Tag: Microsoft Dynamics 365 Business Central 2022 Wave 2

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 third of the new functionality in the User Experience section is switch companies across environments.

Business Central is ready to adapt to the needs of complex SMB organizations by organizing multiple companies across environments. While most employees are bound to a single company, some users need to view, edit, and compare data across companies. The 2022 release wave 2 makes it easier to get an overview of the companies and environments you have access to, and to rapidly switch contexts.

Enabled for: users, automatically
General Availability: October 2022

• Visual cues in the app bar help you to quickly understand which company and environment you’re currently working in, and include the company badge if one was specified for a company.
• Activate the company switcher pane from anywhere in Business Central, either from the app bar or using the Ctrl+O keyboard shortcut.
• Search for companies you have access to, grouped by environment, including production and sandbox environments within your organization.
• Switch company in the current browser tab or open the selected company in a new tab to multitask or compare data side by side.

The experience and capabilities may vary between Business Central online and on-premises.

Changes to the company badge

The company badge provides a colorful and compact visual indicator so that users can understand at a glance which context they are working in. To support the company switcher, administrators can now specify a badge to have a specific color and up to 6 characters—all from the Company Information page.

My opinion

Based on my experience I strongly disagree with the assertion that “…most employees are bound to a single company…”; in my experience users in multi-company organsiations will almost always be working in more than one company and regularly need to switch between them. Some of those multi-company clients with whom I work also have multiple environments as they may have an environment in the UK and another in Europe or the US, making this change look, on the surface at least, a very useful one. I’m keen to have a hands-on look at it and see how well it works in practice.

The screenshot of it certainly makes it seem a lot easier to switch between companies, even in the same environment.

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 second of the new functionality in the User Experience section is experience updated UI elements.

BUSINESSVALUE.

Enabled for: users, automatically
General Availability: October 2022

The web client keeps up to date with Fluent UI design elements across the different application pages and system controls. In this release:

• Option fields and lookup fields are visually aligned when at rest.
• Bricks can now display a single verbose text field, extending the brick with up to three lines of text.
• Field and column tooltips updated.

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 auto-save as you work.

Since Business Central has no Save button, business users need full confidence that the data they enter or modify is saved automatically as they work. Similarly, developers need more accurate indication of data persistence when testing or debugging their code.

Enabled for: users, automatically
General Availability: October 2022

Business Central immediately saves changes to individual fields as soon as you tab away from the field or set focus to another element on the page, instead of only saving when the page is closed. Changes are saved to the database without any noticeable impact to performance.

Previously, this behavior was enabled exclusively for select UI experiences such as the Outlook add-in. Starting with 2022 release wave 2, this behavior applies to all Business Central clients including the desktop Web client, tablet client, phone client, Outlook add-in, Teams app, and embedding the client in any other applications.

The save indicator more accurately reflects the state of data on the page, even when working across multiple tabs or browser windows.

Administrators of Business Central on-premises can use the web server setting SaveValueToDatabasePromptly to turn off this capability (the setting is enabled by default).

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 third of the new functionality in the Service and Platform section is compile against installed AppSource apps.

To increase stability of the environment operations, such as upgrade, copying, restore, lowering support impact both on partners and Microsoft, compilation should be done against the AppSource apps versions that are actually installed for the environment, not against the latest available version of those apps on AppSource.

Enabled for: users, automatically
General Availability: October 2022

Sometimes compilation on environment operations such as upgrade, copying a sandbox from production, or AppSource app install fails due to unexpected application incompatibility. The underlying cause for this has been that compilation has been done against the latest version of the AppSource app, even if the actual tenant or environment has a lower version installed. The end result would depend on the existence of breaking changes in these AppSource apps, and which versions are actually installed, but could lead to compilation failures.

To increase stability of the environment operation, and lowering support impact both on partners and Microsoft, compilation will now be done against the actually installed AppSource apps.

In the future, if the users experience issues with any environment operation, they can find the details of the failure in Business Central admin center, on the Environment Operations page.

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 second of the new functionality in the Service and Platform section is use Power BI app on telemetry for insights into environments.

Tenant admins can get Power BI reports on telemetry with a one-click installation from Microsoft AppSource. These reports will give them insights into the performance, stability, and usage of Business Central.

Enabled for: users, automatically
General Availability: October 2022

To make it simple to analyze Business Central telemetry, we’ve developed a Power BI app available from Microsoft AppSource. The app is free and open source but requires a Power BI pro license.

