New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Use Excel Reports For Consolidation And Fixed Assets

Microsoft Dynamics 365 Business CentralThis 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 18th of the new functionality in the Application section is use Excel reports for consolidation and fixed assets.

Excel reports give you the underlying data that they’re based on, so that you can reformat the data to build a custom report—for example, to get a specific insight or for troubleshooting.

Enabled for: Users, automatically
Public Preview:  Sep 2, 2024
General Availability: Oct 2024

Feature Details

In this release Microsoft have added four Excel report layouts that cover the consolidation and fixed assets areas:

  • Consolidated Trial Balance (Preview)
  • Fixed Asset Details (Preview)
  • Fixed Asset Analysis (Preview)
  • Fixed Asset Projected Value (Preview)

The report layouts are available through search and the Accountant home page.

The content of each report covers the content of one or more existing RDLC reports, and gives you the underlying data so you can create custom reports.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Add An Item As A Shopify Variant

Microsoft Dynamics 365 Business CentralThis 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 17th of the new functionality in the Application section is add an item as a Shopify variant.

The new release of the Shopify connector allows you to export items from Business Central as variants in Shopify. This gives you more flexibility and convenience when you manage product information across both applications.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

Shopify and Business Central both offer extensive features for managing products and variants. Depending on your needs, you can choose different options. In Shopify, where you focus on convenience for customers, and in Business Central, where other criteria are taken into consideration, such as the ability to define an assembly BOM.

Microsoft are adding support for export scenarios when Shopify has products with variants, but the list of items is flat on the Business Central side. You can use the Add item as Variant action on the Variants subpage of the Shopify Products page.

Shopify Products

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Add An Item As A Shopify Variant”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Allow More Than One User To Post Warehouse Entries at a Time

Microsoft Dynamics 365 Business CentralThis 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 16th of the new functionality in the Application section is allow more than one user to post warehouse entries at a time.

In busy warehouses where lots of things are moving around, it’s important that warehouse employees don’t get in each other’s way or slow each other down. That includes registering their activities in Business Central. Multiple workers can now work on transactions that involve warehouse entries without locking each other out, which means less waiting time and more productivity.

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

Feature Details

To avoid the warehouse entry table being locked while warehouse employees posts transactions, Microsoft now use a number sequence to assign entry numbers to warehouse entries and entries in the Warehouse Register table. This feature is controlled by a feature key, which is enabled by default. However, you can turn it off if needed—for example, if you have an extension that requires the previous behavior.

My Opinion

It seems odd that only one user could post warehouse entries at a time, so it is good to see this restriction lifted. The backward compatibility option is a nice touch for anyone who does need the old processes maintained.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists

Tasklet Certified: Certified Tasklet Implementer

Microsoft Dynamics 365 Business CentralSince I started working with Microsoft Dynamics 365 Business Central, I’ve also been learning some of the add-ons which are commonly used. One of those add-ons is Tasklet Mobile WMS from Tasklet.

The learning course is fairly short, as is the certification test. I took and successfully passed the Tasklet Implementer certification announced by Tasklet in July of this year.

The certification lasts for two years before it must be renewed. This is to ensure the certified people remain up-to-date on the software.

Certified Tasklet Implementer

New Functionality In Microsoft Power Automate 2024 Wave 2: Connect Your Own Virtual Network With Hosted Machine Group

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 10th of the new functionality in the Desktop flows section is connect your own virtual network with hosted machine group.

Users can run desktop flows using a hosted machine group connected to their own virtual network (VNet) in order to execute RPA jobs that require access to on-premises networks.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2024
General Availability: Nov 2024

Feature Details

Users can now seamlessly integrate a hosted machine group (HMG) with their own VNet. This integration enables users to run desktop flows and execute RPA jobs that require access to on-premises networks. By leveraging their own VNet, users can ensure secure and reliable connectivity between the hosted machines and the on-premises networks.

