Category: Business Central (Nav/Navision)

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The third of the new functionality in the Service and platform section is faster application scenarios.

By optimizing the speed of select scenarios in the application, you experience a Business Central application that’s more swift and responsive.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

This release includes optimizations for the following scenarios in the Business Central base application:

• Running country-specific (long-running) reports.
• Renumbering General Journal entries.
• Validating the Sales Order Subform field for Tax Group Code.
• Generating report 120 Aged Accounts Receivable for larger datasets.
• Assigning serial numbers and posting reservation entries and item tracking lines.
• Assembly-to-order processes.

My Opinion

Being a web based application means that Business Central is not as fast as an on-premises solution, so anything which can help improve speed is welcome.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), 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.

With the bins now created for the location (either manually or in bulk), the bin contents can now be configured. This does not mean adding items to the system, but setting the system up to know which items will be placed in which bins.

The first step is to create a bin creation worksheet name; do this by searching for Bin Creation Worksheet Templates:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The second of the new functionality in the Service and platform section is data loads faster in the server.

Improving the data loading speed on the server benefits all usage scenarios, including web service integrations, background jobs, and interactive sessions.

Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

This release focuses on optimizing two essential parts of the data stack in the Business Central server:

• The data model for table extensions.
• The use of modern SQL datatypes for Booleans and blobs.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The first of the new functionality in the Service and platform section is get Power BI reports for reporting and data analysis on finance, sales, and inventory.

End users can get Power BI reports for reporting and data analysis on the finance, sales, and inventory areas.

KPIs in Power BI reports can be consumed with Power BI metrics to track them over time.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

In each of the functional areas of sales, finance, and inventory, Microsoft will do the following:

• Add (API) queries that can be analysed directly in the client.
• Build Power BI reports and package them into a Power BI app that is available on AppSource.
• Expose select queries as reports with Excel layouts.
• Document how KPIs can be shown and tracked in a Power BI metrics scorecard, which can be embedded in the client.

My Opinion

Power BI is increasingly popular with clients, so I’m sure this enhancement will be welcome.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The second of the new functionality in the Reporting and data analysis section is discover report and data analysis content easily.

End users can now discover report and data analysis content, including queries, reports, and Power BI pages, by using navigational search (Tell Me) or the new report explorer page. This feature minimizes the effort of finding report and data analysis content, making it more accessible and user-friendly.

Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

Business Central comes with many options for reporting, business intelligence (BI) dashboards, and data analysis. In this release, Microsoft aim to make this content much easier to discover for users through search and a new report explorer page.

My Opinion

It is quite difficult at times to find reports which may be relevant. Anything which makes this easier is welcome and I look forward to reviewing how this enhancement can benefit users.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The first of the new functionality in the Reporting and data analysis section is analyze, group, and pivot data on queries using multiple tabs.

End users and data analysts can analyse data from queries directly in the client without the need to open the page in Excel or run a report.

The ability to analyse data directly on queries raises the bar for what you can do without having to switch applications, while still allowing customers and partners to do more in report objects, Excel, Power BI, or other data analysis applications.

Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

Analysis mode was introduced as a public preview feature in 2023 release Wave 1 as a new way of interacting with data on list pages. Instead of running reports using different options and filters, you can simply add multiple tabs that represent different tasks or views on the data. Examples could be "My customers," "Follow-up items," "Recently added vendors," "Sales statistics," or any other view you want.

In this release, Microsoft take this concept even further:

• It’s possible to analyse data from any query the same way as on a list page.
• From any analysis tab, you can share a link to the tab with co-workers.
• Shared links can also be used as a click-once installation of good out-of-the-box analysis.

My Opinion

I’ve not seen the analysis mode introduced in 2023 Wave 1 yet, so I think I need to explore that in advance of this new feature becoming available.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The first of the new functionality in the Productive with Microsoft 365 section is enhancements to Excel add-in.

Bulk editing, co-authoring, and analysing data in Excel are common tasks for many back-office users. Microsoft say their research shows that workers often rely on Excel for mission-critical activities and therefore expect a high degree of reliability as they edit in Excel, refresh data, and push changes back to Business Central. In this wave, Microsoft address feedback about the reliability of the add-in in specific use cases.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

This release wave includes the following enhancements to the Business Central add-in for Excel:

• Dimensions are included on more pages when using the Edit in Excel feature.
• Increased accuracy of filters when they’re transferred from Business Central to Excel.
• Improved reliability and performance of data refresh and publish through the latest OData V4 technology.
• The add-in now supports on-premises deployments that have a dedicated server instance specifically for OData feeds.

My Opinion

Making dimensions available in more pages sounds like a good addition, as everyone I’ve worked with using Business Central uses dimensions. Improved reliability and accuracy also sounds like a really good thing.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The second of the new functionality in the Onboarding section is set initial role before first sign-in for a better first-run experience.

Trial and onboarding experiences that are based on the sign-up context can pivot using prospect profiles to set the initial role for users when they sign up.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

By default, everyone who signs up for a trial version starts with the Business Manager (Evaluation) role center when they sign in for the first time. Now, partners can specify the role that’s the best match for the user, which provides a better first-run experience. This mechanism also provides a better way to set user roles through code.

My Opinion

This could be quite useful as Business Manager isn’t always the appropriate role for users to be using when using a free trial, although I’d like to see some details to understand fulLy how it works.