software’s Document Capture”

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Manage User Expectations with Selection Context-Based Actions

error Important

The planned features for this release wave have been updated and this feature appears to have been removed.

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fifth of the new functionality in the User experiences section is manage user expectations with selection context-based actions.

Microsoft have made the experience of using actions on pages easier to understand and more consistent. While you’re working, only the actions that are relevant to your current selections are available. Because only the actions you can use are available, you’ll spend less effort on trying to figure out what you can do with your selections.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

You might want to request approval for multiple documents or send multiple sales order confirmations to customers. However, some actions don’t work for more than one thing at a time. To clarify what you can do when you haven’t selected anything, or you’ve made single or multiple selections, only the actions that you can use are available.

My Opinion

I like this; there has been a few occasions recently where I’ve selected multiple rows and found that when I select an action it was only one row which was impacted. More clarity around this will be really good.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
Change Modification Limits for Triggering Flows and Bulk Updates
Support Business Events in Business Central Connector for Power Automate
Enable Specific Virtual Tables When You Connect to Dataverse
Get Control Over How to View Power BI Embedded Content
Availability Overview Helps You Calculate Quantities in Your Warehouse
Configure The Right Level of Handling For Different Warehouse Operations
Do financial Consolidations Across Environments in Multicompany Setups
Edit in Excel on Item Journals and Warehouse Worksheets
Get More Productive While Approving Time Sheets
Get More Productive While Entering Time Sheets
Include Approvals for Intercompany General Journals in Your Workflows
Make Intercompany Transactions Across Business Central Environments
Suggest the Next Step For Sales and Production Orders
Sync Document and Posting Dates for Sales and Purchases
Troubleshoot Shopify Integration Issues
Usability Improves for Warehouse, Inventory, and Tracking
Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations
Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently
Complete Bank Account Reconciliation Faster With Copilot
Get Marketing Text Suggestions with Copilot
New Design for Report Language and Region Settings
Advance Payment and a Posting Preview of Tax Documents – Czechia
Direct Transfer – Czechia
E-submission of VAT Return in Denmark
Iceland Localization App – Delocalization
Intercompany Posting Cues to the Accountant Role Center – Czechia
New Intrastat – Czechia
Registration and Notification Functionality for Denmark
E-invoicing with NemHandel in Denmark
Supporting More Countries and Regions
Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions
Turn Off Data Analysis Mode on Pages and Queries
Turn Off Indexes as a Partner
Use the Built-in Rich Text Editor to Enter Data
Assign More Granular Administration Rights
Improved Update Release Processes
Cancel Cloud Migration Replication Runs
Digital Vouchers
E-documents Core as a Global Solution
Large Companies to Report Payment Times
Modify Texts on the Welcome Banner and Skip Banner Intro State
Set Initial Role Before First Sign-in for a Better First-Run Experience
Enhancements to Excel Add-in
Analyze, Group, and Pivot Data on Queries Using Multiple Tabs
Discover Report and Data Analysis Content Easily
Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory
Data Loads Faster in the Server
Faster Application Scenarios
Pages Load Faster in Client
Performance Gain Reducing Locks in the Database
Add Existing Table Fields to Optimize Your Pages
Get to Data Search From Anywhere in Business Central
Distinguish Browser Tabs When Multitasking
Share Readable Deep Links to Pages and Records
Manage User Expectations with Selection Context-Based Actions
Peek at Summarized Data From Editable Fields
Search for Pages and Data in the Mobile App
Use Actions to Navigate or Fix Errors From Inline Validation Dialog
Updates to the Release Plan
Power Pages Support via Business Central Virtual Tables on Dataverse
Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales
Consolidated Power Automate Flow Creation from Business Central Templates
Get List of Companies Using Business Central Connector in Power Automate
Simplified Power Automate Approval Flow Experience
Create Power Automate Flows that Dynamically Support Different Companies
Business Central Virtual Tables Fully Supported on Microsoft Dataverse
Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse
Include Only Open Entries on Customer Statements
Adjust Exchange Rates Easily, Replace the Built-in Batch Job
More Control Over General Journal Approvals
Use Different General Ledger Accounts for Payables, Receivables
Add More Columns to Pages for Better Insight
Availability Overview Helps You Calculate Quantities in Your Warehouse
Block Item Variants
Identify and Track Items Easier with Item References
Improved Processes for Inventory Counts and Adjustments
Navigate Easier Between Order, Receipt, and Invoice Documents
Print and Scan Barcodes
Receive More Items Than Ordered by Using Inventory Put-away Documents
Generate a Customer Statement Only With Open Entries
Responsibility Centers Are Supported for Advance Payments in Czechia
Easier Management of System Application Permissions
Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace
Find All References Now Works on Triggers, System Methods, and Trigger Events
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Hover Over Label Variable to See Text String Value
Set New Output Folder Setting for Storing App Files at AL Project Build
Choose Between More Sampling Intervals for Snapshot and In-client Profiling
Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console
Get Smarter Method Signature Recommendations in IntelliSense
Set the Default Folder Location for New AL Projects
Track Source and Build Metadata on Extensions
Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed
Document Your Extensions With the ALDoc Tool for Partners
Segment AL Code and Reduce Naming Conflicts with Namespaces
Show List of Keys While Working on AL Code
Use the AL Language Extension for Linux in Preview
Provide Queries for Users to do Ad Hoc Data Analysis Across Tables
Add a New FieldGroup to an Existing Table
Add Teaching Tooltips on Queries and Report Request Pages
Get Syntax Highlighting for AL in Azure DevOps
Sell Business Central Apps Through AppSource
AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers
Extend General Ledger Posting Aggregations
Define multi-worksheet datasets for Excel reports
Include or Exclude Tables From Cloud Migration
Delete Data from Uninstalled Extensions as an Admin
Automatically Update AppSource Apps With Minor Updates
Transfer Environments Between Microsoft Entra Tenants
Control Partner Access Per Environment
Use Drop Shipments for Triangular Intrastat Trade
Start Faster with Refreshed and Enhanced Setup Data
VAT Posting in General Ledger Setup
Demo Tool and Data for Service Scenarios
Analyze, Group, and Pivot Data on Lists
Share a Data Analysis With a Co-worker
Synchronize Multiple Business Central Companies With the Same Dataverse Environment
New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput
Service-to-Service Apps and Device License Users Can Schedule Tasks
Mark Fields as Read-only When Customizing UI
Scan barcodes with Business Central mobile app for iOS and Android
Access Worksheet Pages From Mobile Phones
Use Virtual Tables to Expose More Business Central Data in Dataverse
Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry
Use General Ledger Account Revaluation for More Accurate Financial Statements
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Chat with Copilot
Improved Data Upgrade Troubleshooting for Dynamics GP Migration
Retain Permissions When Enabling Cloud Migration
Detect Invalid Cloud Migration Configurations with Proactive Warnings
Multiple VAT Numbers per Customer

