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 15th of the new functionality in the Application section is see improved usability for service and projects.
Productivity increases when processes are easy, so Microsoft have improved the usability of several areas within project and service management. For both projects and services, to make it a bit faster to get to information, Microsoft have added fields and actions on several pages.
Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024
Feature Details
Based on feedback from Microsoft customers, Microsoft have made it easier to complete several business processes in projects and service management.
To speed up the process of creating invoices for projects, Microsoft have added the Create Project Sales Invoice action to the Project Card page. Now you can create invoices without having to leave the project information. Additionally, Microsoft have made it faster to access and work with details about projects by adding the following actions to the Project List page:
- Assembly Orders
- Put-away, Pick, and Movement Lines
- Registered Pick Lines
- Project WIP Cockpit
Microsoft have also done some renaming in projects. The Project WIP page is now named Project WIP Cockpit, which makes it easier to distinguish it from other Project WIP pages and actions.
To improve service management features, Microsoft have added some useful fields to several pages. The addition of the Customer Name field on the Service Items page lets you identify the customers that use the items. Also, to make it easier to find records by searching for your reference numbers, Microsoft have added the Your Reference field to the following pages:
- Service Invoice
- Service Orders
- Service Quotes
- Posted Service Invoice
- Posted Service Invoices
Microsoft have streamlined the Make order process for both service and sales. When you convert a service quote into an order, you’re prompted to open the newly created service order and process it.
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