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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: View Incoming Documents in Archived Quotes and Orders

Tuesday 19th Mar 2024Tuesday 12th Mar 2024 Ian Grieve2 minute read0 comment

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 26th of the new functionality in the Application section is view incoming documents in archived quotes and orders.

The ability to view incoming documents added to sales and purchase quotes and orders, even after they are archived, enhances your document management efficiency, ensures seamless access to critical information, supports informed decisions, and reduces administrative overhead.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

After you archive purchase and sales quotes and orders, either manually or automatically, the archived version of those documents contains the incoming document you attached before you archived them.

For example, let’s say you attached an incoming document to a purchase order, and then fully received and invoiced the order.

Shows purchase order with No. of Archived Versions field and Incoming Document FactBox highlighted

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: View Incoming Documents in Archived Quotes and Orders”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Assign Salesperson to Customer Ship-to Addresses

Monday 18th Mar 2024Tuesday 12th Mar 2024 Ian Grieve2 minute read0 comment

The 25th of the new functionality in the Application section is assign salesperson to customer ship-to addresses.

Assign salespeople to the shipping location rather than the billing address to ensure accurate sales reports by reflecting the true geographical distribution of your sales. Assigning a salesperson to a customer’s ship-to address gives you more precise insights, optimizes resource allocation, and drives strategic growth in your business.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can assign a salesperson on the Customer card page by choosing Customer, and then Ship-To Addresses to open the Ship-to Addresses List page. Choose Manage, and then Edit to open the Ship-to Address card page. Enter or choose a Salesperson Code to select the salesperson who is responsible for the customer’s ship-to address.

Shows Ship-To Address page with Salesperson code field highlighted

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Inventory Package Numbers Work Like Item Tracking Dimensions

Monday 18th Mar 2024Tuesday 12th Mar 2024 Ian Grieve3 minute read0 comment

The 24th of the new functionality in the Application section is inventory package numbers work like item tracking dimensions.

This update addresses a gap that was present when the feature was originally introduced, and unlocks physical inventory orders for companies that use package-specific tracking.

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

Feature Details

To start using this feature, you must activate Feature Update: Enable use of package tracking in physical inventory orders on the Feature Management page. Existing physical inventory orders will be updated, however, Business Central can’t populate the Package no. field. You must recreate these lines using the Calculate Lines action on the Phys. Inventory Order page.

You can enter the package number for items where package tracking is needed on the Phys. Inventory Recording Lines page. Choose Finish to finalize recording.

After you choose Finish in the Physical Inventory Order, Business Central will calculate differences with respect to the package and other item tracking details, and will make positive or negative adjustments.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Manage Subscription Billing and Revenue and Expense Recognition
Enable Sustainability Features for Integrations with APIs
Install Field Service Integration with Business Central from AppSource
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Simplify collections with Copilot for Finance and Business Central
Automate Tests for your Copilot Extensions with the Business Central Test Toolkit
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
Migrate Record Links and Notes with Cloud Migration Tooling
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Be More Productive When Approving Time Sheets

Friday 15th Mar 2024Tuesday 12th Mar 2024 Ian Grieve3 minute read0 comment

The 23rd of the new functionality in the Application section is be more productive when approving time sheets.

The ability to quickly and easily approve multiple time sheets at the same time makes the approval process more efficient for managers. Reducing the time and effort managers spend on reviewing and approving individual time sheets gives them more time to focus on their core business.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can now set up how Business Central will handle empty lines during submission for approval by choosing Time Submission Policy in the Resource Setup page:

Choose Empty Lines Not Submitted to skip lines that don’t contain hours to submit. This is the default setting.
Choose Stop and Show Empty Line Error to stop processing the time sheet if one or more lines are missing hours.

Shows Resource Setup with Time Submission Policy field highlighted

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Be More Productive When Approving Time Sheets”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Prevent Editing Number Series on Service Documents and Cards

Thursday 14th Mar 2024Tuesday 12th Mar 2024 Ian Grieve2 minute read0 comment

The 22nd of the new functionality in the section is Prevent editing number series on service documents and cards.

For each company where you set up service management, you must assign unique identification codes to things such as service items, invoices, and other documents. Numbering isn’t only important for identification purposes. A well-designed numbering system also makes the company more manageable and easier to analyze, and can reduce the number of errors that occur in data entry.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

Behavior of the No. field on documents and cards

On service documents and all cards, the No. field can be filled in automatically from a predefined number series, or you can add it manually. However, under certain circumstances, the No. field isn’t available so that you can’t edit its value.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Prevent Editing Number Series on Service Documents and Cards”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Correct Errors in Service Invoices

Thursday 14th Mar 2024Tuesday 12th Mar 2024 Ian Grieve3 minute read0 comment

The 21st of the new functionality in the Application section is correct errors in service invoices.

Mistakes can happen, so it’s important to be able to quickly correct them. This update enhances your flexibility and efficiency in managing service contracts and invoices by making it easier to fix mistakes.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can delete service invoices that have service ledger entries associated with them. This means that you can correct errors or make changes to service invoices without getting stuck or losing data. For example, if you forget to assign a product posting group to a G/L account, you can add it later and recreate the service invoice.

Use the Delete action to delete a service invoice. A corrective service ledger entry will be posted, and the invoicing date and invoicing period will be restored in the service contract so you can create the invoice again. Note that you can revert several invoices, but you must do it sequentially starting from the very last invoice. Business Central won’t allow you to delete a service invoice if its details, such as the invoicing period or the prepaid toggle were changed in the related service contract. Make sure that you delete invoices before you make such changes.

My Opinion

this looks to be a useful enhancement for correcting errors. While we all want to avoid errors, sometimes they happen and an easy ay to correct them is welcome.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
Add Table and Field Mappings for Existing Integration Tables
Find a Matching Record in a Power Automate Flow
Archive Projects
Usability Improves for Service and Projects
Use Deferral Codes in Purchase and Sales Journals
Define a Service Invoice Posting Policy for Various Users
Define Default Location for Project or Project Phase
Block Item, Item Variant or Service Item from Use in Service Management transactions
Connect Business Central With Shopify B2B
Set Up Financial Consolidation Runs More Efficiently
Simpler Shopify Connection
Use General Ledger Account Revaluation for More Accurate Financial Statements
Get More Productive While Entering Time Sheets
Create Projects That You Can Invoice to Multiple Customers
Assemble to Project
Invoice a Customer for Multiple Projects
Use New Excel Layouts for 35 Selected Reports
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Manage Work Orders in Field Service, Invoice Them in Business Central
Manage Document Attachments in Service Items and Documents
Export and Import Multiline Text Using Configuration Packages
Correct Errors in Service Invoices
Prevent Editing Number Series on Service Documents and Cards
Be More Productive When Approving Time Sheets
Inventory Package Numbers Work Like Item Tracking Dimensions
Assign Salesperson to Customer Ship-to Addresses
View Incoming Documents in Archived Quotes and Orders
Specify Dimensions on Posted Entries Applications With Realized Gains or Losses
Allow Lines with Amounts of Zero on Recurring General Journals
Automate the Reminders Process in Collections
See Improved Usability for Warehouse and Inventory
Ensure Accurate Inventory Valuation by Controlling Cost Adjustment
Use a New Role Center for Collection Management
Manage Subscription Billing and Revenue and Expense Recognition
Enable Sustainability Features for Integrations with APIs
Install Field Service Integration with Business Central from AppSource
Introduce Power Automate Copilot Integration with Business Central
Map e-Documents to Purchase Order Lines with Copilot
Create Sales Lines Easily with Copilot
Extend Copilot Using Richer Development Tools
Get to Insights Faster with Copilot-Generated Analysis Tabs
Complete Bank Account Reconciliation Faster With Copilot
Create Product Information Faster with Copilot
Learn More About Fields with Copilot
Chat with Copilot
Simplify collections with Copilot for Finance and Business Central
Automate Tests for your Copilot Extensions with the Business Central Test Toolkit
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
Process Czech Bank Statements, Payment Orders More Productively
Improvement of Czech Localization Reports
Report Explorer has Additional Outputs in the Czech Version
Improved Updates of ARES Data in the Czech Version
Allow More Extendability of Advance Payments in the Czech Version
Print QR Codes on Sales Invoices in the Czech Version
Use Excel Layouts for Czech Reports
Handle Multiple File Uploads and File Drop Zones
Debug the System Application
Remove Friction When Working with External App Dependencies
Use In-client Page Scripting Tool for Acceptance Testing
Use AL-controlled Barcode Scanning For All Scenarios
Write flexible and performant code with NumberSequences
Use the OData V4 IN Operator in Web Service Queries
Define Extension Objects in Same App as Their Base Object
Use Cookies in HTTP Calls From Business Central
Define Tooltips on Table Fields
Use Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Encrypt Data At-Rest with Customer-Managed Encryption Key
Allow Customers to Consent to Microsoft Support Accessing Their Data
Link Business Central Environments to Power Platform Environments
Copy Companies with Dataverse Integration Safely
View and Filter Users With Additional User Details
Control partner access per environment
Analyze Telemetry Events Across Browser and Server for a Session or User
Use Premium License to Sign In to Environment with Essentials Licenses
Experience the New Embedded AppSource Marketplace Page
Migrate Record Links and Notes with Cloud Migration Tooling
See VAT Date in Posting Previews
Automate Country of Origin Listed for Item Tracking Code in Intrastat Reporting
Achieve Sustainable Compliance with Business Central
Discover Report and Data Analysis Content Easily
Use Drag and Drop to Attach Multiple Files
Use Actions to Navigate and Highlight or Fix Platform-Generated Errors
Share Error Details to Get Help from Another User
Access Worksheet Pages from Mobile Phones
Boost Productivity With the Modern Action Bar
Enhancements to the User Experience