The app consists of four reports:

• Usage
• Errors
• Performance
• Administration

Once installed and configured, different personas can analyze data to help drive decisions:

• The account manager can plan new activities with an existing customer.
• The product owner responsible for an extension/app can track which features in apps or per-tenant extensions are being used and how often.
• The project manager responsible for the implementation of a Business Central environment for customers can track progress on user acceptance testing (UAT) efforts and get smoother go-lives for customers.
• The support person performing triage, investigation, and mitigation of customer issues can diagnose errors and performance issues.

Get the app on AppSource here: Dynamics 365 Business Central Usage Analytics.

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 Service and Platform section is performance – faster data stack.

Some of the performance issues that customers have observed when using table extensions on a base table will go away with this optimization.

Enabled for: users, automatically
General Availability: October 2022

The data stack inside the Business Central server now has these two optimizations:

• It won’t join data from a table extension that has fields used to filter flowfields, except when calculating the flowfield.
• It won’t load data from obsoleted fields, unless the session is running upgrade code.

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 second of the new functionality in the Reporting section is use new dedicated APIs for financial reporting.

With dedicated APIs for finance reporting, it’s easier to create your own Excel-based financial reports. You can also consume the APIs in Power BI through the Business Central Power BI Connector.

Enabled for: users, automatically
General Availability: October 2022

The new APIs and datasets are created for selected data. The first datasets dedicated consist of data for:

• General Ledger data, including G/L budgets and Dimensions.
• Accounting Periods and Business Units.
• Customers, Vendors, and Ledger entries, including detailed Ledger entries.
• Webhook subscriptions and entity definitions.
• With these APIs it’s easy to get data from Business Central for financial reporting in Excel, Power BI, or other reporting tools.

The APIs can be found under Advanced APIs and are called reportsFinance/beta.

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 Reporting section is choose the report layout on request page.

Users can choose which report layout to use on the request page. This will make it easier to use different report layouts for different purposes, especially for Excel layouts.

Enabled for: users, automatically
General Availability: October 2022

On the request page, users can use a dropdown menu to choose from available report layouts for the report.

This feature will enable your organization to have multiple layouts (like Excel layouts) for the same report dataset. For example, you could have a layout for a planning meeting, another layout used for mail merge, and a third layout for the board meeting.

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 Productive with Microsoft 365 section is access Business Central with your Microsoft 365 license.

Microsoft are building the next generation of collaborative applications that help people work together to achieve their goals.

Business Central leverages ContextIQ to bring data into the flow of work, helping their customers work smarter and increase team performance. However, the efficacy of collaboration within a team, across departments, or on large projects is often impaired by lack of group access to mission-critical data that drives decisions.

Business Central now empowers organizations to choose which of their employees can view specific business data shared with them in Microsoft Teams, without requiring a Business Central license.

While this removes boundaries for collaboration and encourages users to share data with confidence, it also allows administrators to unlock data across the organization so departments that don’t yet use Business Central can self-serve with data they need to complete their tasks.

Enabled for: users, automatically
General Availability: November 2022

For Microsoft 365 users that do not have a Business Central license

Microsoft 365 license holders can now read Business Central data through a simplified user interface in Microsoft Teams.

• Access Business Central data embedded in a tab in Teams chat or channels.
• Access Business Central cards that have been shared with you in Teams chat or channels, and drill into card details.
• Read data that you have permission to. Microsoft 365 licenses don’t grant rights to edit, delete, or create new records.
• Simplified UI that supports typical data browsing activities such as search, sort, and drilldown from lists to card details.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Access Business Central With Your Microsoft 365 License”

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 Productive with Microsoft 365 section is embed Business Central in Teams tabs.

Microsoft Teams is the hub for teamwork where people and data come together to accelerate work. Team members often need to rally around a common view of their data to make group decisions faster, such as discussing how to fulfill a special order, planning budgets across departments, or delegating work when people are unavailable.

Business Central uses ContextIQ to surface the data that teams need in the flow of their work. By embedding Business Central in a tab in any group chat or channel, the team has convenient access to the latest data that is also editable and actionable from within Teams, without having to continually switch apps. Developers can also bring collaborative capabilities to their solutions by automating the deployment of tab content, which typically requires team collaboration or empowering customers to spin up instances of group chats or channels that include Business Central tabs.

Enabled for: users, automatically
General Availability: November 2022

With this feature, users can:

• Use the Pin action to pin a card in Teams to the group chat or team channel. For example, when a sales invoice card is shared to chat, you can pin it from the card details.
• Use the Add Tab function in Teams to add a tab that embeds Business Central data in group chat or a team channel. When adding a tab:
  • Choose from recommended content tailored to your role, such as the list view for delayed orders sorted by date.
  • Alternatively, paste a Business Central link to almost any page or record, such as a specific service order.


Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Embed Business Central in Teams Tabs”