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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Create Product Information Faster with Copilot

Friday 9th Aug 2024Monday 12th Aug 2024 Ian Grieve4 minute read0 comment

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 4th of the new functionality in the Copilot and AI innovation section is create product information faster with Copilot.

In a business landscape that changes fast, companies often need to evolve the portfolio of products they sell. Whether it’s adding new products, changing existing products, or adding entire new product lines and categories, it’s often time consuming to create and manage product (item) information. Copilot can significantly reduce this effort and accelerate the time to market for new products, which means you have more time to focus on what matters most, your business.

Enabled for: Users, automatically
Public Preview: Oct 2024
General Availability: –

Feature Details

Because product (item) information is spread out across several pages, creating and managing this information can be a time-consuming task. The effort involves looking up information based on existing items, pasting values, and ensuring the new product is ready to transact. Creating variants, dimensions, units of measure, and other item-related information also takes time that delays market readiness for new products.

Copilot can help you add items by reusing information from similar items. Copilot can suggest the following information:

Variants
Units of Measure
Substitutions
Dimensions

When you manage product information, Copilot can assist by suggesting data from similar products (items). Copilot assistance not only reduces the time it takes to create a product, but it also ensures that your products are ready to transact faster than ever before.

Note

This feature is available as a production-ready preview for production and sandbox environments in any country localization. Production-ready previews are subject to supplemental terms of use. For more information, go to Supplemental terms of use for Dynamics 365 preview.
This feature is supported in English only. While it can be used in other languages, it may not function as intended. Language quality may vary based on the user’s interaction or system settings which may impact accuracy and the user experience.
AI-generated content might be incorrect.

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Complete Bank Account Reconciliation Faster with Copilot

Friday 9th Aug 2024Monday 12th Aug 2024 Ian Grieve3 minute read0 comment

The 3rd of the new functionality in the Copilot and AI innovation section is complete bank account reconciliation faster with Copilot.

Bookkeepers in SMB organizations need to import bank statements and reconcile transactions with their bank ledger entries, making sure all transactions are accounted for. While Business Central already reduces effort through rule-based transaction matching, the residual work to process the unmatched transactions every week remains cumbersome and quickly accrues to lost workdays. Copilot reduces bookkeeping effort by matching more transactions and suggesting G/L accounts to post the remaining transactions.

Enabled for: Users, automatically
Public Preview: Nov 9, 2023
General Availability: Oct 2024

Feature Details

The bank account reconciliation feature in Business Central has been enhanced with:

AI-powered transaction matching that complements rule-based matching and further reduces the remaining unmatched transactions that require review.
AI-powered G/L account suggestions where Copilot suggests the most likely ledger account to post any residual transactions to and offers the opportunity to remember a specific transaction description for the next reconciliation.
Built-in demo data for evaluation companies that makes it easier to experience and demonstrate this Copilot capability to others. Demo data is available in English with 23.1 and other languages with 23.2.

Reconcile with Copilot, a new AI-powered action on the Bank account reconciliation list page

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Complete Bank Account Reconciliation Faster with Copilot”

In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record

Friday 9th Aug 2024Wednesday 17th Jul 2024 Ian Grieve2 minute read0 comment

This article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of triggers available in Power Automate for Business Central which allow flows to be started. In this small seris, I am going to take a look at creating a flow for each of the triggers.

The first trigger which is available is the For a selected record (V3). This trigger is used for instant flows, which are initiated by users pressing a button.

In the Power Automate portal create a new instant cloud flow; enter a Flow name and, in the list of triggers, select For a selected record (V3); click Create: