Jet Reports with Microsoft Dynamics 365 Business Central Book Available

Microsoft Dynamics 365 Business CentralI have a new book available now called Jet Reports with Microsoft Dynamics 365 Business Central; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics 365 Business Central for financial and/or operational reporting.

The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step guides on creating six different types of report and closing with a look at the report building tools, Jet Hub and report distribution.

Jet Reports with Microsoft Dynamics 365 Business Central by Ian Grieve

The book is available as an eBook direct from my azurecurve Publishing site (always with a discount of $5, but with an additional discount of 20% until end of April using voucher code EASTER2024) or from Amazon:

The book is structured into these chapters:

  • Chapter 1, Introduction to Jet Reports, introduces Jet Reports and explains what type of reporting for which it can be used.
  • Chapter 2, Implementing Jet Reports, covers the installation of Jet Reports including the Jet Service Tier and Jet Hub.
  • Chapter 3, Configuring Jet Reports, shows how to configure Jet Reports once it has been installed.
  • Chapter 4, Introducing the Excel Add-in, introduces the Excel Add-in and the features available.
  • Chapter 5, Report Structure, shows how reports can be structured to make maintaining them easier.
  • Chapter 6, Using the functions in the Excel Add-in, shows how each of the four Jet Functions can be used.
  • Chapter 7, Creating and using an Options page, covers the creation and use of an options page in reports.
  • Chapter 8, Create a Summary Trial Balance, steps through the creation of a Summary Trial Balance report.
  • Chapter 9, Create a Detailed Trial Balance, shows how to make the Summary TB from the previous chapter into a Detailed report.
  • Chapter 10, Create a Balance Sheet, covers the creation of a formatted Balance Sheet.
  • Chapter 11, Create an Income Statement, covers the creation of an Income Statement and how to make it an intercompany/consolidated version.
  • Chapter 12, Create a Summary Payables Aged Trial Balance, shows how to create a Summary Payables Trial Balance report.
  • Chapter 13, Create a Sales Invoice by Customer Report, covers the creation of an operational report on sales invoices.
  • Chapter 14, Report Creation Tools, introduces the tools which can be used to make creating reports easier.
  • Chapter 15, Using Jet Hub, shows how users can access Jet Reports via web access and without a local install of Jet Reports.
  • Chapter 16, Report Distribution, shows how users can schedule or generate reports into Microsoft Word.

If you buy this or any other ebook from me directly, the coupon code EASTER2024 will get you 20% off (until the end of April 2024).

Jet Reports with Microsoft Dynamics GP Book Available

Microsoft Dynamics GPI have a new book available now called Jet Reports with Microsoft Dynamics GP; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics GP for financial and/or operational reporting.

The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step guides on creating six different types of report and closing with a look at the report building tools and Jet Hub.

Jet Reports with Microsoft Dynamics GP by Ian Grieve

The book is available as an eBook direct from my azurecurve Publishing site or from Amazon (for $5 more):

If you buy this or any other ebook from me directly, the coupon code EASTER2024 will get you 20% off the price.

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Control partner access per environment

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 8th of the new functionality in the Governance and administration section is Control partner access per environment.

Business Central customers with multiple environments are often working with many partners to support each environment. With this feature, customer administrators can now easily and efficiently control partner access to environments. This feature simplifies partner management by allowing administrators to assign partner tenants to each environment.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Apr 2024

Feature Details

In 2024 release wave 1, Microsoft are introducing new environment settings in the Business Central admin center that enable internal administrators to control which environments delegated users and multitenant apps from partner tenants can access and administer. Internal administrators can specify the tenant IDs of partners that should be able to access each environment. Delegated users and multitenant apps accessing or administering the environment must belong to an allowlisted tenant. This feature is optional, and if no tenants are allowlisted for an environment, delegated users and multitenant apps will be able to access and administer the environment as they did before. This feature only affects the use of the admin center API by multitenant apps that have been authorized within the admin center

