Category: Power Platform

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Personalize and Design the Automate Actions in the Web Client

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis 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 Microsoft Power Platform section is personalize and design the Automate actions in the web client.

Giving users freedom and flexibility in designing and adjusting their workspace is essential for productivity in the cloud.

Enabled for: users, automatically
General Availability: October 2022

Actions added in the new Automate action group in the action bar now rely on personalization or designer, so that they can be moved, promoted, or hidden.

This applies to personalizing for a single user, customizing user profiles for user groups, or designing a global customization (page extension) for the whole company.

In addition, Power Automate-bound actions can be added to AL extensions (see the Development category for more).

Example action showing Send via EDI

This way, actions created by citizen developers using Power Automate flows are prioritized on the action bar, allowing for easy no-code integration, and the new AL “customAction” is handled by the platform.

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2
Better Bank Reconciliation for Checks and Improved Reporting
Extended Text Functionality for VAT Clauses
Financial Reporting Replaces Account Schedules
Find Posted and Non-Posted Document Lines in Search
Flexible Sorting in the Planning Worksheet Page
Make Entry of Variant Codes Required
Post Item Charges for Each Step of the Process
Service Management – minor improvements
Simpler Shopify Connection
Track Items That Are Used in Projects, Including Picks
New VAT Date Field on documents and Entries
Set Up Data Exchange More Easily
Use Multiple Remit-to Addresses for Vendors
Reverse Payment Reconciliation Journal Entries
Check the GL Journal Balance by Correction – Czechia
Configurable and Redesigned Intrastat Solution
Specify a Default Bank Account by Currency – Czechia
Word Layout Email Template for CZ Documents
IRS 1096 Form (United States)
Service Declarations F01DGS for Belgium and Intrastat for Italy and France
Get More, Better Communications as Admin
Use Service-to-Service Authentication with Admin API
Cloud Migration Data Upgrade for Extensions
Update Licensed Users from Microsoft 365 Faster
Migrate more data from Dynamics GP
Restore Deleted Environments
Get More Visibility Into Outages
Personalize and Design the Automate Actions in the Web Client
Rely on Personalization to Show or Hide Power BI Parts on Lists
Switch Power Automate Features On or Off
Use a Power Automate Flow to Notify Business Central of Dataverse Entity Changes
Add Media/Image Support for Business Central Connectors
Power Apps and Power Automate Support for Document Attachments
Easily Access Setup Pages for New Apps
Easily Find Apps to Connect to Core Services
Easily Install and Set Up New Apps
New Field Descriptions Improve Clarity
Configure OneDrive Integration
Delegated Admins Can Edit in Excel
Share to Teams Action Now Includes Link Preview
Embed Business Central in Teams Tabs
Access Business Central With Your Microsoft 365 License
Choose the Report Layout on Request Page
Use New Dedicated APIs for Financial Reporting
Performance – Faster Data Stack
Use Power BI App on Telemetry For Insights Into Environments
Compile Against Installed AppSource Apps
Auto-save as You Work
Experience Updated UI Elements
Switch Companies Across Environments
Legacy List Views Will be Hidden
Modern Action Bar
Search in Company Data
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Recent ISC Software Webinar: Business Intelligence with Microsoft Dynamics GP

Ian Grieve2 minute read0 comment

ISC Software SolutionsIn our most recent webinar, we took a look at Business Intelligence with Microsoft Dynamics GP. In this webinar, we covered how business intelligence can be used with Microsoft Dynamics GP. If you want to catch up on this, or any other, webinar, you can do so here.

  1. Introduction
  2. What is Business Intelligence?
  3. What is Jet Analytics?
  4. Reporting options with Jet Analytics
  5. What is Power BI?
  6. Reporting options with Power BI
  7. Conclusion

Introduction ^

I think this webinar was the first one in which we didn’t even open Microsoft Dynamics GP. This because this webinar focused on how business intelligence can be used with Microsoft Dynamics GP. We focused on two business intelligence products which can be used to quickly build required dashboards and reporting for business intelligence.

The two products we looked at are complimentary and can be used both together or independently. They are Jet Analytics and PowerBI

Continue reading “Recent ISC Software Webinar: Business Intelligence with Microsoft Dynamics GP”

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Microsoft Dynamics GP PowerBI Content Pack

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPMicrosoft Dynamics GP 2018 RTM has recently been released. and I have been taking a hands on look at the installation (and soon the new functionality). The series index for the Hands On series of posts is here and will automatically update as posts go live.

This post is not part of the hands On series, mainly because I currently have little experience with PowerBI (Perfect Image have a Business Intelligence team who do most of the PowerBI work).

It was announced some time ago that there would be a Microsoft Dynamics GP content pack for PowerBI available. I’ve not seen any blog announcement on it, but Pam Misialek did tweet back in December 2017 that it was now available.

