This 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 15th of the new functionality in the Application section is see improved usability for service and projects.

Productivity increases when processes are easy, so Microsoft have improved the usability of several areas within project and service management. For both projects and services, to make it a bit faster to get to information, Microsoft have added fields and actions on several pages.

Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

Based on feedback from Microsoft customers, Microsoft have made it easier to complete several business processes in projects and service management.

To speed up the process of creating invoices for projects, Microsoft have added the Create Project Sales Invoice action to the Project Card page. Now you can create invoices without having to leave the project information. Additionally, Microsoft have made it faster to access and work with details about projects by adding the following actions to the Project List page:

• Assembly Orders
• Put-away, Pick, and Movement Lines
• Registered Pick Lines
• Project WIP Cockpit

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: See Improved Usability For Service And Projects”

This 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 14th of the new functionality in the Application section is enable locations in Shopify refunds.

This update significantly reduces manual intervention and the risk of errors by fully using the original return location from Shopify when synchronizing refunds and returns. It streamlines the credit memo creation process, ensuring that the location code is accurate without additional reviews.

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

Feature Details

This update enhances the integration between Shopify and Business Central by using the original return location from Shopify for refunds and returns. This improvement ensures accurate location data in credit memos, which reduces manual adjustments and streamlines the returns process.

To turn on the feature, on the Shopify Shop Card page, choose Original > Default Location in the new Return Location Priority field.

The Return Location Priority field offers the following options:

• Default Return Location: This is the default option. It uses the value from the Default Return Location field when creating sales credit memos.
• Original > Default Location: Select this option if you want the connector to find the original location on the Shopify refund or, if applicable, the Shopify return document. If the connector can’t find the original location, for example, when an item is restocked in several locations, it uses the Default Return Location defined on the Shopify Shop Card.

This 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 13th of the new functionality in the Application section is define shipping information for Shopify shipping fees.

Map shipping fee information from Shopify to Business Central more accurately and with more flexibility. You can choose different types of shipping charges, such as G/L account, item, or item charge, and specify the shipping agent and shipping agent service.

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

Feature Details

In addition to the Shipping Charges Account field available on the Shopify Shop Card page, Microsoft are adding Shipping Charges Type and Shipping Charges No fields to the Shopify Shipment Method page. Adding these fields allows you to more precisely map shipping fee information from Shopify to the sales document in Business Central.

You can continue to use the G/L account defined on the Shopify Shop Card page, but if you define a Shipping Charges Type and Shipping Charges No, those values are used instead.

The Shopify Connector now supports the following types:

• G/L Account
• Item
• Item Charge

Item Charge is automatically assigned to all items on the sales document.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Define Shipping Information For Shopify Shipping Fees”

This 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 Adapt faster with Power Platform section is auto-apply templates when you synchronize data with Dataverse.

Businesses often enrich data that’s synchronized between Business Central and Dataverse by using templates that make the data ready to use in either application. Having a configurable, rule-based, and automated way to select the templates to apply when they synchronize data in either direction means you don’t have to extend your integration solutions with such rules, so integration between Business Central, Dataverse, and Dynamics 365 apps is faster and more cost effective.

Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

For example, when you synchronize account data from Dataverse to the customer table in Business Central, you might want to apply different configuration templates for domestic or foreign customers. Configuration templates can contain different posting groups and other settings for the customer records that synchronization creates. The synchronization engine chooses a configuration template based on the country specified for the account record in Dataverse.

On the Integration Table Mapping page, you can specify multiple configuration templates and define filters for when to apply them by choosing the link in the Table Config Template Code and Int. Tbl. Config Template Code fields.

The Table Config Template Code and Int. Tbl. Config Template Code fields show different values depending on the number of templates that you configure for a specific integration table mapping:

• If you configure a single configuration template, the name of the configuration template shows in order to stay compatible with current capabilities.
• If you configure multiple configuration templates, the number of configured configuration templates shows.

To set up the configuration template to apply when you synchronize data to Business Central, choose the link in the Table Config Template Code field on an integration table mapping to open the Table Config Templates page. On the Table Config Templates page, you can insert multiple configuration templates, and for each you can specify a Filter that determines which template to apply. The Priority column determines the order in which the filters for each configuration template are evaluated.

The same applies when you choose a link in the Int. Tbl. Config Template Code field.