New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Control partner access per environment

Microsoft Dynamics 365 Business CentralThis 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 8th of the new functionality in the Governance and administration section is Control partner access per environment.

Business Central customers with multiple environments are often working with many partners to support each environment. With this feature, customer administrators can now easily and efficiently control partner access to environments. This feature simplifies partner management by allowing administrators to assign partner tenants to each environment.

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

Feature Details

In 2024 release wave 1, Microsoft are introducing new environment settings in the Business Central admin center that enable internal administrators to control which environments delegated users and multitenant apps from partner tenants can access and administer. Internal administrators can specify the tenant IDs of partners that should be able to access each environment. Delegated users and multitenant apps accessing or administering the environment must belong to an allowlisted tenant. This feature is optional, and if no tenants are allowlisted for an environment, delegated users and multitenant apps will be able to access and administer the environment as they did before. This feature only affects the use of the admin center API by multitenant apps that have been authorized within the admin center

My Opinion

This sounds like a double edged sword; good for users to have the ability to restrict access to environments, but also too easy for something to be set incorrectly and deprive necessary access. However, the same can be said of any security on a system, so I’d say this is a good enhancement. Some of the clients I’ve worked with in the past have had very locked down systems, so they’d like this for witholding access to production while giving access to dev, QA and UAT environments. It could also be useful for companies operating in multiple countries by allowing only the partner for a specific country to access an environment.

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
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
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
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 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
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

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: View and Filter Users With Additional User Details

Microsoft Dynamics 365 Business CentralThis 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 7th of the new functionality in the Governance and administration section is view and filter users with additional user details.

Additional user details and technical data helps administrators be more effective when they handle user requests and resolve issues..

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

Feature Details

You can view additional details about users on the Users page by choosing the Show more details action.

Shows new Show more details action in Users page

The Users details page offers multiple views that administrators can filter. For example, an administrator might want to view all users with a Microsoft 365 license, or users who are assigned to the SUPER permission set.

Shows new user details page with extra columns and views

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: View and Filter Users With Additional User Details”

Picking Only Reserved Goods in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Centralvan Labrador Gonzalez, an experienced system engineer, has on his IVAN SINGLETON | A blog about Business Central, Xamarin and Arduino blog recently posted an article on enhancing the picking process within warehouse management so that only reserved goods are included on the pick as it is created.

Unfortunately, this is not something which is available as standard in Business Central; when you create the pick, the whole quantity of goods from the order are included on the shipment and resulting pick.

The way Ivan gets only the reserved items onto the pick is be developing an extension which adds a new button to the Warehouse Shipment (7335) page. Fortunately, in the article he details the step by step to create this customisation, including all of the required code.

Warehouse Shipment page with new action button

The article, including code examples, can be found here and complete code is on GitHub.

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Copy Companies with Dataverse Integration Safely

Microsoft Dynamics 365 Business CentralThis 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 6th of the new functionality in the Governance and administration section is copy companies with Dataverse integration safely.

Administrators in small or medium-sized companies often wear multiple hats and do many different tasks. It’s important that you can efficiently and safely copy companies if you integrate with Dataverse or Dynamics 365 Sales, reducing the risk of data inconsistencies and saving you valuable time. This enhancement streamlines your workflow so you can focus on strategic tasks, driving your business forward.

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

Feature Details

When an administrator copies companies in an environment that has Dataverse or Dynamics 365 Sales integration enabled, Business Central clears the following settings while copying to the target company:

  • Dataverse and Dynamics Connection Settings to ensure that integration correctly re-initiates in the target company.
  • Integration records to ensure that the target company doesn’t point to records that are coupled in the source company.
  • Integration synchronization jobs to stop synchronization background jobs.
  • Integration synchronization errors to clean synchronization errors, it they exist, because they point to errors in source company and would just be considered noise in the target company.

My Opinion

This sounds like a very welcome enhancement as the current process is open to quite a bit of risk. Clearng these settings will help prevent environments syncing incorrectly.

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
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
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
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 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
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

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Apr-Jun 2024) from MADIC dynamics

MADIC dynamicsEvery month, on the third Tuesday, at MADIC dynamics we will be presenting a Knowledge Hub Webinar on Microsoft Dynamics 365 Business Central and related products; I will be presenting some of the webinars, but other consultants will be getting involved as well, so there will be a variety of presenters through time.

We aim to have the next three monthly Knowledge Hub Webinars scheduled and details of them available. The next three webinars, starting next month, are:

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Apr-Jun 2024) from MADIC dynamics

Jet Reports & Business Central

Tuesday, 16th April 2024 – 14:00-14:45

Learn how Jet Reports can be used to increase your financial and operational reporting capabilities from Business Central.

Register Here

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Apr-Jun 2024) from MADIC dynamics

What’s New in Business Central 2024 Wave 1

Monday, 20th May 2024 – 14:00-14:45

Discover the upcoming new features in Microsoft Dynamics 365 Business Central 2024 Wave 1.

