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 2nd of the new functionality in the Country and regional section is start using E-Documents framework localized for Germany.

This feature introduces electronic documents for receipts and invoices, which significantly enhances business efficiency by streamlining administrative processes and reducing operational costs. This feature minimizes manual data entry errors and accelerates transaction processing, allowing quicker and more accurate financial computation and tracking. Additionally, it reduces the need for physical storage space and paper usage, contributing to environment sustainability. The real-time access to electronic documents improves transparency and facilitates better decision-making, ultimately leading to increased productivity and customer satisfaction.

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

Feature Details

Users can use E-Documents framework localized for Germany, so users can work with Peppol BIS3 or XRechnung electronic invoices formats.

They can choose to use one of existing Peppol service providers as communication channel via access points or exchange documents by uploading it manually or via e-mail.

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 Country and regional section is start using integration with IRS for 1099 submissions.

This feature introduces the IRS 1099 tax forms in the latest release for taxpayers and businesses. This feature integrates with the IRS and doesn’t print 1099 Tax Forms on preprinted original IRS 1099 Tax Forms. Instead, Business Central submits 1099 Tax Forms through integration with the IRS and sends Copy B to vendors as Copy Substitutions printed on plain paper. This feature can guide you on setting up and reporting to the IRS.

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

Feature Details

User can report IRS 1099 forms directly to the IRS using API integration with IRS using IRIS platform. This integration functionality will be based on new 1099 feature that was delivered in 2024 release wave 1.

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 9th of the new functionality in the Copilot and AI innovation section is automate tests for your Copilot extensions with the Business Central Test Toolkit.

As Microsoft’s partner community brings generative AI capabilities to market and matures their offerings, partners need new engineering tools and practices to help them succeed in the AI era. Data-driven test automation is vital to ensure AI systems are accurate against diverse inputs, preserve the trust and safety of Microsoft’s customers and their data, and are resilient to changes in AI model versions. The developer tools for Copilot in Business Central are an end-to-end toolkit covering development, deployment, administration, feedback loops, and now test automation.

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

Feature Details

With this feature, you can:

• Author tests for your prompt dialogs using a familiar framework in AL and Visual Studio Code.
• Organize your test datasets based on purpose and prompt variations.
• Implement automated verification depending on your feature use case.
• Run tests as fully automated or semi-automated.

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 8th of the new functionality in the Copilot and AI innovation section is create sales lines easily with Copilot.

The introduction of Copilot in Business Central adds a significant enhancement to the sales document processes. It expedites the creation of sales documents and minimizes time spent on repetitive tasks and lookups. Copilot assistance drives operational efficiency in creating and managing sales documents and contributes to potential revenue growth by getting sales documents into the hands of customers faster. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

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

Feature Details

Microsoft continue to improve Copilot in Business Central by adding new capabilities and polishing existing ones.

In addition to the Find product and Find document by reference skills, Copilot can combine them. It can first find documents, and then search for products on document lines. This combination can be particularly useful for companies that often work with blanket orders. The Find document by reference skill now includes sales blanket order as source documents.

Also, it also now supports units of measure. Copilot can try to use the unit of measure you specify in your prompt, but if that isn’t found it falls back to the sales unit of measure for the item.

Attachments are a longer journey that starts with CSV file. Copilot analyzes the structure of an attached file to identify things like field and row separators, date and decimal formats, columns, and headers. It suggests field mappings to fill in product and quantity fields.

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 7th of the new functionality in the Copilot and AI innovation section is start using Copilot without having to set things up.

Microsoft Copilot is an integral part of Business Central that helps workers boost creativity, improve productivity, and eliminate tedious tasks. No matter the country or region in which you operate Business Central, Copilot is readily available without requiring any one-time administrative setup.

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

Feature Details

Customers with environments deployed to the United States, United Kingdom, India, and Australia Azure regions continue to benefit from Microsoft Azure OpenAI Service availability in their own geography with no administrative setup for Microsoft Copilot in Business Central.

For all other geographies, the administrative setting on the Copilot & AI Capabilities page is now on by default.

• New environments of version 25.0 or later no longer require administrative setup, and users are immediately able to enjoy Copilot capabilities.
• Environments upgrading to version 25.0 in 2024 release wave 2 are automatically updated. The Allow data movement setting in the Copilot & AI Capabilities page is switched on, and users will be able to access Copilot capabilities as soon as the environment is upgraded.
• Administrators can use this switch at any time to opt out of data movement across geographies, which deactivates Copilot for all users of that environment.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Start Using Copilot Without Having to Set Things Up”

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 5th of the new functionality in the Copilot and AI innovation section is summarize any record with Copilot.

Whether you’re looking at customer details, a large order, or any other record, you might spend a considerable amount of time on understanding the current state of your data and the fields that matter. Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity, and eliminate tedious tasks. Copilot summarizes any record into a couple of brief and understandable sentences, greatly reducing the effort needed to get an overview of your data and plan your approach.

Enabled for: Users by admins, makers, or analysts
Public Preview: Jan 2025
General Availability: –

Feature Details

Ask Copilot for a concise and textual summary of any record, even for data from custom tables. You can interact with the summary to immediately go to highlighted fields or related data or get assistance with next steps by chatting with Copilot. To view the record summary alongside the thumbnail and important fields, you can peek into related records. Developers can write AL code to enhance summaries with even more insights.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Summarize Any Record with Copilot”

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 4th of the new functionality in the Copilot and AI innovation section is create product information faster with Copilot.

In a business landscape that changes fast, companies often need to evolve the portfolio of products they sell. Whether it’s adding new products, changing existing products, or adding entire new product lines and categories, it’s often time consuming to create and manage product (item) information. Copilot can significantly reduce this effort and accelerate the time to market for new products, which means you have more time to focus on what matters most, your business.

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

Feature Details

Because product (item) information is spread out across several pages, creating and managing this information can be a time-consuming task. The effort involves looking up information based on existing items, pasting values, and ensuring the new product is ready to transact. Creating variants, dimensions, units of measure, and other item-related information also takes time that delays market readiness for new products.

Copilot can help you add items by reusing information from similar items. Copilot can suggest the following information:

• Variants
• Units of Measure
• Substitutions
• Dimensions

When you manage product information, Copilot can assist by suggesting data from similar products (items). Copilot assistance not only reduces the time it takes to create a product, but it also ensures that your products are ready to transact faster than ever before.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Create Product Information Faster with Copilot”

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 3rd of the new functionality in the Copilot and AI innovation section is complete bank account reconciliation faster with Copilot.

Bookkeepers in SMB organizations need to import bank statements and reconcile transactions with their bank ledger entries, making sure all transactions are accounted for. While Business Central already reduces effort through rule-based transaction matching, the residual work to process the unmatched transactions every week remains cumbersome and quickly accrues to lost workdays. Copilot reduces bookkeeping effort by matching more transactions and suggesting G/L accounts to post the remaining transactions.

Enabled for: Users, automatically
Public Preview:  Nov 9, 2023
General Availability: Oct 2024

Feature Details

The bank account reconciliation feature in Business Central has been enhanced with:

• AI-powered transaction matching that complements rule-based matching and further reduces the remaining unmatched transactions that require review.
• AI-powered G/L account suggestions where Copilot suggests the most likely ledger account to post any residual transactions to and offers the opportunity to remember a specific transaction description for the next reconciliation.
• Built-in demo data for evaluation companies that makes it easier to experience and demonstrate this Copilot capability to others. Demo data is available in English with 23.1 and other languages with 23.2.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Complete Bank Account Reconciliation Faster with Copilot”