Saurav Dhyani - #MSDynNAV & #MSDyn365bc

Hi Readers, This video explores the new service management features in Dynamics 365 Business Central 2024 Release Wave 1. The speaker discusses several enhancements, including: Number series management: You can now choose number series for service codes, similar to sales and purchase documents. Item blocking: You can block items or variants from being used in service transactions. Document attachments: You can attach documents to service items and service codes, and these attachments will flow through to service orders and invoices. Service invoice posting policies: You can define posting policies for service invoices, controlling whether they can be shipped and invoiced separately or together. Service contract improvements: You can now delete service invoices and restore the previous invoice date in the contract. Overall, these enhancements aim to improve the usability and functionality of the service management module in Dynamics 365 Business Central, bringing it closer to the l...

Hi Readers, This video is a tutorial on how to upgrade data from Business Central 2022 to Business Central 2024. The speaker first provides an overview of the prerequisites for the upgrade, including the need for two versions of the extension, one for Business Central 2022 and one for Business Central 2024.  They also mention the introduction of the new Foundation app in Business Central 2024 and the need to verify if there is an upgrade hack to move data. The speaker then demonstrates the upgrade process, which involves backing up the database, disabling data encryption, and running a series of PowerShell commands to install and upgrade the necessary extensions. They also explain the concept of core apps and dependency apps, which are used to organize the upgrade process. Finally, the speaker verifies that the data has been successfully upgraded and that all custom fields and tables are intact. They also provide some additional tips, such as checking the event log for error messa...

Hi Readers, This video discusses the new feature of suggesting sales lines in Dynamics 365 Business Central 2024 Release Wave 1 using the co-pilot. The speaker explains how to use the feature to suggest sales lines based on item descriptions and quantities or by copying lines from an existing document. The speaker also discusses the limitations of the feature, such as the inability to suggest non-item lines or perform generic searches. Finally, the speaker provides insights into the code behind the feature and encourages developers to explore and build upon it. Here are some key points from the video: The sales line suggestion feature is available in sales quotes, sales orders, and sales invoices. Users can suggest sales lines by specifying item descriptions and quantities or by copying lines from an existing document. The feature uses AI to analyze data and suggest relevant items. The feature has limitations, such as the inability to suggest non-item lines or perform generic searches....

Hi Readers,  This video is about the new AI-powered analysis feature in Dynamics 365 Business Central 2024 Release Wave 1. The speaker demonstrates how to use the feature to analyze data in lists and worksheets. The feature allows users to type natural language queries to generate analysis views. The speaker also shows how to save and reuse analysis views. Finally, the speaker discusses the limitations of the feature and how to provide feedback to Microsoft. Here are some key points from the video: The AI-powered analysis feature is available on all lists and worksheets in Business Central 2024 Release Wave 1. Users can type natural language queries to generate analysis views. The feature supports grouping, filtering, sorting, and pivoting data. Users can save and reuse analysis views. The feature is still under development and may have limitations. Users can provide feedback to Microsoft to help improve the feature. Overall, the video provides a good overview of the new AI-powered...

Hi Readers, This video is about the new co-pilot feature in Dynamics 365 Business Central. The speaker discusses how to use the co-pilot to find records, explain fields, and get help with tasks. They also demonstrate how to use the co-pilot to continue conversations and ask follow-up questions. Finally, the speaker discusses the limitations of the co-pilot, such as the fact that it cannot access custom objects or third-party data. Here are some key points from the video: The co-pilot is a new AI-powered assistant that can help you with tasks in Dynamics 365 Business Central. You can use the co-pilot to find records, explain fields, and get help with tasks. The co-pilot can also continue conversations and ask follow-up questions. The co-pilot is not extensible, so you cannot customize it. The co-pilot can only access data that is available in Dynamics 365 Business Central. The co-pilot is still under development, so there may be some limitations. Overall, the video provides a good overv...

Hi Readers, This video discusses the new feature of adding tooltips to table fields in Dynamics 365 Business Central 2024 release wave 1. The speaker first explains the problem with existing tooltips, which are often inconsistent and difficult to maintain. They then demonstrate how to add tooltips to table fields and how to convert existing page tooltips to table field tooltips. Finally, the speaker discusses the importance of tooltips for the future of AI in Business Central. They explain that tooltips will be used to provide additional information to users and to help AI understand the context of fields. Overall, the video provides a clear and concise overview of the new tooltips feature and its implications for developers and users. The speaker also emphasizes the importance of tooltips for the future of Business Central. Here are some key points from the video: Tooltips can be added to table fields in Business Central 2024 release wave 1. Tooltips can be converted from page tooltip...

Hi Readers, This video is about how to customize report field captions in Dynamics 365 Business Central. The speaker discusses three different ways to achieve this: using text constants, labels, and include captions. Text constants are defined in the report code and can be used to provide custom captions for fields. This method gives you the most flexibility but can also impact report performance. Labels are defined in the report code and are used to provide captions for fields. This method is similar to text constants but does not require you to define a separate data set column. Include captions are used to automatically include the caption of the field from the source table in the report. This method is the most efficient but does not allow you to customize the caption. The speaker recommends using include captions whenever possible to improve report performance. However, if you need to customize the caption or provide a dynamic caption, you can use labels or text constants. Over...