Click to show/hide the Hands On With MDGP 2018 RTM Series Index

Hands On With MDGP 2018 RTM
Download the Installation Media
Confirmed – SQL Server 2017 Is Supported
Installing the .NET Prerequisite
Install Dynamics GP Client
Deploy System Database
Deploy Sample Company
Create A Company
Desktop Client First Run
Before Deploying the Reporting Services Reports
Deploy Reporting Services Reports
Deploy Excel Reports
Install eConnect on Client
Install Integration Manager
Integration Manager First Run
Install eConnect on Server
Configure eConnect Service
Configure eConnect Incoming Queue
Set eConnect Incoming Queue Permissions
eConnect Incoming Queue Bug Fixed
Add Web Component Runtime Feature
Configure Web Components
Install Web Components Help
Install GP Web Resource Cache
Verify Web Client
Verify Web Management Console Functions
Install Web Services Runtime
Configure Web Services
Verify Web Services
Install GP OData Service
Configure & Use OData Service
Microsoft Dynamics GP PowerBI Content Pack
Install GP PowerShell
Get Available GP PowerShell Commands
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Dynamics GP Tech Conference 2017: Power BI Enhancements

Ian Grieve2 minute read0 comment

Microsoft Dynamics GPMicrosoft Dynamics GPThis post is part of the series I am doing on the Dynamics GP Tech Conference 2017.

Power BI is more the area of Belinda Allen or Mark Polino than mine, but I’ll be getting more of a look at it soon as I have one of my team about to take a more in depth look, so it is nice to hear there will be more new stuff coming in the next version of Dynamics GP:

  • Support for paging in OData Services
  • Support for filtering in OData Services
  • Support for OData v4
  • GP Power BI Content Pack – I need more information on this, but it sounds like a set of pre-packaged reports which will be welcome.
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MDGP 2016 R2 Feature of the Day: PowerBI On The Web Client Home Page

Ian Grieve1 minute read0 comment

Microsoft Dynamics GPThe Inside Microsoft Dynamics GP blog has started a series Feature of the Day posts for Microsoft Dynamics GP 2016 R2; as the most recent versions have been, these posts are in the form of PowerPoint slides; I am reposting them here so they can be read more easily.

The series index for this series of posts is here.

The twentieth Feature of the Day is PowerBI On The Web Client Home Page.

Power BI on GP Web Client Home Page

Click to show/hide the MDGP 2016 R2 Feature of the Day Series Index

MDGP 2016 R2 Feature of the Day
SmartList Designer SmartLists in Advanced Lookups
SmartList Favorite Protection
Cancel PO Linked To A Requisition
Batch Edited Message
Requisition Inquiry Icon
Display Tax Percent for Historical Sales Transactions
GL Distribution Line Display UI Change
Link Credit Card Invoices to Original Invoice
Receivables/Payables Dist Line Display Expanded
Bank Rec Tracks History
Credit Limit Warning Calc for Unposted Credit Docs
Safe Pay File Displays Check Name From Check
POP to FA Link to Include Taxes
Payroll Admin Can Print W2 Using Self Service Report
Save Fixed Asset ID With Suffix
Track Termination/Rehire Dates
New Project Accounting Timesheet Status Report
Project Accounting Line Distributions Edited By Item
HTTPS Support for Management Reporter
PowerBI On The Web Client Home Page
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MDGP 2016 R1 Feature of the Day: PowerBI Reports on the Home Page

Ian Grieve2 minute read1 Comment

In February 2014 Microsoft launched PowerBI for Office 265 and are now bringing it to the Microsoft Dynamics GP 2016 R1 home page (but only the home page of the desktop client):

PowerBI on the Microsoft Dynamics GP 2016 R1 home page

The main features of are:

  • New part on Home Page to display Power BI Reports.
  • Click on the report to take you out to your Power BI site.

I’m not entirely sure how to feel about the addition of PowerBI to Dynamics GP; it almost feels like a scatter gun approach is being used for reporting with Dynamics GP. There are standard reports, Metrics, Excel Reports, SSRS Reports (which for most clients replace the Metrics to the extent I had to lookup the name of Metrics), Management Reporter (with an unknown roadmap/future) reports and now PowerBI reports.

Click to show/hide the MDGP 2016 R1 Feature of the Day Series Index

MDGP 2016 R1 Feature of the Day
HTML 5 Web Client
Web Client Search
Sales All-In-One Document View
Inventory All-In-One Document View
Project Accounting on Requisitions
Payroll Document Attach
Payables Credit Card Payment Run
Excel Export as Numbers
Inactive Pay Codes Lookup
Prepayments on Purchase Orders
Payroll Posting Accounts
Budget Import Exception Report
Analytical Accounting User Access Settings
Export/Import in SmartList Designer
SmartLists from Favorites
Word Templates for Batch Approval Workflow
Workflow Condition Management
Workflow Reassignment Notification
Named Self Serve User
Automatically Batch Deposit Cash Receipts
Manage or Edit Attachment Flows
Budget Import Duplicate Accounts Import Exception Report
PowerBI Reports on the Home Page
OData Service Deployment
OData Service
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