Month: September 2023

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The first of the new functionality in the Productive with Microsoft 365 section is enhancements to Excel add-in.

Bulk editing, co-authoring, and analysing data in Excel are common tasks for many back-office users. Microsoft say their research shows that workers often rely on Excel for mission-critical activities and therefore expect a high degree of reliability as they edit in Excel, refresh data, and push changes back to Business Central. In this wave, Microsoft address feedback about the reliability of the add-in in specific use cases.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

This release wave includes the following enhancements to the Business Central add-in for Excel:

• Dimensions are included on more pages when using the Edit in Excel feature.
• Increased accuracy of filters when they’re transferred from Business Central to Excel.
• Improved reliability and performance of data refresh and publish through the latest OData V4 technology.
• The add-in now supports on-premises deployments that have a dedicated server instance specifically for OData feeds.

My Opinion

Making dimensions available in more pages sounds like a good addition, as everyone I’ve worked with using Business Central uses dimensions. Improved reliability and accuracy also sounds like a really good thing.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The second of the new functionality in the Onboarding section is set initial role before first sign-in for a better first-run experience.

Trial and onboarding experiences that are based on the sign-up context can pivot using prospect profiles to set the initial role for users when they sign up.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

By default, everyone who signs up for a trial version starts with the Business Manager (Evaluation) role center when they sign in for the first time. Now, partners can specify the role that’s the best match for the user, which provides a better first-run experience. This mechanism also provides a better way to set user roles through code.

My Opinion

This could be quite useful as Business Manager isn’t always the appropriate role for users to be using when using a free trial, although I’d like to see some details to understand fulLy how it works.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The first of the new functionality in the Onboarding section is modify texts on the welcome banner and skip banner intro state.

Partners can give new users a warm welcome experience by showing personalized greetings in the welcome banner.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

The welcome banner in Dynamics 365 Business Central greets the user with a message when they sign in. The banner has two static contents used for evaluation and non-evaluation companies, respectively. The welcome banner is great for welcoming users because it helps them feel recognized and appreciated, and it provides information that helps people get started with Business Central. Partners can dynamically modify the message in the banner to suit their customers—for example, based on their type of company. Shaping the welcome message creates an experience that’s even more customer-centric, especially when they do so in combination with the sign-up context and customer profiling features.

My Opinion

I can see some benefits for this, again depending on how it works and is updated.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), 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.

In an earlier article, I covered creating bins for a location manually, but Business Central does contain a function which allows you to create bins for locations in bulk.

This function is the Bin Creation Worksheet; however, before you can use this function you first need to create the worksheet and bin templates.

To do this, search for Bin Creation Worksheet Templates. Enter a Name and Description for the template and set the Type to Bin; once you’ve done this, make sure the line is selected and click Related » Template » Names:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk”