Tag: Microsoft Dynamics 365 Business Central 2024 Wave 1

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 2nd of the new functionality in the Application section is usability improves for service and projects.

Productivity increases when processes are easy, so Microsoft have improved the usability of several areas within project and service management. For example, you can save a step by automatically releasing source documents, and in several places data is easier to access and digest.

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

Feature Details

Based on feedback from their customers, Microsoft have made it easier to complete several business processes in service management and accounting.

The PowerBI and Project Details FactBoxes are available on the Project List page, so you can access project details from the list. The Power BI content that’s currently available isn’t changed.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Usability Improves for Service and Projects”

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 1st of the new functionality in the Application section is archive projects.

Projects often change and evolve during their lifecycle. The archiving capability gives you control over your project data through audit trails and version control.

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

Feature Details

Archiving capabilities for projects are similar to the functionality you might already be familiar with from the sales and purchase areas. You can set up projects to archive automatically, so that you don’t need to think about it. With automatic archiving, Business Central creates a new version of the archived document when people do the following:

• Change the status of a document, or delete it.
• Print, download, or send a document by email.
• Post an invoice.

You’re in full control of archiving. The following table describes the options you can choose when you set up automatic archiving on the Project Setup page.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Archive Projects”

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 18th of the new functionality in the Application section is manage work orders in Field Service, invoice them in Business Central.

This integration is particularly valuable for organizations that provide professional services. It offers a seamless and integrated solution for managing service tasks, consumption, and financial transactions, which benefits service technicians, service managers, and finance teams. It’s a powerful solution for managing work orders and consumption in Field Service and efficiently invoicing and fulfilling them in Business Central. This integration adds value to organizations by streamlining service operations, improving financial management, and enhancing overall operational efficiency.

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

Feature Details

Microsoft are excited to announce the integration with Field Service. You can manage work orders and consumption in Field Service, and efficiently invoice and fulfill them in Business Central. This integration streamlines the end-to-end process of managing service operations and ensures a seamless flow of information between the two systems.

You can easily create and manage work orders in Field Service, track the progress of service tasks, assign resources, and capture consumption details. When the service tasks are complete, the integration enables the smooth transfer of data to Business Central for further processing.

The integration also facilitates the invoicing and fulfillment of work orders in Business Central. You can generate accurate invoices based on the service activities performed and the consumption recorded in Field Service. This ensures timely and accurate billing, which improves financial management and customer satisfaction.

By integrating Business Central with Field Service, you benefit from a unified and efficient workflow. The integration eliminates the need for manual data entry or duplication, which reduces errors and saves valuable time. It also provides a comprehensive view of service operations and financials, which improves decision-making and operational efficiency.

My Opinion

Interesting to see that Microsoft are integrating Field Service with Business Central; I’ve always been a little puzzled by the lack of native integrations between Business Central and other products from Microsoft. It’s good to see this type of integration introduced, as it can simplify life for both users and partners.

This post is part of a series on the new functionality available in Wave 1 of Microsoft Dynamics 365 Business Central 2024. There are two release waves for Business Central each year, with functionality being released over the six months of the wave.

In this series of posts, I am going to take a look at what is new with Business Central in this release wave. My understanding is the announced new functionality will become available in the six months of the wave, so not all of it will be available immediately. When posting about some new functionality, I’ll try to indicate where something will be available in October or later. Microsoft do reserve the right to withdraw announced functionality before release; when this happens, I’ll try to publish an article on the removed functionality and update the original article I published.

This series index, below (assuming you’re reading this on azurecurve | Ramblings of an IT Professional), will automatically update as each post in the series goes live, so make sure you bookmark this post so you can keep up-to-date with this series.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Series Index”

At the recent Directions EMEA 2023 confernece Microsoft gave a preview of some of the functionality slated for Microsoft Dynamics 365 Business Central 2024 Wave 1.

The functionality has been broken down into four areas:

• Core functionality
• AI and collaboration
• Ease and speed of implementation
• World class service

Continue reading “Preview of Microsoft Dynamics 365 Business Central 2024 Wave 1 Investment Areas”