Category: Dynamics

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fifth of the new functionality in the Legislation section is Start faster with refreshed and enhanced setup data.

To help businesses quickly get up and running with Business Central, Microsoft provide preconfigured setup data that enables customers to use features right away.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

This release provides updated setup data for the following countries and regions:

• Australia (AU)
• Canada (CA)
• Germany (DE)
• Netherlands (NL)
• United Kingdom (GB)
• United States (US)

Microsoft have updated the following setup data for those country versions:

• Chart of accounts
• General posting groups and setup
• Inventory posting groups and setup
• Jobs posting group
• Tax/VAT/GST posting groups and setup

My Opinion

The setup data can be a very useful way to get the basics in place when configuring a system (although I generally don’t use this approach), so it is good to see the setup data being maintained.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fourth of the new functionality in the Legislation section is Use drop shipments for triangular Intrastat trade.

Businesses that ship goods directly from a vendor in another EU country to a customer in a third EU country can exclude those transactions from their Intrastat reports, which makes the reports more accurate.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

Triangular trade involves trade between companies located in three countries or regions where goods bypass the reporting company’s country. In Business Central, you can use drop shipments to handle triangular trade. To use drop shipments, you must turn on the Include Drop Shipment toggle on the Intrastat Report Setup page.

This feature allows for scenarios where a company orders goods from one EU country and drop ships the goods directly to another EU country, without importing the goods into its own country. In such cases, the Intrastat Report will exclude these transactions because the goods were directly delivered between two other EU countries. The calculation is based on the following information from the item ledger entries:

• Entries are marked as Drop Shipment.
• The Country/Region Code is different than the Country/Region Code on the Company Information page.

My Opinion

This enhancement sounds like it will improve the accuracy of the Intrastat report for goods drop shipped from vendor to customer. Since the UK left the European Union, the amount of work I do in the area of Intrastat reporting has dropped a lot, but we do still do some work with clients based in Ireland, an EU member state.

I actually have a project starting with one of those clients soon, who does have a requirement for Intrastat, so it will be interesting to talk to them about if this is required or not.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The ninth 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: Dec 2023

Feature Details

In 2023 wave 2, 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

Better security is always welcome. This sounds interesting in terms of allowing an admin to limit which environments a partner can access; it makes a lot of sense as I’ve worked for clients previously supporting their UK and Ireland systems, but with no requirement to have any access to the US environment. It sounds like this enhancement will allow security to facilitate this use case to be configured.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), 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.

The top level of the advanced warehousing functionality, is to use the put-away worksheet, which requires both the require warehouse receipt and require warehouse put-away to be enabled. With the other settings, there are three toggles on the location card which need to be enabled to use the put-away worksheet. When you create a location, on the Warehouse fasttab, you need to toggle the Require Receive, Require Put-away and Use Put-away Worksheet options to the on position (the third option is disabled unless the first two are toggled on):

Receiving goods in this way, allows you to receive and plan the put-aways for multiple orders at the same time, instead of one-by-one. In the next couple of articles in this series, I’ll create a put-away worksheet template and then step through the process of using the put-away worksheet at the new WHITE location.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The eighth of the new functionality in the Governance and Administration section is Transfer environments between Microsoft Entra tenants.

In some cases, administrators may want to transfer their Dynamics 365 Business Central environment to another Microsoft Entra tenant (formerly Azure Active Directory tenant). For example, this could be done to consolidate environments belonging to the same company in a single tenant when one company is acquired by another, or for partners to transfer a demo environment to their customer to test with. Until now, this scenario was supported through service requests that required paperwork to ensure consents from all involved parties were in place

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Dec 2023

Feature Details

In 2023 release wave 2, the process for transferring a Business Central environment to a different Microsoft Entra tenant will be a self-service scenario. Internal administrators can request an environment transfer from the source tenant, and then accept the transfer from the target tenant.

My Opinion

This enhancement looks like it could be very useful, for the exact use cases mentioned above.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The seventh of the new functionality in the Governance and Administration section is Automatically update AppSource apps with minor updates.

With this release wave, it’s easier to make sure that apps installed in an environment are always up to date with the latest version.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 2023

Feature Details

Already today, you can update individual apps from the App Management page in the Business Central admin center, and these apps are then automatically updated with every major update to your environment. In 2023 release wave 2, Microsoft are introducing an environment-level setting that automatically updates all installed apps with every minor update, ensuring that you always have the latest features and improvements.

My Opinion

It seems odd that major updates could be automatically applied, but not minor updates. However, with this enhancement Microsoft have allowed admins to configure minor updates of extensions to be automatically applied.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), 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.

Over the last few posts of this series, I’ve taken a look at the receipt and put-away processes in Business Central, how they are enabled and how they are processed, and, in the last post, on how the process works when both are enabled.

The processes covered so far are for when processing put-away instructions for individual orders or groups of orders where the put-aways are handled one by one. There is functionality in Business Central to facilitate planning put-aways for multiple receipts, which will allow warehouses to operate more efficiently.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The sixth of the new functionality in the Governance and Administration section is Delete data from uninstalled extensions as an admin.

Before this change, when administrators uninstalled an extension but didn’t delete its data, they had to raise a support case or reinstall the extension to do so. Administrators can now easily delete data for an extension after they uninstall it, which saves time and effort.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

The Extension Management page gives administrators access to the extensions that are installed on their tenant. However, the page doesn’t list extensions that were uninstalled before their data was deleted. This situation might mean that the tenant is storing unneeded data from old extensions. It can also result in reduced performance because the data model for table extensions loads data from uninstalled extensions. Administrators can quickly delete old data to avoid these potential problems.

To address these issues, Microsoft have introduced the Delete Orphaned Extension Data page. To delete data, on the Delete Orphaned Extension Data page, select the extensions, and then choose Delete Data.

My Opinion

This is a nice addition to housekeeping on the database. There may be times when you want to remove an extension but retain the data for a while. This enhancement means you can do this and then remove the data when it is no longer required, without needing to reinstall the extension to do so.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fourth of the new functionality in the Governance and Administration section is Include or exclude tables from cloud migration.

Explicitly including or excluding certain tables from cloud migration runs will make it easier to specify what data you want to migrate to the cloud.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Nov 2023

Feature Details

Some customers need the flexibility to migrate only specific data to the cloud, based on their unique requirements. Microsoft now make it possible to specify whether any table is included or excluded as part of the cloud migration—as long as the table is accessible by AL code and not marked as internal or on-premises only.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twenty-eighth of the new functionality in the Development section is Define multi-worksheet datasets for Excel reports.

AL developers can now define AL report datasets so that when running with Excel layouts, multiple top-level data items are stored in their own worksheets in Excel. This makes data models such as parent-child easier to model in Excel, and enables them to use powerful modeling tools such as PowerPivot in Excel.

Enabled for: Users by admins, makers, or analysts
Public Preview: Oct 2023
General Availability: Dec 2023

Feature Details

Prior to this release, developers who wanted to create an Excel report on a data model with multiple top-level data items, such as a parent-child relationship, had to do a lot of extra modeling in Excel to separate the two before they could use that data in the Excel layout.

With this release, the developer can set a new ExcelLayoutMultipleDataSheets property to True. The AL runtime will generate an Excel worksheet for each data item and place its data there.

Multiple sheets will be named #DataItemName, where DataItemName is the dataitem name in the report design. Adding new empty Excel layouts to the report uses the property value to determine the sheet structure.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Define multi-worksheet datasets for Excel reports”