Problem Recognising Lines on Telephone Bill in Continia Software’s Document Capture

Microsoft Dynamics 365 Business CentralI was doing some work with a client implementing Document Capture (DC) from Continia Software. This is an extension for Microsoft Dynamics 365 Business Central which allows PDF invoices to be scanned and (optionally) matched against purchase orders and/or receipts. I provided some training to clients on doing the setup of vendor templates and let them get on with creating the required templates.

However, they brought one to me as they could not get the invoice line fields to recognise. The issue was down to it being an invoice from a mobile phone (cellnet for any Americans reading) company where the header (and footer) fields were on the first page and all of the lines on the second page.

I did some digging and found that two of the footer fields, Amount Incl. VAT and VAT Amount, needed a setting changed. These fields are set up with the Stop Lines Recognition set to If Caption or Value is on same line. As these fields were on the first page and the lines on the second page, there setting on the Stop Lines Recognition meant that DC found these fields and stopped looking for lines.

I changed the setting on both fields to a blank:

Template Field Card - VAT Amount

The Amount Excl. VAT field is also set the same way, but there was a subtotal below the lines so I was able to use this field as the footer to stop recognising lines; which was necessary as there was an additional four pages on the invoice, none of which needed to be recognised.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Share Readable Deep Links to Pages and Records

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fourth of the new functionality in the User experiences section is share readable deep links to pages and records.

Like many web applications, Business Central offers deep linking to pages and records, enabling users to copy the current URL and share that with others, or add links to their browser favourites. In this wave, the Business Central web client introduces a simple and consistent naming convention so that pasting a link to any Business Central page or record results in a readable hyperlink that clearly indicates context but hides the full URL, which is often daunting to work with. Not only does this feature enrich hyperlinks pasted into rich text editors such as in Outlook, OneNote or Teams, it also delivers a better experience when you use Business Central with modern browser features, such as collections in Microsoft Edge.

Enabled for: Users, automatically
Public Preview: Aug 2023
General Availability: Oct 2023

Feature Details

Business Central uses a simple and consistent naming convention for deep links when you copy the URL in the browser or use the Copy Link action and paste the link into any rich text editor:

  • Multicompany: If the company has a badge, the hyperlink includes it.
  • Context: The hyperlink for a list, card, or document page reflects the current record, page, or view, no matter how you got to that page.
  • Readability: To improve readability, secondary information is trimmed from the hyperlink. For example, the full product branding is no longer included, and the view or edit state of the page is also omitted.

The following table includes examples of deep links pasted in a rich text editor.

Pattern Example Hyperlink caption
List page Items list page "Items"
List view "Open" filtered view on Sales Orders list "Sales Orders – Open"
Single record Item card showing single record "Item Card – 1896 ∙ ATHENS Desk"
Setup pages Sale sand Inventory Forecast Setup page "Sales and Inventory Forecast Setup"
Draft records New customer card "New – Customer card"
Root URL Business Manager Role Center home page "Dynamics 365 Business Central"
Profile override URL includes ?profile=DISPATCHER "Service Manager – Dynamics 365 Business Central"

When you paste a link into a simple text field or plain text editor, the URL is pasted instead of a readable hyperlink.

