New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Allow Customers to Consent to Microsoft Support Accessing Their Data

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 4th of the new functionality in the Governance and administration section is allow customers to consent to Microsoft Support accessing their data.

Customers can fulfill their data privacy requirements and get support from Microsoft in a way that ensures their explicit consent.

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

Feature Details

In the Power Platform admin center, administrators can create lockbox policies that apply to Power Platform and Dynamics 365 environments so that their customers can review and approve or reject access requests from Microsoft engineers in response to a customer-initiated support ticket, or a problem identified by Microsoft. With 2024 release wave 1, lockbox policies in the Power Platform admin center now apply to Business Central environments as well.

Customers can choose to enable lockbox on their Microsoft Entra tenant to:

  • Increase security and privacy of their data in the cloud.
  • Have more visibility and control over who accesses their data and for which purposes.
  • Comply with regulatory or organizational requirements for data access governance.

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
Manage Work Orders in Field Service, Invoice Them in Business Central
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
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
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
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 Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Allow Customers to Consent to Microsoft Support Accessing Their Data

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Audit Business Central Operations in Microsoft Purview

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 2nd of the new functionality in the Governance and administration section is audit Business Central operations in Microsoft Purview.

This feature provides administrators with a unified and comprehensive view of their organization’s operations so they can better monitor and audit events across multiple Microsoft services.

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

Feature Details

In 2024 release wave 1, auditable events occurring in Dynamics 365 Business Central environments are emitted to Microsoft Purview, allowing administrators to monitor and audit events across Business Central and other Microsoft services in a single place.

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
Manage Work Orders in Field Service, Invoice Them in Business Central
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
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
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
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 Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Allow Customers to Consent to Microsoft Support Accessing Their Data

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Use Linked Environment in Dataverse Integration

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 1st of the new functionality in the Governance and administration section is use linked environment in Dataverse integration.

Businesses want to keep their data safe and secure within their privacy boundary, and especially when their business management application integrates with other apps. By linking Business Central and Dataverse environments, you’ll not only achieve those considerations, but also give your administrators an easier way to create and maintain your integrations with other Dynamics 365 apps.

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

Feature Details

In the Business Central admin center, you can link your Business Central environment to your Dataverse environment. Business Central can use the information from the link to make it easier, and more secure, to integrate with other Dynamics 365 apps, such as Sales and Field Service. For example, the linked Dataverse environment URL is available by default on the Dataverse Connection Setup page and when you run the Dataverse Integration assisted setup guide. Administrators can connect to the linked environment with confidence, less friction, and a streamlined workflow.

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
Manage Work Orders in Field Service, Invoice Them in Business Central
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
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
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
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 Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Allow Customers to Consent to Microsoft Support Accessing Their Data

Working with Power Automate: Create a New Cloud Flow From a Template

Power AutomateThis article is part of the Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

While you can create Power Automate flows manually from scratch, there are many template flows available from Microsoft which can be used as the basis for your own flows; the flow created from the template will automatically be enabled once you select it, but you can disable it and then make any changes you need in order to customise it for your own purposes.

To create a new flow from a template, click onto the Templates tab in the navigation pane; there are search filters at the top of the templates page which you can use to filter the displayed templates:

Power Automate templates page

Continue reading “Working with Power Automate: Create a New Cloud Flow From a Template”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Remove Friction When Working with External App Dependencies

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 3rd of the new functionality in the Development section is remove friction when working with external app dependencies.

For resellers who develop per-tenant extensions for customers, or for publishers who create AppSource apps, it isn’t uncommon for them to build on the work by other publishers, and thereby take a dependency on these. However, in order to develop or test, they need access to the AppSource apps they depend on.

Today, this involves a tedious manual process where resellers and publishers with dependencies must contact publishers owning the applications they depend on and ask for symbols to develop against or runtime packages to test with. This is not only required once, but continuously as new versions of the Business Central first-party applications and the publishers’ applications versions emerge, making the whole process tedious, time-consuming, and error-prone.

In this version Microsoft plan to unblock developing and compiling against external applications in containers and test in online sandboxes.

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

Feature Details

In this release Microsoft plan to allow resellers and publishers to download symbols for AppSource applications to use these to develop against on-premises and in containers. In addition, Microsoft also plan to provide GitHub actions to make it easy to provision online sandboxes with the required applications installed to run tests on.

