New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Use Enhanced Customer Document Layout For Service Management

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2025 Wave 1.

The 1st of the new functionality in the Supply chain management section is use enhanced customer document layout for service management.

Businesses deal with multiple customer and vendor contacts who are responsible for different areas of operation. For example, accountants, purchasers, and warehouse staff. Because their interests typically differ, you’ll probably want to generate and send different types of documents to them. You can now save time when you send documents to different customer or vendor contacts by setting up specific contacts to use with specific documents. For example, send service invoices to accountant contacts and service orders to your customers’ purchasers.

Enabled for: Users, automatically
Public Preview: –
General Availability: Apr 2025

Feature Details

You can now populate the Document Layouts page for vendors and customers based on settings on the Report Selection page. To send specific documents to specific company contacts, choose the company contacts to use for specific document layouts.

The Document Layouts page for a customer now contains additional usage options for service quotes, orders, invoices, and credit memos.

My Opinion

This is an overdue enhancement; in almost no case have I worked with clients where they want all sales documents to go to one person. It’s good there is now flexibility around configuring this.