Month: September 2023

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In the last article in this series, I covered how to configure the bin contents and mentioned that when you do that process you can set a default bin for each item; if you don’t set a default bin for an item, the first time the item is put-away, the default bin will be set to the selected bin.

If you want to pre-set or change the default site, this can be done through the Bin Contents window, which you can find through the search function.

You can set a Location Filter at the top of the page; the Default column will be marked for the current default for an item. To change the default, you will first need to unmark the existing default and mark the new one:

Bin Contents page

note Default Bin for an Item

If a default bin for items is not set, then when the first transaction is entered for an item, the bin used on that transaction will be set as the default.

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I…
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use

ClassicPress Plugins Available From azurecurve | Development in 2023: Widget Announcements

Ian Grieve2 minute read0 comment

ClassicPressIn this series of articles, I am going to introduce each of the plugins I have developed for ClassicPress, a hard-fork of WordPress, which was originally created to provide an alternative, yet compatible, CMS without the Gutenberg block editor.

The 54th plugin is Widget Announcements.

Widget Announcements

Announce holidays, events, achievements and notable historical figures in a widget.

Announcements can be made:

  • One off
  • Monthly
  • Annually
  • Good Friday
  • Easter Sunday
  • Easter Monday
  • Monthly on the nth day (e.g. 2nd Wednesday)
  • Annually on the nth day of the month (e.g. 4th Thursday November)

Announcements are created as a custom post type and can have details, an image and additional text after the image.

Integrates with To Twitter from azurecurve for automatic tweeting of announcement each time the announcement is made and a retweet after a specified amount of time.

Continue reading “ClassicPress Plugins Available From azurecurve | Development in 2023: Widget Announcements”

ClassicPress Plugins Available From azurecurve | Development in 2023: Username Protection

Ian Grieve1 minute read0 comment

ClassicPressIn this series of articles, I am going to introduce each of the plugins I have developed for ClassicPress, a hard-fork of WordPress, which was originally created to provide an alternative, yet compatible, CMS without the Gutenberg block editor.

The 53rd plugin is Username Protection.

URL Shortener

Remove anonymous access to usernames in ClassicPress to help mitigate brute-force attacks. For visitors who are not logged in, usernames are removed from the REST API, feeds, author pages, and prevented from exposure through other common vectors of discovery.

Continue reading “ClassicPress Plugins Available From azurecurve | Development in 2023: Username Protection”

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Faster Application Scenarios

Ian Grieve2 minute read0 comment

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 Service and platform section is faster application scenarios.

By optimizing the speed of select scenarios in the application, you experience a Business Central application that’s more swift and responsive.

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

Feature Details

This release includes optimizations for the following scenarios in the Business Central base application:

  • Running country-specific (long-running) reports.
  • Renumbering General Journal entries.
  • Validating the Sales Order Subform field for Tax Group Code.
  • Generating report 120 Aged Accounts Receivable for larger datasets.
  • Assigning serial numbers and posting reservation entries and item tracking lines.
  • Assembly-to-order processes.

My Opinion

Being a web based application means that Business Central is not as fast as an on-premises solution, so anything which can help improve speed is welcome.

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

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

With the bins now created for the location (either manually or in bulk), the bin contents can now be configured. This does not mean adding items to the system, but setting the system up to know which items will be placed in which bins.

The first step is to create a bin creation worksheet name; do this by searching for Bin Creation Worksheet Templates:

Bin Creation Worksheet Templates page showing current templates and the related action open

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents”

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Data Loads Faster in the Server

Ian Grieve2 minute read0 comment

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 Service and platform section is data loads faster in the server.

Improving the data loading speed on the server benefits all usage scenarios, including web service integrations, background jobs, and interactive sessions.

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

Feature Details

This release focuses on optimizing two essential parts of the data stack in the Business Central server:

  • The data model for table extensions.
  • The use of modern SQL datatypes for Booleans and blobs.

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 Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory

Ian Grieve3 minute read0 comment

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 first of the new functionality in the Service and platform section is get Power BI reports for reporting and data analysis on finance, sales, and inventory.

End users can get Power BI reports for reporting and data analysis on the finance, sales, and inventory areas.

KPIs in Power BI reports can be consumed with Power BI metrics to track them over time.

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

Feature Details

In each of the functional areas of sales, finance, and inventory, Microsoft will do the following:

  • Add (API) queries that can be analysed directly in the client.
  • Build Power BI reports and package them into a Power BI app that is available on AppSource.
  • Expose select queries as reports with Excel layouts.
  • Document how KPIs can be shown and tracked in a Power BI metrics scorecard, which can be embedded in the client.

My Opinion

Power BI is increasingly popular with clients, so I’m sure this enhancement will be welcome.

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: Discover Report and Data Analysis Content Easily

Ian Grieve3 minute read0 comment

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 second of the new functionality in the Reporting and data analysis section is discover report and data analysis content easily.

End users can now discover report and data analysis content, including queries, reports, and Power BI pages, by using navigational search (Tell Me) or the new report explorer page. This feature minimizes the effort of finding report and data analysis content, making it more accessible and user-friendly.

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

Feature Details

Business Central comes with many options for reporting, business intelligence (BI) dashboards, and data analysis. In this release, Microsoft aim to make this content much easier to discover for users through search and a new report explorer page.

My Opinion

It is quite difficult at times to find reports which may be relevant. Anything which makes this easier is welcome and I look forward to reviewing how this enhancement can benefit users.

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

Microsoft Dynamics 365 Business Central Developer Associate Certification Announced

Ian Grieve2 minute read1 Comment

Microsoft Dynamics 365 Business CentralMicrosoft have recently announced a new Microsoft Dynamics 365 Business Central Developer Associate certification which will be available from January 2024, via the MB-820: Microsoft Dynamics 365 Business Central Developer (beta) examination.

Business Central developers create apps that extend the solution—whether developing new modules or modifying existing ones—and are responsible for troubleshooting and debugging issues in the system. There are no prerequisites for the certification; to gain it, you just need to pass the exam.

This brings the developer role inot parity with that of the functional consultant, which already has a certification which is gained by passing the Exam MB-800: Microsoft Dynamics 365 Business Central Functional Consultant.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Analyze, Group, and Pivot Data on Queries Using Multiple Tabs

Ian Grieve4 minute read0 comment

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 Reporting and data analysis section is analyze, group, and pivot data on queries using multiple tabs.

End users and data analysts can analyse data from queries directly in the client without the need to open the page in Excel or run a report.

The ability to analyse data directly on queries raises the bar for what you can do without having to switch applications, while still allowing customers and partners to do more in report objects, Excel, Power BI, or other data analysis applications.

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

Feature Details

Analysis mode was introduced as a public preview feature in 2023 release Wave 1 as a new way of interacting with data on list pages. Instead of running reports using different options and filters, you can simply add multiple tabs that represent different tasks or views on the data. Examples could be "My customers," "Follow-up items," "Recently added vendors," "Sales statistics," or any other view you want.

In this release, Microsoft take this concept even further:

  • It’s possible to analyse data from any query the same way as on a list page.
  • From any analysis tab, you can share a link to the tab with co-workers.
  • Shared links can also be used as a click-once installation of good out-of-the-box analysis.

My Opinion

I’ve not seen the analysis mode introduced in 2023 Wave 1 yet, so I think I need to explore that in advance of this new feature becoming 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