My Opinion

This sounds like a good addition; the current links that you can supply to people are not in the slightest friendly.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
Change Modification Limits for Triggering Flows and Bulk Updates
Support Business Events in Business Central Connector for Power Automate
Enable Specific Virtual Tables When You Connect to Dataverse
Get Control Over How to View Power BI Embedded Content
Availability Overview Helps You Calculate Quantities in Your Warehouse
Configure The Right Level of Handling For Different Warehouse Operations
Do financial Consolidations Across Environments in Multicompany Setups
Edit in Excel on Item Journals and Warehouse Worksheets
Get More Productive While Approving Time Sheets
Get More Productive While Entering Time Sheets
Include Approvals for Intercompany General Journals in Your Workflows
Make Intercompany Transactions Across Business Central Environments
Suggest the Next Step For Sales and Production Orders
Sync Document and Posting Dates for Sales and Purchases
Troubleshoot Shopify Integration Issues
Usability Improves for Warehouse, Inventory, and Tracking
Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations
Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently
Complete Bank Account Reconciliation Faster With Copilot
Get Marketing Text Suggestions with Copilot
New Design for Report Language and Region Settings
Advance Payment and a Posting Preview of Tax Documents – Czechia
Direct Transfer – Czechia
E-submission of VAT Return in Denmark
Iceland Localization App – Delocalization
Intercompany Posting Cues to the Accountant Role Center – Czechia
New Intrastat – Czechia
Registration and Notification Functionality for Denmark
E-invoicing with NemHandel in Denmark
Supporting More Countries and Regions
Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions
Turn Off Data Analysis Mode on Pages and Queries
Turn Off Indexes as a Partner
Use the Built-in Rich Text Editor to Enter Data
Assign More Granular Administration Rights
Improved Update Release Processes
Cancel Cloud Migration Replication Runs
Digital Vouchers
E-documents Core as a Global Solution
Large Companies to Report Payment Times
Modify Texts on the Welcome Banner and Skip Banner Intro State
Set Initial Role Before First Sign-in for a Better First-Run Experience
Enhancements to Excel Add-in
Analyze, Group, and Pivot Data on Queries Using Multiple Tabs
Discover Report and Data Analysis Content Easily
Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory
Data Loads Faster in the Server
Faster Application Scenarios
Pages Load Faster in Client
Performance Gain Reducing Locks in the Database
Add Existing Table Fields to Optimize Your Pages
Get to Data Search From Anywhere in Business Central
Distinguish Browser Tabs When Multitasking
Share Readable Deep Links to Pages and Records
Manage User Expectations with Selection Context-Based Actions
Peek at Summarized Data From Editable Fields
Search for Pages and Data in the Mobile App
Use Actions to Navigate or Fix Errors From Inline Validation Dialog
Updates to the Release Plan
Power Pages Support via Business Central Virtual Tables on Dataverse
Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales
Consolidated Power Automate Flow Creation from Business Central Templates
Get List of Companies Using Business Central Connector in Power Automate
Simplified Power Automate Approval Flow Experience
Create Power Automate Flows that Dynamically Support Different Companies
Business Central Virtual Tables Fully Supported on Microsoft Dataverse
Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse
Include Only Open Entries on Customer Statements
Adjust Exchange Rates Easily, Replace the Built-in Batch Job
More Control Over General Journal Approvals
Use Different General Ledger Accounts for Payables, Receivables
Add More Columns to Pages for Better Insight
Availability Overview Helps You Calculate Quantities in Your Warehouse
Block Item Variants
Identify and Track Items Easier with Item References
Improved Processes for Inventory Counts and Adjustments
Navigate Easier Between Order, Receipt, and Invoice Documents
Print and Scan Barcodes
Receive More Items Than Ordered by Using Inventory Put-away Documents
Generate a Customer Statement Only With Open Entries
Responsibility Centers Are Supported for Advance Payments in Czechia
Easier Management of System Application Permissions
Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace
Find All References Now Works on Triggers, System Methods, and Trigger Events
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Hover Over Label Variable to See Text String Value
Set New Output Folder Setting for Storing App Files at AL Project Build
Choose Between More Sampling Intervals for Snapshot and In-client Profiling
Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console
Get Smarter Method Signature Recommendations in IntelliSense
Set the Default Folder Location for New AL Projects
Track Source and Build Metadata on Extensions
Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed
Document Your Extensions With the ALDoc Tool for Partners
Segment AL Code and Reduce Naming Conflicts with Namespaces
Show List of Keys While Working on AL Code
Use the AL Language Extension for Linux in Preview
Provide Queries for Users to do Ad Hoc Data Analysis Across Tables
Add a New FieldGroup to an Existing Table
Add Teaching Tooltips on Queries and Report Request Pages
Get Syntax Highlighting for AL in Azure DevOps
Sell Business Central Apps Through AppSource
AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers
Extend General Ledger Posting Aggregations
Define multi-worksheet datasets for Excel reports
Include or Exclude Tables From Cloud Migration
Delete Data from Uninstalled Extensions as an Admin
Automatically Update AppSource Apps With Minor Updates
Transfer Environments Between Microsoft Entra Tenants
Control Partner Access Per Environment
Use Drop Shipments for Triangular Intrastat Trade
Start Faster with Refreshed and Enhanced Setup Data
VAT Posting in General Ledger Setup
Demo Tool and Data for Service Scenarios
Analyze, Group, and Pivot Data on Lists
Share a Data Analysis With a Co-worker
Synchronize Multiple Business Central Companies With the Same Dataverse Environment
New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput
Service-to-Service Apps and Device License Users Can Schedule Tasks
Mark Fields as Read-only When Customizing UI
Scan barcodes with Business Central mobile app for iOS and Android
Access Worksheet Pages From Mobile Phones
Use Virtual Tables to Expose More Business Central Data in Dataverse
Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry
Use General Ledger Account Revaluation for More Accurate Financial Statements
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Chat with Copilot
Improved Data Upgrade Troubleshooting for Dynamics GP Migration
Retain Permissions When Enabling Cloud Migration
Detect Invalid Cloud Migration Configurations with Proactive Warnings
Multiple VAT Numbers per Customer

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Distinguish Browser Tabs When Multitasking

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The third of the new functionality in the User experiences section is distinguish browser tabs when multitasking.

Users work more efficiently in Business Central when they use multiple browser tabs or windows to compare data, even across companies, or deal with new tasks as they appear. But navigating across open windows—for example, by selecting the Alt+Tab keys—quickly becomes challenging when all windows look alike. In this wave, Business Central helps to distinguish one open window from the next, making it easier to switch context.

Enabled for: Users, automatically
Public Preview: Aug 2023
General Availability: Oct 2023

Feature Details

Business Central now uses a simple and clear schema for naming browser tabs and windows that’s automatically updated while you navigate within the web client.

  • Multicompany: The company badge is included in the tab name, if the company has been assigned a badge.
  • Context: The tab name for list, card, and document pages reflects the current record, page or view, no matter how you navigated to that page.
  • Readability: To improve readability, the tab name has been trimmed of all secondary information. For example, the full product branding is no longer included, and the view or edit state of the page is also omitted.

