Thursday 14 September 2023

Unlock Efficiency: Enhance Your Pages by Adding Existing Table Fields




Business Central already equips you with a rich toolbox to hide, show, or rearrange UI elements. 🧰 But that's not all! Microsoft taking it a step further by unlocking table fields. Now, administrators, department owners, and partner consultants can effortlessly add them to their pages without the need for code extensions. πŸ› ️πŸ”“

By adding existing table fields to your pages, you unlock the power of self-service, reduce time to value, and cut implementation costs. πŸš€πŸ’² Plus, it frees up valuable time for pro developers to focus on more strategic and rewarding projects. 🌟

Discover the true potential of Business Central customization and supercharge your SMB's growth! πŸ’ͺπŸ“ˆ

Tuesday 12 September 2023

Seamless Intercompany Transactions: Connecting Business Central Environments



In today's global business landscape, many companies operate across multiple entities and even different Business Central environments. Managing transactions between these entities can be complex and time-consuming. Fortunately, Business Central's Intercompany Postings feature simplifies this process, making it easier to handle accounting for multiple companies in various tenant environments, all while eliminating the need to manage files manually.

Here's a closer look at the key features and benefits of Intercompany Postings:

1. Seamless Setup of Intercompany Partnerships:

Setting up an intercompany partnership between companies operating in different Business Central environments is a breeze. On the Intercompany Partner Setup page, you can effortlessly select an environment you have access to and choose a company that you're authorized to set up as an intercompany partner in that environment. This streamlined setup process saves you time and minimizes complexity.

2. Efficient Transaction Handling:

Once you've established intercompany partnerships, you gain the ability to automatically send and receive transactions for partner companies, even if they are located in different Business Central environments. This means you can seamlessly process sales and purchase documents, intercompany general journals, and purchase invoice cost distributions, enhancing operational efficiency.

3. Comprehensive Intercompany Functionality:

Business Central's Intercompany Postings feature extends across environments, allowing you to leverage all intercompany capabilities, such as mapping accounts to an intercompany chart of accounts, handling dimensions, or managing items. This means transactions can flow smoothly and accurately, even when partners reside in different Business Central environments.

In summary, Business Central's Intercompany Postings feature empowers businesses to handle transactions effortlessly, whether they operate in a single environment or across multiple tenant environments. This streamlined approach simplifies accounting processes, saves time, and ensures accuracy, ultimately contributing to improved operational efficiency and financial management.

Stay tuned for more insights on how to make the most of Business Central's powerful features!


Monday 11 September 2023

Unlocking Mobile Potential: Streamlined Access and Navigation in Business Central mobile app.

 

In today's fast-paced world, the use of mobile phones and tablets to access Microsoft Dynamics 365 Business Central is rising. πŸ“ˆ

The power to swiftly locate pages and data on our mobile devices has ushered in a world of new possibilities for mobile scenarios. πŸŒπŸ’Ό

Whether it's checking real-time inventory from the warehouse floor or approving purchase orders while on the go, the convenience and accessibility of Business Central on mobile are transforming the way we work. πŸ’»πŸ“²

As the mobile landscape continues to evolve, it's essential to harness these capabilities to drive productivity and stay ahead in the digital era. πŸ’ͺ




Mastering Multitasking: Simplifying Tab Navigation for Efficient multitasking.

 

In Business Central, users can enhance their productivity by employing multiple browser tabs or windows to compare data, even across different companies or handle new tasks as they arise. However, the challenge arises when it becomes cumbersome to navigate across these open windows, especially when they all look the same.

In this latest update, Business Central offers a solution by introducing a clear and straightforward naming scheme for browser tabs and windows:

Context: The tab name on list, card, and document pages now mirrors the current record, page, or view, regardless of how you arrived there.

Readability: To enhance readability, the tab name has been streamlined, removing any extraneous information. This means no more lengthy product branding or redundant view/edit indicators cluttering your tabs.

Real-time Updates: The tab name is automatically updated as you navigate within the web client, ensuring it always reflects your current context.

Multi-Company Support: For users dealing with multiple companies, the company badge is now included in the tab name, providing a clear distinction.

This enhancement simplifies the user experience, making it easier than ever to switch between tasks and maintain context, ultimately boosting efficiency. Try it out and experience the difference!

 



 

The following table includes examples of browser tab naming:

 

Pattern

Example

Browser tab name

list page

Items list page

"Items"

list view

Open filtered view on Sales Orders list

"Sales Orders - Open"

single record

Item Card showing single record

"Item Card - 1896 ∙ ATHENS Desk"

setup pages

Sales and Inventory Forecast Setup page

"Sales and Inventory Forecast Setup"

draft records

Customer Card for new customer

"New - Customer card"

root URL

Business Manager Role Center home page

"Dynamics 365 Business Central"

profile override

URL includes ?profile=DISPATCHER

"Service Manager - Dynamics 365 Business Central"

 


Sunday 10 September 2023

Show related record details from lookup in D365 BC 23

 

In the past, accessing information about related records from lookup dialogs required multiple clicks. However, with the introduction of the 'Show details' action in lookup dialogs, you can now swiftly access details about related records on any page.

 

If you prefer to primarily use your keyboard, the shortcut key combination for the Show details action is Ctrl+Alt+Down arrow.




Saturday 9 September 2023

Customize field editability from UI in D365 BC 23


Business Central offers a powerful suite of user interface (UI) customization tools that empowers customers to quickly optimize the experience for individual users, for each role, or for the entire organization. Customers often ask their supporting partner to simplify how data is presented on a page, to improve readability and optimize data entry. Now, customers can self-serve by making fields non-editable directly in the UI, adding to the existing UI simplification capabilities such as hiding or moving fields on the page. And when you're leveraging Business Central's new capabilities to add existing table fields to a page, you can also make those specific fields editable, greatly reducing the time to value.

Sunday 3 September 2023

Copy Links when posting general journals #msdyn365bc


When you create a journal, you can add links that give context to its transactions. When you post the journal, Business Central copies the links to the posted journal and ledger entries the journal creates. For example, providing links can make life easier for your auditor. If you keep images of your expense receipts on your company's Sharepoint site, you can add links to the files. When you post the journal to submit your expenses, your auditor can quickly get to the receipt files.