Category: Business Central (Nav/Navision)

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The first of the new functionality in the Reporting section is choose the report layout on request page.

Users can choose which report layout to use on the request page. This will make it easier to use different report layouts for different purposes, especially for Excel layouts.

Enabled for: users, automatically
General Availability: October 2022

On the request page, users can use a dropdown menu to choose from available report layouts for the report.

This feature will enable your organization to have multiple layouts (like Excel layouts) for the same report dataset. For example, you could have a layout for a planning meeting, another layout used for mail merge, and a third layout for the board meeting.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fifth of the new functionality in the Productive with Microsoft 365 section is access Business Central with your Microsoft 365 license.

Microsoft are building the next generation of collaborative applications that help people work together to achieve their goals.

Business Central leverages ContextIQ to bring data into the flow of work, helping their customers work smarter and increase team performance. However, the efficacy of collaboration within a team, across departments, or on large projects is often impaired by lack of group access to mission-critical data that drives decisions.

Business Central now empowers organizations to choose which of their employees can view specific business data shared with them in Microsoft Teams, without requiring a Business Central license.

While this removes boundaries for collaboration and encourages users to share data with confidence, it also allows administrators to unlock data across the organization so departments that don’t yet use Business Central can self-serve with data they need to complete their tasks.

Enabled for: users, automatically
General Availability: November 2022

For Microsoft 365 users that do not have a Business Central license

Microsoft 365 license holders can now read Business Central data through a simplified user interface in Microsoft Teams.

• Access Business Central data embedded in a tab in Teams chat or channels.
• Access Business Central cards that have been shared with you in Teams chat or channels, and drill into card details.
• Read data that you have permission to. Microsoft 365 licenses don’t grant rights to edit, delete, or create new records.
• Simplified UI that supports typical data browsing activities such as search, sort, and drilldown from lists to card details.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Access Business Central With Your Microsoft 365 License”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fourth of the new functionality in the Productive with Microsoft 365 section is embed Business Central in Teams tabs.

Microsoft Teams is the hub for teamwork where people and data come together to accelerate work. Team members often need to rally around a common view of their data to make group decisions faster, such as discussing how to fulfill a special order, planning budgets across departments, or delegating work when people are unavailable.

Business Central uses ContextIQ to surface the data that teams need in the flow of their work. By embedding Business Central in a tab in any group chat or channel, the team has convenient access to the latest data that is also editable and actionable from within Teams, without having to continually switch apps. Developers can also bring collaborative capabilities to their solutions by automating the deployment of tab content, which typically requires team collaboration or empowering customers to spin up instances of group chats or channels that include Business Central tabs.

Enabled for: users, automatically
General Availability: November 2022

With this feature, users can:

• Use the Pin action to pin a card in Teams to the group chat or team channel. For example, when a sales invoice card is shared to chat, you can pin it from the card details.
• Use the Add Tab function in Teams to add a tab that embeds Business Central data in group chat or a team channel. When adding a tab:
  • Choose from recommended content tailored to your role, such as the list view for delayed orders sorted by date.
  • Alternatively, paste a Business Central link to almost any page or record, such as a specific service order.


Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Embed Business Central in Teams Tabs”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The third of the new functionality in the Productive with Microsoft 365 section is share to Teams action now includes link preview.

Users save time, and they benefit from not having to switch between apps when they can initiate collaborative tasks directly from Business Central. By choosing to share a compact card instead of only a hyperlink to a record, recipients gain more context and are able to act faster on business data.

Enabled for: users, automatically
General Availability: October 2022

The Business Central web client provides a Share menu that includes an action to Share to Teams. When sharing, a link to the current page or record is automatically added to the message composition area in the Share to Teams page.

Starting in 2022, users can share a preview of the link as a compact and elegant card that summarizes the record. They can choose between sending only the link or both the link and the card in the message.

The outcome is similar to pasting a Business Central link into the message composition box in Microsoft Teams.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The second of the new functionality in the Productive with Microsoft 365 section is delegated admins can edit in Excel.