The following table includes examples of browser tab naming:

Pattern Example Browser tab name
list page Items list page "Items"
list view "Open" filtered view on Sales Orders list "Sales Orders – Open"
single record Item card showing single record "Item Card – 1896 ∙ ATHENS Desk"
setup pages Sale sand Inventory Forecast Setup page "Sales and Inventory Forecast Setup"
draft records New customer card "New – Customer card"
root URL Business Manager Role Center home page "Dynamics 365 Business Central"
profile override URL includes ?profile=DISPATCHER "Service Manager – Dynamics 365 Business Central"

My Opinion

Business central doesn’t seem to lend itself especially well to multi-tab use, but maybe I’m missing something. Being able to differentiate tabs sounds like it would be beneficial to multi-tab usage.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
Change Modification Limits for Triggering Flows and Bulk Updates
Support Business Events in Business Central Connector for Power Automate
Enable Specific Virtual Tables When You Connect to Dataverse
Get Control Over How to View Power BI Embedded Content
Availability Overview Helps You Calculate Quantities in Your Warehouse
Configure The Right Level of Handling For Different Warehouse Operations
Do financial Consolidations Across Environments in Multicompany Setups
Edit in Excel on Item Journals and Warehouse Worksheets
Get More Productive While Approving Time Sheets
Get More Productive While Entering Time Sheets
Include Approvals for Intercompany General Journals in Your Workflows
Make Intercompany Transactions Across Business Central Environments
Suggest the Next Step For Sales and Production Orders
Sync Document and Posting Dates for Sales and Purchases
Troubleshoot Shopify Integration Issues
Usability Improves for Warehouse, Inventory, and Tracking
Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations
Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently
Complete Bank Account Reconciliation Faster With Copilot
Get Marketing Text Suggestions with Copilot
New Design for Report Language and Region Settings
Advance Payment and a Posting Preview of Tax Documents – Czechia
Direct Transfer – Czechia
E-submission of VAT Return in Denmark
Iceland Localization App – Delocalization
Intercompany Posting Cues to the Accountant Role Center – Czechia
New Intrastat – Czechia
Registration and Notification Functionality for Denmark
E-invoicing with NemHandel in Denmark
Supporting More Countries and Regions
Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions
Turn Off Data Analysis Mode on Pages and Queries
Turn Off Indexes as a Partner
Use the Built-in Rich Text Editor to Enter Data
Assign More Granular Administration Rights
Improved Update Release Processes
Cancel Cloud Migration Replication Runs
Digital Vouchers
E-documents Core as a Global Solution
Large Companies to Report Payment Times
Modify Texts on the Welcome Banner and Skip Banner Intro State
Set Initial Role Before First Sign-in for a Better First-Run Experience
Enhancements to Excel Add-in
Analyze, Group, and Pivot Data on Queries Using Multiple Tabs
Discover Report and Data Analysis Content Easily
Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory
Data Loads Faster in the Server
Faster Application Scenarios
Pages Load Faster in Client
Performance Gain Reducing Locks in the Database
Add Existing Table Fields to Optimize Your Pages
Get to Data Search From Anywhere in Business Central
Distinguish Browser Tabs When Multitasking
Share Readable Deep Links to Pages and Records
Manage User Expectations with Selection Context-Based Actions
Peek at Summarized Data From Editable Fields
Search for Pages and Data in the Mobile App
Use Actions to Navigate or Fix Errors From Inline Validation Dialog
Updates to the Release Plan
Power Pages Support via Business Central Virtual Tables on Dataverse
Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales
Consolidated Power Automate Flow Creation from Business Central Templates
Get List of Companies Using Business Central Connector in Power Automate
Simplified Power Automate Approval Flow Experience
Create Power Automate Flows that Dynamically Support Different Companies
Business Central Virtual Tables Fully Supported on Microsoft Dataverse
Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse
Include Only Open Entries on Customer Statements
Adjust Exchange Rates Easily, Replace the Built-in Batch Job
More Control Over General Journal Approvals
Use Different General Ledger Accounts for Payables, Receivables
Add More Columns to Pages for Better Insight
Availability Overview Helps You Calculate Quantities in Your Warehouse
Block Item Variants
Identify and Track Items Easier with Item References
Improved Processes for Inventory Counts and Adjustments
Navigate Easier Between Order, Receipt, and Invoice Documents
Print and Scan Barcodes
Receive More Items Than Ordered by Using Inventory Put-away Documents
Generate a Customer Statement Only With Open Entries
Responsibility Centers Are Supported for Advance Payments in Czechia
Easier Management of System Application Permissions
Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace
Find All References Now Works on Triggers, System Methods, and Trigger Events
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Hover Over Label Variable to See Text String Value
Set New Output Folder Setting for Storing App Files at AL Project Build
Choose Between More Sampling Intervals for Snapshot and In-client Profiling
Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console
Get Smarter Method Signature Recommendations in IntelliSense
Set the Default Folder Location for New AL Projects
Track Source and Build Metadata on Extensions
Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed
Document Your Extensions With the ALDoc Tool for Partners
Segment AL Code and Reduce Naming Conflicts with Namespaces
Show List of Keys While Working on AL Code
Use the AL Language Extension for Linux in Preview
Provide Queries for Users to do Ad Hoc Data Analysis Across Tables
Add a New FieldGroup to an Existing Table
Add Teaching Tooltips on Queries and Report Request Pages
Get Syntax Highlighting for AL in Azure DevOps
Sell Business Central Apps Through AppSource
AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers
Extend General Ledger Posting Aggregations
Define multi-worksheet datasets for Excel reports
Include or Exclude Tables From Cloud Migration
Delete Data from Uninstalled Extensions as an Admin
Automatically Update AppSource Apps With Minor Updates
Transfer Environments Between Microsoft Entra Tenants
Control Partner Access Per Environment
Use Drop Shipments for Triangular Intrastat Trade
Start Faster with Refreshed and Enhanced Setup Data
VAT Posting in General Ledger Setup
Demo Tool and Data for Service Scenarios
Analyze, Group, and Pivot Data on Lists
Share a Data Analysis With a Co-worker
Synchronize Multiple Business Central Companies With the Same Dataverse Environment
New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput
Service-to-Service Apps and Device License Users Can Schedule Tasks
Mark Fields as Read-only When Customizing UI
Scan barcodes with Business Central mobile app for iOS and Android
Access Worksheet Pages From Mobile Phones
Use Virtual Tables to Expose More Business Central Data in Dataverse
Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry
Use General Ledger Account Revaluation for More Accurate Financial Statements
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Chat with Copilot
Improved Data Upgrade Troubleshooting for Dynamics GP Migration
Retain Permissions When Enabling Cloud Migration
Detect Invalid Cloud Migration Configurations with Proactive Warnings
Multiple VAT Numbers per Customer

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Get to Data Search From Anywhere in Business Central

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The second of the new functionality in the User experiences section is get to data search from anywhere in Business Central.

