MADIC dynamics Knowledge Hub Webinars: How to Create a Multi-company Report in Jet Reports

MADIC dynamicsIn our most recent webinar here at MADIC dynamics, we took a look at how to create a multi-company report in Jet Reports. This is a webinar which I presented.

If you want to catch up on this webinar, you can do so here.

  1. Introduction
  2. Multi-company data in reports
  3. Multi-company by columns
  4. Multi-company by sheets
  5. Consolidation sheet using INDIRECT function
  6. Conclusion

Introduction ^

Jet Reports is a third-party add-on for Microsoft Dynamics 365 Business Central which is widely used along side Business Central. It is popular because it is very flexible, allowing reports to be created against any table in Business Central, whether from a standard or third-party table. It can be used to create both financial and operational reports.

Many of the clients I work with have multiple companies in Business Central and therefore a need for multi-company reporting.

In this webinar I took a look at the way that the Jet functions can be used to pull data from multiple companies into a single report. The webinar focused primarily on doing so using the GL function, but the same can be done with the NL function.

Multi-company data in reports ^

When you build or run a Jet Report the data, if you do nothing to override it, will come from the default company specified in the company selection on the Excel action bar:

Excel action bar showing the Settings tab of Jet Reports

Continue reading “MADIC dynamics Knowledge Hub Webinars: How to Create a Multi-company Report in Jet Reports”

New Functionality In Microsoft Power Automate 2024 Wave 2: Monitor Performance For Cloud and Desktop Flow Activities In Automation Center

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 5th of the new functionality in the Cloud flows section is monitor performance for cloud and desktop flow activities in Automation Center.

You can use a central consolidated view to monitor and understand the executions across cloud and desktop flows.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview:  Jun 5, 2024
General Availability: Nov 2024

Feature Details

With this feature, you have a single consolidated view to understand the automation performance across your cloud and desktop flows. This feature enables you to:

  • Understand the top trends across all of your automation assets (for example, success and failure) across different time periods.
  • Understand top errors and their trends.
  • Understand top flows with specific errors.
  • Seamlessly switch between cloud and desktop flows activity.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 2 Series Index

In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Get Adaptive Card V3” Action

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 10th action which is available is the Get adaptive card (V3) one which allows you to create an adaptive card which you can use in Teams or elsewhere. This is a new action, introduced in the 2-23 Wave 1 release.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Get Adaptive Card V3” Action”

New Functionality In Microsoft Power Automate 2024 Wave 2: Use Workflows On Calendar Events In Teams and Outlook

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 4th of the new functionality in the Cloud flows section is use workflows on calendar events in Teams and Outlook.

You can boost productivity with calendar-related templates to get ideas for scenarios you might be interested in.

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

Feature Details

This feature allows you to create flows on existing and new calendar events. For example, you can configure a flow that is triggered to run at the start or end of a meeting.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 2 Series Index

In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Run Action V3” Action

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 9th action which is available is the Run action (V3) one which allows you to run actions against records in Business Central, including posting journals, receiving and invoicing purchase orders, posting sales invoices and more.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Run Action V3” Action”

End of Life for Microsoft Dynamics GP Announced

Microsoft Dynamics GPIn an announcement which cannot be a surprise to anyone, Microsoft have announced that Microsoft Dynamics GP is coming to the end of it’s life.

Today, we’re announcing we will end product support and updates for Dynamics GP on the 30th of September 2029 (with security patches ending on the 30th of April 2031). We want to take a moment to express our heartfelt gratitude to our loyal GP customers. Your trust and collaboration have been essential to building an incredibly strong GP community!…

I was a part of that community for nineteen years before I decided the writing on the wall was getting too large to ignore and made the switch across to Microsoft Dynamics 365 Business Central. That swith has seemed increasingly a good choice as I had come to expect an announcement like yesterdays.

