Here at MADIC dynamics we will be presenting a Knowledge Hub Webinar at 1400 UK time on Tuesday.
Learn how Business Central can be extended with Power Automate, from approvals to process automation to document distribution and more.
The webinar is open to everyone who wants to sign up and join:
|
No march-2024 events found. |
This 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 22nd of the new functionality in the section is Prevent editing number series on service documents and cards.
For each company where you set up service management, you must assign unique identification codes to things such as service items, invoices, and other documents. Numbering isn’t only important for identification purposes. A well-designed numbering system also makes the company more manageable and easier to analyze, and can reduce the number of errors that occur in data entry.
Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024
Behavior of the No. field on documents and cards
On service documents and all cards, the No. field can be filled in automatically from a predefined number series, or you can add it manually. However, under certain circumstances, the No. field isn’t available so that you can’t edit its value.
This 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 21st of the new functionality in the Application section is correct errors in service invoices.
Mistakes can happen, so it’s important to be able to quickly correct them. This update enhances your flexibility and efficiency in managing service contracts and invoices by making it easier to fix mistakes.
Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024
You can delete service invoices that have service ledger entries associated with them. This means that you can correct errors or make changes to service invoices without getting stuck or losing data. For example, if you forget to assign a product posting group to a G/L account, you can add it later and recreate the service invoice.
Use the Delete action to delete a service invoice. A corrective service ledger entry will be posted, and the invoicing date and invoicing period will be restored in the service contract so you can create the invoice again. Note that you can revert several invoices, but you must do it sequentially starting from the very last invoice. Business Central won’t allow you to delete a service invoice if its details, such as the invoicing period or the prepaid toggle were changed in the related service contract. Make sure that you delete invoices before you make such changes.
this looks to be a useful enhancement for correcting errors. While we all want to avoid errors, sometimes they happen and an easy ay to correct them is welcome.
This 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 20th of the new functionality in the section is export and import multiline text using Configuration Packages.
Avoid having to manually export and import multiline text by using an improved configuration packages capability that allows you to do that with efficiency and ease. This feature is especially useful for businesses that deal with large amounts of multiline texts and need to transfer them between different companies or environments.
Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024
You can now use BLOB type fields, which usually contain multiline text, to import and export data using Configuration Packages.
Simply choose Include Field on the Config. Package Fields page to include fields that contain multiline text, such as the Work Description field, in your package.
This 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 19th of the new functionality in the section is manage document attachments in service items and documents.
Digitalize document management of service-related documents (such as maintenance manuals, warranty certificates, or inspection reports) by attaching them directly to service items, contracts, and invoices. Access critical documentation on the go, ensuring efficient service delivery.
Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024
In this release, Microsoft have made document attachments available on pages in Service Management. The Document Attachment FactBox is available in multiple places, like:
While working on a Jet Report for a client recently, working with data from Microsoft Dynamics 365 Business Central, I had need to return the output of an NL Filter into another function which required a string rather than a list, which meant that I couldn’t use the NL Filter directly.
Fortunately, there is a What in the NP Jet function which allows you to exactly this.
My NL Filter was in cell D4 which I can reference in the Array field of the NP function; the third field to set is the Join String which is the character which will separate the joined items from the list; you need to place the double quotes around the join string yourself:
Continue reading “Function in Jet Reports to Get List into a String”
This 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 5th of the new functionality in the Adapt faster with Power Platform section is find a matching record in a Power Automate flow.
Using Power Automate to build flows is already relatively easy, but from time to time, makers are stumbling into this common element of a given process: querying Business Central for a single record that matches certain criteria.
Enabled for: Users, automatically
Public Preview: Apr 2024
General Availability: Apr 2024
Currently, the Find records action always returns a collection or list of records, even if there’s only one record that matches specific criteria, such as the unique record ID. The current action also requires that Power Automate makers understand the syntax of the OData query.
The new Find one record action not only lets makers find a single record that matches their criteria, but also gives them a more friendly user interface to provide parameters and define conditions.
Makers can select several conditions for various fields in the requested API, add sorting conditions so that the proper record is found, and the Power Automate connector transforms these settings into an OData query.
Finding a single record also ensures that all subsequent actions in the flow can operate on it, without requiring the Apply to each loop.
NoteThis feature is only available in Business Central online, but it’s in the Power Platform connector so it’s backward compatible with all supported versions of Business Central.
This 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 4th of the new functionality in the Adapt faster with Power Platform section is add table and field mappings for existing integration tables.
Business needs change and so do business processes. Changes of business processes require data being exchanged through integrations with Business Central to be implemented in a fast and cost-effective way.
Enabled for: Users, automatically
Public Preview: Apr 2024
General Availability: –
You can add new table mappings by choosing the New Table Mapping action on the Integration Table Mappings page.
The action starts the New Integration Mappings assisted setup guide, which will help you set up new integration table and field mappings.
I’ve recently been creating some reports for a client using Jet Reports and data pulled from Microsoft Dynamics 365 Business Central. One of the requirements was to have a report which pulled out Intrastat related information in a specific format. As well as pulling out the standard information, they also wanted a calculation of the net weight for a sales order line, which mean linking from the Purch. Inv. Line (123) to the Item (27) table and multiplying the quantity by the net weight.
I initially tried to do this using a calculated field in the Excel PivotTable which was added on top of the data returned by Jet Reports, but quickly realised that the result wasn’t correct. This [prompted me to go back to the source data and see if I could perform the calculation using Jet Reports as it got the data rather than afterwards.
The report was being built using the Table Builder tool of Jet Reports; to add a calculated field in Table Builder, click the Add Formula button in the bottom left:
Continue reading “Create a Calculated Field in the Jet Reports Table Builder”
Clients often think that I know more Excel than I do, because I know how to use some functions such as IF, CONCAT and more, but my knowledge of Excel is quite limited when it comes to charts, graphs and PivotTables. I was recently writing a report for a client using Jet Reports to pull Intrastat information from Microsoft Dynamics 365 Business Central (both Jet and Business Central are irrelevant as far as the detail fo this post are concerned).
One of the things I wanted to do was create a summary of the data pulled from Business Central, which meant using a standard Excel PivotTable, something with which I have almost no experience. I managed to get most of the PivotTable configured without issue, but I needed to perform a calculation within the PivotTable and it took me a while to work out.
This is done by adding a calculated field through the PivotTable Analyze tab on the action bar; click the Fields, Items & Sets » Calculated Field button:
Continue reading “Add Calculated Field to PivotTable in Microsoft Excel”