UK Dynamics 365 & PowerApps partner

Dynamics 365 Business Central : What’s New – Spring 2024 Wave 1

Manage work orders in Field Service, invoice them in Business Central

  • General Availability Date: Apr 2024
  • Description: Seamlessly manage work orders and consumption in Field Service, then efficiently invoice and fulfil them in Business Central. This integration streamlines service operations, enhances financial management, and elevates operational efficiency.

Use virtual tables to expose more Business Central data in Dataverse

  • General Availability Date: Apr 2024
  • Description: Synchronise data between Business Central and Dataverse more effectively by using virtual tables. This enhances Dynamics 365 app integration by making Business Central data accessible in your preferred app without requiring developer assistance.

Improve approval processes via Power Automate

  • General Availability Date: Apr 2024
  • Description: Streamline document and data change approvals with new Power Automate templates and a simplified experience. Approval processes become more efficient, aligning with business users’ expectations and reducing manual workload.

Archive projects

  • General Availability Date: Apr 2024
  • Description: Control your project data through comprehensive archiving capabilities. Automatically create new versions for archived documents upon specific actions, like status changes or invoice postings, ensuring data integrity and audit trails.

Usability improves for service and projects

  • General Availability Date: Apr 2024
  • Description: Enhancements in service and project management areas increase productivity. Actions become automatic and data more accessible, streamlining processes in service management and accounting.

Use deferral codes in purchase and sales journals

  • General Availability Date: Apr 2024
  • Description: Smoothens the data entry process for transactions requiring deferrals directly in sales and purchase journals. Users can specify a deferral code, facilitating the entry of deferral transactions.

Define a service invoice posting policy for various users

  • General Availability Date: Apr 2024
  • Description: Customise how each user processes service invoices, enhancing control over invoice posting processes and ensuring consistency with company practices.

Define default location for project or project phase

  • General Availability Date: Apr 2024
  • Description: Specify default locations and bins for projects on the Project Card page, simplifying data entry for project tasks, planning lines, and journal lines.

Connect Business Central with Shopify B2B

  • General Availability Date: Apr 2024
  • Description: Enhance operational efficiency and customer satisfaction by synchronising Shopify B2B data with Business Central, streamlining B2B operations and data management.

Set up financial consolidation runs more efficiently

  • General Availability Date: Apr 2024
  • Description: Streamline the consolidation process, especially for business units in foreign currencies, with the ‘Set Up Business Unit Currencies’ page for accurate and efficient financial statements.

Simpler Shopify connection

  • General Availability Date: Apr 2024
  • Description: Streamline the connection between Business Central and Shopify for enhanced operational efficiency, inventory management, and customer satisfaction.

Create projects that you can invoice to multiple customers

  • General Availability Date: Apr 2024
  • Description: Streamline your invoicing process by sending a single invoice for multiple projects. This reduces manual work and boosts accuracy by letting you specify bill-to and sell-to customers for each project task.

Use currencies when posting employee transactions

  • General Availability Date: Apr 2024
  • Description: Improve how you register employee expenses and reimbursements in foreign currencies. Automatically adjust exchange rates for transactions in general journals, simplifying currency management.

Use new Excel layouts for 35 selected reports

  • General Availability Date: Apr 2024
  • Description: Utilise Excel report layouts for interactive data analyses across finance, sales, and purchases. Access data from report request pages and leverage Excel’s analysis capabilities more efficiently.

Use standard terminology for project management

  • General Availability Date: Apr 2024
  • Description: Shift from “jobs” to “projects” in the user interface and documentation to align with standard project accounting terminology, enhancing clarity and user experience.

Complete bank account reconciliation faster with Copilot

  • General Availability Date: Apr 2024
  • Description: AI-powered transaction matching and G/L account suggestions by Copilot for bank account reconciliation streamline the process, making it faster and reducing manual effort.

Create product information faster with Copilot

  • General Availability Date: Jul 2024
  • Description: Accelerate time to market for new products with Copilot by quickly creating item-related information like variants, dimensions, and units of measure based on similar items.

Create sales lines easily with Copilot

  • General Availability Date: Jul 2024
  • Description: Copilot enhances sales document processes by understanding inputs to create sales lines. This boosts operational efficiency and contributes to faster document processing.

Extend Copilot using richer development tools

  • General Availability Date: Apr 2024
  • Description: Empower developers with tools to integrate generative AI experiences into extensions. Enhancements include new action icons, prompt guides, and AI module improvements.

Get to insights faster with Copilot-generated analysis tabs

  • General Availability Date: Apr 2024
  • Description: Copilot aids in quicker data analysis setup through simple sentence inputs, maximising data utility without the need for detailed clicks and keystrokes in Business Central.

Introduce Power Automate Copilot integration with Business Central

  • General Availability Date: Apr 2024
  • Description: Copilot integration enables creation of automation flows based on natural language in Power Automate, streamlining business processes and boosting productivity.

Learn more about fields with Copilot

  • General Availability Date: Apr 2024
  • Description: Enhance your understanding of Business Central fields through Copilot-powered chat, offering field-specific information from Microsoft Learn for easier software mastery.

Map e-documents to purchase order lines with Copilot

  • General Availability Date: Apr 2024
  • Description: Copilot assists in mapping and matching vendor invoices to purchase orders, automating the processing of e-documents in the purchase process and enhancing efficiency.

Create sales lines easily with Copilot

  • General Availability Date: Jul 2024
  • Description: Copilot simplifies creating sales documents by allowing input in various forms – free text, files, or prompts. This tool understands the input to propose sales lines, enhancing efficiency in preparing sales documents.

Extend Copilot using richer development tools

  • General Availability Date: Apr 2024
  • Description: Developers gain advanced tools for integrating generative AI experiences into extensions, including customisable prompt dialogs and AI module enhancements for connecting with Azure OpenAI Service.

