Month: November 2023

This 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 eleventh of the new functionality in the Governance and Administration section is Retain permissions when enabling cloud migration.

Keeping permissions during cloud migration provides greater flexibility and convenience for users and certain operations that work with data.

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

Feature Details

Microsoft are introducing a new option to the cloud migration tooling for Dynamics 365 Business Central that allows users to retain their current permissions while you migrate data to the cloud. This option is useful in the following scenarios:

• You want to move additional data into live environments for Dynamics GP migration. Note that migration from Business Central on-premises to live cloud environments isn’t officially supported.
• You want to use service-to-service (S2S) authentication during the cloud migration.

By default, user permissions are replaced with the Intelligent Cloud permission set, which means only users with SUPER permissions have access to modify data while an environment is under replication. This behavior ensures data integrity and security during the migration process. However, you may want some users to keep their original permissions, for various reasons. For example, you may want users to continue working on your data while it is being replicated, or you may want to use S2S apps that require specific permissions.

To enable this option, you need to run a new action called Enable/Disable Removing Permissions from Users before you set up the cloud migration. This action will preserve your current user permissions when you set up cloud migration. You can find this action on the Cloud Migration Management page, in the Actions menu.

This 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 tenth of the new functionality in the Governance and Administration section is Improved data upgrade troubleshooting for Dynamics GP migration.

Troubleshoot data upgrade for Dynamics GP migrations with ease and accuracy.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Dec 2023

Feature Details

Microsoft have’ve improved the cloud migration tooling for Dynamics 365 Business Central to make it easier to troubleshoot data upgrade issues for migrations from Dynamics GP. This feature helps you identify and resolve errors that occur during the data upgrade process. This feature includes the following enhancements:

View a summary of all the companies that have data upgrade failures. This will help you quickly identify the ones that need your attention.
Drill down into each company and identify the exact record on which the data upgrade failed. This will help you pinpoint the root cause of the error and take appropriate actions.
Access a log of the last 100 records that successfully upgraded before the error occurred. This will help you verify the integrity of your data and resume the data upgrade process.

My Opinion

I’d be interested to know how many people have used the migration from Dynamics GP tool; my general approach would be to implement Business Central from scratch rather than migrating, and thereby allow the user to cleanse the data and make decisions about how best to setup and use Business Central.

This 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 Copilot and AI innovation section is Chat with Copilot.

For Microsoft customers, much of their workday revolves around chatting with coworkers, customers, and vendors to get insights and solve problems. Now, Dynamics 365 Copilot helps them continue the conversation in Business Central with AI-powered chat alongside their data. Copilot in Business Central transforms how people approach business applications by empowering workers to express themselves using their own language.

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

Feature Details

While in preview, Copilot will be able to assist with the following:

• Quickly find and go to your data by expressing what you’re looking for in natural language. Locate pages by name or one or more records based on their fields and constraints. For example, ask Copilot: "Show me the latest sales order for Adatum."
• Explain and guide to learn about Business Central concepts or how to accomplish tasks, based on Business Central’s extensive online documentation. For example, ask Copilot: "How do I save my list filters so that I can use them again later?"

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Chat with Copilot”

This 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 thirty-first of the new functionality in the Application section is Use currencies when posting employee transactions.

You can use general journals for employee accounts to register employee expenses and reimbursement transactions in foreign currencies, and then easily track the amounts and compare them to receipts. Leave your calculator in your desk drawer—Business Central can adjust the exchange rate for you.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: To be announced

Feature Details

When you use general journals to post transactions for employee accounts, such as when you reimburse expenses, you can use the Currency Code field to specify the currency for the transactions. Specifying a currency lets you use the same features as when you register transactions in the customer and vendor ledgers. For example, employees can register an expense in euros but get paid in dollars.

To ensure that the exchange rate for the amounts is up to date, you can adjust employee balances when you run the currency exchange rate batch job. If you want to use the exchange rate table, but settle employee balances in your local currency, you can exclude employee accounts when you adjust exchange rates.

My Opinion

This sounds like it could be quite a goods addition, but many of the clients I work with use a third party expense management system, like Continia Expense Management.

This 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 thirtieth of the new functionality in the Application section is Use standard terminology for project management.

Microsoft are making it easier to work with project accounting by aligning the terminology in the product and documentation to use terms you’d expect. Specifically, Microsoft are renaming entities that were called “jobs” to “projects.” The goal is to improve the user experience, the clarity of the documentation, and the consistency of the terminology across the application.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: To be announced

Feature Details

For a long time now, Microsoft have referred to project accounting features as “jobs,” which has caused confusion in the community because that’s not the term that people who work with project accounting expect. Microsoft are happy to announce that they’re addressing this legacy problem. To clarify the true nature and purpose of the project accounting features for various types of businesses, they’re replacing the term “job” with “project” in the user interface and documentation. For example, entities such as job tasks, job journals, and job planning lines are now project tasks, project journals, and project planning lines. The renaming won’t break existing integrations and customizations because they’re only updating the captions in the user interface and the terms in their documentation. Microsoft aren’t touching the names of the underlying table and field objects.

My Opinion

I like this change. I did some work a while ago and it was a little confusing for people that everything referred to jobs instead of projects, which was the term they were used to using. Also good, that it is just a caption change and won’t break any customisations or integrations.

This 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 location configured to use the put-away worksheet and the put-away worksheet template created, we are now able to put-away received items using the put-away worksheet.

Once the goods have been booked in through the warehouse receipt, search for and open the Put-away Worksheets page; select the put-away worksheet template in the Name field.

Click the Process » Get Warehouse Documents… below the header fields:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet”

This 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 twenty-ninth of the new functionality in the Application section is Use general ledger account revaluation for more accurate financial statements.

With a new setup on the G/L account card, you can now run G/L Revaluations for accounts with transactions in foreign currencies. This enables you to generate a more accurate financial statement with little need to keep separate spreadsheets.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: To be announced

Feature Details

If you use general ledger accounts to register balance sheet items that are denominated in foreign currencies, a revaluation of the balances is often required before you produce financial statements for your business.

Until now, most businesses have used either a bank account or a vendor account to register and track such assets and transactions. They’ve had to keep the bank or vendor account separate from others, and to make it work they’ve had to maintain an expanded setup for posting groups.

The G/L Revaluation feature simplifies revaluations. For the general ledger accounts that you use for revaluations, you can turn on a general ledger account subledger that will hold the original currency value of the transaction and any adjustments you made using the Adjust Currency Exchange Rate batch job. Balances present in local currency (LCY) are revalued, which enables you to produce a more accurate financial statement with little effort.

Posting gains and losses during a currency exchange rate adjustment follows the normal posting routine. For example, it’s done for each setup on the currency card.

My Opinion

I’ve not done too much with multicurrency in Business Central yet, but this sounds like it could be very useful.

This 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 twenty-eighth of the new functionality in the Application section is Reverse a customer and vendor ledger entry with a realized gain or loss entry.

From time to time you may need to recover from mistakes, so Microsoft have improved the features for reversing transactions to save you time both when you enter data and when you validate manual postings.

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

Feature Details

You can use the Reverse transaction action to reverse payments that were applied to entries that originated in foreign currencies and were adjusted using the Exchange Rate Adjustment batch job. The feature works for both purchases and sales.

The following is a simple scenario that illustrates how it works:

1. Post a sales invoice for a customer using a foreign currency.
2. Adjust the exchange rate for that currency.
3. Post a payment applied to the invoice.
4. Unapply and reverse the payment transaction, for example, from the Customer Ledger Entries page.

With this one-step (actually two because you must always unapply entries before you can reverse them), you can easily undo mistakes that also involve currency adjustments.

My Opinion

This looks like it will be useful for correctly reversing multicurrency entries for sales and purchasing. This is always a tricky area so it is nice to see it being enhanced.

This 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 of the new functionality in the Adapt faster with Power Platform section is Use virtual tables to expose more Business Central data in Dataverse.

Use virtual tables when you synchronize data between Business Central, Dataverse, and other Dynamics 365 apps to enhance the value of your Dynamics 365 investment. Virtual tables erase boundaries between Dynamics 365 apps and make your data accessible to users in their preferred app.

Enabled for: Users by admins, makers, or analysts
Public Preview: Mar 2024
General Availability: To be announced

Feature Details

When you synchronize data between Business Central and Dataverse, if you enable virtual tables in Business Central you can add a synthetic relationship between a synchronized entity and a virtual table. Virtual tables let you enrich the data you’ve set up to synchronize from Business Central with data you haven’t, without help from a developer.

This 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 eleventh of the new functionality in the User experiences section is Access worksheet pages from mobile phones.

Expanding access to more Business Central areas from a mobile device is essential these days as more users are choosing this way of working. Until now, you couldn’t open worksheet pages from your phone. Now you can, making it more convenient to work with Business Central from anywhere using the device of your choice.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Nov 2023
General Availability: Dec 2023

Feature Details

With this feature, we’ve enabled special, simplified access to pages of the type ‘worksheet’ from mobile phones. Previously, this page type was only available on the Business Central mobile app from tablets or desktops.

Using a method similar to document pages, worksheet pages are rendered in a simplified version that includes a shortened header section, all worksheet lines, and a footer summary section.

To edit data, simply tap on the desired area, make changes, and confirm using the save or back button. This feature allows even complex worksheet pages to be easily operated on mobile phones.

This feature requires Business Central version 23.1 or later and applies to Android phones and iPhones