Category: Business Central (Nav/Navision)

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Add More Columns to Pages for Better Insight

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fourteenth of the new functionality in the Application section is Add more columns to pages for better insight.

Different businesses and users need different information to complete business processes. Personalization is a powerful tool that lets people tailor the information that pages contain by dragging fields or columns from a list to the page. Based on feedback from our community, we’ve added more fields and columns to choose from on several pages..

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

The Gen. Bus. Posting Group, Gen. Prod. Posting Group, VAT Bus. Posting Group, and VAT Prod. Posting Group fields can be added by personalizing the Lines FastTab on the following sales and purchase documents:

  • Purchase orders
  • Purchase invoices
  • Purchase quotes
  • Blanket purchase orders
  • Purchase return orders
  • Posted purchase credit memos
  • Posted purchase invoices
  • Purchase order archive
  • Purchase quote archive
  • Purchase return order archive
  • Sales orders
  • Sales invoices
  • Sales quotes
  • Sales credit memos
  • Blanket sales orders
  • Sales return orders
  • Posted sales credit memos
  • Posted sales invoices
  • Sales order archive
  • Sales quote archive
  • Sales return order archive
  • Service invoice lines
  • Service invoices
  • Service credit memos
  • Service credit memo lines
  • Posted service credit memos
  • Posted service invoices
Posting Groups

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Continia Certified: Continia Document Capture Professional User

Ian Grieve1 minute read3 Comments

Microsoft Dynamics 365 Business CentralSince I started working with Microsoft Dynamics 365 Business Central last year, I’ve also been learning some of the add-ons which are commonly used. One of those add-ons is Document Capture from Continia Software.

They seem pretty well organised and have a Continia Learn which is very much along the same lines as Microsoft Learn; you can also do an exam for each of their products which results in a credential which you can register with Credly.

I passed the one for the Document Capture product earlier today:

Certificate confirmation

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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Removed Functionality

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

When announcing the upcoming releases Microsoft do state that changes may be made up to delivery timelines or projected functionality may not be released (see the Microsot Policy on this subject); this has happened with Release 2023 Wave 1 where a number of features have been removed and additional ones added.

The functionality changes which are no longer listed in the Microsoft documentation are for Release 2023 Wave 1 are:

  1. Company Hub Now Lets Admins Add User-Specific Settings
  2. Optimized Runtime Package Generation For Sharing
  3. Modern Tooltips Are Easy To Read And Understand
  4. Refresh Of Content To Support Modern Tooltip UI

