Tag: Microsoft Dynamics 365 Business Central 2023 Wave 1

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fourteenth of the new functionality in the Application section is Add more columns to pages for better insight.

Different businesses and users need different information to complete business processes. Personalization is a powerful tool that lets people tailor the information that pages contain by dragging fields or columns from a list to the page. Based on feedback from our community, we’ve added more fields and columns to choose from on several pages..

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

The Gen. Bus. Posting Group, Gen. Prod. Posting Group, VAT Bus. Posting Group, and VAT Prod. Posting Group fields can be added by personalizing the Lines FastTab on the following sales and purchase documents:

• Purchase orders
• Purchase invoices
• Purchase quotes
• Blanket purchase orders
• Purchase return orders
• Posted purchase credit memos
• Posted purchase invoices
• Purchase order archive
• Purchase quote archive
• Purchase return order archive
• Sales orders
• Sales invoices
• Sales quotes
• Sales credit memos
• Blanket sales orders
• Sales return orders
• Posted sales credit memos
• Posted sales invoices
• Sales order archive
• Sales quote archive
• Sales return order archive
• Service invoice lines
• Service invoices
• Service credit memos
• Service credit memo lines
• Posted service credit memos
• Posted service invoices

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Add More Columns to Pages for Better Insight”

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.

While I intend to cover the Release 2023 Wave 1 preview which has just been made available, the same process will hold true for future releases as well.

With previews you can only create these as new environments; you cannot upgrade an existing sandbox environment to a preview. To create the new sandbox, you need to access the Business Central Admin Center.

On the top action bar click the New button to open the Create Environment sidebar.

Enter your new Environment Name, set the Type to Sandbox and select your Country; the final field is the Version, which will default to the currently available live version, but if you click the drop down you ill be able to select the clearly marked Preview version:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The seventh of the new functionality in the User experiences section is Copy And Paste Readable Hyperlinks.

Working productively with Business Central often requires multi-tasking across windows or capturing links to records that are shared with others. Each of these needs links or windows to clearly distinguish themselves from the next, making it easy to switch contexts.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Business Central now uses a simple and clear schema for link and window captions that is automatically updated as you navigate within the web client. As a result, copying a link to any Business Central page or record and pasting that in a rich-text editor, such as an Outlook email, Microsoft Teams chat, or your project OneNote, will display a more meaningful hyperlink that is consistent no matter how or where you copy the link. Similarly, using modern browser features such as collections in Microsoft Edge allows you to capture a more readable collection of records. When managing multiple streams of work during your workday, switching across windows using Alt+Tab now clearly indicates which page or record you are about to switch to.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Copy And Paste Readable Hyperlinks”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The sixth of the new functionality in the User experiences section is Tailor Action Bar To Fit Your Needs On Document Lines.

Personalizing actions can improve productivity, reduce noise and distractions, and save new users time when they’re getting started with Business Central. Personalized actions can make Business Central fit the needs of your industry, company, or your people.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Microsoft have added flexibility to the ways you can personalize menus to suit your preferences. In addition to the action bar at the top of pages, you can also personalize actions on subparts in the content area. For example, you can personalize the action bar for document lines. This gives you extra opportunities to work in Business Central in ways that suit you best. Personalizing pages is just a matter of choosing Personalize on the Settings menu in the upper right corner of Business Central, and then making your change.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Tailor Action Bar To Fit Your Needs On Document Lines”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fifth of the new functionality in the User experiences section is Get Unblocked Using Actionable Error Messages In Select Application Areas.

To help you get unblocked from issues when working with Business Central, Microsoft have added actions to error messages. Making error messages more user friendly helps build trust in Business Central and saves time by making it easy to correct common issues.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Error messages can get in the way of completing a task, such as if the task you’re performing requires a setting that’s missing on another page. Sometimes the fix is easy, but not obvious. To help you get unblocked and back to work, they’ve updated the messages for typical issues:

• Improved the information and guidance that error messages provide so that it’s easier to understand what went wrong.
• Added actions that can make it easy to go to the problem and fix it yourself.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fourth of the new functionality in the User experiences section is Get More Productivity Out Of An Optimized Action Bar On All App Pages.

A promoted section of the Action Bar can help you learn how to use 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 to help new users get started quickly, or tailor it to your business-specific needs for proficient users.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

In 2022 release wave 2 Microsoft delivered the Modern Action Bar. That release brought optimizations to the most prominent 180 pages in the application.