My Opinion

This sounds like a double edged sword; good for users to have the ability to restrict access to environments, but also too easy for something to be set incorrectly and deprive necessary access. However, the same can be said of any security on a system, so I’d say this is a good enhancement. Some of the clients I’ve worked with in the past have had very locked down systems, so they’d like this for witholding access to production while giving access to dev, QA and UAT environments. It could also be useful for companies operating in multiple countries by allowing only the partner for a specific country to access an environment.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Manage Subscription Billing and Revenue and Expense Recognition
Enable Sustainability Features for Integrations with APIs
Install Field Service Integration with Business Central from AppSource
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Simplify collections with Copilot for Finance and Business Central
Automate Tests for your Copilot Extensions with the Business Central Test Toolkit
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
Migrate Record Links and Notes with Cloud Migration Tooling
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: View and Filter Users With Additional User Details

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 7th of the new functionality in the Governance and administration section is view and filter users with additional user details.

Additional user details and technical data helps administrators be more effective when they handle user requests and resolve issues..

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can view additional details about users on the Users page by choosing the Show more details action.

Shows new Show more details action in Users page

The Users details page offers multiple views that administrators can filter. For example, an administrator might want to view all users with a Microsoft 365 license, or users who are assigned to the SUPER permission set.

Shows new user details page with extra columns and views

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: View and Filter Users With Additional User Details”

Picking Only Reserved Goods in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Centralvan Labrador Gonzalez, an experienced system engineer, has on his IVAN SINGLETON | A blog about Business Central, Xamarin and Arduino blog recently posted an article on enhancing the picking process within warehouse management so that only reserved goods are included on the pick as it is created.

Unfortunately, this is not something which is available as standard in Business Central; when you create the pick, the whole quantity of goods from the order are included on the shipment and resulting pick.

The way Ivan gets only the reserved items onto the pick is be developing an extension which adds a new button to the Warehouse Shipment (7335) page. Fortunately, in the article he details the step by step to create this customisation, including all of the required code.

Warehouse Shipment page with new action button

The article, including code examples, can be found here and complete code is on GitHub.

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Copy Companies with Dataverse Integration Safely

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 6th of the new functionality in the Governance and administration section is copy companies with Dataverse integration safely.

Administrators in small or medium-sized companies often wear multiple hats and do many different tasks. It’s important that you can efficiently and safely copy companies if you integrate with Dataverse or Dynamics 365 Sales, reducing the risk of data inconsistencies and saving you valuable time. This enhancement streamlines your workflow so you can focus on strategic tasks, driving your business forward.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

When an administrator copies companies in an environment that has Dataverse or Dynamics 365 Sales integration enabled, Business Central clears the following settings while copying to the target company:

  • Dataverse and Dynamics Connection Settings to ensure that integration correctly re-initiates in the target company.
  • Integration records to ensure that the target company doesn’t point to records that are coupled in the source company.
  • Integration synchronization jobs to stop synchronization background jobs.
  • Integration synchronization errors to clean synchronization errors, it they exist, because they point to errors in source company and would just be considered noise in the target company.

My Opinion

This sounds like a very welcome enhancement as the current process is open to quite a bit of risk. Clearng these settings will help prevent environments syncing incorrectly.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Manage Subscription Billing and Revenue and Expense Recognition
Enable Sustainability Features for Integrations with APIs
Install Field Service Integration with Business Central from AppSource
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Simplify collections with Copilot for Finance and Business Central
Automate Tests for your Copilot Extensions with the Business Central Test Toolkit
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
Migrate Record Links and Notes with Cloud Migration Tooling
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Apr-Jun 2024) from MADIC dynamics

MADIC dynamicsEvery month, on the third Tuesday, at MADIC dynamics we will be presenting a Knowledge Hub Webinar on Microsoft Dynamics 365 Business Central and related products; I will be presenting some of the webinars, but other consultants will be getting involved as well, so there will be a variety of presenters through time.