Over the next couple of weeks, I’ll be posting articles on the functionality which has been announced as included in Release 2023 Wave 1.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1
Use Business Events To Notify And Trigger External Systems
Get Started With More Sample Power Automate Templates And Power Apps
New Approval Workflow Experience With Power Automate Templates
Support Dynamic Environment And Company In Power Platform Connector
Remove Modification Limits For Triggering Flows
Use Power Automate To Post Adaptive Card Or Link To Business Central Record
Adjust Exchange Rates Easily, Replace The Built-In Batch Job
Use Different General Ledger Accounts For Payables, Receivables
Avoid Document Number Errors When You Post Item Journals
Company Hub Now Lets Admins Add User-Specific Settings
Define Content Of Created Warehouse Documents With Filters
Intercompany Posting Setup Supports More Transaction Types And Streamlines Flows
Preview Item Journals Before Posting
Review General Ledger Accounts Faster
Set Up And Sync Master Data Across Companies
Ship And Receive Non-Inventory Items On Warehouse Documents
Shopify Connector Becomes Extensible
Shopify Connector Becomes Extensible
Synchronize Returns, Refunds From Shopify
Undo Transfer Shipments
Swedish Localization Delivered As Extension
Supporting More Countries And Regions
AL Explorer And AL Home In Visual Studio Code AL Extension
Attach AL Debugger To Active Session Or Next Session
Improved Compiler Resource Handling And Faster Code Analyzers
Optimized Runtime Package Generation For Sharing
Provide Title And Custom Actions To Error Dialogs
Control Database Locking Behaviour
AL-Go For Github – Modern Devops For Partners
ISVs Can Organize A Preview For Their Appsource Apps
Experience Improved App Management Settings
Get An Improved Cloud Migration Status Overview
Include Or Exclude Tables From Cloud Migration
Transfer Environments Between Azure Ad Tenants
Non-Deductible, Partly Deductible Vat Expands Functionality
Audit File Export Eases Saf-T Compliance
Easily Find And Install Payroll Apps From Within Business Central
Modern Tooltips Are Easy To Read And Understand
Refresh Of Content To Support Modern Tooltip UI
Experience Enhanced Adaptive Cards In Teams
Configure Security Controls For Teams Cards
Add Existing Table Fields To Optimize Your Pages
Drag And Drop Files Onto The File Upload Dialog
Access Actions And Navigation Menu Efficiently With Keyboard
Get More Productivity Out Of An Optimized Action Bar On All App Pages
Get Unblocked Using Actionable Error Messages In Select Application Areas
Tailor Action Bar To Fit Your Needs On Document Lines
Copy And Paste Readable Hyperlinks
Removed Functionality
Add More Columns to Pages for Better Insight
Catalog Items Use Standard Number Series, Can Include in Blanket Sales Orders
Demo Tool and Data for Warehouse and Inventory Scenarios
Easier to Create Opening Balances for Item Tracked Inventory
Post multiple transfer orders at the same time
Set Default Dimensions on Locations, Inventory Documents and Journals
Usability Improves for Transfer Order: Select Multiple Items, Mandatory Fields
Usability Improves for Warehouse, Inventory and Tracking Areas
Use Advanced Warehouse Functionality With Minimal Complexity
Use Statistical Accounts to Collect Data for Financial Reports
Save Time With Automatic Account Codes (Sweden and Finland Only)
Country/Regional Expansion – Andorra
Define Regional Settings Per Report Using a Region Property
Extensions That Fail Pre-Upgrade Validation Get More Detailed Error Insights
Delegated Admin’s Job Queue Entries Are Run by User
Manage User Permissions Using Security Groups
Analyze, Group, and Pivot Data on List Pages Using Multiple Tabs
Allow Application and Tenant Databases to Differ in Collation
Business Central server runs on .NET 6
New telemetry events and data
Performance – OData calls are now faster
Improved Alignment of Headers in Statistics Pages
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Error Calculating Depreciation in Microsoft Dynamics 365 Business Central

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralI’ve been doing a lot of work with a client to, amongst other tasks, implement the Fixed Asset module in Microsoft Dynamics 365 Business Central. We ran through the configuration and then started testing that everything worked correctly.

It was all going well until we tried to calculate depreciation when we encountered an error message:

Error when calculating depreciation

Gen. Jnl. Batch Name must have a value in FA Journal Setup: Depreciation Book Code=COMPANY, User ID=. It cannot be zero or empty.

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FA Posting Type Must Not Be “” on a General Journal in Microsoft Dynamics 365 Business Central

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralAs I announced in September, I am now working with Microsoft Dynamics 365 Business Central. I have been climbing a steep learning curve, but I think I’ve got a handle on most of the basics now.

It is sometimes the little things which are catching me out. I was doing some testing with fixed assets and ran into an issue trying to enter an asset acquisition:

Error posting a general journal for asset acquisition

FA Posting Type Must Not Be on a Gen. Journal Line

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Error Stating G/L Account Missing Even Though it Exists When Raising Journal in Microsoft Dynamics 365 Business Central

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralI was talking to a client recently about an issue where I advised them to create a general journal to correct a posting issue. They followed up a short time later saying that when they tried to enter the journal, they were receiving an error message:

Error entering journal

Validation Results
The field Account No. of table Gen. Journal Line contains a value (60200) that cannot be found in the related table (G/L Account).

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SQL View to Return Budget Amounts by Accounting Period in Microsoft Dynamics 365 Business Central

Ian Grieve5 minute read0 comment

Microsoft Dynamics 365 Business CentralI posted a SQL view towards the end of January which returns the start and end date of accounting periods in Microsoft Dynamics 365 Business Central.

The SQL view below uses that view to return the budget figures from Dynamics BC for each accounting period grouped by account and the global and budget dimensions.

