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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Use Improved Features for Report Documents

Monday 19th Aug 2024Saturday 20th Jul 2024 Ian Grieve3 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 6th of the new functionality in the Development section is use improved features for report documents.

Developers and power users can use more of the features that Word provides for document layouts. These improvements reduce time spent on designing layouts for documents and let more power users work with document layouts.

Enabled for: Users by admins, makers, or analysts
Public Preview: –
General Availability: Oct 2024

Feature Details

You use report documents in Business Central when you need to send a document such as a quote, order, or invoice to your customers or suppliers.

The following improvements are available for the Word layout feature:

You can use sections in Word layouts even when you use the WordMergeDataItem property. This unlocks the ability to change layout properties, such as margins, orientation (portrait or landscape), or columns inside your Word layout. Also, you can use different watermarks for different parts of the layout. For more information, go to Using sections in a Word layout.
From the Report Layouts page, you can download a Word layout template for a report. The layout template makes it easier to convert an RDL layout or a customer-supplied Word file into a Word layout for a report.
A new Word add-in lets you control conditional visibility of text, tables, or table rows/columns.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Restore Extensions if Publishing from Visual Studio Code Fails

Monday 19th Aug 2024Saturday 20th Jul 2024 Ian Grieve3 minute read0 comment

The 5th of the new functionality in the Development section is restore extensions if publishing from Visual Studio Code fails.

If publishing an extension from within Visual Studio Code fails, the publishing process tries to restore any previously installed extensions, that were uninstalled and unpublished as part of the failed publishing. If a full restore fails, the developer is informed about which extensions could be restored and which ones failed, providing the developer with a better overview.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Oct 2024
General Availability: Oct 2024

Feature Details

When deploying an extension from Visual Studio Code, which is part of a graph of installed extensions on the target environment, first level dependent extensions are uninstalled and unpublished in order to be recompiled once the extension has been deployed. However, if the deployment from Visual Studio Code fails (for example, due to a compilation issue on the server), the server is left with an incomplete graph of installed extensions. This results in unnecessary manual work to redeploy the previously installed extensions in the correct order. With this release, Visual Studio Code now tries to restore the previous extension state, removing the need for manual work in most cases

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists

In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create

Monday 19th Aug 2024Wednesday 17th Jul 2024 Ian Grieve3 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 series, I am going to take a look at creating a flow for each of the triggers.

The third trigger which is available is the When a record is created (V3). This trigger works when a record is created within Business Central, so you could, for example, send an email to a salesperson when a customer to whom they are assigned is created.

This type of flow is created as an automated flow in the Power Automate portal; enter a Flow name and search for Business Central, scroll down the list of available triggers and select When a record is created (V3). Click Create: