New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Chat with Copilot

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 9th of the new functionality in the Copilot and AI innovation section is chat with Copilot.

For Microsoft’s 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, automatically
Public Preview: Apr 2024
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, tell 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?"

Watch the video

The new chat pane sits alongside your data in Business Central

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: View Incoming Documents in Archived Quotes and Orders

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 26th of the new functionality in the Application section is view incoming documents in archived quotes and orders.

The ability to view incoming documents added to sales and purchase quotes and orders, even after they are archived, enhances your document management efficiency, ensures seamless access to critical information, supports informed decisions, and reduces administrative overhead.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

After you archive purchase and sales quotes and orders, either manually or automatically, the archived version of those documents contains the incoming document you attached before you archived them.

For example, let’s say you attached an incoming document to a purchase order, and then fully received and invoiced the order.

Shows purchase order with No. of Archived Versions field and Incoming Document FactBox highlighted

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Working with Power Automate Child Flows: Change Run Only Users For Child Flow

Power AutomateThis article is part of the Working with Power Automate Child Flows series and of the larger Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

After creating a child flow, there is one setting in the flow which needs to be set. This is to change the Run only users setting. Do this, by opening the flow to see the details and clicking the Edit button in the Run only users box in the lower right corner of the page:

Child flow detail page with Run only users section ringed

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