-- drop view if it exists
IF OBJECT_ID(N'uv_AZRCRV_BudgetAmountByAccountingPeriod', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_BudgetAmountByAccountingPeriod
GO
-- create view
CREATE VIEW uv_AZRCRV_BudgetAmountByAccountingPeriod AS
/*
Created by Ian Grieve of azurecurve | Ramblings of an IT Professional (http://www.azurecurve.co.uk)
This code is licensed under the Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0 Int).
*/
SELECT
	['G/L Budget Entry'].[Budget Name]
	,['G/L Budget Entry'].[G_L Account No_]
	,[Accounting Periods].[Starting Date]
	,[Accounting Periods].[Ending Date]
	,[Accounting Periods].[Name]
	,['G/L Budget Entry'].[Global Dimension 1 Code]
	,['G/L Budget Entry'].[Global Dimension 2 Code]
	,['G/L Budget Entry'].[Budget Dimension 1 Code]
	,['G/L Budget Entry'].[Budget Dimension 2 Code]
	,['G/L Budget Entry'].[Budget Dimension 3 Code]
	,['G/L Budget Entry'].[Budget Dimension 4 Code]
	,SUM(['G/L Budget Entry'].Amount) AS [Budget Amount]
FROM
	[CRONUS UK Ltd_$G_L Budget Entry$437dbf0e-84ff-417a-965d-ed2bb9650972] AS ['G/L Budget Entry']
INNER JOIN
	uv_AZRCRV_GetAccountingPeriodDates AS [Accounting Periods]
		ON
			['G/L Budget Entry'].[Date] BETWEEN [Accounting Periods].[Starting Date] AND [Accounting Periods].[Ending Date]
GROUP BY
	['G/L Budget Entry'].[Budget Name]
	,['G/L Budget Entry'].[G_L Account No_]
	,[Accounting Periods].[Starting Date]
	,[Accounting Periods].[Ending Date]
	,[Accounting Periods].[Name]
	,['G/L Budget Entry'].[Global Dimension 1 Code]
	,['G/L Budget Entry'].[Global Dimension 2 Code]
	,['G/L Budget Entry'].[Budget Dimension 1 Code]
	,['G/L Budget Entry'].[Budget Dimension 2 Code]
	,['G/L Budget Entry'].[Budget Dimension 3 Code]
	,['G/L Budget Entry'].[Budget Dimension 4 Code]
ORDER BY
	[Accounting Periods].[Starting Date]
GO

GRANT SELECT ON uv_AZRCRV_BudgetAmountByAccountingPeriod TO [Reporting Users]
GO
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In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

While I intend to cover the Release 2023 Wave 1 preview which has just been made available, the same process will hold true for future releases as well.

With previews you can only create these as new environments; you cannot upgrade an existing sandbox environment to a preview. To create the new sandbox, you need to access the Business Central Admin Center.

On the top action bar click the New button to open the Create Environment sidebar.

Enter your new Environment Name, set the Type to Sandbox and select your Country; the final field is the Version, which will default to the currently available live version, but if you click the drop down you ill be able to select the clearly marked Preview version:

Business Central Admin Center showing the Create environment sidebar after clicking the New button on the action bar

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Browser Extension to Force All Microsoft Dynamics 365 Business Central Pages to Open Maximised

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralOne of the things I’ve been finding somewhat annoying with Dynamics BC is that pages open in a small size and need to be manually maximised. It turns out that I am not the only one to think this; Milan Milinčević, a Dynamics 365 Business Central developer with experience of .NET and JavaScript, also thought this, but had the skills to do something about it and created a plugin for Chrome and which is available in the Google web store.

Company Information page in the not full width size

He blogged about the BC Maximizer extension, including technical details for those interested, and included an animated gif showing the plugin in action:

Animation showing the BC Maximizer browser extension in action

I installed the extension into Vivaldi (a Chromium based browser) to give it a test drive; it does exactly what Milan said it would do and makes every page open full width. I’m going to install it onto my other machines and give it a proper testing, but so far it looks really good.

A extension for Edge is also currently under going review before being available in the Microsoft app store, although you can enable loading of apps from the Google web store in Edge. When asked on Twitter he also responded that he would look into what was needed to make a Firefox version of the extension.

You can get the extension from the Google web store.

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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Copy And Paste Readable Hyperlinks

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The seventh of the new functionality in the User experiences section is Copy And Paste Readable Hyperlinks.

Working productively with Business Central often requires multi-tasking across windows or capturing links to records that are shared with others. Each of these needs links or windows to clearly distinguish themselves from the next, making it easy to switch contexts.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Business Central now uses a simple and clear schema for link and window captions that is automatically updated as you navigate within the web client. As a result, copying a link to any Business Central page or record and pasting that in a rich-text editor, such as an Outlook email, Microsoft Teams chat, or your project OneNote, will display a more meaningful hyperlink that is consistent no matter how or where you copy the link. Similarly, using modern browser features such as collections in Microsoft Edge allows you to capture a more readable collection of records. When managing multiple streams of work during your workday, switching across windows using Alt+Tab now clearly indicates which page or record you are about to switch to.

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