New Functionality In Microsoft Power Automate 2024 Wave 1: Use Flows with Connections from Users in Copilot Studio

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 22nd of the new functionality in the Cloud Flows section is use flows with connections from users in Copilot Studio.

Customize copilots with flows as AI plugins with connections provided by users, instead of needing to be shared and managed by the flow owner. This feature makes it possible to use flows as actions in copilots with other users without needing to use your own connections when others run the flow.

Enabled for: Users, automatically
Public Preview: –
Early Access: –
General Availability:  May 21, 2024

Feature Details

Use flows with connections provided by users in Microsoft Copilot Studio, instead of only the connections embedded in the flow. Users of the copilot are prompted to enter their connections when running the flow is run as an action from a copilot. Makers can choose whether a flow uses connections provided by users and their connections embedded in the flow when it’s run from the run-only setting on the flow’s detail page.

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Manage Unpublished Solution-Aware Cloud Flows Using Admin APIs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

New Functionality In Microsoft Power Automate 2024 Wave 1: Generate Descriptions for Cloud Flows using AI

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 21st of the new functionality in the Cloud Flows section is generate descriptions for cloud flows using AI.

Save time and effort managing your cloud flows with descriptions automatically generated using AI. With this addition, a description is generated for you automatically when editing the details of your cloud flow. This description helps you manage complex flows, create new ones, and use flows as actions in copilots.

Enabled for: Users, automatically
Public Preview: –
Early Access: –
General Availability: Aug 2024

Feature Details

When editing the details of a cloud flow, a description is generated automatically by using Copilot in Power Automate to summarize triggers and actions of the flow. You can adjust or change the generated description with your own or choose to keep the description up to date each time the flow changes. This capability helps with managing complex flows that might have been managed by others. It also quickly creates new flows with a useful description and ensures that it’s available for flows with the ‘Run a flow from Copilot’ trigger that is used to run actions from copilots and other AI surfaces in Power Platform.

When editing a cloud flow with the ‘Run a flow from Copilot’ trigger, a prompt displays to confirm or adjust the generated description if a description isn’t already set. For other cloud flows, the generated description is available when editing the description from the flow’s detail page.

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

New Functionality In Microsoft Power Automate 2024 Wave 1: Recommendations to Reassign Orphaned Cloud Flows

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 20th of the new functionality in the Cloud Flows section is recommendations to reassign orphaned cloud flows.

Today, admins have difficulty finding and reassigning orphaned flows, and changing flows is done individually. This feature gives admins more visibility and lower risk through active management of their automation estate.

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

Feature Details

With this feature, admins can more easily manage their automation estate with recommendations to show a list of orphaned flows that are owned by a user who is no longer with the company. Admins can view information like the name of the last owner and number of days since the flow last ran within the recommendation list in Power Platform admin center. They can then quickly perform simple actions like reassignment to another owner or turning off the flow.

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

New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot with French Language

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 19th of the new functionality in the Cloud Flows section is use Copilot with French language.

Makers in French speaking countries like France and Canada can use their own native language to interact with copilot tools.

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

Feature Details

Makers in France and Canada can create and edit a flow based on a foreign language prompt, or content can be returned in the subject language. This can help our customer base to interact with copilot tools in the language they are most comfortable in.

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

New Functionality In Microsoft Power Automate 2024 Wave 1: Create AI Flows in Power Automate

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 18th of the new functionality in the Cloud Flows section is create AI flows in Power Automate.

Copilot workflows enable much more sophisticated automation of business processes. AI flows can simplify and accelerate the automation process by reducing the need for specifying the exact trigger and action sets to execute. This automation can adapt to changing scenarios and data sources by leveraging the AI runtime’s intelligence and reasoning capabilities. It can handle complex and dynamic tasks that involve multiple steps, conditions, loops, branches, and integrations.

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

Feature Details

AI flows are a new type of automation that is authored, tested, and executed through an AI runtime. You specify just the intent of the automation and the AI chooses the correct set of actions in the correct order based on the input, context, and your intent.

You can author AI flows from the Create page or from the My flows page in Power Automate. When you give the system an intent, the AI generates suggested inputs/outputs and static flow values to use in the flow. These are items that the AI suggests. You can choose to accept or reject them and add your own inputs/outputs and flow values. In addition to inputs/outputs and flow values, the system also provides connectors and action that it can use to achieve its intended automation goal. You can again choose to accept, reject, or add your own.