Register Here

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Apr-Jun 2024) from MADIC dynamics

Upgrading (to) Business Central

Tuesday, 18th June 2024 – 14:00-14:45

Learn the ins and outs of upgrading NAV to Business Central and the steps to upgrade to new versions of Business Central.

Register Here

Error Preview or Posting Assembly Order in Microsoft Dynamics 365 Business Central: “Document No. must have a value in Item Journal Line…”

Microsoft Dynamics 365 Business CentralI was doing a project to implement Microsoft Dynamics 365 Business Central with a client recently. When they were doing some UAT they were getting an error when trying to preview or post an assembly order.

I tried the same process on my demo/test environment and did not get the same error as the we were seeing in the client environment. The error they were seeing was this one:

Error message when previewing or posting an assembly order

Document No. must have a value in Item Journal Line: Journal Template Name=, Journal Batch Name=, Line No. =0. It cannot be zero or empty

Continue reading “Error Preview or Posting Assembly Order in Microsoft Dynamics 365 Business Central: “Document No. must have a value in Item Journal Line…””

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Define Extension Objects in Same App as Their Base Object

Microsoft Dynamics 365 Business CentralThis 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 8th of the new functionality in the Development section is define extension objects in same app as their base object.

By allowing the segmentation of objects into base functionality and extended functionality, it becomes possible to define extensions to objects in the same app as the object itself. This provides an option to group related functionality in smaller contributions and makes it easier to later move these to a separate app as part of refactoring.

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

Feature Details

With this new feature, it’s possible to define both the base object and extension objects in the same app. For instance, a table and a table extension can be defined within the same app.

In metadata, extension objects remain separate, as before, so each extension object still requires its own object ID in the used range. The key change is that they can now reside in the same extension/app as the base object. In the case of tables, table extensions that reside in the same app as the base table will be merged into that table in the database schema—resulting in no companion table extension.

This feature is applicable to all extensible object types; for example, page, table, report, enum, and permission set objects.

The capability is enabled by default when targeting runtime version 13.0.

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
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
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
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 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
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

MADIC dynamics Knowledge Hub Webinars: Extending Business Central with Power Automate

MADIC dynamicsIn our most recent webinar here at MADIC dynamics, we took a look at Extending Business Central with Power Automate.

If you want to catch up on this webinar, you can do so here.

What is Power Automate? ^

Power Automate is part of the Power Platform from Microsoft.

Power Platform is a collection of services which allow organisations to build their own solutions through low- or no-code services, such as Power BI (reporting), Power Apps (custom apps), Power Pages (websites) and Power Automate (automation). The idea is that they are low- or no-code and therefore do not require a developer to build the solution, and also allow for more rapid building than traditional applications, websites or other extensions.

We looked specifically at Power Automate in this webinar; Power Automate lets users create automated workflows between applications and services, allowing for repetitive business processes such as communications and approvals, to be automated.

As a relevant aside, I am currently writing two series of articles on Power Automate; the first is Working with Power Automate and the second is https://www.azurecurve.co.uk/2023/04/in-microsoft-dynamics-365-business-central-financial-how-do-i-series-index/. There is a large overlap between articles in those two series and this webinar, so I will be linking to the series where possible.

Types of Cloud Flow ^

There are four types of cloud flow available with Power Automate in combination with Business Central.

In the Microsoft documentation, they only show three types of cloud flow, but I always include the fourth, approvals, as this constitutes a large segment of the flows used by clients on Business Central, for users who have decided that the standard workflows don’t provide the flexibility required.

Icons for cloud flow types

Continue reading “MADIC dynamics Knowledge Hub Webinars: Extending Business Central with Power Automate”

Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate (Renewed in 2024)

Microsoft Dynamics 365 Business CentralThe MB-800 Microsoft Dynamics 365 Business Central Functional Consultant certification needs to be renewed on an annual basis; I passed the exam in September 2022 which means it is up for renewal in September this year, but you can actually renew from 6 months prior (I passed the renewal previous renewal in April 2023).

I didn’t receive a notification that it was time to renew this year, but I was on Microsoft Learn going through some of the material on Power Platform and noticed this credential was available for renewal, so had a go and passed.

Certificate confirmation

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Use the OData V4 IN Operator in Web Service Queries

Microsoft Dynamics 365 Business CentralThis 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 7th of the new functionality in the Development section is use the OData V4 IN operator in web service queries.

Integrators can now use OData IN operator when querying Business Central web services. This can simplify OData queries and therefore make integrations easier to develop.

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

Feature Details

Prior to this release, a developer who wanted to query an OData endpoint—for example, to query an API for a (short) list of Customer numbers—would have to write a filter expression such as $filter=CustomerNo eq '10000' or CustomerNo eq '20000' or CustomerNo eq '30000'.

With this release, they can just write $filter=CustomerNo IN ('10000','20000','30000') by using the OData IN operator.

My Opinion

I’m not a developer anymore, but I approve of this type of change which allows for simplified syntax.

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
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
Automate IRS 1099 Form Submission in US
Enable Additional Countries and Regions
Install UK Localization as an App
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 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
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