Office workers spend up to 20 percent of their working time searching for information. Finding specific information in a timely manner across different areas of a business management solution often requires tailored queries within its different parts. Because the volume of data constantly increases, it becomes increasingly important to get relevant content fast. Business Central lets you search across all data that’s relevant for your role, and not just business transactions. The most relevant results show first, which saves valuable time and lets you focus on higher-value tasks.

Enabled for: Users, automatically
Public Preview: Oct 2023
General Availability: –

Feature Details

You can start a search directly from the Tell Me dialog by using the Alt+Q shortcut key combination from anywhere in Business Central. To search for data, enter one or more keywords in Tell Me. Or, when you run Tell Me in the context of an editable page, it will automatically search for the value in the currently selected field.

Shows search for company data in Tell Me run from the context of currently selected field on page

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Get to Data Search From Anywhere in Business Central”

Regular Expression to Recognise Item Number Format in Continia Software’s Document Capture

Microsoft Dynamics 365 Business CentralI was doing some work for a client helping them implement Continia Software’s Document Management solution; this is a widely used extension for Microsoft Dynamics 365 Business Central which scans invoices, and other documents, and uses OCR (Object Character Recognition) to match the scanned invoice with the Business Central transaction.

While preparing for a training session, I discovered that one of the supplier invoices was not being read correctly; there was an Product Code heading followed by rows of item numbers, below which was the payment terms just outside of the lines table which was being picked up as an item number.

Fortunately, Document Capture allows you to add Rules to fields with which we could stop it reading the payment terms.

The item numbers in this case all followed a pattern which was fairly similar. Below are examples of the two formats of item number used by the supplier:

  • AA1 – two letters followed by up to three numbers.
  • AA1A – two letters followed by up to three numbers followed by a letter.

The rules allowed by Document Capture use regular expressions (commonly shortened to “regex”), which are a sequence of characters which specifies a match pattern in text.

The regex required for this supplier invoice is as below:

[A-Z]{2}[0-9]{1,2,3}[A-Z]{0,1,2}

To break this down:

  • [A-Z]{2} – two alpha characters.
  • [0-9]{1,2,3} – between 1 and 3 digits.
  • [A-Z]{0,1,2} – none or between 1 and 2 alpha characters..

Once we put the rule in place and clicked Recognise Fields button on the action bar, the invoice was correctly read and the payment terms were no longer read as items.

As I say, I am not a regex expert and while the above does work, I’d be happy if anyone has any suggestions to make it more efficient.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Add Existing Table Fields to Optimize Your Pages

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The first of the new functionality in the User experiences section is add existing table fields to optimize your pages.

The Microsoft Cloud empowers SMBs to adapt quickly to changing conditions. Each line of business often needs to optimize for data entry and data insights by customizing which fields are displayed and relevant for the organization. Business Central already provides a rich toolbox to hide, show, or move various UI elements. Now, Microsoft are also unlocking table fields so that administrators, department owners, and partner consultants can easily and immediately add them to their pages without having to develop code extensions. By adding existing table fields to a page, customers can self-serve and reduce time to value while cutting implementation costs. Conversely, this frees up time for pro developers to focus on more rewarding implementations.

Enabled for: Users by admins, makers, or analysts
Public Preview: Oct 2023
General Availability: –

Feature Details

From the Business Central web client, you can:

  • Customize per role: Role-tailor Business Central by choosing which user profile to customize from the Profiles list page. Roll out minor customizations immediately in production, or start safely in a sandbox environment to get feedback from your users and roll out the change to production at the right time.
  • Get access to more fields: Apart from the recommended fields that are already shown or hidden on the page, choose from additional fields that originate from the source table that powers that page, including fields from table extensions. Search, filter, or use tooltips to learn more about each field before displaying it on the page.
  • Add to all the right places: Drag and drop fields from the field management pane to a precise location on the page canvas, or click to scroll it into view or show the suggested place where it could be added on any type of page, such as card pages or lists. Adjust the content around them for an optimal experience.
  • Start using fields immediately: Changes come into effect immediately once you finish customizing a user profile. Users assigned that profile will be able to view or edit the field value depending on the page context.

This feature is initially in preview and subject to change. This feature isn’t intended for creating new fields on tables and will still require developer support when used to add complex, existing table fields.

My Opinion

It’s not clear how this is different to the current page personalisation which is available?

