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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Show Features With Demo Dataset For Czechia

Friday 20th Sep 2024Tuesday 17th Sep 2024 Ian Grieve2 minute read0 comment

This 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 4th of the new functionality in the Country and regional section is show features with demo dataset for Czechia.

To help partners demonstrate the capabilities of Business Central, Microsoft are making a demo tool that provides setup and data for Czech localization scenarios.

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

Feature Details

The demo dataset for the Czech localization adds country-specific content on top of the base application.

The Contoso Coffee app provides a demo tool and a related set of demo data. You can install the extension in any environment. Presales specialists can run the tool on Cronus or MyCompany and get the setup and demo data they need to demonstrate features for various scenarios in the Czech localization. For Business Central on-premises, the demo tool and data are available on the product media as source code.

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

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

Friday 20th Sep 2024Tuesday 17th Sep 2024 Ian Grieve2 minute read0 comment

This 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 6th action which is available is the Create record (V3) one which allows you to create new records in Business Central from a Power Automate flow.

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 “Create Record V3” Action”

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Start Creating Power Automate Flows With Copilot

Thursday 19th Sep 2024Tuesday 17th Sep 2024 Ian Grieve5 minute read0 comment

The 10th of the new functionality in the Copilot and AI innovation section is start creating Power Automate flows with Copilot.

Copilot is the AI-powered work assistant that boosts creativity and improves productivity for small and medium-sized organizations.

Building Power Automate flows without predefined templates can be a mundane and complicated process. With Copilot in Power Automate, this process is much smoother because flows can be built based on just the natural language input from the user.

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

Feature Details

This feature integrates Copilot in Power Automate with Business Central so that you can start creating automation flows based on natural language. When such flows are opened in Power Automate for further refinement, you can take advantage of the Copilot experience in Power Automate.

Copilot in Power Automate allows open-ended and conversational experiences while authoring flows that use your Business Central data. You can ask questions and get assistance to improve and change those flows. Copilot stays with you in your flow and helps you build, set up, and run an automation on your behalf through a comfortable chat experience. Copilot takes your input and provides either documentation, links, or answers in the Copilot chat pane. But most importantly, it makes changes to the structure of the flow based on your natural language description.

This feature helps you streamline business processes and improve productivity by shortening the path to automation.

Note

This feature will be made available later in 2024 release wave 1 as a production-ready preview for production and sandbox environments based on the English language in the US region.
Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
While in preview, this feature is available in English only. When using other languages, users must change their language in the My Settings page to experience this feature.
This feature needs to be enabled in Feature Management.
AI-generated content may be incorrect.

My Opinion

I have never had much success with Copilots in Business Central or Power Automate, so I struggle to get excited about announcements of improvements. I’d be interested in hearing from anyone who has used them to success.

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

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: See Improved Usability For Service And Projects

Thursday 19th Sep 2024Thursday 19th Sep 2024 Ian Grieve3 minute read0 comment

The 15th of the new functionality in the Application section is see improved usability for service and projects.

Productivity increases when processes are easy, so Microsoft have improved the usability of several areas within project and service management. For both projects and services, to make it a bit faster to get to information, Microsoft have added fields and actions on several pages.

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

Feature Details

Based on feedback from Microsoft customers, Microsoft have made it easier to complete several business processes in projects and service management.

To speed up the process of creating invoices for projects, Microsoft have added the Create Project Sales Invoice action to the Project Card page. Now you can create invoices without having to leave the project information. Additionally, Microsoft have made it faster to access and work with details about projects by adding the following actions to the Project List page:

Assembly Orders
Put-away, Pick, and Movement Lines
Registered Pick Lines
Project WIP Cockpit

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: See Improved Usability For Service And Projects”

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Enable Locations In Shopify Refunds

Thursday 19th Sep 2024Tuesday 17th Sep 2024 Ian Grieve3 minute read0 comment

The 14th of the new functionality in the Application section is enable locations in Shopify refunds.

This update significantly reduces manual intervention and the risk of errors by fully using the original return location from Shopify when synchronizing refunds and returns. It streamlines the credit memo creation process, ensuring that the location code is accurate without additional reviews.

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

Feature Details

This update enhances the integration between Shopify and Business Central by using the original return location from Shopify for refunds and returns. This improvement ensures accurate location data in credit memos, which reduces manual adjustments and streamlines the returns process.

To turn on the feature, on the Shopify Shop Card page, choose Original > Default Location in the new Return Location Priority field.

