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 Copilot and AI section is chat with Copilot to learn how to use installed add-on apps.

With 2024 release wave 1, Microsoft introduced chat with Copilot: a conversational experience where people can get assistance from Microsoft Copilot to find data, get unblocked, or learn new skills. Most of Microsoft’s customers install one or more ISV add-on apps from Microsoft AppSource to enhance Business Central with industry-specific solutions, localized functionality, or other critical capabilities that meet their needs. Now, Copilot in Business Central can explain and guide workers through using functionality of these add-on apps, transforming Copilot from a simple “librarian” to an in-house expert that understands your unique Business Central.

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

Feature Details

Copilot’s chat capabilities have been enhanced with the following:

• Users can ask questions about content from installed add-on apps, such as new pages, fields, and business processes.
• Copilot explains and guides based on documentation provided by the apps installed in your Business Central environment.
• The Ask Copilot icon is available in tooltips for custom fields that originate from installed apps.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Chat With Copilot To Learn How To Use Installed Add-On Apps”

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 4th of the new functionality in the Application section is post foreign currency adjustments to unrealized gain and loss accounts.

You can manage financial reporting more accurately and efficiently with this feature, providing flexibility in handling currency adjustments.

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

Feature Details

When you adjust currency exchange rates for bank accounts, you can choose to post these adjustments to realized or unrealized gain/loss accounts. This option is available on the Bank Account card in the Posting FastTab.

My Opinion

This seems to be a nice piece of additional flexibility.

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 3rd of the new functionality in the Application section is analyze subscription billing data with Power BI reports.

The new Power BI app for subscription billing data analysis provides you with comprehensive insights into your business. With detailed reports and KPIs, you can monitor critical metrics like monthly recurring revenue and net monthly recurring profit, helping you make informed decisions.

The app’s granular insights into revenue by item, customer, and salesperson optimizes your sales and marketing efforts, while tracking customer and vendor deferrals improves cash flow management. Overall, this app enhances your ability to drive your subscription business forward and improve your bottom line..

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

Feature Details

A new Power BI app has been added to help you analyze your subscription billing data.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Analyze Subscription Billing Data With Power Bi Reports”

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 2nd of the new functionality in the Application section is view item availability in Field Service work orders.

When you integrate Field Service with Business Central, technicians and dispatchers can check item availability at a specific warehouse or technician’s truck on a work order in Field Service. Having this information readily available helps businesses optimize work order scheduling, avoid unnecessary (travel) costs, and optimize their service and purchasing operations.

Enabled for: Users by admins, makers, or analysts
Public Preview: –
General Availability: Apr 2025

Feature Details

You can now integrate, configure, and customize Field Service warehouses with Business Central’s locations. To manage the synchronization of data, Microsoft have added a unidirectional (from Business Central) integration table mapping between Business Central locations and warehouses in Field Service. To use the new integration table mapping, in Business Central you must turn on the Location Mandatory toggle on the Inventory Setup page.

Business Central syncs locations with the following settings on the Location Card page:

• The Use as In-Transit toggle is turned off.
• Project Consump. Whse. Handling is different from Warehouse Pick (mandatory).
• Assm. Consump. Whse. Handling is different from Warehouse Pick (mandatory).

On the Locations and Location Card pages, you can use the Warehouse action to open a coupled location in Field Service, sync it, set up and delete couplings, and view sync logs.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: View Item Availability In Field Service Work Orders”

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 Application section is integrate Field Service with service management.

Integrating Business Central with Dynamics 365 Field Service is particularly valuable for organizations that provide regular maintenance and repair services. It offers a seamlessly integrated solution for managing service tasks, consumption, and financial transactions to benefit service technicians, service managers, and finance teams. It’s a powerful solution for managing work orders and consumption in Field Service and efficiently invoicing and fulfilling them in Business Central.

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

Feature Details

To integrate Field Service with service management features in Business Central, you must have a Premium license. When you do, on the Company Information page in Business Central, you must set the User Experience field to Premium.
You can enable the integration in the Integration Type field by selecting Project (default), Service, or Both in the following places:

• In the Set up integration to Dynamics 365 Field Service assisted setup guide.
• On the Dynamics 365 Field Service Integration Setup page.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Integrate Field Service With Service Management”

This post is part of a series on the new functionality available in Wave 1 of Microsoft Dynamics 365 Business Central 2025. There are two release waves for Business Central each year, with functionality being released over the six months of the wave.

