Category: Microsoft

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 5th of the new functionality in the Country and regional section is calculate and post VAT settlement by Activity Code – Italy.

Users can ensure full compliance with Italian tax regulations by calculating VAT settlements based on activity codes.

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

Feature Details

This feature allows users to configure various Activity Codes, such as trade or service, for use in VAT Settlements. When enabled, Business Central will support posting multiple VAT settlements within the same period, each associated with a different Activity Code. These activity codes will also be recorded in the Periodic Settlement VAT Entry. Once a VAT settlement for a specific period is posted, the system will automatically document the period in the corresponding Activity Codes, ensuring accurate and compliant reporting.

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 Country and regional section is add more text in cash documents in Czech localization.

Use Business Central’s extended text feature to make your cash, sales, and purchase documents for general ledger accounts even more informative for your clients and staff. You have the option of turning on the extended text feature manually or automatically.

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

Feature Details

Include extra information in the description for general ledger accounts to notify clients and employees of important information. You can do this by adding additional lines as extended text in purchase and sales documents. You can also add extra lines to cash documents.

You can activate the Automatic Ext. Texts on the G/L Account card to automatically add an extended text on sales, purchases, or cash documents. You can also add the extended text to cash documents manually by using the function Insert Ext. Texts.

Enable extended text automatically for a general ledger account

To enable the feature manually for a general ledger account, follow these steps:

1. Open the card for a general ledger account that you want to add more text to and then choose the Automatic Ext. Texts action.
2. Choose New.
3. Fill in the Code and Description fields.
4. Select the relevant checkboxes for the document types for which you want the extended text printed. To include cash documents, select Cash Desk on the Sales FastTab.
5. Close the page.

Enable extended text manually in a cash document

To add the feature in a cash document, follow these steps:

1. Open a Cash Document and insert a general ledger account that has extended text.
2. Select the line and then choose the Insert Ext. Text function.

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 Country and regional section is post cash documents to projects in Czech localization.

The cash documents in Czech localization have been enhanced so that you can post related costs and revenues to projects. It works just like the usual method of posting to projects from Project G/L Journals.

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

Feature Details

You can post exceptional or one-time project expenses directly to the relevant project account using the Project G/L Journal page. If these expenses involve cash payments, you can use Cash Documents to post them to the project.

To enter the expense details, open a Cash Document. Create a new line, and enter the expense details, including the Project No. and Project Task No. fields.

When the Cash Document is complete, select the Post action.

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 7th of the new functionality in the Copilot and AI section is automate payables processes with the Payables Agent.

The Payables Agent in Business Central assists you by automating tedious and time-consuming accounts payables (AP) and accountant tasks, saving time and reducing errors. The agent sources vendor invoice attachments from email and SharePoint, and creates purchase invoice documents in Business Central for review. The agent uses available purchase history or the company’s accounting policies to register purchase invoices. The Payables Agent allows AP professionals, clerks, and accountants to focus on more demanding tasks, boosting productivity and efficiency.

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

Feature Details

Every company has expenses. Some relate to the supply chain, and others to operating costs like rent, utilities, leasing, food, phone bills, and software subscriptions. These operating costs, known as overhead expenses, are the first focus of the Payables Agent. They are often received as email attachments or through other channels.

Sourcing files and attachments related to purchase of overhead expenses
In the first version, the Payables Agent can source purchase attachments (PDF files) from a Microsoft 365 email account where vendors send their invoices. The agent can also import PDF files from a shared SharePoint folder where the accountant and other employees place files to be processed. These invoice documents are imported into E-Documents in Business Central for further processing. After importing the documents, the agent moves the files to an archive folder.

Processing imported purchase attachment and files
Once files are imported, Azure Document Intelligence processes them using Optical Character Recognition (OCR) technology. The results are stored in Business Central in the E-Document. An updated PDF attachment viewer lets users validate the OCR processing by viewing the attachment in near-full screen with position overlays of captured information like amounts and descriptions.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Automate Payables Processes with the Payables Agent”

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 6th of the new functionality in the Copilot and AI section is autofill fields with Copilot.

Entering data can be time-consuming and error-prone, both for casual users of Business Central, as well as expert users who are tasked with entering record after record throughout their workday. Microsoft Copilot is an AI-powered assistant for work that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot now suggests appropriate field values so that you can simply choose to keep them instead of typing.

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

Feature Details

Autofill is a new capability of Copilot in Business Central:

• When drafting a new record or editing an existing record, Copilot can suggest values for some of the editable fields on the page.
• Autofill is available for fields (but not rows or columns) in card and document pages such as Customers, Sales Orders, Items, or even your own custom pages.
• Suggestions are grounded in your company data, and might be based on recently used values, frequently used values, or intelligent selection from a choice of values in a lookup or option field. They can also be AI-generated depending on the field and context.
• Copilot simply suggests the value to you, giving you the opportunity to review where the suggestion originates from. Ultimately, users remain in control and decide to apply that value, discard it, or replace it.
• Available later this wave: Copilot will automatically search the web for more information and provide suggestions for customer or vendor contact details, product codes, and similar fields that typically contain public information.

My Opinion

Like a lot of the Copilot functions I really want to see this in action, before I give an opinion.

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 5th of the new functionality in the Application section is use improved troubleshooting options for cost adjustments.

The improvements to cost adjustment in Business Central enhance processing speed, provide greater control over adjustments, introduce proactive issue notifications, offer visibility into adjustment progress, and ensure partial progress is saved to prevent full reruns on failure—leading to more accurate inventory valuation, reduced financial discrepancies, improved decision-making, and increased operational efficiency.

Enabled for: Users, automatically
Public Preview:  Mar 14, 2025
General Availability: Apr 2025

Feature Details

Inventory cost adjustment in Business Central is the process of ensuring that item costs are accurately reflected by adjusting costs based on changes in purchase prices, revaluations, or applied costs through transactions such as sales, consumption, and transfers.

It’s essential for maintaining correct inventory valuation and COGS, especially when businesses use costing methods such as FIFO, LIFO, or Average. You can run cost adjustment automatically or manually, and it affects historical transactions and financial reports. To avoid discrepancies, it’s important to set up cost adjustments correctly and regularly monitor them.

Microsoft are introducing multiple enhancements to the cost adjustment process to improve its performance for larger workloads and allow easier troubleshooting and monitoring:

• Identified and eliminated bottlenecks based on telemetry data and code analysis, which significantly improves processing speed.
• Introduced period-by-period and selected production and assembly order adjustments for high-transaction items, which lets you control processing scope.
• Added notifications for potential issues, suboptimal settings, high volumes of entries, and data discrepancies.
• Developed a tool to visualize adjustment progress, which helps you analyze performance issues and identify inefficiencies.
• Enabled item-by-item adjustments, which ensures that partial progress is saved in long-running processes to prevent full reruns if things go wrong.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2025 Wave 1: Use Improved Troubleshooting Options for Cost Adjustments”