What new features are coming to Microsoft Dynamics 365 Business Central

What new features are coming to Business Central?

Microsoft’s Dynamics 365 Business Central continues to revolutionize business management for small and mid-sized enterprises by offering a comprehensive suite of tools to streamline business operations. With its adaptability and robust capabilities, Business Central empowers organizations to efficiently manage finances, supply chains, projects, and more. Through seamless integration with Power Platform and innovative AI features like Copilot, Microsoft is set to introduce exciting enhancements in the upcoming release, enhancing usability, compliance, and productivity.

In the forthcoming release, Microsoft is doubling down on its investment in Copilot, aiming to empower users with more capabilities to optimize business processes efficiently. Developers will benefit from enhanced productivity tools within Visual Studio Code, while organizations can streamline regulatory compliance tasks, allowing them to focus on core business activities.

This article explores the new features and enhancements for Microsoft Dynamics 365 Business Central, scheduled for public preview in March 2024.

Key Updates

Adapt Faster with Power Platform

Microsoft continuously invests in a seamless experience for customers who use Business Central together with Power Apps, Power Automate or Power BI.

  • Manage work orders in Field Service, invoice them in Business Central: This integration is particularly valuable for organizations that provide professional services. It offers a seamless and integrated solution for managing service tasks, consumption, and financial transactions, which benefits service technicians, service managers, and finance teams. It’s a powerful solution for managing work orders and consumption in Field Service and efficiently invoicing and fulfilling them in Business Central. This integration adds value to organizations by streamlining service operations, improving financial management, and enhancing overall operational efficiency.

 

  • Use virtual tables to expose more Business Central data in Dataverse: Use virtual tables when you synchronize data between Business Central, Dataverse, and other Dynamics 365 apps to enhance the value of your Dynamics 365 investment. Virtual tables erase boundaries between Dynamics 365 apps and make your data accessible to users in their preferred app.

 

Application

Core application functionality is a key investment area for Microsoft. It’s what helps companies optimize their business processes.

  • Archive Projects: Projects often change and evolve during their lifecycle. The archiving capability gives you control over your project data through audit trails and version control.

 

  • Usability improves for service and projects: Productivity increases when processes are easy, so we’ve improved the usability of several areas within project and service management. For example, you can save a step by automatically releasing source documents, and in several places data is easier to access and digest.

 

  • Use deferral codes in purchase and sales journals: Entering sales and purchase journals is sometimes associated with data entry for transactions that require deferrals. The process of entering data is smoother because you can specify a deferral code on sales and purchase journals, without having to create a general journal.

 

  • Define a service invoice posting policy for various users: Companies often have unique processes for invoices and shipments. For example, processes can vary from one person posting everything on a service order to multiple employees, each working with their own pages. A setting on the User Setup page lets you specify how each user can process service invoices.

 

  • Define default location for project or project phase: Reduce the time you spend on data entry and focus more on core tasks by specifying a default location and bin for projects on the Project Card page. When you create project tasks, project planning lines, and project journal lines for the project, the default location and bin are automatically assigned. Stay flexible with the ability to change the location code and bin on tasks and lines if needed.

 

  • Block item, item variant or service item from use in service management transactions: Prevent certain items, item variants, or service items from being used in service management transactions, such as service contracts, service orders, and service invoices. This can be useful if you want to restrict the availability of some items or service items for service purposes, for example, due to discontinued support, limited stock, or contractual agreements.

 

  • Connect Business Central with Shopify B2B: Connecting Shopify B2B and Business Central improves visibility into pricing, customers and their order histories, order status, billing, and payments. Better visibility means faster response to customer inquiries, timely returns and refunds, and more accurate order processing

 

  • Simpler Shopify connection: Business Central has teamed up with Shopify to help businesses create a better online shopping experience. Shopify provides merchants with an easy-to-use e-commerce solution, and Business Central offers comprehensive business management across finance, sales, service, and operations. The seamless connection between the two applications synchronizes order, stock, and customer information to ensure that merchants can fulfill orders faster and better serve their customers. The joint effort furthers Business Central’s commitment to connecting data that can help businesses adapt faster, work smarter, and perform effectively.

 

  • Use general ledger account revaluation for more accurate financial statements: With a new setup on the G/L account card, you can now run G/L Revaluations for accounts with transactions in foreign currencies. This enables you to generate a more accurate financial statement with little need to keep separate spreadsheets.