Based on user feedback and statistics on how pages are used, Microsoft have put certain often-used actions in more prominent places in the Action Bar across all application pages. This reduces the number of clicks to reach actions that people frequently use and generally makes relevant actions more discoverable.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Get More Productivity Out Of An Optimized Action Bar On All App Pages”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The third of the new functionality in the User experiences section is Access Actions And Navigation Menu Efficiently With Keyboard.

Organizations are looking to streamline their operations through AI, automation, and empowering workers with productivity tools. When time to enter data is critical, every keystroke and mouse click counts. Business Central adopts the familiar experience from Microsoft 365 applications, such as Excel and Word, to boost efficiency for keyboard users. Access keys with key tips help users quickly explore, navigate, and activate any action in the action bar, navigation menus, and other user interface (UI) elements.

Enabled for: Users, automatically
Public Preview: Feb 2023
General Availability: Apr 2023

Feature Details

When pressing the Alt key in the Business Central web client, the following features become available:

• Key tips are revealed alongside UI elements that indicate the next keystroke.
• Sequences of keystrokes can be used to navigate the user interface and activate UI elements, without leaving your current focused element.
• Actions become reachable, regardless of whether they are assigned a specific shortcut key.
• Access keys will be available for actions in the action bar and links in the navigation menu for users who experience Business Central in English.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Access Actions And Navigation Menu Efficiently With Keyboard”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The second of the new functionality in the User experiences section is Drag And Drop Files Onto The File Upload Dialog.

Business processes often require documents or other files to be captured as part of the system of record. When your file is already at hand, you can save time by dragging that file onto the file upload dialog in Business Central, instead of the more cumbersome navigating through folders in a file picker window. Drag-and-drop experiences are essential to working efficiently. While this enhancement provides a minor boost to productivity and is a convenient alternative, it also puts Business Central on a path toward broader file upload experiences in future release waves.

Enabled for: Users, automatically
Public Preview: Jan 2023
General Availability: Apr 2023

Feature Details

Improved user experience

The file upload dialog in Business Central has been enhanced with a clear drop area where users can drag and drop a single file.

No matter which business process requires uploading of documents, users can choose between dragging a file or using the more traditional file picker.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Drag And Drop Files Onto The File Upload Dialog”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The first of the new functionality in the User experiences section is Add Existing Table Fields To Optimize Your Pages.

The Microsoft Cloud empowers SMBs to adapt quickly to changing conditions. Workers and entire departments often need to customize their workspace for optimal data entry and viewing, and Business Central already provides a rich toolbox to hide, show, or move various UI elements.

In this wave, Microsoft are unlocking all table fields so that users can add them to their pages to personalize their workspace, without having to resort to extensions. By adding existing table fields to a page, customers can self-serve and reduce time to value while cutting implementation costs. Conversely, this frees up time for pro developers to focus on more rewarding implementation.

Enabled for: Users by admins, makers, or analysts
Public Preview: Jun 2023
General Availability: –

Feature Details

From the Business Central web client, users can:

• Add fields to card pages, lists, and most other page types.
• Choose from existing fields on the source table that powers that page, including fields from table extensions.
• Drag and drop fields or columns into place, adjusting the content around them for an optimal experience.
• Apply customizations for themselves or for anyone in a specific role.
• Understand which fields are hidden on the page and which fields can be newly added from the table.
• Apply the change for themselves or for anyone in a specific role.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Add Existing Table Fields To Optimize Your Pages”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The second of the new functionality in the Productive with Microsoft 365 section is Configure Security Controls For Teams Cards.

The Microsoft Cloud delivers uncompromising security and privacy controls for administrators to govern organizational data. When users collaborate on business data by sharing Business Central records as cards in Microsoft Teams, the record is summarized as a set of fields that others can read to quickly gain context. Administrators in organizations that need elevated security can now configure security for all cards originating from Business Central.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Apr 2023

Feature Details

The new card settings page allows administrators to configure cards per environment. From this page, administrators use a simple switch to hide the record summary shown on the card, effectively removing all fields including thumbnail images. Increasing card security affects newly shared cards from any user, but doesn’t affect cards that were previously shared.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Configure Security Controls For Teams Cards”