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

New Functionality In Microsoft Power Automate 2024 Wave 1: Use Workflows on Calendar Events in Teams and Outlook

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 17th of the new functionality in the Cloud Flows section is use workflows on calendar events in Teams and Outlook.

You can boost productivity with calendar-related templates to get ideas for scenarios you might be interested in.

Enabled for: Users, automatically
Public Preview: –
Early Access: –
General Availability: Aug 2024

Feature Details

This feature allows you to create flows on existing and new calendar events. For example, you can configure a flow that is triggered to run at the start or end of a meeting.

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

New Functionality In Microsoft Power Automate 2024 Wave 1: Use Generative AI to Achieve a Process in AI Flows

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 1st of the new functionality in the AI Flows section is use generative AI to achieve a process in AI flows.

AI flows use generative AI reason over unstructured content and determine what steps and sequence are needed to achieve a process outcome based on instructions and parameters provided by you in natural language.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Aug 2024
General Availability: Feb 2025

Feature Details

Instead of building out complex rules-based processes from beginning to end, you work with AI to create an automation plan. When you execute the plan, the LLM considers all the resources available to it and dynamically selects the most appropriate actions to achieve the desired outcome.

Building an AI flow is a fundamentally different user experience than building a rules-based cloud flow or desktop flow. It involves the following steps:

  1. Describe the objective of your process in natural language, and let AI develop an automation plan to achieve it.
  2. Refine the automation plan generated by the LLM and adjust inputs, outputs, and variables as needed. Add reference sources and guidelines in natural language that influence the LLM as it executes the flow.
  3. Validate the flow by reviewing how the AI flow is achieving the business objective prior to moving the flow into production.
  4. Review production run history, analytics, and individual flow run details to ensure your process is performing to expectations.

The ability of AI flows to easily incorporate both structured and unstructured data makes it flexible as information resources are updated. Its reasoning abilities make AI flows uniquely beneficial in the building and maintenance of complex process flows to handle conditions, exception management, and process loops.

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

In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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.

So, in the article I discussed how to stop people posting to a closed year, but I started thinking about why you would want to post to a closed year. After all, the year has been closed to prevent posting.

The main reasons I can think of are to allow adjustments and corrections to be posted. Adjustments might include correcting errors which have been found, audit adjustments or additional postings, or legal obligations which require changes to be made. However, all of those could be managed by stopping posting until the year is closed rather than closing and continuing to allow posting.

I’ve not found a good explanation for why Business Central works the way it does, so I’m still waiting to understand this one myself; I’ve previously worked with Microsoft Dynamics GP which, depending on settings, allowed users to post only to the last closed financial year and the changes were automatically rolled forward into the open year.

One point to note for Business Central, is that if users do post into a closed year then the Close Income Statement process, must be run again. If this isn’t done then the closed year postings, won’t be transferred to retained earnings.

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units
Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Create Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Delete Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "List Companies V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Run Action V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get Adaptive Card V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Financial), how do I…

In Microsoft Dynamics 365 Business Central (Financial), how do I…
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts

In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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.

Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised by the process required for closing a year in Business Central. I’m going to cover the process over a few posts, each dealing with one part of the process.

As I’ve warned in each post about closing fiscal years in Business Central, one of the things I was surprised about Business Central is that even after a year had been closed, people can still post to the year

To stop them posting to a closed year, the Allow Posting From field on the General Ledger Setup (118) page needs to be changed to (at least) the first date of the new financial year.

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units
Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Create Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Delete Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "List Companies V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Run Action V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get Adaptive Card V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Financial), how do I…

In Microsoft Dynamics 365 Business Central (Financial), how do I…
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts

In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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.

Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised by the process required for closing a year in Business Central. I’m going to cover the process over a few posts, each dealing with one part of the process.

Once the Year End Close has been run, the next step is to close the income statement.

To do this, open the 94 task.

There are a number of fields which need to be entered/selected:

  • Fiscal Year Ending Date – should default to the date which needs to be closed; always worth checking to make sure the date is the one you expect and that you’re not in the wrong company.
  • Gen. Journal Template and Gen. Journal Batch – template and batch which will be used for the closing journal.
  • Document No. – will default from the journal template/batch, but can be overridden.
  • Retained Earnings Account – G/L account to which P&L accounts are to be closed.
  • Post to Retained earnings Acc – choose whether detail or only balance si required; balance is the default option.
  • Posting Description – description to be used on the journal.

The close by options can be configured to post by business unit, set dimensions for the closing journal.

Close Income Statement page

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement”