New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Search in Company Data

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The first of the new functionality in the User Experience section is search in company data.

Office workers spend up to 20 percent of their working time searching for information. Finding specific information in a timely manner across different areas of a business management solution often requires tailored queries within different parts of it. Because the volume of data constantly increases, it becomes increasingly important to get relevant content fast.

Business Central now lets you search across all data that’s relevant for your role, and not just business transactions. The most relevant results show first, which saves valuable time and gives users the opportunity to focus on higher-value tasks.

Enabled for: users, automatically
General Availability: March 2023

You can start a search from your Role Center or by using the Ctrl+Alt+F shortcut key combination anywhere in Business Central.

Shows Search in data action on business manager role center

To search for data, simply enter one or more keywords. The search results include the top results in the tables you have access to.

Shows Search in company data page with results of the search

By default, search is scoped to data that’s available in the user’s Role Center and the tables they can access. However, you can customize the search scope by selecting Show tables to search on the Search in company data page. Limiting the scope can make search results show even faster.

Shows Show tables to search action in Search in company data page.

The Show tables to search action opens the Search Setup (Table) List page, where you can pick the tables to search in. By default, only tables relevant for specific roles are selected, but you can browse other tables by using the Show all tables and Filter to selected tables actions.

Shows Search Setup (Table) List page with available actions

When you choose a table, the Search Setup (Field) List page opens. You can tailor the search to include fields in the selected table by turning on the Enable search toggle. By default, only indexed code and text type fields, and fields that are used to identify the search result record, are enabled.

Shows Search Setup (Field) List page.

Because the number of tables fields that the search includes can impact performance, you can restore the default settings by choosing the Reset to default action on the Search Setup (Table) List and Search Setup (Page) List pages.

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2
Better Bank Reconciliation for Checks and Improved Reporting
Extended Text Functionality for VAT Clauses
Financial Reporting Replaces Account Schedules
Find Posted and Non-Posted Document Lines in Search
Flexible Sorting in the Planning Worksheet Page
Make Entry of Variant Codes Required
Post Item Charges for Each Step of the Process
Service Management – minor improvements
Simpler Shopify Connection
Track Items That Are Used in Projects, Including Picks
New VAT Date Field on documents and Entries
Set Up Data Exchange More Easily
Use Multiple Remit-to Addresses for Vendors
Reverse Payment Reconciliation Journal Entries
Check the GL Journal Balance by Correction – Czechia
Configurable and Redesigned Intrastat Solution
Specify a Default Bank Account by Currency – Czechia
Word Layout Email Template for CZ Documents
IRS 1096 Form (United States)
Service Declarations F01DGS for Belgium and Intrastat for Italy and France
Get More, Better Communications as Admin
Use Service-to-Service Authentication with Admin API
Cloud Migration Data Upgrade for Extensions
Update Licensed Users from Microsoft 365 Faster
Migrate more data from Dynamics GP
Restore Deleted Environments
Get More Visibility Into Outages
Personalize and Design the Automate Actions in the Web Client
Rely on Personalization to Show or Hide Power BI Parts on Lists
Switch Power Automate Features On or Off
Use a Power Automate Flow to Notify Business Central of Dataverse Entity Changes
Add Media/Image Support for Business Central Connectors
Power Apps and Power Automate Support for Document Attachments
Easily Access Setup Pages for New Apps
Easily Find Apps to Connect to Core Services
Easily Install and Set Up New Apps
New Field Descriptions Improve Clarity
Configure OneDrive Integration
Delegated Admins Can Edit in Excel
Share to Teams Action Now Includes Link Preview
Embed Business Central in Teams Tabs
Access Business Central With Your Microsoft 365 License
Choose the Report Layout on Request Page
Use New Dedicated APIs for Financial Reporting
Performance – Faster Data Stack
Use Power BI App on Telemetry For Insights Into Environments
Compile Against Installed AppSource Apps
Auto-save as You Work
Experience Updated UI Elements
Switch Companies Across Environments
Legacy List Views Will be Hidden
Modern Action Bar
Search in Company Data

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