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
Change Modification Limits for Triggering Flows and Bulk Updates
Support Business Events in Business Central Connector for Power Automate
Enable Specific Virtual Tables When You Connect to Dataverse
Get Control Over How to View Power BI Embedded Content
Availability Overview Helps You Calculate Quantities in Your Warehouse
Configure The Right Level of Handling For Different Warehouse Operations
Do financial Consolidations Across Environments in Multicompany Setups
Edit in Excel on Item Journals and Warehouse Worksheets
Get More Productive While Approving Time Sheets
Get More Productive While Entering Time Sheets
Include Approvals for Intercompany General Journals in Your Workflows
Make Intercompany Transactions Across Business Central Environments
Suggest the Next Step For Sales and Production Orders
Sync Document and Posting Dates for Sales and Purchases
Troubleshoot Shopify Integration Issues
Usability Improves for Warehouse, Inventory, and Tracking
Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations
Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently
Complete Bank Account Reconciliation Faster With Copilot
Get Marketing Text Suggestions with Copilot
New Design for Report Language and Region Settings
Advance Payment and a Posting Preview of Tax Documents – Czechia
Direct Transfer – Czechia
E-submission of VAT Return in Denmark
Iceland Localization App – Delocalization
Intercompany Posting Cues to the Accountant Role Center – Czechia
New Intrastat – Czechia
Registration and Notification Functionality for Denmark
E-invoicing with NemHandel in Denmark
Supporting More Countries and Regions
Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions
Turn Off Data Analysis Mode on Pages and Queries
Turn Off Indexes as a Partner
Use the Built-in Rich Text Editor to Enter Data
Assign More Granular Administration Rights
Improved Update Release Processes
Cancel Cloud Migration Replication Runs
Digital Vouchers
E-documents Core as a Global Solution
Large Companies to Report Payment Times
Modify Texts on the Welcome Banner and Skip Banner Intro State
Set Initial Role Before First Sign-in for a Better First-Run Experience
Enhancements to Excel Add-in
Analyze, Group, and Pivot Data on Queries Using Multiple Tabs
Discover Report and Data Analysis Content Easily
Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory
Data Loads Faster in the Server
Faster Application Scenarios
Pages Load Faster in Client
Performance Gain Reducing Locks in the Database
Add Existing Table Fields to Optimize Your Pages
Get to Data Search From Anywhere in Business Central
Distinguish Browser Tabs When Multitasking
Share Readable Deep Links to Pages and Records
Manage User Expectations with Selection Context-Based Actions
Peek at Summarized Data From Editable Fields
Search for Pages and Data in the Mobile App
Use Actions to Navigate or Fix Errors From Inline Validation Dialog
Updates to the Release Plan
Power Pages Support via Business Central Virtual Tables on Dataverse
Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales
Consolidated Power Automate Flow Creation from Business Central Templates
Get List of Companies Using Business Central Connector in Power Automate
Simplified Power Automate Approval Flow Experience
Create Power Automate Flows that Dynamically Support Different Companies
Business Central Virtual Tables Fully Supported on Microsoft Dataverse
Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse
Include Only Open Entries on Customer Statements
Adjust Exchange Rates Easily, Replace the Built-in Batch Job
More Control Over General Journal Approvals
Use Different General Ledger Accounts for Payables, Receivables
Add More Columns to Pages for Better Insight
Availability Overview Helps You Calculate Quantities in Your Warehouse
Block Item Variants
Identify and Track Items Easier with Item References
Improved Processes for Inventory Counts and Adjustments
Navigate Easier Between Order, Receipt, and Invoice Documents
Print and Scan Barcodes
Receive More Items Than Ordered by Using Inventory Put-away Documents
Generate a Customer Statement Only With Open Entries
Responsibility Centers Are Supported for Advance Payments in Czechia
Easier Management of System Application Permissions
Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace
Find All References Now Works on Triggers, System Methods, and Trigger Events
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Hover Over Label Variable to See Text String Value
Set New Output Folder Setting for Storing App Files at AL Project Build
Choose Between More Sampling Intervals for Snapshot and In-client Profiling
Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console
Get Smarter Method Signature Recommendations in IntelliSense
Set the Default Folder Location for New AL Projects
Track Source and Build Metadata on Extensions
Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed
Document Your Extensions With the ALDoc Tool for Partners
Segment AL Code and Reduce Naming Conflicts with Namespaces
Show List of Keys While Working on AL Code
Use the AL Language Extension for Linux in Preview
Provide Queries for Users to do Ad Hoc Data Analysis Across Tables
Add a New FieldGroup to an Existing Table
Add Teaching Tooltips on Queries and Report Request Pages
Get Syntax Highlighting for AL in Azure DevOps
Sell Business Central Apps Through AppSource
AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers
Extend General Ledger Posting Aggregations
Define multi-worksheet datasets for Excel reports
Include or Exclude Tables From Cloud Migration
Delete Data from Uninstalled Extensions as an Admin
Automatically Update AppSource Apps With Minor Updates
Transfer Environments Between Microsoft Entra Tenants
Control Partner Access Per Environment
Use Drop Shipments for Triangular Intrastat Trade
Start Faster with Refreshed and Enhanced Setup Data
VAT Posting in General Ledger Setup
Demo Tool and Data for Service Scenarios
Analyze, Group, and Pivot Data on Lists
Share a Data Analysis With a Co-worker
Synchronize Multiple Business Central Companies With the Same Dataverse Environment
New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput
Service-to-Service Apps and Device License Users Can Schedule Tasks
Mark Fields as Read-only When Customizing UI
Scan barcodes with Business Central mobile app for iOS and Android
Access Worksheet Pages From Mobile Phones
Use Virtual Tables to Expose More Business Central Data in Dataverse
Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry
Use General Ledger Account Revaluation for More Accurate Financial Statements
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Chat with Copilot
Improved Data Upgrade Troubleshooting for Dynamics GP Migration
Retain Permissions When Enabling Cloud Migration
Detect Invalid Cloud Migration Configurations with Proactive Warnings
Multiple VAT Numbers per Customer

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Performance Gain Reducing Locks in the Database

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fifth of the new functionality in the Service and platform section is performance gain reducing locks in the database.

Microsoft will minimize the use of database locks when running business logic. This will benefit all usage scenarios, both for web service integrations, background jobs, and interactive sessions.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

In this release, Microsoft will optimize this very central part of the data stack in the Business Central server:

  • Change the default locking behavior in AL from SerializedRead to ReadCommitted.

