New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Use Advanced Settings In The Power Bi Connector

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 3rd of the new functionality in the Reporting and data analysis section is use advanced settings in the Power BI connector.

Advanced users of Power Query can now fine-tune the use of the Power BI connector for Business Central in their semantic models. The introduction of new parameters to the Power BI connector for Business Central enhances the flexibility, performance, and user experience of data integration and analysis, while still ensuring the default values are optimal in the majority of cases. These parameters empower users with more control over their data interactions, leading to more efficient data processing, better performance, and an improved user experience.

Enabled for: Users by admins, makers, or analysts
Public Preview: –
General Availability: Oct 2024

Feature Details

Starting in this release, the Power BI connector for Business Central now supports several advanced properties that you can set in your Power Query queries:

  • AcceptLanguage: This parameter allows you to specify preferred languages for responses, ensuring users receive messages and translatable strings in their desired language. This improves user satisfaction and makes the data more accessible and relevant.
  • ODataMaxPageSize: By limiting the number of entities per results page, this parameter allows for more flexibility when connecting to large datasets or using complex queries. It ensures efficient and responsive data retrieval, leading to faster insights and decision-making. You can’t exceed the maximum page size defined on the service.
  • Timeout: This parameter defines the maximum duration for a request before cancellation. It helps manage system resources effectively and prevents long-running queries from impacting overall system performance. Users experience minimal delays and interruptions, ensuring a smoother workflow. You can’t exceed the timeout defined on the service.
  • UseReadOnlyReplica: This parameter determines whether requests target the primary database or a read-only replica. Offloading read operations from the primary database can significantly boost performance. This leads to faster data retrieval and improved system stability, especially during peak usage times.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Stay Current With Shopify Connector
Analyze Fixed Asset And Subscription Billing In Power BI
Use Refreshed Demo Data For Sustainability
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Use Copilot With Agent Capabilities To Automate Sales Order-Taking
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Submit IRS 1099 Forms Electronically To IRIS
Use The E-Documents Framework In The Spanish Version
Use Updated Saf-T 1.3 In Norway
E-File IRS 1099 Forms Without Integration
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Run Page Scripts In Pipelines For Automated Testing
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Use Embedded Power Bi Reports Out Of The Box

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 1st of the new functionality in the Reporting and data analysis section is use embedded Power BI reports out of the box.

It’s easier than ever to leverage your business data to get insights into your operations. You can analyze your business data with out-of-the-box Power BI reports for finance, sales, purchasing, inventory, manufacturing, and projects.

Enabled for: Users by admins, makers, or analysts
Public Preview: –
General Availability: Oct 2024

Feature Details

Business Central comes with many options for reporting, business intelligence (BI) dashboards, and data analysis. This release wave adds a lot of new reports for finance, sales, purchasing, inventory, manufacturing, and projects.
Specifically, the following Power BI reports are available:

  • Finance: 14 reports
  • Sales: 12 reports
  • Purchasing: 13 reports
  • Inventory: 7 reports
  • Manufacturing: 11 reports
  • Projects: 6 reports

You can also embed the Power BI Metrics scorecards you use to track your important KPIs directly inside Business Central.

My Opinion

It’s good to see some Power BI reports being made available as default. It will give clients implementing Business Central a starting point with reporting.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Stay Current With Shopify Connector
Analyze Fixed Asset And Subscription Billing In Power BI
Use Refreshed Demo Data For Sustainability
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Use Copilot With Agent Capabilities To Automate Sales Order-Taking
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Submit IRS 1099 Forms Electronically To IRIS
Use The E-Documents Framework In The Spanish Version
Use Updated Saf-T 1.3 In Norway
E-File IRS 1099 Forms Without Integration
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Run Page Scripts In Pipelines For Automated Testing
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists

What is the Microsoft Power Platform?

Power PlatformI’ve been posting about working with Power Automate in general and using it with Business Central for a while now, but I’ve never really explained the Power Platform, of which Power Automate is a part (although I did introduce Power Automate itself).

The Power Platform is a low-code platform for rapidly building customised end-to-end business solutions. Power Platform includes four main products, which can be used individually or together:

Power AppsPower AutomatePower BIPower Pages

  1. Power Apps – allows apps to be created which can be run on a browser or mobile device, they can be used by internal users.
  2. Power Automate (formerly Microsoft Flow) – automation of tasks and activities acorss numerous services using integrated or custom connectors.
  3. Power BI – business intelligence solution which provides interactive data visualization BI tools to help users visualize and share data and insights across their organization.
  4. Power Pages (formerly part of Power Apps until 2022) – secure, secure, enterprise-grade, low-code software as a service (SaaS) platform for creating, hosting, and administering modern external-facing business websites.

While Microsoft bill all parts of the Power Platform as low-code, I think that developers, or at least people with experience in programming, will find the logic patterns required to build flows easier to manage than someone without experience.

Certainly with Power Automate there are development principles which should be followed, such as Application Lifecycle Management which requires the use of solutions, separate environments for development, testing and production and use of child flows.

The other areas of Power Platform are very similar; organisations which allow a free for all in Power Platform are storing up a lot of trouble for the future.

MADIC dynamics Knowledge Hub Webinars: Reporting with Business Central

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

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

  1. Introduction
  2. List Pages
  3. Standard Reports
  4. Financial Accounting
  5. Jet Reports
  6. Jet Analytics
  7. Power BI
  8. 3rd Party BI
  9. Conclusion

Introduction ^

In this webinar we took an introductory look at the reporting tools which come with Microsoft Dynamics 365 Business Central as standard, such as list pages, standard reports and financial reporting, as well as then taking a look at the commonly used third-party reporting tools which include Jet Reports and Power BI.

