Tag: Microsoft Dynamics 365 Business Central 2022 Wave 2

This post is part of the In Microsoft Dynamics 365 Business Central (Customisation), 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.

As I covered in the previous article, it is possible to personalize a card page by adding, moving or removing fields, adding or removing fields from quick entry and also changing when they are visible.

Personalizing a page can allow you to work quicker and more efficiently. The general rules I recommend to clients when personalizing a card page are:

• Move fields into the logical order for entry.
• Set all fields which you will always enter data into to “Show always”.
• Set fields which you may, or may not, enter data into as show under “Show more”.
• Consider removing fields set as show under “Show more” from quick entry.
• Hide fields into which you will never enter information.

There may be some trial and error on getting the personalizations right for the role you’re in. It is also worth bearing in mind that someone else may ask you about a value in a field you can’t see, or to enter information into one of these fields, and this is because you have either removed the field through personalization or they have added one which is not visible by default.

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

This post is part of the In Microsoft Dynamics 365 Business Central (Customisation), 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.

As with other pages in Dynamics BC, it is possible to personalize a card page, with the following actions available:

• Add fields to fasttabs.
• Remove fields from fasttabs.
• Reorder fasttabs.
• Move a field between the “show more” and “show less” toggles.
• Toggle field to show when the fasttab is collapsed.
• Exclude from quick entry.

To personalize a card page, click the Settings cog in the top right corner and select Personalize:

Continue reading “In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages”

This post is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

In an earlier article in this series, I introduced the different types of pages used within Dynamics BC. I thought it might be useful to give a run through of how to use each of the pages; in this post, I’m going to take a look at card pages.

Card pages are where you maintain “card” or “master” records such as vendors, customers, items, G/L accounts and similar types of record. Typically a card page is what opens from a list page when you click new or drill into a row.

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages”

This post is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

In this series’ last post, I covered how to use list pages and fairly briefly mentioned how to use filters. It was only after publishing it that I realised that I’d only mentioned selecting or entering a field and hadn’t mentioned any of the more advanced filtering techniques which are available.

There are a lot of different advanced searching/filtering techniques available on list pages, so I thought the best way would be to link to some of the key sections on the Microsoft Docs page, to ensure I don’t miss anything important:

• Searching
• Fine-tuning the Search with Filter criteria
• Filtering
• Entering Filter Criteria
• Filtering on Values That Contain Symbols
• Filter Tokens

The above links take you to the key elements in the Microsoft Docs page explaining, in detail with examples, how to use filters in Dynamics BC. Should you want to ask any questions, please do so in the comment section, below.

In Microsoft Dynamics 365 Business Central (Administration), 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

This post is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

In this series’ last article, I introduced the different types of pages used within Dynamics BC. I thought it might be useful to give a run through of how to use each of the pages, starting with the list pages.

A list page presents a view of data from a table and allows you to interact with the date; list pages are used for both card/master data and transactional data.

I am going to show a few of the ways in which you can interact with the data on a list page, using items as the example, but what I’ll show applies to all types of list page, whether card or transactional. Each list page will have a default view, which for items is Tile which shows a few pieces of information along with the associated image of the item.

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages”

This post is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

If you’ve been following this series of posts where I familiarise myself with Dynamics BC, then the title of this post will look familiar; that’s because I did a post on the 6^th September with the same name. I am not repeating that article, but posting a new version as the functionality available in Dynamics BC has changed since that article was published.

I originally started this series using Release 2022 Wave 1, but my environment has not been updated to Release 2022 Wave 2 which saw new functionality introduced which allows for switching between companies across environments and also within the same environment.

The new method of switching no longer requires you to go to the My Settings page; instead the entry on the app bar which used to state the name of the environment now shows the environment name in smaller letters below a title. When you click on it, a sidebar opens showing the available environments and companies therein:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies”

Back in August of this year, I did a short series of articles on installing the Microsoft Dynamics 365 Business Central 2022 Wave 1 demo. In October, 2022 Wave 2 was released; I’ve decided to install a new on-premise demo environment using this version, which will allow me to use that demo environment when travelling if I don’t have an Internet connection.

The environment I am using is a similar one as I used for the Wave 1 demo series; there is a VM and client server, both running Windows Server 2022 Standard.

You can download Dynamics BC 2022 Wave 2 here.

Once you’ve downloaded the installation media and extracted the files, launch the setup.exe installation routine and click Next on the welcome page:

Continue reading “Installing Microsoft Dynamics 365 Business Central 2022 Wave 2 On-premise Demo”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The first of the new functionality in the User Experience section is search in company data.

Office workers spend up to 20 percent of their working time searching for information. Finding specific information in a timely manner across different areas of a business management solution often requires tailored queries within different parts of it. Because the volume of data constantly increases, it becomes increasingly important to get relevant content fast.

Business Central now lets you search across all data that’s relevant for your role, and not just business transactions. The most relevant results show first, which saves valuable time and gives users the opportunity to focus on higher-value tasks.

Enabled for: users, automatically
General Availability: March 2023

You can start a search from your Role Center or by using the Ctrl+Alt+F shortcut key combination anywhere in Business Central.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Search in Company Data”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fifth of the new functionality in the User Experience section is Modern Action Bar.

You can now use a promoted section of the action bar to help users learn the product. You can tailor it to fit the needs of your industry, company, or yourself. Add actions that you want to make available in an easily discoverable and consistent way across the product for new users to quickly learn the product, or tailor it to your business-specific needs for proficient users.

Enabled for: users, automatically
General Availability: October 2022

The action bar is updated with improvements for all existing customers as they are updated to 2022 release wave 2.

The action bar is better at keeping related actions together and avoiding the same action being available in multiple menus. This helps reduce clutter and confusion, especially for users new to Business Central.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Modern Action Bar”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fourth of the new functionality in the User Experience section is legacy list views will be hidden.

The April 2019 release of Business Central introduced a new way to implement filtered list views that makes them available across form factors, and empowers business users to easily create, modify, hide, show, reorder, and remove views from the web client. Customers benefit from all of these capabilities when using views created using this newer model.

Enabled for: users, automatically
General Availability: October 2022

Legacy views are list views that were created by developers in previous versions of Business Central by placing them on the role center page. Business Central displays legacy views side by side with modern views directly on the list page, but these offer a degraded experience and fewer options compared to modern views.

Starting with 2023 release wave 2 (version 23.0), which is currently targeting Q3 of calendar year 2023, legacy views will no longer be supported and won’t be displayed on list pages.

You can already experience this change in 2022 release wave 2 (version 21.0) by enabling Legacy list views are hidden in the Feature Management page in Business Central.