 

  • Get more productive while entering time sheets: Copying time sheets from previous periods can save you time and effort by reducing the need to manually enter data. The process improves productivity and efficiency by allowing you to quickly and easily create time sheets based on data you already have. Additionally, copying time sheets can help to ensure that your data is consistent and accurate by reducing the risk of data entry errors.

 

  • Create projects that you can invoice to multiple customers: When projects involve multiple customers, billing the right customers for the right project tasks can be challenging and take time. Business Central makes billing less complex by letting you specify the bill-to and sell-to customers on each project task line. Having that information on each task lets you automatically generate invoices for the correct customers.

 

  • Assemble to project: Assemble to project helps you improve inventory management by assembling to order only when it’s required, and enable other ways to customize projects.

 

  • Invoice a customer for multiple projects: Simplify your invoicing process by sending one invoice for multiple projects, which reduces manual effort and improves accuracy.

 

  • Use new Excel layouts for 35 selected reports: Running reports to analyze and present business information is a frequent task in any business. Now you can use the Excel report layouts to interactively generate analyses and present learnings.

 

  • Use standard terminology for project management: Microsoft is making it easier to work with project accounting by updating the terminology we use for its features in the product and documentation. Specifically, they are renaming things that were called “jobs” to “projects.” The goal is to improve the user experience, the clarity of the documentation, and the consistency of the terminology across the application.

 

  • Use currencies when posting employee transactions: You can use general journals for employee accounts to register employee expenses and reimbursement transactions in foreign currencies, and then easily track the amounts and compare them to receipts. Leave your calculator in your desk drawer—Business Central can adjust the exchange rate for you.

 

Development

Microsoft’s current focus is on making Business Central AL developers more productive, and empowering consultants, citizen developers, and users to do more while lowering the cost of changes.

  • 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.

 

User Experiences

Great user experiences help users enter, update, and fix mistakes in their data in an intuitive way.

  • Use drag and drop to attach multiple files: Drag and drop functionality to attach multiple files to Business Central records makes it easier to manage files. This feature benefits users who work with multiple files, and adds value to organizations by enhancing data organization and accessibility.

 

  • Use actions to navigate and highlight or fix platform-generated errors: Microsoft is making it easier for you to help yourself when something goes wrong in Business Central. Error messages provide actions that take you to the page, or even a specific field on a page, so you can quickly resolve the issue. The actions provide value to organizations by enhancing productivity and ensuring smooth workflows.

 

  • Share error details to get help from another user: By facilitating collaboration and knowledge sharing, Microsoft is enabling teams to work together more effectively and efficiently. You can leverage the expertise of colleagues or subject matter experts to overcome obstacles and minimize downtime. The ability to share error details in Business Central enhances collaboration and problem-solving capabilities.

 

Microsoft Dynamics 365 Business Central’s upcoming release promises a slew of enhancements across various fronts, from automation and compliance to developer productivity and user experience. With a focus on empowering organizations to adapt, innovate, and thrive in an ever-evolving business landscape, these features underscore Microsoft’s commitment to driving digital transformation for businesses worldwide.

For further information on Microsoft Dynamics 365 Business Central. Don’t hesitate to get in touch with allonline365 at +27 (21) 205 3650, email us at contact@allonline365.com or visit our website www.allonline365.com.

 

What NETRONIC VPS & VJS version 1.20 brings to Microsoft Dynamics 365 Business Central

What NETRONIC VPS & VJS version 1.20 brings to Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based fully integrated business management solution. That helps businesses manage their finances, operations, sales, and customer service in one unified platform. Business Central provides tools for financial management, supply chain management, project management, and more. Although Business Central is a functionally rich solution. The Jobs and Resource Planning Modules are rather complex. Your data is buried deep in hierarchical tables of jobs, job tasks, job planning lines, and resource allocations. NETRONIC Visual Job Scheduler (VJS) serves to simplify that data. Allowing you to see everything at a glance with a project plan and resources Gantt Chart.

VJS enhances Business Central’s scheduling and planning capabilities. By providing a visual representation of resource allocation and job scheduling.  This makes optimizing resource usage, tracking job progress, and making real-time adjustments to schedules easier. This integration helps businesses streamline their operations, improve efficiency, and make better-informed decisions regarding resource allocation and job assignments within the Business Central ecosystem.

