New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Enable Sustainability Features for Integrations with APIs
This 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 34th of the new functionality in the Application section is enable sustainability features for integrations with APIs. You can use sustainability features in Business… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Manage Subscription Billing and Revenue and Expense Recognition
This 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 33rd of the new functionality in the Application section is manage subscription billing and revenue and expense recognition. Businesses are finding ways to create… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Scale Faster with Power Automate Process Mining Thin Client App
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 2nd of the new functionality in the section is scale faster with Power Automate Process Mining thin client app. The current Power Automate Process Mining desktop app requires that you download the… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use the New Desktop Flow Running Timeout Property
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 25th of the new functionality in the Desktop Flows section is Use the new desktop flow running timeout property. This feature allows makers to set a maximum runtime for desktop flows. If this… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use New Excel Actions in Power Automate for Desktop
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 24th of the new functionality in the Desktop Flows section is use new Excel actions in Power Automate for desktop. This group of newly introduced actions simplify the authoring process and enables… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use New Data Table Actions
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 23rd of the new functionality in the Desktop Flows section is Use new data table actions. This collection of newly introduced actions reduces the time spent on authoring and assists makers in… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Ask Power Automate Product Questions
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 22nd of the new functionality in the Desktop Flows section is use Copilot in automation center to ask Power Automate product questions. Use Copilot’s comprehensive understanding of Power Automate… Continue Reading Ian...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Analyze Work Queue Data
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 21st of the new functionality in the Desktop Flows section is use Copilot in automation center to analyze work queue data. With Copilot’s ability to answer questions about work queue statuses and… Continue Reading Ian...
Upcoming Microsoft Dynamics 365 Business Central Knowledge Hub Webinars (Aug-Oct 2024) from MADIC dynamics
Every 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 some of the webinars, but other consultants will be getting involved as well, so there will be a variety of presenters through time. We aim to have the next three monthly Knowledge Hub Webinars scheduled and… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Analyze Desktop Flow Runs
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 20th of the new functionality in the Desktop Flows section is use Copilot in automation center to analyze desktop flow runs. Maximize efficiency and focus on high-impact desktop flow automation… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Trigger Attended Desktop Flows in Picture-in-Picture Mode Through the Power Automate Console
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 19th of the new functionality in the Desktop Flows section is trigger attended desktop flows in picture-in-picture mode through the Power Automate console. When you use picture-in-picture execution… Continue Reading Ian...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot in Automation Center to Analyze Cloud Flow Runs
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 18th of the new functionality in the Desktop Flows section is use Copilot in automation center to analyze cloud flow runs. With Copilot, unlock a deeper understanding of cloud flow trends, statuses… Continue Reading Ian...
New Functionality In Microsoft Power Automate 2024 Wave 1: Trigger Attended Desktop Flows in Picture-in-Picture
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 17th of the new functionality in the Desktop Flows section is trigger attended desktop flows in picture-in-picture. Makers can trigger attended desktop flows in a picture-in-picture window through… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Create and Edit Expressions with Copilot
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 24th of the new functionality in the Cloud Flows section is create and edit expressions with Copilot. Makers can create, edit, and fix their Power Automate expressions by invoking Copilot. Enabled… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Process Mining Microsoft 365 Personal Recommendations
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 23rd of the new functionality in the Cloud Flows section is use process mining Microsoft 365 personal recommendations. With personal recommendations, you’re one step closer to getting to solutions… Continue Reading Ian...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Flows with Connections from Users in Copilot Studio
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 22nd of the new functionality in the Cloud Flows section is use flows with connections from users in Copilot Studio. Customize copilots with flows as AI plugins with connections provided by users,… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Generate Descriptions for Cloud Flows using AI
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 21st of the new functionality in the Cloud Flows section is generate descriptions for cloud flows using AI. Save time and effort managing your cloud flows with descriptions automatically generated… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Recommendations to Reassign Orphaned Cloud Flows
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 20th of the new functionality in the Cloud Flows section is recommendations to reassign orphaned cloud flows. Today, admins have difficulty finding and reassigning orphaned flows, and changing… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Copilot with French Language
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 19th of the new functionality in the Cloud Flows section is use Copilot with French language. Makers in French speaking countries like France and Canada can use their own native language to… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Create AI Flows in Power Automate
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 18th of the new functionality in the Cloud Flows section is create AI flows in Power Automate. Copilot workflows enable much more sophisticated automation of business processes. AI flows can… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Workflows on Calendar Events in Teams and Outlook
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 17th of the new functionality in the Cloud Flows section is use workflows on calendar events in Teams and Outlook. You can boost productivity with calendar-related templates to get ideas for… Continue Reading Ian Grieve’s...
New Functionality In Microsoft Power Automate 2024 Wave 1: Use Generative AI to Achieve a Process in AI Flows
This post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1. The 1st of the new functionality in the AI Flows section is use generative AI to achieve a process in AI flows. AI flows use generative AI reason over unstructured content and determine what steps and… Continue Reading Ian Grieve’s...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. So, in the article I discussed how to stop people posting to a closed year, but I started thinking about why you would want to… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised… Continue Reading...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised… Continue Reading...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. Being fairly new to Business Central (compared to the 19 years I worked with Microsoft Dynamics GP), I’ve been a bit surprised… Continue Reading...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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 the only mandatory step to close a period in Business Central which is to set the allowed… Continue Reading Ian...
Microsoft Dynamics GP vs. Microsoft Dynamics 365 Business Central
I worked with Microsoft Dynamics GP for just over 19 years before I decided that the writing on the wall had become too large to ignore. With the announcement of the new cloud ERPs by Microsoft a few years ago, it became apparent that the focus from Microsoft was on these ERP, rather than the old on premises ones. Unfortunately, from a Dynamics GP perspective, the new ERP were based on… Continue Reading Ian Grieve’s...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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 the last article, I covered how to close a period, which prevents users from posting into the closed period. However, it is… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. While you do create fiscal years and accounting periods in Business Central, it is not a period based system, but a date based… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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 the last article in this series, I took a look at creating the fiscal year using the Create Year process, which works very… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. Fiscal years and their accounting periods are created via the Accounting Periods (100) list page. When you open the page, you… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. Business Central is a very flexible system, and allows you to create fiscal years and the accounting periods to meet your… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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. Depending on the device on which you’re working there are choices for how you can access Business Central. The main way… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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 the previous article in this series, I explained that relationships between number series could be defined, and in this… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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. One feature of Number Series I forgot to mention when introducing them the other week, is the ability to create… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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. When Microsoft Dynamics 365 Business Central 2023 Wave 1 was announced, one of the included features was Set Up And Sync… Continue Reading Ian...
MADIC dynamics Knowledge Hub Webinars: Upgrading to Business Central
In our most recent webinar here at MADIC dynamics, we took a look at Upgrading (to) Business Central. If you want to catch up on this webinar, you can do so here. Introduction Goal of an upgrade? Identify Key Users Preparing for an Upgrade Types of Upgrade MADIC dynamics’ 5 Phase Delivery Approach Pre-Implementation Summary Next Steps Conclusion Introduction ^ This webinar was presented… Continue Reading Ian Grieve’s...
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
This article is part of the In Microsoft Dynamics 365 Business Central (Sales), 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. I explained Number Series in a recent article; creating the number series is a required step, but all that does is create the umber… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
This article is part of the In Microsoft Dynamics 365 Business Central (Purchasing), 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. I explained Number Series in a recent article; creating the number series is a required step, but all that does is create the… Continue Reading Ian...
Why You Should Plan to Migrate from GP
With the future of Microsoft Dynamics GP now being more limited than it was, with the announcement of the end of licence sales to new customers starting with perpetual licences in 2025 and subscription licences in 2026, conversation around projects to replace it with a new system are starting to intensify. I started having these conversations with clients a few years ago while I was still… Continue Reading Ian Grieve’s...
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
This article is part of the In Microsoft Dynamics 365 Business Central (Purchasing), 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. when entering a purchase invoice, you need to match the values entered into Business Central with those on the invoice received… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
This article is part of the In Microsoft Dynamics 365 Business Central (Purchasing), 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. When dealing with purchase invoices there are a few date fields on the record and I have fielded a few queries from users to… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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. There is four main types of data in Business Central; master data, transactions before posting, transactions after posting… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
This article is part of the In Microsoft Dynamics 365 Business Central (Financial), 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. Entering general journals in Business Central is quite easy to do, but there is a little setup required before you begin. When… Continue Reading Ian...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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. Number series are maintained in the No. Series Lines (457) table; it’s important to remember that the number series page and… Continue...
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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. All master records and transactions in Business Central require a unique identifier; hte number series is how Business… Continue Reading Ian...
Resources for Users of Microsoft Dynamics 365 Business Central
There is a page on Microsoft Learn listing a lot of resources available from Microsoft on Microsoft Dynamics 365 Business Central covering a range of areas: Hot topics right now Latest release and updates Social and blogs Customer onboarding and resources Reporting and business intelligence Power Platform Migrating from on-premises to online Telemetry and performance Security, privacy, and… Continue Reading Ian Grieve’s...
Microsoft Dynamics 365 Business Central Equivalent of the Microsoft Dynamics GP Historic Stock Status Report
I received a query from a contact from my days working with Microsoft Dynamics GP asking if I knew which report in Microsoft Dynamics 365 Business Central would give similar information to the GP Historic Stock Sttaus report. This is a report which allows you to enter an “age as of” date and the system calculates which stock was in the system and what the value was as of the requested date; the… Continue Reading Ian...
How to Select Multiple Rows In Microsoft Dynamics 365 Business Central
It would be easy to scoff at some of the questions asked by clients, but I always maintain that there is no such thing as a stupid question; if you don’t know the answer then ask the question. I only worry if someone is asking the same question repeatedly. I was onsite for a system review with a client recently and was asked if it is possible to select multiple rows on a list in Microsoft… Continue Reading Ian...