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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Use Power Automate To Post Adaptive Card Or Link To Business Central Record

Thursday 2nd Feb 2023Saturday 21st Oct 2023 Ian Grieve4 minute read0 comment

This 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 sixth of the new functionality in the Adapt faster with Microsoft Power Platform section is Use Power Automate To Post Adaptive Card Or Link To Business Central Record.

Being able to blend Power Automate flows into conversations in Microsoft Teams allows for enriching conversations with useful insights.

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

Feature Details

Microsoft have introduced two new actions in the Business Central connector for Power Automate, which are only avaiable in the cloud offering:

Get URL

Generates a web client URL to a record.
Requires standard parameters like environment, company, system ID, and the ID of the page that will be referenced in the URL.
The generated URL can be used with the Get Adaptive Card action described in the next section.
Enables scenarios in products such as Outlook and Teams where a clickable URL to a specific record in Business Central is needed. For example, you want to send an email to a colleague with actionable information and a link to a Business Central record.

Get Adaptive Card

Creates an adaptive card for a provided URL. The card is delivered as a payload to be used with a Teams connector or elsewhere.
Reuses the adaptive card layout, content, and customizations known from the main product.
Respects the user permissions while accessing card details.
Enables more scenarios for integration with Teams where a rich card displaying a Business Central record is needed. For example, you want to post information and a link to a new sales order to an internal Teams channel.

Power Automate action for adaptive cards

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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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Remove Modification Limits For Triggering Flows

Wednesday 1st Feb 2023Saturday 21st Oct 2023 Ian Grieve3 minute read0 comment

The fifth of the new functionality in the Adapt faster with Microsoft Power Platform section is Remove Modification Limits For Triggering Flows.

Processing large datasets in Power Automate or triggering automation when multiple rows have been updated works smoothly, regardless of a business’s size. Removing limitations was the idea behind this feature.

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

Feature Details

Until now, there were limits to the way that Power Automate flows and Dataverse Virtual Tables were triggered when multiple rows were changed during a short period of time. Microsoft have removed those limits, and updated the way the Power Automate connector communicates with the Business Central API layer to open up for more advanced scenarios.

My Opinion

While admittedly now with Dynamics BC, I’ve worked with a few clients who have had a lot of problems due to the volume of approvals which need to be processed, so it is good to see that improvements are being made around it and approvals with Power Automate.

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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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Support Dynamic Environment And Company In Power Platform Connector

Wednesday 1st Feb 2023Friday 27th Jan 2023 Ian Grieve2 minute read0 comment

The fourth of the new functionality in the Adapt faster with Microsoft Power Platform section is Support Dynamic Environment And Company In Power Platform Connector.

Building Power Apps or Power Automate flows that are easily portable and work between environments helps partners and consultants use Power Platform when adapting Business Central to the needs of small and medium-sized businesses.

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

Feature Details

Creators can build Power Apps and Power Automate flows that are more portable between environments or companies. This allows you to build apps and flows that can be packaged in a solution and delivered to customers through Microsoft AppSource marketplace. Admins can choose the environment to which they’ll connect.

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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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: New Approval Workflow Experience With Power Automate Templates

Tuesday 31st Jan 2023Saturday 21st Oct 2023 Ian Grieve3 minute read0 comment

The third of the new functionality in the Adapt faster with Microsoft Power Platform section is New Approval Workflow Experience With Power Automate Templates.

Advanced and flexible approval workflows don’t need to be complex. Business owners or decision makers can choose from multiple templates when they set up approval workflows in Business Central.

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

Feature Details

Business Central online customers who use Power Automate to run document approval workflows are able to do so easily with this release. Several actions linked to workflow approvals and Power Automate have been improved with additional support for selecting one of many templates for each document type. Users and decisions makers can use Power Automate to run approval and take advantage of the rich experience:

Define workflows tied to a selected Business Central environment and company.
Approve documents using mobile devices.
Approve documents using Microsoft Teams.
Support a chain of approvers and additional input.

New template samples for workflow approvals

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: New Approval Workflow Experience With Power Automate Templates”

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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Get Started With More Sample Power Automate Templates And Power Apps

Tuesday 31st Jan 2023Saturday 21st Oct 2023 Ian Grieve3 minute read0 comment

The second of the new functionality in the Adapt faster with Microsoft Power Platform section is Get Started With More Sample Power Automate Templates And Power Apps.

Offering an easy way to get started with Power Platform integrated with Business Central is essential for partners and app makers who are new to this area.

Enabled for: Users, automatically
Public Preview: May 2023
General Availability: –

Feature Details

Power Apps

Several new sample apps that demonstrate how to access data in Business Central and how to fulfill business scenarios using Power Apps have been added to the samples gallery, which is accessible via GitHub. Partners and app makers can easily access these apps and add to their chosen Dataverse environment. These samples come with instructions about how to set up, connect, and use them.

Power Automate

Several new templates for instant Power Automate flows have been added to the flow template gallery, which is now available from within Business Central. It’s now easier to get inspired or start building your own automation flows based on the Power Automate samples provided with Business Central.