My Opinion

I don’t think I’ve encountered locking issues with Business Central, but this sounds like it can only be a good thing.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
Change Modification Limits for Triggering Flows and Bulk Updates
Support Business Events in Business Central Connector for Power Automate
Enable Specific Virtual Tables When You Connect to Dataverse
Get Control Over How to View Power BI Embedded Content
Availability Overview Helps You Calculate Quantities in Your Warehouse
Configure The Right Level of Handling For Different Warehouse Operations
Do financial Consolidations Across Environments in Multicompany Setups
Edit in Excel on Item Journals and Warehouse Worksheets
Get More Productive While Approving Time Sheets
Get More Productive While Entering Time Sheets
Include Approvals for Intercompany General Journals in Your Workflows
Make Intercompany Transactions Across Business Central Environments
Suggest the Next Step For Sales and Production Orders
Sync Document and Posting Dates for Sales and Purchases
Troubleshoot Shopify Integration Issues
Usability Improves for Warehouse, Inventory, and Tracking
Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations
Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently
Complete Bank Account Reconciliation Faster With Copilot
Get Marketing Text Suggestions with Copilot
New Design for Report Language and Region Settings
Advance Payment and a Posting Preview of Tax Documents – Czechia
Direct Transfer – Czechia
E-submission of VAT Return in Denmark
Iceland Localization App – Delocalization
Intercompany Posting Cues to the Accountant Role Center – Czechia
New Intrastat – Czechia
Registration and Notification Functionality for Denmark
E-invoicing with NemHandel in Denmark
Supporting More Countries and Regions
Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions
Turn Off Data Analysis Mode on Pages and Queries
Turn Off Indexes as a Partner
Use the Built-in Rich Text Editor to Enter Data
Assign More Granular Administration Rights
Improved Update Release Processes
Cancel Cloud Migration Replication Runs
Digital Vouchers
E-documents Core as a Global Solution
Large Companies to Report Payment Times
Modify Texts on the Welcome Banner and Skip Banner Intro State
Set Initial Role Before First Sign-in for a Better First-Run Experience
Enhancements to Excel Add-in
Analyze, Group, and Pivot Data on Queries Using Multiple Tabs
Discover Report and Data Analysis Content Easily
Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory
Data Loads Faster in the Server
Faster Application Scenarios
Pages Load Faster in Client
Performance Gain Reducing Locks in the Database
Add Existing Table Fields to Optimize Your Pages
Get to Data Search From Anywhere in Business Central
Distinguish Browser Tabs When Multitasking
Share Readable Deep Links to Pages and Records
Manage User Expectations with Selection Context-Based Actions
Peek at Summarized Data From Editable Fields
Search for Pages and Data in the Mobile App
Use Actions to Navigate or Fix Errors From Inline Validation Dialog
Updates to the Release Plan
Power Pages Support via Business Central Virtual Tables on Dataverse
Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales
Consolidated Power Automate Flow Creation from Business Central Templates
Get List of Companies Using Business Central Connector in Power Automate
Simplified Power Automate Approval Flow Experience
Create Power Automate Flows that Dynamically Support Different Companies
Business Central Virtual Tables Fully Supported on Microsoft Dataverse
Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse
Include Only Open Entries on Customer Statements
Adjust Exchange Rates Easily, Replace the Built-in Batch Job
More Control Over General Journal Approvals
Use Different General Ledger Accounts for Payables, Receivables
Add More Columns to Pages for Better Insight
Availability Overview Helps You Calculate Quantities in Your Warehouse
Block Item Variants
Identify and Track Items Easier with Item References
Improved Processes for Inventory Counts and Adjustments
Navigate Easier Between Order, Receipt, and Invoice Documents
Print and Scan Barcodes
Receive More Items Than Ordered by Using Inventory Put-away Documents
Generate a Customer Statement Only With Open Entries
Responsibility Centers Are Supported for Advance Payments in Czechia
Easier Management of System Application Permissions
Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace
Find All References Now Works on Triggers, System Methods, and Trigger Events
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Hover Over Label Variable to See Text String Value
Set New Output Folder Setting for Storing App Files at AL Project Build
Choose Between More Sampling Intervals for Snapshot and In-client Profiling
Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console
Get Smarter Method Signature Recommendations in IntelliSense
Set the Default Folder Location for New AL Projects
Track Source and Build Metadata on Extensions
Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed
Document Your Extensions With the ALDoc Tool for Partners
Segment AL Code and Reduce Naming Conflicts with Namespaces
Show List of Keys While Working on AL Code
Use the AL Language Extension for Linux in Preview
Provide Queries for Users to do Ad Hoc Data Analysis Across Tables
Add a New FieldGroup to an Existing Table
Add Teaching Tooltips on Queries and Report Request Pages
Get Syntax Highlighting for AL in Azure DevOps
Sell Business Central Apps Through AppSource
AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers
Extend General Ledger Posting Aggregations
Define multi-worksheet datasets for Excel reports
Include or Exclude Tables From Cloud Migration
Delete Data from Uninstalled Extensions as an Admin
Automatically Update AppSource Apps With Minor Updates
Transfer Environments Between Microsoft Entra Tenants
Control Partner Access Per Environment
Use Drop Shipments for Triangular Intrastat Trade
Start Faster with Refreshed and Enhanced Setup Data
VAT Posting in General Ledger Setup
Demo Tool and Data for Service Scenarios
Analyze, Group, and Pivot Data on Lists
Share a Data Analysis With a Co-worker
Synchronize Multiple Business Central Companies With the Same Dataverse Environment
New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput
Service-to-Service Apps and Device License Users Can Schedule Tasks
Mark Fields as Read-only When Customizing UI
Scan barcodes with Business Central mobile app for iOS and Android
Access Worksheet Pages From Mobile Phones
Use Virtual Tables to Expose More Business Central Data in Dataverse
Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry
Use General Ledger Account Revaluation for More Accurate Financial Statements
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Chat with Copilot
Improved Data Upgrade Troubleshooting for Dynamics GP Migration
Retain Permissions When Enabling Cloud Migration
Detect Invalid Cloud Migration Configurations with Proactive Warnings
Multiple VAT Numbers per Customer

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Pages Load Faster in Client

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fourth of the new functionality in the Service and platform section is pages load faster in client.

By optimizing the opening of most page types in the client, you’ll find that the Business Central client is swift and responsive.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

In this release, Microsoft optimize two essential areas of the Business Central client:

  • Opening a new tab.
  • Rendering the navigation bar and action bar on all pages.

My Opinion

This is a feature which will be popular with clients; on a couple of the projects on which I have recently worked, there have been complaints that the system is a lot slower than their old on-premises solution. This is, unfortunately, the nature of a cloud offering, which are never as fast as a well-maintained on-premises solution.