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Intrastat Only Available to Specific Countries in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business CentralI don;t recall where I saw this mentioned originally, but it cropped up again in a discussion the other day; the Intrastat module in Microsoft Dynamics 365 Business Central is now only available to EU countries and the UK.

It used to be core and in all deployments regardless of the environment setup, but now is only available if your environment is set up with an EU country or the UK.

This is potentially a problem for US companies which operate subsidiaries within the EU as they will now need a separate environment for the EU countries.

While the UK is no longer a member of the EU, there are probably a lot of companies located in the UK with subsidiaries in the EU (such as in Ireland), so Microsoft have allowed UK environments to install the Intrastat Core extension.

On the AppSource page for the extension, it does warn that it is only available to EU counties plus the UK:

AppSource page for Intrastat Core showing the region limitation

This is not an idle warning; if you try to install it into a US environment, the install will fail.

New Functionality In Microsoft Power Automate 2024 Wave 2: Use Machine To Credential Mapping In Desktop Flow Connections

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 9th of the new functionality in the Desktop flows section is use machine to credential mapping in desktop flow connections.

In many organizations, each machine must have a unique user session. This implies that they cannot use machine group. A list of credentials will allow them to use unique credential for each of their machines. For organizations that want to use automations executed on agent machines, there’s no option to define mapping between machine(s) and agent(s). The list of credentials will allow an attended automation to the machine of the right agent.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Nov 2024
General Availability: –

Feature Details

Allow customers to define lists of credentials and use them in the desktop flow connections. These lists will also allow customers to define which machine(s) can use these credentials. These lists can be used as login credentials in the desktop flow connections and will benefit from the same credential management feature, such as:

  • Encryption and data protection
  • Password rotation with Azure Key Vault or CyberArk
  • Application lifecycle management

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New Functionality In Microsoft Power Automate 2024 Wave 2: Power Fx Integration With Power Automate For Desktop

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 8th of the new functionality in the Desktop flows section is power Fx integration with Power Automate for desktop.

You can now create automation flows through scripting using Power Fx. Power Fx enables the full spectrum of development from no-code makers without any programming knowledge to pro-code for the professional developers. It enables diverse teams to collaborate and save time and effort.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview:  Dec 18, 2023
General Availability: Nov 2024

Feature Details

Power Fx is the low-code language for expressing logic across Microsoft Power Platform. It’s a general-purpose, strong-typed, declarative, and functional programming language. Power Fx is expressed in human-friendly text. It’s a low-code language that makers can work with directly in an Excel-like formula bar or Visual Studio Code text window. The “low” in low-code is due to the concise and simple nature of the language, making common programming tasks easy for both makers and developers.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 2 Series Index

In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Update an Image, File or Document V3” Action

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 12th action which is available is the Update an image, file or document (V3) one which allows you to update (but not insert) an image, file or document in Business Central. To insert a new image, file or document, you will need to use the Create record V3 action to create the file first and the use this update action to upload the actual image, file or document.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Update an Image, File or Document V3” Action”

New Functionality In Microsoft Power Automate 2024 Wave 2: Self-Heal UI And Browser Automation Actions at Execution With AI

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 7th of the new functionality in the Desktop flows section is self-heal UI and browser automation actions at execution with AI.

This feature is for Power Automate for desktop users that automate UI and web interaction scenarios. It improves success rates and handles cases where UI elements can’t be found.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Dec 2024
General Availability: Mar 2025

Feature Details

Once enabled by users, the feature uses AI to locate elements in the screen at the execution time. The repaired selector is used in future executions. Plus, it’s optional and can be disabled if you prefer.

  • Self-healing refers to the case that a UI element cannot be found at the execution time.
  • Self-healing can be applied only for UI and web automation scenarios, and subsequently for Desktop and web UI elements.
  • With self-healing, Power Automate for desktop can locate a UI element in the screen.
  • When UI element and its selector are retrieved, a confirmation is required by the user in order the flow to be healed and saved.
  • This feature can be disabled by the user.

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