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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New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Use Business Events To Notify And Trigger External Systems

Monday 30th Jan 2023Saturday 21st Oct 2023 Ian Grieve4 minute read0 comment

The first of the new functionality in the Adapt faster with Microsoft Power Platform section is Use Business Events To Notify And Trigger External Systems.

Business events provide partners and customers a mechanism for notifying and triggering their external systems from the Business Central application, so their systems can react and perform actions in response. For example, they can use Power Automate to subscribe to events on Business Central and react on other Dynamics 365 and partner (non-Microsoft) applications.

Enabled for: Users by admins, makers, or analysts
Public Preview: Apr 2023
General Availability: –

Feature Details

Business events provide more business context for changes that occur or actions that are performed on Business Central. These changes and actions might involve data CUD (create/update/delete) operations. They often occur or are performed within the familiar business processes, such as “procure-to-pay,” “quote-to-cash,” and so on—the context of which makes it easier for business users and citizen developers to use Power Automate to react and perform actions on external systems in response.

For example, they can create a flow with a Dataverse connector and use the When an action is performed trigger to select the Dynamics 365 Business Central catalog, Quote-to-Cash category, and OnSalesInvoicePosted action/business event, so that the flow will be triggered whenever a sales invoice is posted. The next steps in the flow can then be performed to retrieve and process the invoice—for example, by sending it to a government-regulated e-invoicing service.

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

Monday 30th Jan 2023Wednesday 19th Jul 2023 Ian Grieve2 minute read20 Comments

This post is part of a series on the new functionality available in Wave 1 of Microsoft Dynamics 365 Business Central 2023. This release is the second with which I will be working since my move to Dynamics BC from Dynamics GP last year.

In this series of posts, I am going to take a look at what is new with Business Central in this release wave. My understanding is the announced new functionality will become available between April and September so not all of it will be available immediately. When posting about some new functionality, I’ll try to indicate where something will be available.

I will also try to include some commentary on the new functionality being introduced.

This series index, below (assuming you’re reading this on azurecurve | Ramblings of an IT Professional), will automatically update as each post in the series goes live, so make sure you bookmark this post so you can see keep up-to-date with this series.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Series Index”

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SQL View to Return the Accounting Period Starting and Ending Dates in Microsoft Dynamics 365 Business Central

Friday 27th Jan 2023Friday 13th Jan 2023 Ian Grieve4 minute read0 comment

While Microsoft Dynamics 365 Business Central is mainly used by clients in the cloud rather than on-premise, there are still some clients using the on-premise version. I was talking to one recently who was looking to create some transactional reports and needed to get the start and end dates for the accounting periods. For some clients, who use calendar months, this would be easy, but in the UK many companies use a 5-5-4 cycle of months starting from the first Monday of April.

When I did some exploring of the database, I found that the Accounting Period table holds the start date but not the end date of periods. SO what I needed to do was to calculate the end date based on the start date if the next period.

The below SQL view returns the start and end dates of each period:

-- drop view if it exists
IF OBJECT_ID(N'uv_AZRCRV_GetAccountingPeriodDates', N'V') IS NOT NULL
	DROP VIEW uv_AZRCRV_GetAccountingPeriodDates
GO
-- create view
CREATE VIEW uv_AZRCRV_GetAccountingPeriodDates 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).
*/
WITH AccountingPeriods AS
	(
		SELECT
			[Starting Date]
			,[Name]
			,ROW_NUMBER() OVER (ORDER BY [Starting Date] ASC) AS [Line Number]
		FROM
			[CRONUS UK Ltd_$Accounting Period$437dbf0e-84ff-417a-965d-ed2bb9650972]
	)

SELECT
	[Starting Date].[Starting Date]
	,DATEADD( DAY, -1, [Ending Date].[Starting Date] ) AS [Ending Date]
	,[Starting Date].[Name]
	,[Starting Date].[Line Number]
FROM
	AccountingPeriods AS [Starting Date]
LEFT JOIN
	AccountingPeriods AS [Ending Date]
		ON
			[Ending Date].[Line Number] = [Starting Date].[Line Number] + 1
GO

GRANT SELECT ON uv_AZRCRV_GetAccountingPeriodDates TO [Reporting Users]
GO

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In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments

Wednesday 25th Jan 2023Friday 13th Jan 2023 Ian Grieve2 minute read0 comment

This 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.

one of the new items of new functionality in Dynamics BC 2022 Wave 2 is the “company badges” which was announced as part of the switch companies across environments enhancement.

Company badges are shown in the app bar at the top of the window next to the environment identifier. The company badges are set on the Company Information page which you can access by searching for comp inf and selecting Company Information under Go to Pages and Tasks:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments”

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In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment

Monday 23rd Jan 2023Monday 29th Jan 2024 Ian Grieve2 minute read0 comment

This post is part of the In Microsoft Dynamics 365 Business Central (Customisation), 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.

In the previous article in this series, I showed how customizations could be made via a profile for sharing. This is very useful, but at times you’ll want to create and test a profile on a dev or UAT system and then want to migrate it live.

Fortunately, this is possible to do using the export/import functionality available in the Profiles (Roles) window.

Click the More ellipsis » Export Profiles action on the action bar: