Day: November 22, 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 fourth of the new functionality in the Reporting and data analysis section is Share a data analysis with a co-worker.

Data analysis mode lets you calculate and analyze data directly from a list page, without having to run a report or switch to another application, such as Excel. After you’ve prepared an analysis on a tab, you can easily communicate your findings with your colleagues by sharing a link to the tab.

Enabled for:
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

Data analysis mode was introduced as a public preview feature in 2023 release wave 1, and provided a new way to interact with data on list pages.

In this release, Microsoft are taking data analysis mode even further:

• From any analysis tab, you can share a link to the tab with co-workers.
• Shared links can also be used as a click-once installation of good out-of-the-box analysis.

When a user clicks a shared link, the page opens in data analysis mode and the analysis is created as an analysis tab.

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 third of the new functionality in the Reporting and data analysis section is Analyze, group, and pivot data on lists.

End users and data analysts can analyze data from lists directly in the client without the need to open the page in Excel or run a report.

The ability to analyze data directly in lists raises the bar for what you can do without having to switch applications, while still allowing customers and partners to do more in report objects, Excel, Power BI, or other data analysis applications.

Enabled for:
Public Preview: –
General Availability: Oct 2023

Feature Details

Analysis mode is a new way of interacting with data on lists. Instead of running reports using different options and filters, you can simply add multiple tabs that represent different tasks or views on the data. Examples could be "My customers," "Follow-up items," "Recently added vendors," "Sales statistics," or any other view you want.
When you’re ready to analyze data on a list page (where you might have filtered data using a view or filter pane), simply switch to analysis mode:

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Analyze, Group, and Pivot Data on Lists”

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.

As with other worksheets, before you can use them, you need need to create a worksheet template. To create the template for the put-away worksheet, search for and open the Warehouse Worksheet Templates list page.

Make sure the cursor is on the PUT-AWAY line and click the Related » Template » Names action:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template”