This article 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.
With Word templates created, using them is quite easy to do. Open the Word Templates (9989) page, select a template and click the Apply button on the action pane:
This article 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.
As well as creating a Word template from the Word Templates page, you can also start from a master page (or related list page); starting this way will add the master record type as the source.
To create a Word template in this way, open the master record page and click Actions » Apply Word template:
This article 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.
To create a new Word template there is an assisted setup to guide you through the process. To use this tool, search for and open the Word Templates page.
There are three main stages to the process of creating a Word template; all three parts are covered in this article and the index below will allow you to quickly to a specific section.
On the Word Templates (9989) page, click the New » Create a template action:
To create a Word Template requires a source table to be available. However, before adding a source table, you need to think about which other related tables you will want to also add to the Word template, as this will decide which table to pick as the source table.
For example, if I wanted to create a letter to customers based on the ship-to address, I cannot use the Customer (18) table as the Ship-to Address (222) table is not a related table. However, if you pick the Ship-to Address table then the Customer table is a related table. This is because tables are available as a related table when their is a field on that table linking it to the other; in the case of the Customer table there is no field for Ship-to Address and so it is not related, but the Ship-to Address table does contain the Customer No. and is therefore a related table.
To add a new source table, click the Add new entity button:
Continue reading “Word Template Mail Merge in Business Central: Create Word Template for Mail Merge”
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 4th of the new functionality in the User experiences section is change the data search method in lists.
Giving users fast access to data is key. This feature introduces a modern search option on lists that focuses exclusively on columns that are enhanced with full-text search capability, while retaining the option to use the older method. The modern search accelerates the search process and delivers more precise, relevant results, which increases user satisfaction and productivity.
Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Oct 2024
General Availability: Nov 2024
Users can switch between the “legacy” search, which searches across all columns, and the “modern” search, which searches only in columns optimized for full-text search matching. The modern search is available for selected tables/lists.
The modern search capability is enabled by the Use optimized text search in lists switch in the Feature Management page. When it’s enabled, it becomes the default search method on list pages that include full-text search columns. Users switch between the modern and legacy search methods on pages by using the Use legacy search and Use modern search (faster) options in the search box:
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 4th of the new functionality in the Reporting and data analysis section is use built-in named formulas in Excel layouts.
Microsoft’re saving Excel report authors time and energy by providing built-in named formulas that make it easy to access data from metadata sheets.
Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 2024
To make it easier to use data from metadata sheets, named formulas are now built in to Excel layout workbooks (when generated in 2024 release wave 2). Instead of taking time to develop complicated VLOOKUP or XLOOKUP formulas, report authors can use named formulas, such as ReportRequest.Date or ReportMetaData.ReportHelpLink.
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 12th of the new functionality in the Legislation section is use multiple subcategories for one sustainability account.
By enabling the use of more diverse account subcategories for the sustainability account, users can reduce the number of different accounts needed and consolidate various types of information into a single account.
Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024
Users can set a default Sustainability Account Subcategory for each Sustainability Account, and this information must be included during setup. However, users can also configure multiple subcategories for a single account.
When working with Sustainability Journals, users can easily change the Sustainability Account Subcategory on each line if multiple options are available. This approach allows entries to be posted to the same Sustainability Accounts but with different emission factors in the formulas. For example, if a user wants to use one account for all company cars, they can handle different emission factors for different types of cars more easily. And using it this way, they can post all entries using only one account, but they can use subcategories as an additional analytic.
Additionally, users can now post entries to the Sustainability Ledger Entry even with zero emissions if their Sustainability Account Subcategories are marked as Renewable Energy. In this case, the system will post only the basic information used in the formula, but the total emissions will be zero, and the entry will be marked as Renewable Energy.
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 9th of the new functionality in the Governance and administration section is get external notifications when job queue entries fail.