Recently, NETRONIC has released version 1.20 of the Visual Production Scheduler (VPS) and the Visual Jobs Scheduler Business Central.

Create flow fields for tooltips, table, and label texts in NETRONIC’S simulation tables (VPS & VJS)

Until now, flow fields could be created in the original tables of Business Central or its extensions and calculated as required via the OnBeforeTransfer events. However, with the new version, they introduce a new capability. Now,with certain conditions met, flow fields can also be created directly in NETRONIC’s own simulation tables, and be used for tooltips, bar labels, and table labels.

Important: Please note that only persistent records can be used as the foundation for calculating the values in the flow field formulas. This means that values resulting from interactive rescheduling in the planning board are not considered in the calculation. Additionally, there is no event triggered before the flow field value is calculated, making it impossible to apply a date filter to restrict the calculation to dynamic values, for example. Therefore, it is recommended to utilise this feature only together with values from standard Business Central tables.

Info bar showing information about view filter (VPS)

In the world of visual scheduling, it’s easy for planners to get lost in a sea of data and wonder why they’re seeing certain information. NETRONIC understands this challenge and has worked on a solution. There is now a new info bar that appears below the Gantt chart. This handy tool provides real-time information about the active view filters, ensuring that planners always know what they’re looking at.

In the “Appearance Section” of the VPS Setup dialog, you can specify whether to show/hide the status bar.

The status bar also informs you when no filter is active:

Info window shows progress when loading/reloading (VJS)

When data is loaded into the VJS, multiple stages of data processing are executed until the visualization finally appears and the users can start working with it. Especially when there are large amounts of data to be loaded/reloaded, this process may take a while, during which the users do not know what is happening and are often unsure whether the application is still working.
To give the users more feedback as to what is happening during the loading process, a new info window has been implemented, this window:

  • gives feedback that something is happening at all (meaning the extension has not crashed)
  • provides insight into the volume of data being loaded, offering an explanation for the potential delay in the process gives an estimate of the duration of this process and the expected wait time for the users
  • assists our support team during customer training or when handling support cases, enabling them to gain a deeper understanding of the customers’ unique environment.

Performance improvements (VJS)

NETRONIC have conducted extensive internal optimization and maintenance for the VJS, resulting in significant performance improvements. For example, loading a large record with numerous links now experiences a 22% increase in speed, while reloading it is now 20% faster. These enhancements ensure a smoother and more efficient user experience.

Article Credit: New version of VPS & VJS for Microsoft Dynamics 365 Business Central (netronic.com)

For further information on NETRONIC VJS. Don’t hesitate to get in touch with allonline365 at +27 (21) 205 3650, email us at contact@allonline365.com or visit our website www.allonline365.com    

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What improvements and enhancements come with LS Central version 23.0

LS Central is an integrated business management software solution designed for retailers and hospitality businesses. Built on top of Microsoft Dynamics 365 Business Central.  It combines various functionalities like point-of-sale (POS), inventory management, customer relationship management (CRM), and financials into a single system. Helping businesses streamline their operations, improve customer service, and gain insights into their performance through data analysis.  

Offering tonnes of functionality to meet the industry-specific requirements of retail and hospitality businesses. This functionality would include the following: 

Loyalty and customer engagement: Build lasting relationships with your customers by offering a loyalty program, personalized promotions, gift cards, coupons, and more. Customers can also use the ScanPayGo app to self-scan items, pay on the app, check their order history and loyalty points, and create shopping lists. 

eCommerce and omnichannel: You can create a seamless shopping experience across your physical and online stores Customers can shop online using the LS eCommerce platform or third-party integrations and choose from various delivery and pickup options. With LS Central you can also manage your online orders, inventory, and payments for all your stores on a single platform. 

Product and inventory management: You can manage your products, prices, offers, and stocks across all sales channels. LS Central allows you to use manual or automated replenishment tools, optimize inventory levels, and avoid out-of-stock situations. 

Analytics and reporting: Data is the key to understanding the health of any business. Using LS Central you get real-time data and insights into their performance, sales, customers, inventory, staff, and more. You can report on that data with built-in reporting tools or create your own using Power BI 

LS Central has been upgraded to version 23.0. Here’s an overview of what LS Retail has added and improved in the system. 