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Export and Import Multiline Text Using Configuration Packages

Wednesday 13th Mar 2024Tuesday 12th Mar 2024 Ian Grieve2 minute read0 comment

The 20th of the new functionality in the section is export and import multiline text using Configuration Packages.

Avoid having to manually export and import multiline text by using an improved configuration packages capability that allows you to do that with efficiency and ease. This feature is especially useful for businesses that deal with large amounts of multiline texts and need to transfer them between different companies or environments.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can now use BLOB type fields, which usually contain multiline text, to import and export data using Configuration Packages.

Simply choose Include Field on the Config. Package Fields page to include fields that contain multiline text, such as the Work Description field, in your package.

Shows configuration package fields page with Work description (BLOB) field included

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Export and Import Multiline Text Using Configuration Packages”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Manage Document Attachments in Service Items and Documents

Wednesday 13th Mar 2024Tuesday 12th Mar 2024 Ian Grieve4 minute read0 comment

The 19th of the new functionality in the section is manage document attachments in service items and documents.

Digitalize document management of service-related documents (such as maintenance manuals, warranty certificates, or inspection reports) by attaching them directly to service items, contracts, and invoices. Access critical documentation on the go, ensuring efficient service delivery.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

In this release, Microsoft have made document attachments available on pages in Service Management. The Document Attachment FactBox is available in multiple places, like:

Service Item Card (page 5980 "Service Item Card")
Service Items (page 5981 "Service Item List")
Service Items (page 5988 "Service Items")
Service Contract (page 6050 "Service Contract")
Service Contracts (page 9321 "Service Contracts")
Service Contract Quote (page 6053 "Service Contract Quote")
Service Contract Quotes (page 9322 "Service Contract Quotes")
Service Credit Memo (page 5935 "Service Credit Memo")
Service Credit Memos (page 9320 "Service Credit Memos")
Service Invoice (page 5933 "Service Invoice")
Service Invoices (page 9319 "Service Invoices")
Service Order (page 5900 "Service Order")
Service Orders (page 9318 "Service Orders")
Service Lines (page 5905 "Service Lines")
Service Quote (page 5964 "Service Quote")
Service Quotes (page 9317 "Service Quotes")
Service Quote Lines (page 5966 "Service Quote Lines")
Posted Service Credit Memo (page 5972 "Posted Service Credit Memo")
Posted Service Credit Memos (page 5971 "Posted Service Credit Memos")
Posted Service Invoice (page 5978 "Posted Service Invoice")
Posted Service Invoices (page 5977 "Posted Service Invoices")

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Find a Matching Record in a Power Automate Flow

Tuesday 12th Mar 2024Tuesday 12th Mar 2024 Ian Grieve4 minute read0 comment

The 5th of the new functionality in the Adapt faster with Power Platform section is find a matching record in a Power Automate flow.

Using Power Automate to build flows is already relatively easy, but from time to time, makers are stumbling into this common element of a given process: querying Business Central for a single record that matches certain criteria.

Enabled for: Users, automatically
Public Preview: Apr 2024
General Availability: Apr 2024

Feature Details

Currently, the Find records action always returns a collection or list of records, even if there’s only one record that matches specific criteria, such as the unique record ID. The current action also requires that Power Automate makers understand the syntax of the OData query.

The new Find one record action not only lets makers find a single record that matches their criteria, but also gives them a more friendly user interface to provide parameters and define conditions.

Makers can select several conditions for various fields in the requested API, add sorting conditions so that the proper record is found, and the Power Automate connector transforms these settings into an OData query.

Finding a single record also ensures that all subsequent actions in the flow can operate on it, without requiring the Apply to each loop.

Note

This feature is only available in Business Central online, but it’s in the Power Platform connector so it’s backward compatible with all supported versions of Business Central.

A new Find one record action in Power Automate connector

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Find a Matching Record in a Power Automate Flow”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Add Table and Field Mappings for Existing Integration Tables

Tuesday 12th Mar 2024Tuesday 12th Mar 2024 Ian Grieve3 minute read0 comment

The 4th of the new functionality in the Adapt faster with Power Platform section is add table and field mappings for existing integration tables.

Business needs change and so do business processes. Changes of business processes require data being exchanged through integrations with Business Central to be implemented in a fast and cost-effective way.

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