The Dynamics GP roadmap has been updated to reflect this announcement:

Roadmap for Dynamics GP showing end of life and end of support

The Dynamics Communities site is hosting an interview with Microsoft’s Mike Morton, VP of Dynamics 365 BC and SMB, where he discusses the timeline for ending support for Dynamics GP.

Microsoft had already announced the end of Microsoft Dynamics GP On-Premises Licenses in 2025 and Subscription Licenses in 2026 which again was a huge red flag in terms of the future life of Dynamics GP; the new key dates to bear in mind for users of Dynamics GP is 30th September 2029 when there will be an end to produce support, product enhancements and regulatory updates and 30th April 2030 when there will the end of security updates.

What does this mean for users of Dynamics GP? Well, first thing is don’t panic!
Continue reading “End of Life for Microsoft Dynamics GP Announced”

In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “List Companies V3” Action

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 8th action which is available is the List companies (V3) one which was only made available in the 2023 Wave 2 release and allows you to get all companies in a given environment.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “List Companies V3” Action”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Use Advanced Settings In The Power Bi Connector

Microsoft Dynamics 365 Business CentralThis 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 3rd of the new functionality in the Reporting and data analysis section is use advanced settings in the Power BI connector.

Advanced users of Power Query can now fine-tune the use of the Power BI connector for Business Central in their semantic models. The introduction of new parameters to the Power BI connector for Business Central enhances the flexibility, performance, and user experience of data integration and analysis, while still ensuring the default values are optimal in the majority of cases. These parameters empower users with more control over their data interactions, leading to more efficient data processing, better performance, and an improved user experience.

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

Feature Details

Starting in this release, the Power BI connector for Business Central now supports several advanced properties that you can set in your Power Query queries:

  • AcceptLanguage: This parameter allows you to specify preferred languages for responses, ensuring users receive messages and translatable strings in their desired language. This improves user satisfaction and makes the data more accessible and relevant.
  • ODataMaxPageSize: By limiting the number of entities per results page, this parameter allows for more flexibility when connecting to large datasets or using complex queries. It ensures efficient and responsive data retrieval, leading to faster insights and decision-making. You can’t exceed the maximum page size defined on the service.
  • Timeout: This parameter defines the maximum duration for a request before cancellation. It helps manage system resources effectively and prevents long-running queries from impacting overall system performance. Users experience minimal delays and interruptions, ensuring a smoother workflow. You can’t exceed the timeout defined on the service.
  • UseReadOnlyReplica: This parameter determines whether requests target the primary database or a read-only replica. Offloading read operations from the primary database can significantly boost performance. This leads to faster data retrieval and improved system stability, especially during peak usage times.

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: Do Ad Hoc Analysis On Fixed Assets, Projects, And Services

Microsoft Dynamics 365 Business CentralThis 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 2nd of the new functionality in the Reporting and data analysis section is do ad hoc analysis on fixed assets, projects, and services.

Do reporting and ad hoc data analysis on transactions from fixed assets, projects, and service management: group, summarize, and pivot data to give you the insights you need without the need to run a report.

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

Feature Details

In 2023 release wave 2, we introduced the ability to do data analysis on an AL query. Now, 2024 release wave 2 has out-of-the-box queries designed to make ad hoc analysis easier for fixed assets, projects, and services.

Many of the first examples are ledger entry tables (such as fixed assets ledger entries or project ledger entries) joined to relevant tables (typically the tables where a code field on the ledger can be joined) where additional fields can enrich the analysis scenarios that people typically do on ledger entry list pages.
Example: fixed assets ad hoc analysis

The fixed assets ad hoc analysis query joins data from fixed asset ledger entries to master data tables, such as the Fixed Asset, Fixed Asset Class, Fixed Asset Subclass, Fixed Asset Location, and Depreciation Book tables.

When you open the query in the Business Central client, you can slice and dice data about fixed assets any way you like. The following image shows the options that are available.

Screenshot showing analysis on fixed assets

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 Actions), how do I… Use the “Delete Record V3” Action

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 7th action which is available is the Delete record (V3) one which will delete records in Business Central.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Delete Record V3” Action”