We aim to have the next three monthly Knowledge Hub Webinars scheduled and details of them available. The next three webinars, starting next month, are:

No april-2024 events found.

No may-2024 events found.

No june-2024 events found.

Error Preview or Posting Assembly Order in Microsoft Dynamics 365 Business Central: “Document No. must have a value in Item Journal Line…”

Microsoft Dynamics 365 Business CentralI was doing a project to implement Microsoft Dynamics 365 Business Central with a client recently. When they were doing some UAT they were getting an error when trying to preview or post an assembly order.

I tried the same process on my demo/test environment and did not get the same error as the we were seeing in the client environment. The error they were seeing was this one:

Error message when previewing or posting an assembly order

Document No. must have a value in Item Journal Line: Journal Template Name=, Journal Batch Name=, Line No. =0. It cannot be zero or empty

Continue reading “Error Preview or Posting Assembly Order in Microsoft Dynamics 365 Business Central: “Document No. must have a value in Item Journal Line…””

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Define Extension Objects in Same App as Their Base Object

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 8th of the new functionality in the Development section is define extension objects in same app as their base object.

By allowing the segmentation of objects into base functionality and extended functionality, it becomes possible to define extensions to objects in the same app as the object itself. This provides an option to group related functionality in smaller contributions and makes it easier to later move these to a separate app as part of refactoring.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Apr 2024
General Availability: Apr 2024

Feature Details

With this new feature, it’s possible to define both the base object and extension objects in the same app. For instance, a table and a table extension can be defined within the same app.

In metadata, extension objects remain separate, as before, so each extension object still requires its own object ID in the used range. The key change is that they can now reside in the same extension/app as the base object. In the case of tables, table extensions that reside in the same app as the base table will be merged into that table in the database schema—resulting in no companion table extension.

This feature is applicable to all extensible object types; for example, page, table, report, enum, and permission set objects.

The capability is enabled by default when targeting runtime version 13.0.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Manage Subscription Billing and Revenue and Expense Recognition
Enable Sustainability Features for Integrations with APIs
Install Field Service Integration with Business Central from AppSource
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Simplify collections with Copilot for Finance and Business Central
Automate Tests for your Copilot Extensions with the Business Central Test Toolkit
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
Migrate Record Links and Notes with Cloud Migration Tooling
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

MADIC dynamics Knowledge Hub Webinars: Extending Business Central with Power Automate

MADIC dynamicsIn our most recent webinar here at MADIC dynamics, we took a look at Extending Business Central with Power Automate.

If you want to catch up on this webinar, you can do so here.

What is Power Automate? ^

Power Automate is part of the Power Platform from Microsoft.

Power Platform is a collection of services which allow organisations to build their own solutions through low- or no-code services, such as Power BI (reporting), Power Apps (custom apps), Power Pages (websites) and Power Automate (automation). The idea is that they are low- or no-code and therefore do not require a developer to build the solution, and also allow for more rapid building than traditional applications, websites or other extensions.

We looked specifically at Power Automate in this webinar; Power Automate lets users create automated workflows between applications and services, allowing for repetitive business processes such as communications and approvals, to be automated.

As a relevant aside, I am currently writing two series of articles on Power Automate; the first is Working with Power Automate and the second is In Microsoft Dynamics 365 Business Central (Power Automate), how do I…. There is a large overlap between articles in those two series and this webinar, so I will be linking to the series where possible.

Types of Cloud Flow ^

There are four types of cloud flow available with Power Automate in combination with Business Central.

In the Microsoft documentation, they only show three types of cloud flow, but I always include the fourth, approvals, as this constitutes a large segment of the flows used by clients on Business Central, for users who have decided that the standard workflows don’t provide the flexibility required.

Icons for cloud flow types

Continue reading “MADIC dynamics Knowledge Hub Webinars: Extending Business Central with Power Automate”