I’ll be interested in seeing the performance improvement offered by this new feature when it comes available and, as log as it lives up to its promise, I’m sure clients will be happier.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
Change Modification Limits for Triggering Flows and Bulk Updates
Support Business Events in Business Central Connector for Power Automate
Enable Specific Virtual Tables When You Connect to Dataverse
Get Control Over How to View Power BI Embedded Content
Availability Overview Helps You Calculate Quantities in Your Warehouse
Configure The Right Level of Handling For Different Warehouse Operations
Do financial Consolidations Across Environments in Multicompany Setups
Edit in Excel on Item Journals and Warehouse Worksheets
Get More Productive While Approving Time Sheets
Get More Productive While Entering Time Sheets
Include Approvals for Intercompany General Journals in Your Workflows
Make Intercompany Transactions Across Business Central Environments
Suggest the Next Step For Sales and Production Orders
Sync Document and Posting Dates for Sales and Purchases
Troubleshoot Shopify Integration Issues
Usability Improves for Warehouse, Inventory, and Tracking
Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations
Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently
Complete Bank Account Reconciliation Faster With Copilot
Get Marketing Text Suggestions with Copilot
New Design for Report Language and Region Settings
Advance Payment and a Posting Preview of Tax Documents – Czechia
Direct Transfer – Czechia
E-submission of VAT Return in Denmark
Iceland Localization App – Delocalization
Intercompany Posting Cues to the Accountant Role Center – Czechia
New Intrastat – Czechia
Registration and Notification Functionality for Denmark
E-invoicing with NemHandel in Denmark
Supporting More Countries and Regions
Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions
Turn Off Data Analysis Mode on Pages and Queries
Turn Off Indexes as a Partner
Use the Built-in Rich Text Editor to Enter Data
Assign More Granular Administration Rights
Improved Update Release Processes
Cancel Cloud Migration Replication Runs
Digital Vouchers
E-documents Core as a Global Solution
Large Companies to Report Payment Times
Modify Texts on the Welcome Banner and Skip Banner Intro State
Set Initial Role Before First Sign-in for a Better First-Run Experience
Enhancements to Excel Add-in
Analyze, Group, and Pivot Data on Queries Using Multiple Tabs
Discover Report and Data Analysis Content Easily
Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory
Data Loads Faster in the Server
Faster Application Scenarios
Pages Load Faster in Client
Performance Gain Reducing Locks in the Database
Add Existing Table Fields to Optimize Your Pages
Get to Data Search From Anywhere in Business Central
Distinguish Browser Tabs When Multitasking
Share Readable Deep Links to Pages and Records
Manage User Expectations with Selection Context-Based Actions
Peek at Summarized Data From Editable Fields
Search for Pages and Data in the Mobile App
Use Actions to Navigate or Fix Errors From Inline Validation Dialog
Updates to the Release Plan
Power Pages Support via Business Central Virtual Tables on Dataverse
Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales
Consolidated Power Automate Flow Creation from Business Central Templates
Get List of Companies Using Business Central Connector in Power Automate
Simplified Power Automate Approval Flow Experience
Create Power Automate Flows that Dynamically Support Different Companies
Business Central Virtual Tables Fully Supported on Microsoft Dataverse
Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse
Include Only Open Entries on Customer Statements
Adjust Exchange Rates Easily, Replace the Built-in Batch Job
More Control Over General Journal Approvals
Use Different General Ledger Accounts for Payables, Receivables
Add More Columns to Pages for Better Insight
Availability Overview Helps You Calculate Quantities in Your Warehouse
Block Item Variants
Identify and Track Items Easier with Item References
Improved Processes for Inventory Counts and Adjustments
Navigate Easier Between Order, Receipt, and Invoice Documents
Print and Scan Barcodes
Receive More Items Than Ordered by Using Inventory Put-away Documents
Generate a Customer Statement Only With Open Entries
Responsibility Centers Are Supported for Advance Payments in Czechia
Easier Management of System Application Permissions
Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace
Find All References Now Works on Triggers, System Methods, and Trigger Events
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Hover Over Label Variable to See Text String Value
Set New Output Folder Setting for Storing App Files at AL Project Build
Choose Between More Sampling Intervals for Snapshot and In-client Profiling
Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console
Get Smarter Method Signature Recommendations in IntelliSense
Set the Default Folder Location for New AL Projects
Track Source and Build Metadata on Extensions
Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed
Document Your Extensions With the ALDoc Tool for Partners
Segment AL Code and Reduce Naming Conflicts with Namespaces
Show List of Keys While Working on AL Code
Use the AL Language Extension for Linux in Preview
Provide Queries for Users to do Ad Hoc Data Analysis Across Tables
Add a New FieldGroup to an Existing Table
Add Teaching Tooltips on Queries and Report Request Pages
Get Syntax Highlighting for AL in Azure DevOps
Sell Business Central Apps Through AppSource
AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers
Extend General Ledger Posting Aggregations
Define multi-worksheet datasets for Excel reports
Include or Exclude Tables From Cloud Migration
Delete Data from Uninstalled Extensions as an Admin
Automatically Update AppSource Apps With Minor Updates
Transfer Environments Between Microsoft Entra Tenants
Control Partner Access Per Environment
Use Drop Shipments for Triangular Intrastat Trade
Start Faster with Refreshed and Enhanced Setup Data
VAT Posting in General Ledger Setup
Demo Tool and Data for Service Scenarios
Analyze, Group, and Pivot Data on Lists
Share a Data Analysis With a Co-worker
Synchronize Multiple Business Central Companies With the Same Dataverse Environment
New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput
Service-to-Service Apps and Device License Users Can Schedule Tasks
Mark Fields as Read-only When Customizing UI
Scan barcodes with Business Central mobile app for iOS and Android
Access Worksheet Pages From Mobile Phones
Use Virtual Tables to Expose More Business Central Data in Dataverse
Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry
Use General Ledger Account Revaluation for More Accurate Financial Statements
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Chat with Copilot
Improved Data Upgrade Troubleshooting for Dynamics GP Migration
Retain Permissions When Enabling Cloud Migration
Detect Invalid Cloud Migration Configurations with Proactive Warnings
Multiple VAT Numbers per Customer