Sometimes tasks, reports, or batch processes can take a long time to complete. To keep people productive in the meantime, companies often use Business Central’s job queue to run processes in the background. If something goes wrong and an important background process stops, or isn’t scheduled for some reason, being notified about the issue can help you react quickly to resolve it.
Enabled for: Users by admins, makers, or analysts
Public Preview: Oct 2024
General Availability: –
To be notified about issues with job queue processing, start by running the Set up Job Queue Notifications assisted setup guide from the Assisted Setup page. The guide will help you set up your notifications. Follow the steps as described in the Get notified about issues with job queue background processing release plan.
Choose Next on the second step to specify how to send notifications. In addition to In-product notifications, you can choose to manage your notifications through external business events by turning on the Control notifications with business events (preview) toggle.
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 13th of the new functionality in the Development section is specify and use full-text search indexes on table fields.
With the new full-text search metadata on table fields, AL developers can significantly enhance data search features, making them easier and faster for users. This feature improves user satisfaction and productivity by providing more precise and relevant search results.
Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 2024
p>As an AL developer, you can now specify which table fields are included in full-text search indexes on the database. By doing this, the following search features will be faster and provide better search capabilities:
To specify full-text search, you set the OptimizeForTextSearch property on fields in tables or table extensions.
In AL code, you can also use a new && filter syntax in the SetFilter() method. For example:
FieldRef.SetFilter('&&' + SearchString + '*')
The new syntax supports a subset of SQL Server’s CONTAINS operator.
You can also use new OptimizedForTextSearch property on the Field virtual table and IsOptimizedForTextSearch on variables of the FieldRef data type.
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 12th of the new functionality in the Development section is remove friction when working with external app dependencies.
Resellers who develop per-tenant extensions for customers and publishers who create AppSource apps commonly build on the work of other publishers, and thereby take a dependency on these. In order to develop or test, they need access to the AppSource apps they depend on.
Today, this involves a tedious manual process where resellers and publishers with dependencies must contact publishers owning the applications they depend on and ask for symbols to develop against or runtime packages to test with. This is not only required once, but continuously as new versions of the Business Central first-party applications and the publishers’ applications emerge, making the process time-consuming and error-prone.
In this version Microsoft plan to unblock developing and compiling against external applications and test in online sandboxes.
Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Oct 2024
General Availability: Oct 2024
In this release Microsoft add support for resellers and publishers to download symbols for AppSource applications to develop against, providing a public NuGet feed with packages containing symbols for AppSource applications. If you are using AL-Go for GitHub, then it will automatically locate and download these symbols during the build. You can also take advantage of AL-Go for GitHub to run tests in online sandboxes.
This sounds like a very useful enhancement, although I’m not too involved on the development side of Business Central.
This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.
The 14th of the new functionality in the Country and regional section is enable use of other currencies – Czechia.
Recent Czech legislation allows Czech companies to determine a functional currency and record their accounting in a currency other than Czech. It’s now possible to use a foreign currency for corporate accounting and to use the Additional Currency Reporting functionality for other records and reports that must be in Czech currency.
Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024
The new amendment to Act No. 563/1991 Coll., on Accounting, effective from January 1, 2024, introduces the concept of functional currency as the currency of accounting. Functional currency means the currency of the primary economic environment in which the entity operates and may be other than the Czech currency. The functional currency of an entity can be determined on the basis of the criteria for determining the functional currency under IFRS as governed by European Union law.
If the company decides to implement accounting in a foreign currency, then for other records and reports that must be in Czech currency, it uses the Additional Reporting Currencies functionality for reporting. However, this only deals with the creation of material items and VAT items, but not with subsequent reporting. All VAT reporting must be done in Czech currency (CZK), so the reporting functionalities have been adapted as follows:
New VAT rate to additional reporting currency (Document Currency/Additional Reporting Currency) fields have been added to the purchase and sales documents to allow the currency rate to be adjusted if necessary. Similar functionality has been added to purchase and sales advances. The printing of document reports has also been modified.