Customers often delegate support and administration to their supporting partner. When these delegated administrators need to bulk correct or insert data, Excel is the tool of choice. The add-in now empowers admins to refresh and publish to Business Central, making this a powerful tool for data manipulation.

Enabled for: users, automatically
General Availability: October 2022

Delegated administrators can now use the Excel add-in like any other user in the customer’s Azure Active Directory organization. The Edit in Excel system action in the client opens the add-in, but admins can also create new datasets in Excel directly. Use this to provide bulk data support, such as correcting data entry mistakes, importing tables from legacy systems, and making data adjustments that cannot be done via data upgrade scripts.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The first of the new functionality in the Productive with Microsoft 365 section is configure OneDrive integration.

Admins are in control. With 2022 release wave 2, organizations can easily manage which OneDrive-related features are switched on for Business Central, so that people can collaborate on business documents and work with other files in the browser.

Enabled for: users, automatically
General Availability: October 2022

Administrators can access the OneDrive Setup guide in Business Central to specify which capabilities can connect to OneDrive for Business.

• Choose between enabling one, both, or none of the system and application integrations to OneDrive.
• For Business Central on-premises, this setup guide includes configuring the connection to OneDrive.
• The setup guide detects if the environment had been set up to use the legacy OneDrive or SharePoint integration, and it helps you switch to the newer OneDrive integration. As part of this change, we are announcing deprecation of the legacy SharePoint Connection Setup page and SharePoint integration capabilities.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Configure OneDrive Integration”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fourth of the new functionality in the Onboarding section is new field descriptions improve clarity.

Microsoft have made it easier to get started and unblocked with Dynamics 365 Business Central by providing better tooltip descriptions for sensitive and essential fields.

Enabled for: users, automatically
General Availability: October 2022

Business Central includes many fields on each page, and the field descriptions, or tooltips, provide a first layer of self-help for users. In this release wave, Microsoft have improved these tooltips for essential and sensitive fields so that it’s easier to learn how to use Business Central. Based on analysis of how tooltips are used, they’ll improve and clarify the text to make the descriptions easier to understand. This element of embedded user assistance reduces friction in learning how to use Business Central, which ultimately boosts satisfaction with the product.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The third of the new functionality in the Onboarding section is easily install and set up new apps.

Easier onboarding of ISV add-ons for Dynamics 365 Business Central.

Enabled for: users, automatically
General Availability: October 2022

In earlier versions, users who installed an app from AppSource or through the Extension Marketplace page in Business Central were guided to initiate the installation. After that, the user had to remember to go to the Extensions Management page, find the Deployment Status subpage, and there find information about the installation status. This caused friction and wasn’t a helpful experience for getting apps.

In this release wave, the app installation guide in Business Central is improved so the user can choose to wait for the installation of the app and subsequent initiation of the setup page that was brought by the app. This allows for a smoother app installation experience from beginning to end.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Easily Install and Set Up New Apps”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The second of the new functionality in the Onboarding section is easily find apps to connect to core services.

Easily identify the right app that connects your business to external business productivity services in your market space.

Enabled for: users, automatically
General Availability: October 2022

In this release wave, Microsoft added a new experience in Business Central so that users can easily discover and install third-party apps that connect to external business productivity services, such as banks. This capability is powered by AppSource and provides an additional layer of app suggestions to let users filter by category, so they can easily choose the type of offer they are looking for.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The first of the new functionality in the Onboarding section is easily access setup pages for new apps.

Microsoft have provided easy access to an app’s setup page from the Extensions Management page so you can use apps faster in Business Central, both large vertical add-ons and smaller productivity apps.

Enabled for: users, automatically
General Availability: October 2022

In earlier release waves, users told Microsoft they couldn’t figure out what to do next after they installed an app. They also said they didn’t know where to find any setup pages. In this release wave, Microsoft have added an option to run a setup page directly from the Extensions Management page if the app has specified a setup page. The developer of the app should provide a reference to the setup page in the app manifest, so that Business Central knows which page to run for the specific app.

In practical terms, two new features have been added:

• An ability to get an overview of setup pages brought by an app, if the app registers those in the Guided Experience Item table.
• A new action on the Extensions Management page that runs the page that the developer specified.