The Return Location Priority field offers the following options:

Default Return Location: This is the default option. It uses the value from the Default Return Location field when creating sales credit memos.
Original > Default Location: Select this option if you want the connector to find the original location on the Shopify refund or, if applicable, the Shopify return document. If the connector can’t find the original location, for example, when an item is restocked in several locations, it uses the Default Return Location defined on the Shopify Shop Card.

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

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Define Shipping Information For Shopify Shipping Fees

Wednesday 18th Sep 2024Wednesday 18th Sep 2024 Ian Grieve3 minute read0 comment

The 13th of the new functionality in the Application section is define shipping information for Shopify shipping fees.

Map shipping fee information from Shopify to Business Central more accurately and with more flexibility. You can choose different types of shipping charges, such as G/L account, item, or item charge, and specify the shipping agent and shipping agent service.

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

Feature Details

In addition to the Shipping Charges Account field available on the Shopify Shop Card page, Microsoft are adding Shipping Charges Type and Shipping Charges No fields to the Shopify Shipment Method page. Adding these fields allows you to more precisely map shipping fee information from Shopify to the sales document in Business Central.

You can continue to use the G/L account defined on the Shopify Shop Card page, but if you define a Shipping Charges Type and Shipping Charges No, those values are used instead.

The Shopify Connector now supports the following types:

G/L Account
Item
Item Charge

Item Charge is automatically assigned to all items on the sales document.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Define Shipping Information For Shopify Shipping Fees”

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Auto-Apply Templates When You Synchronize Data With Dataverse

Wednesday 18th Sep 2024Tuesday 17th Sep 2024 Ian Grieve5 minute read0 comment

The 1st of the new functionality in the Adapt faster with Power Platform section is auto-apply templates when you synchronize data with Dataverse.

Businesses often enrich data that’s synchronized between Business Central and Dataverse by using templates that make the data ready to use in either application. Having a configurable, rule-based, and automated way to select the templates to apply when they synchronize data in either direction means you don’t have to extend your integration solutions with such rules, so integration between Business Central, Dataverse, and Dynamics 365 apps is faster and more cost effective.

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

Feature Details

For example, when you synchronize account data from Dataverse to the customer table in Business Central, you might want to apply different configuration templates for domestic or foreign customers. Configuration templates can contain different posting groups and other settings for the customer records that synchronization creates. The synchronization engine chooses a configuration template based on the country specified for the account record in Dataverse.

On the Integration Table Mapping page, you can specify multiple configuration templates and define filters for when to apply them by choosing the link in the Table Config Template Code and Int. Tbl. Config Template Code fields.

The Table Config Template Code and Int. Tbl. Config Template Code fields show different values depending on the number of templates that you configure for a specific integration table mapping:

If you configure a single configuration template, the name of the configuration template shows in order to stay compatible with current capabilities.
If you configure multiple configuration templates, the number of configured configuration templates shows.

To set up the configuration template to apply when you synchronize data to Business Central, choose the link in the Table Config Template Code field on an integration table mapping to open the Table Config Templates page. On the Table Config Templates page, you can insert multiple configuration templates, and for each you can specify a Filter that determines which template to apply. The Priority column determines the order in which the filters for each configuration template are evaluated.

Shows Table Config Templates page with Template Code, Filter, and Priority columns

The same applies when you choose a link in the Int. Tbl. Config Template Code field.

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

Wednesday 18th Sep 2024Saturday 20th Jul 2024 Ian Grieve2 minute read0 comment

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 5th action which is available is the Update record (V3) one which allows existing records to be updated.

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

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

Tuesday 17th Sep 2024Saturday 20th Jul 2024 Ian Grieve3 minute read0 comment

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 4th action which is available is the Find one record (V3) one which will allow you to search for and return a single record. Previously, if you didn’t have the row Id you needed to use Find recods V3 to search for the records, although you could add a top 1 to limit the return, you still had to manage the return as if there were multiple records; as of the 2024 Wave 1 release, this Find one record V3 action has been made available; the returned data is much simpler to handle, being more along the lines of that returned by the Get record V3 action.

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

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

Monday 16th Sep 2024Saturday 20th Jul 2024 Ian Grieve3 minute read0 comment

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 third action which is available is the Find records (V3) one which allows you to select and return multiple records; this can be useful for processing multiple customers or vendors and/or selecting multiple documents.