Continue reading “MADIC dynamics Knowledge Hub Webinars: Reporting with Business Central”

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Feb-Apr 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 the first few webinars, but in future other consultants will be getting involved, 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 webinars are open to everyone, not just customers of MADIC dynamics. The next three webinars, starting this month, are:

No february-2024 events found.

No march-2024 events found.

No april-2024 events found.

New Functionality In Microsoft Power Automate 2024 Wave 1: View a Power Automate Visual in a Power BI Report

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1.

The 3rd of the new functionality in the Cloud Flows section is view a Power Automate visual in a Power BI report.

This feature helps you translate insights to action. With Power Automate visual, you can run an automated flow from a Power BI report. Furthermore, the executed flow can be data contextual, passing in dynamic data based on the filters you set.

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

Feature Details

When you create a Power Automate visual in a Power BI report, your users can run an automated flow, just by selecting a button in your report. The flow can be data contextual, meaning that the flow inputs can be dynamic, based on the filters the users set.

You can later edit the flow with different data fields to use as data inputs. You can also change formatting, such as button text, font color, font size, or fill color of the button. You can enable permission for any user to edit the flow, in addition to running it.

This feature is currently in public preview and documented in Create a Power Automate visual for Power BI (preview).

With the general availability update, you can see flows outside the Default environment and support for all regions Power Automate is available in.

My Opinion

This sounds interesting. It gives the users to initiate a flow from a Power BI report or dashboard. The linked article from the Power BI side shows how it can be setup and configured.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 1 Series Index

New Functionality In Microsoft Power Automate 2024 Wave 1
Use Generative AI to Achieve a Process in AI Flows
Receive Intelligent License Recommendations for Admins
Be More Productive with Power Automate and Excel Desktop
View a Power Automate Visual in a Power BI Report
Monitor Performance for Cloud and Desktop Flow Activities
Connect to Other Environments from the Microsoft Dataverse Connector
Push Cloud Flow Execution Data into Application Insights
Use Your Own Encryption Key for Encrypting Data At-Rest for Existing Environments
Create Power Automate Flows in Excel
View Two Action Properties Panes Simultaneously
Use Undo and Redo While You Build Cloud Flows in the Designer
Use Copy-Paste for Container Actions Like Scope, Condition, and Apply to Each
Use a Simplified OData Editor in Actions like Get Items and Get Files
Manage Unpublished Solution-Aware Cloud Flows Using Admin APIs
Cancel all Flow Runs for a Version of a Flow
Create a Flow on a File in Teams
Cloud Flows are Automatically Defined in Dataverse Solutions
Use Workflows on Calendar Events in Teams and Outlook
Create AI Flows in Power Automate
Use Copilot with French Language
Recommendations to Reassign Orphaned Cloud Flows
Generate Descriptions for Cloud Flows using AI
Use Flows with Connections from Users in Copilot Studio
Use Process Mining Microsoft 365 Personal Recommendations
Create and Edit Expressions with Copilot
Get Quick Insights and Recommendations in Copilot for Process Mining
Troubleshoot with Copilot for Cloud Flows Execution
Automate With Ease Using the AI Recorder
Enter into a Conversation-first Copilot Experience to Build Flows
Transform Scripting Using AI-driven Natural Language
Maximize Your Productivity with Generative Answers
Streamline Workflow Creation with the Next Best Action
Generate Flow Description Using AI
Use Natural Language to Create a Flow in Teams
Leverage Desktop Automation with the Power Automate Plugin for Windows Copilot
Set Up Fallback UI Automation Mechanism
Power Fx Integration with Power Automate for Desktop
Use Power Platform Connectors in Power Automate for Desktop Actions
Use CyberArk Credentials in Desktop Flow Connections
Use Azure Key Vault Credentials in Flow Connections
Connect Your Own Virtual Network with Hosted Machine Group
View Attended Desktop Flow Runs Using Picture-in-Picture Execution Mode
Self-heal UI and Browser Automation Actions at Execution with AI
Use the Run Power Fx Expression
Use Python v3 in Power Automate for Desktop
Use Machine to Credential Mapping in Desktop Flow Connections
Create a Reusable Collection of UI Elements
Use Customer-managed Encryption Key for Hosted RPA
Automation Center to Monitor and Manage All Your Automations and Related Assets
Trigger Attended Desktop Flows in Picture-in-Picture
Use Copilot in Automation Center to Analyze Cloud Flow Runs
Trigger Attended Desktop Flows in Picture-in-Picture Mode Through the Power Automate Console
Use Copilot in Automation Center to Analyze Desktop Flow Runs
Use Copilot in Automation Center to Analyze Work Queue Data
Use Copilot in Automation Center to Ask Power Automate Product Questions
Use New Data Table Actions
Use New Excel Actions in Power Automate for Desktop
Use the New Desktop Flow Running Timeout Property
Ingest Process Data from Customers' Data Lake
Scale Faster with Power Automate Process Mining Thin Client App

Recent ISC Software Webinar: Business Intelligence with Microsoft Dynamics GP

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”

Microsoft Dynamics GP PowerBI Content Pack

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

Dynamics GP Tech Conference 2017: Power BI Enhancements

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.

MDGP 2016 R2 Feature of the Day: PowerBI On The Web Client Home Page

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