In this series of posts, I am going to take a look at what is new with Business Central in this release wave. My understanding is the announced new functionality will become available in the six months of the wave, so not all of it will be available immediately. When posting about some new functionality, I’ll try to indicate where something will be available in April or later. Microsoft do reserve the right to withdraw announced functionality before release; when this happens, I’ll try to publish an article on the removed functionality and update the original article I published.

This series index, below (assuming you’re reading this on ), will automatically update as each post in the series goes live, so make sure you bookmark this post so you can see keep up-to-date with this series.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Series Index”

This article is part of the In Microsoft Dynamics 365 Business Central (Sales), 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.

Managing relationships between customers is a fairly usual requirement. Common scenarios are when you are dealing with multiple branches of the same company or perhaps a subsidiary. I’ve worked with systems, such as the soon to be end-of-life Microsoft Dynamics GP, which had functionality which could be used to manage these types of relationships.

The question came up from a client recently with whom I am working to implement Microsoft Dynamics 365 Business Central and they sell to multiple branches of the same company and need to manage these relationships separately, in terms of the orders they raise and from whom payment is received.

Depending on how you need to track orders and who will be paying, there are a few options for how to manage the customers in Business Central, but the functionality itself is actually very limited (there are third parties available who have enhanced the parent/child relationship functionality.

In the scenario with which I was dealing, each branch would order and receive goods, but the parent company itself would want to receive the invoices and remit payment; the client also wanted to have a single credit limit for the company, which is shared between the branches, rather than each branch having it’s own credit limit.

Fortunately, this requirement falls squarely within the functionality available in Business Central without needing to make any changes.

On the Customer Card (21) page, on the Invoicing fasttab, you can set the Bill-to Customer to another customer account; this other customer will became the default Bill-to customer on sales transactions as they are entered:

Continue reading “In Microsoft Dynamics 365 Business Central (Sales), how do I… Manage Relationships Between Customers”

Microsoft have released a preview of some of the functionality slated for Microsoft Dynamics 365 Business Central 2025 Wave 1.

The functionality has been broken down into two areas:

• AI powered business
• World class service

The functionality slated for inclusion includes:

• AI Powered Business
  • Finance:
    • Subscription billing: Automation
    • Regulatory requirements
    • Non-deductible unrealized VAT
    • E-documents: Significant enrichments (payments, reminders, e-invoice preview, etc.)
  • Supply Chain:
    • Manufacturing enhancements
    • Quality management (wave 2)
    • Subcontracting enhancements (wave 2)
    • Shopify: Sales channels and more
  • Sustainability:
    • CSRD reporting
    • Capturing emissions with Gen. Journal
    • Water and waste intensity management
    • Scope 3 emissions value chain automation
  • Generative AI:
    • Sales order agent (more countries)
    • Bookkeeper agent
    • Copilot suggests GHG emissions
    • Auto-fill fields
    • Record summary
    • Improved E-invoice matching Copilot
  • Reporting:
    • Users can create queries
    • Power BI: Cross-company reports, more reports, and new embed UI
    • Enhanced reporting for manufacturing
    • Enhanced financial reporting
    • Enhanced Report Explorer and documentation
• World-Class Service
  • Geographic Expansion:
    • Additional countries
    • Partner localization program
  • User Experience:
    • Preview attachments in web client
    • Better screen estate handling
  • Power Platform:
    • Copilot Studio can run agent actions in Business Central
  • Fundamentals:
    • Performance: Faster client rendering, more posting throughput
    • Scalability
    • Security and reliability
    • High availability
  • Efficient Development:
    • Developer tools for Copilot enhancements
    • Microsoft-managed AI resources GA
    • Move tables and fields between extensions for ISVs
    • Mock outbound web service calls
    • Use resource files in partner apps
  • Administration:
    • Flexible update management GA
    • Manage PTEs in Admin Center
    • Admin Center API automation

As we get nearer to the release of 2025 Wave 1, it will be interesting to get more information on what each of the above areas includes, but it again looks like there will be a lot of new functionality coming.