Day: October 9, 2024

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 11th of the new functionality in the Copilot and AI innovation section is raise awareness of Copilot actions on Card, Document, and ListPlus pages.

In 2024 release wave 1, the developer tools for Copilot in Business Central introduced Copilot prompt actions, a new way to draw attention to Copilot capabilities in your extensions. A prompt action is a standard action, which is rendered with greater prominence on the page, such as in a floating bar, and is connected to the Copilot brand.

In the first iteration, Business Central supported Copilot prompt actions on List, ListPart, Worksheet, and StandardDialog page types. To help with more Copilot experiences and address partner feedback, we’re now introducing support for Copilot prompt actions on Card, Document, and ListPlus page types.

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

Feature Details

You can now use Copilot prompt actions on Card, Document, and ListPlus page types to nudge users to use your Copilots on such pages. The required AL code follows the same model as when adding Copilot prompt actions to list pages.

As an example, this code adds four prompt actions to the Customer Card via a page extension, where two of the Copilot prompt actions are nested in a group.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages”

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 22nd of the new functionality in the Application section is use a default quantity of 1 for accounts on documents.

Some people prefer to enter a specific quantity on document lines, while others like to have a default value entered for them that they can overwrite. To accommodate the latter preference, Business Central lets you specify that you want lines for general ledger accounts on sales documents to have a quantity of 1 by default.

Enabled for: Users, automatically
Public Preview:  Sep 6, 2024
General Availability: Oct 2024

Feature Details

Default values on documents can speed up data entry. If you want new lines for general ledger accounts on sales and purchase documents to have a quantity of 1 by default, on the Sales & Receivables Setup and Purchase & Payables Setup pages, turn on the Default G/L Account Quantity toggle .

My Opinion

A small change, but a nice level of control for when adding purchase or sales documents using a G/L account. I can see a few clients using this, especially on the purchasing side for overhead invoices.

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 21st of the new functionality in the Application section is add extended text to project planning lines.

Add detailed, customized information to project planning lines for items, resources, standard text, and general ledger accounts. You can use extended text to communicate information about special prices, terms, or instructions for your projects with your customers, vendors, and employees.

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

Feature Details

You can extend the description for items, general ledger accounts, and resources by adding extra lines as extended text on purchase and sales documents. Now, you can add extra lines on project planning lines. You can have multiple extended texts, and automatically or manually add them to documents using criteria that gives you an extra capability to communicate important information to customers, vendors, and employees.

For example, you can automatically add a particular text, such as details about a special price, to project planning lines on all your German projects for a limited period.

To define extended text for an item

1. Open the card for an item that you want to add extended text to, and then choose the Extended Text action.
2. Choose New.
3. Fill in the Code and Description fields.
4. If you want to apply extended text only for projects in a specific language, fill in the Language Code field. To use all language codes, select the All Language Codes checkbox.
5. To limit the dates on which the extended text is used, fill in the Starting Date and Ending Date fields. The Document Date defined in the project planning line is used as a filter.
6. In the Text field, write the extended text.
7. Select the relevant checkboxes for the document types where you want the extended text printed. To include projects, select Projects on the Sales FastTab.
8. Close the page.

You can activate the Automatic Ext. Texts to automatically add an extended text on sales, purchases, or project documents for an item. You can also add the extended text to documents manually.

To add an extended item text on a project planning line

1. Open a project, and then choose a project task with a line for an item that has extended text.
2. Select the line, and then choose the Insert Ext. Text action.