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
Manage Work Orders in Field Service, Invoice Them in Business Central
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
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
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
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 Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Allow Customers to Consent to Microsoft Support Accessing Their Data

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Mar-May 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 the first few webinars, but in future other consultants will be getting involved, 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 (Mar-May 2024) from MADIC dynamics

Extending Business Central with Power Automate

Tuesday, 19th March 2024 – 14:00-14:45

Learn how Business Central can be extended with Power Automate, from approvals to process automation to document distribution.

Register Here

Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Mar-May 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 (Mar-May 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

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Debug the System Application

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 2nd of the new functionality in the Development section is debug the system application.

Have you missed being able to debug into the System application? Many have, and with the recent introduction of the SecureText data type, Microsoft will enable debugging of the System application, benefiting both development and troubleshooting of applications, as well as Open Source contributions to the System application itself.

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

Feature Details

With this, you’ll be able to step into the System application code base when debugging to understand code flow and inspect variables, unless these are protected by the new SecureText type.

Having access to debug the System application helps both during development and troubleshooting of AppSource and customer-specific applications, as well as with contributing to the System application itself via https://github.com/microsoft/ALAppExtensions.

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
Manage Work Orders in Field Service, Invoice Them in Business Central
Use Virtual Tables to Expose More Business Central Data in Dataverse
Improve Approval Processes via Power Automate
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
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
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 Linked Environment in Dataverse Integration
Audit Business Central Operations in Microsoft Purview
Allow Customers to Consent to Microsoft Support Accessing Their Data

Fully Invoiced POs Remain Open in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business CentralI’ve been doing some work implementing Microsoft Dynamics 365 Business Central with a client recently and, while they were doing some UAT, they came across an “issue” whereby some fully invoiced purchase orders were remaining in the open purchase orders list.

The client was a little confused that only some of the POs were remaining open while others were being archived. The reason is that there is two different processes for invoicing purchase orders and one of these processes automatically moves the PO to the archive and the other leaves them open.

The first, which automatically archives the PO, is when the invoice is created directly from the Purchase Order page.

The second, where the PO remains open, is when an invoice is created in the Purchase Invoice. When invoices are created this way, the PO remains open and a function needs to be run to do the archiving.

This function will, depending on the archiving options, either delete or move the purchase order to the archive. This function is the Delete Invoiced Purchase Orders one:

You can choose to filter the POs which will be deleted and either schedule it to run to at a later date and time, perhaps out of normal working hours, or immediately.

If all PO invoicing is done on a 1-2-1 basis from the Purchase Order page this routine doesn’t need to be run, but if any invoicing is done on the Purchase Invoice page then the delete function will need to be run periodically. This is something which would often be part of the month end process..

MADIC dynamics Knowledge Hub Webinars: Reporting with Business Central

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

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

  1. Introduction
  2. List Pages
  3. Standard Reports
  4. Financial Accounting
  5. Jet Reports
  6. Jet Analytics
  7. Power BI
  8. 3rd Party BI
  9. Conclusion

Introduction ^

In this webinar we took an introductory look at the reporting tools which come with Microsoft Dynamics 365 Business Central as standard, such as list pages, standard reports and financial reporting, as well as then taking a look at the commonly used third-party reporting tools which include Jet Reports and Power BI.

Continue reading “MADIC dynamics Knowledge Hub Webinars: Reporting with Business Central”

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Handle Multiple File Uploads and File Drop Zones

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 1st of the new functionality in the Development section is handle multiple file uploads and file drop zones.

The ability for AL developers to handle multiple file uploads and designate different page parts as file drop zones in Business Central provides greater flexibility and usability. This enhancement benefits developers working on applications or customizations that require multifile upload functionality and adds value to organizations by improving productivity and the user experience.

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

Feature Details

Developers can handle multiple file uploads and designate different page parts as file drop zones.

This improvement empowers AL developers to create more flexible and user-friendly interfaces within Business Central. Designating specific page parts as file drop zones lets people upload multiple files at the same time, which improves efficiency.

This feature is particularly valuable for developers working on applications or customizations that require users to upload multiple files simultaneously. By allowing users to drag and drop files onto designated page parts, developers can streamline the file upload process and simplify data entry.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Handle Multiple File Uploads and File Drop Zones”