LS Central 23.0: new for replenishment, hotels, and self-checkout 

Replenishment: Historical coverage days for Effective Inventory calculation 

The replenishment calculation is based on the concept of Effective Inventory. This takes into consideration the item’s inventory quantity and outstanding quantities from open documents.  Such as Purchase Orders, Sales Orders, Transfer Orders, and Assembly Orders. Until today, it was only possible to consider documents with a future receiving/shipping date in the effective inventory calculation. 

However, you can now include historical documents in the calculation and define how far back from the current work date documents should be considered using the Coverage option. Helping retailers who regularly face delayed shipments from vendors to have accurate calculation and better proposals in their Replenishment Journals. 

Replenishment: Improvements to Planned Sales Demand 

The Planned Sales Demand functionality is a powerful tool to help you define future demand changes based on ad-hoc events, promotions, or budgets. When the Planned Demand Type Substitute Quantity was used, then the quantity specified in the Planned Sales Demand always overruled the calculated quantity for Average Daily Sales. Now, you can finetune this behavior with the new Substitute Rule. This allows you to specify the following actions: Always Use Planned Demand (the original behavior), Use Base Value if Higher, or Use Base Value if Lower, and tremendously enhance the responsiveness of the calculation model for items with planned demand and volatile demand. 

Replenishment: Enhanced reports for batch calendars 

The Replenishment Batch Calendars allow you to specify on which days of the week your Replenishment Journals should be calculated. This is especially helpful for retailers who have different calculation windows due to seasonal peaks. The typical interval to replenish stores from the warehouse could be once per week, such as every Monday, for example. In the high season, it could be twice per week or even more often. 

The maintenance of the Replenishment Batch Calendar can be done manually or through a report. They have enhanced the report in LS Central to allow you to make updates at specific weekly intervals.

LS Central for hotels: improvements to folio processes 

Now possible to define folios for room reservations using routing rules 

When it comes to invoices, it can get tricky when guests try to split charges on the same room, for example, or a company only wants to pay for rooms and breakfast for their employees and leave all other charges up to the individual. The process gets even more convoluted when you need to apply certain discounts for specific guests as well. But now with LS Central for hotels, there are multiple types of invoices you can use that offer more flexibility, making it easier to split bills between guests or companies, and handle other complicated processes. 

The folio framework is set for both individual reservations and group reservations and now also works with routing rules. The routing rules functionality allows you to decide in advance what folio will pay for each aspect of a room reservation. For example, you may have a guest from a company that is only required to pay for extras like sandwiches, snacks, sodas etc. However, the company or travel agency they are associated with is paying for their hotel room and breakfast. 

New option to accept pre-paid deposits for specific folios on a reservation 

LS Central for hotels now supports deposits on specific folios within a reservation, allowing you to assign a specific folio for the deposit when the prepayment is done. Let’s say you have guests coming to stay with you under a travel agency and they want to pre-pay for extra charges, such as activities or rentals. With the new pre-paid option, you can assign that deposit directly to the guest folio. Then, if the travel agency is pre-paying for the rooms and breakfast, you can assign that deposit to the company folio. This process helps you more easily keep track of complex invoices and ensure all payments and finances are processed correctly. 

Additionally, the night audit setup now considers the consumption of deposits when using accrual accounting. If there are prepaid deposits for a reservation, the deposit is consumed as much as possible for each day. If the deposit is attached to a folio, then it is only consumed to that folio. Otherwise, it is used without a folio check. 

New supporting functionality: Self-Checkout Connector (SCO) for LS Central 

We have now released Self-Checkout Connector (SCO) for LS Central with version 23.0. The purpose of the SCO is to simplify the adoption of self-checkout hardware with the LS Central solution. 

The SCO works as a layer between LS Central and self-checkout hardware from different manufacturers. It communicates with LS Central web services and implementing the mapping between LS Central and the self-checkout hardware. Currently, the SCO is only able to connect with self-checkout hardware from Diebold-Nixdorf. This done by using an LS Central extension to a number of web services and Windows service plugins for various self-checkout hardware stations.

 The SCO can be configured in multiple ways within the store. For example, you can have one SCO connecting with multiple self-checkout hardware stations in a single store. Alternatively, you can set up LS Central and the SCO set up directly on the self-checkout hardware. 

Article Credit: LS Central 23.0: new for replenishment, hotels, and self-checkout (lsretail.com) 

For further information on LS Central. Don’t hesitate to get in touch with allonline365 at +27 (21) 205 3650, email us at contact@allonline365.com or visit our website www.allonline365.com     

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