Dynamics 365 Business Central Takes Steps Forward - ERP Cloud Blog
 
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Greg Montique, Alta Vista Technology

Dynamics 365 Business Central Takes Steps Forward


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Below is a list outlined by Microsoft of the changes in Dynamics Business Central in the October 2019 update. There is a lot to like in here as Microsoft aims to increase ease of use and optimize automation.

Application enhancements

Cancel reminders and finance charge memos

Reminders and finance charge memos are usually created in batches—for example, at the end of the month—to remind your customers of due or overdue invoices. If incorrect information is detected during this busy period, you must be able to quickly correct such errors by canceling issued reminders or finance charge memos.

Copy line descriptions to general ledger entries when posting

On the Sales & Receivables Setup and Purchases & Payables Setup pages, you can choose the Copy Line Description to G/L Entry check box to define for sales, purchase, and service documents that the description text on lines of type G/L Account is carried to the resulting general ledger entries.

Copy documents, even when some lines are blocked

When using the Copy Document function to create new documents based on existing documents, you are now notified if any items or resources on the source document lines are blocked. The blocked document lines are excluded from the new document. The notification shows an overview of all document lines that are blocked in the source document.

Modern client

Add links to the navigation menu

Business Central 2019 wave 2 introduces a new and simple way to quickly reach your favorite content and business tasks. Using the new bookmark icon, you can add a link to any page in the navigation menu of your Role Center. The bookmark icon is shown in the top right corner of the page and also in the Tell Me window where you can efficiently bookmark multiple pages. Any page that is discoverable in the Tell Me window can be bookmarked. When you're satisfied with your bookmarks, start personalizing the navigation menu to reorder your bookmarks or group them by similarity.

Resize columns with fewer clicks

Adjusting the width of any column just got easier. Without having to start personalizing, you can drag the border of any column header to resize it. Similar to Microsoft Excel, you can double-click the border to autofit to the width that comfortably displays the caption and value of all columns currently on the screen.

Filter option fields by multiple values

With this wave, we introduce a new multi-selection control in filters for fields of type Option so that users can filter on these by multiple values. This is treated as an OR operation. For example, you can filter the Color field by red, green, or blue. Filtering option fields by multiple values is available consistently across filter experiences: On list pages, reports, XmlPorts, and on filter screens driven by the RunRequestPage and FilterPageBuilder commands. Multi-selection of values is available only when filtering, not when specifying the field value on the record.

Saving and personalizing list views

Powerful filtering capabilities in Business Central accelerate work on lists by providing absolute control over which data is shown. The 2019 release wave 2 update eliminates the need to recreate commonly used filters by allowing users to permanently save filters as a view and combining personal views, system views, and those from extensions under one pane.

Enhancements to Excel integration

When the user selects the Edit in Excel action from a list page, most filters set on the list page are applied to the list when it is exported to Excel. This also enables publishing changes back into Business Central from a filtered list of records in Excel. In addition, the number of fields available for reading and publishing edits from Excel is expanded. This includes being able to view and edit fields that are added through extensions.

Filter information in reports

When running a report in Business Central, users are presented with a request page where they can specify various options and filters. These include: Filtering report data and totals

Multitasking across multiple pages

In this release, users can open several pages at the same time to perform multiple tasks at the same time. The new functionality supports two scenarios.

  • New browser tab
    This functionality allows users to open several browser tabs or windows while working in the same company. To do this, users can open a new browser window (Ctrl+N) and then use a Business Central bookmark or an icon on the desktop to open Business Central in a new browser. This is safe to use several times, both for the same and another company.
  • Open page in a new window
    This functionality allows users to pop out a card or document into a smaller, connected window. You do this by choosing the Open this page in a new window button in the upper-right corner of every card or document page, or by pressing Alt+Shift+W

Explore capabilities of Business Central

Finding functionality becomes easier with a full overview of pages in the product based on the content of the various Role Centers. This makes it easier for users to navigate and find the right page, and it serves as an overview of Role Centers and their content. As a supplement to using the current Role Centers navigation bar, the command bar, or Tell Me, the new overview feature, Role Explorer, brings the different areas of Business Central closer to you so that you can stay focused and productive.

Customize a user profile without writing code

In Business Central, profiles are used to define and distinguish organizational roles along with their basic settings, such as the starting home screen that displays content relevant to that role. Business Central provides a set of profiles covering a variety of specialized roles or departmental needs, which administrators can fully customize using tools similar to when users personalize.

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Published by: Alta Vista Technology

Originally posted on the Alta Vista Blog!

 

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