Get to insights faster with Copilot-generated analysis tabs

  • General Availability Date: Apr 2024
  • Description: Copilot helps you swiftly construct data analyses in Business Central by interpreting simple sentence inputs, streamlining the process of extracting insights from business data.

Introduce Power Automate Copilot integration with Business Central

  • General Availability Date: Apr 2024
  • Description: This integration with Power Automate lets you create automation flows using natural language, simplifying the development of workflows that utilise Business Central data.

Learn more about fields with Copilot

  • General Availability Date: Apr 2024
  • Description: Copilot enhances learning by providing in-depth field-specific information directly within Business Central, making it easier than ever to understand and utilise various features.

Map e-documents to purchase order lines with Copilot

  • General Availability Date: Apr 2024
  • Description: Copilot assists in automating the mapping of e-documents to the correct purchase order lines, streamlining the process and ensuring accuracy in matching vendor invoices to orders.

Automate IRS 1099 Form submission in US

  • General Availability Date: Apr 2024
  • Description: Streamlines the IRS 1099 form submission process through automation, ensuring accurate and timely delivery. This upgrade facilitates electronic delivery to vendors and integration with the IRS, improving compliance and efficiency.

Enable additional countries and regions

  • General Availability Date: Jul 2024
  • Description: Expands the availability of Business Central to additional countries and regions, enabling more businesses worldwide to leverage its comprehensive business management capabilities.

Install UK localisation as an app

  • General Availability Date: Aug 2024
  • Description: Enhances the localisation process for the UK by delivering it as an extension. This approach simplifies updates and customisations, aiding in efficient implementations and compliance with local regulations.

Handle multiple file uploads and file drop zones

  • General Availability Date: Apr 2024
  • Description: Introduces the capability for users to upload multiple files simultaneously and designate specific areas on a page as file drop zones. This feature enhances the user experience by streamlining file management tasks.

Debug the system application

  • General Availability Date: Apr 2024
  • Description: Enables debugging of the System application, improving developers’ abilities to troubleshoot and contribute to applications, including the secure handling of information with the SecureText data type.

Remove friction when working with external app dependencies

  • General Availability Date: Apr 2024
  • Description: Simplifies the development and testing process for extensions that have dependencies on external apps by providing easier access to necessary AppSource apps.

Use linked environment in Dataverse integration

  • General Availability Date: Apr 2024
  • Description: Enhances the ease of setting up integrations between Business Central and Dataverse by allowing environments to be linked, facilitating seamless data synchronisation and a unified workflow.

Audit Business Central operations in Microsoft Purview

  • General Availability Date: May 2024
  • Description: Offers administrators a comprehensive view of operations within Business Central, enabling them to monitor and audit events across multiple Microsoft services conveniently.

Encrypt data at-rest with customer-managed encryption key

  • General Availability Date: May 2024
  • Description: Provides customers with enhanced data protection by enabling the use of their own encryption keys for encrypting Business Central environment databases, ensuring compliance and control over data security.

Link Business Central environments to Power Platform environments

  • General Availability Date: May 2024
  • Description: Streamlines and secures integrations with Power Platform by allowing Business Central environments to be linked, providing a default target environment and inheriting settings for consistent setup.

Achieve sustainable compliance with Business Central

  • General Availability Date: May 2024
  • Description: Introduces features for sustainability reporting and compliance, aligning with the European Union’s Corporate Sustainability Reporting Directive (CSRD) and supporting broader ESG standards.

Automate country of origin listed for item tracking code in Intrastat reporting

  • General Availability Date: Jun 2024
  • Description: Automates the inclusion of the country of origin in Intrastat reporting by assigning it to item tracking codes, facilitating accurate and efficient reporting.

See VAT date in posting previews

  • General Availability Date: Jun 2024
  • Description: Enhances VAT management by displaying the VAT date in posting previews for documents and journals, contributing to accurate and compliant VAT reporting.

Following “Automate country of origin listed for item tracking code in Intrastat reporting”, the features highlighted in the provided text segue into broader themes around Business Central’s commitment to:

Reporting and Data Analysis

  • Emphasising the importance of robust reporting and data analysis within Business Central. The goal is to provide businesses with the tools they need to control their operations and identify new growth opportunities through insightful reports and data analytics. This area is crucial for companies wanting to be in control and identify growth opportunities.

Discover Report and Data Analysis Content Easily

  • General Availability Date: Apr 2024
  • Highlighting how end users can more easily discover report and data analysis content. This is achieved using navigational search (Tell Me) or a new report explorer page. It lowers the barrier to finding useful reports, queries, and Power BI pages, enhancing accessibility to valuable insights.

User Experiences

  • Focusing on the value of great user experiences in helping users manage their data effectively. Each update aims to improve accessibility, efficiency, and reliability in user interactions with Business Central. Enhancements include making it easier for users to navigate and correct errors and utilise drag-and-drop functionality to attach files.

Share Error Details to Get Help from Another User

  • General Availability Date: Apr 2024
  • Enabling collaboration among team members by allowing users to share error details easily with others. This feature aims to facilitate quicker resolution of issues by drawing on collective expertise.

Use Actions to Navigate and Highlight or Fix Platform-Generated Errors

  • General Availability Date: Apr 2024
  • Improving error message understandability and actionable steps. Users now have clearer guidance on resolving errors, including direct navigation to involved fields or pages.

Use Drag and Drop to Attach Multiple Files

  • General Availability Date: Apr 2024
  • Enhancing file management by introducing the ability to attach multiple files to Business Central records through a drag-and-drop interface. This change is aimed at streamlining document handling processes.
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📆 Last update: June 19, 2024

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