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New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Embed Business Central in Teams Tabs

Ian Grieve Profile Picture Ian Grieve 22,784
Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fourth of the new functionality in the Productive with Microsoft 365 section is embed Business Central in Teams tabs.

Microsoft Teams is the hub for teamwork where people and data come together to accelerate work. Team members often need to rally around a common view of their data to make group decisions faster, such as discussing how to fulfill a special order, planning budgets across departments, or delegating work when people are unavailable.

Business Central uses ContextIQ to surface the data that teams need in the flow of their work. By embedding Business Central in a tab in any group chat or channel, the team has convenient access to the latest data that is also editable and actionable from within Teams, without having to continually switch apps. Developers can also bring collaborative capabilities to their solutions by automating the deployment of tab content, which typically requires team collaboration or empowering customers to spin up instances of group chats or channels that include Business Central tabs.

Enabled for: users, automatically
General Availability: November 2022

With this feature, users can:

  • Use the Pin action to pin a card in Teams to the group chat or team channel. For example, when a sales invoice card is shared to chat, you can pin it from the card details.
  • Use the Add Tab function in Teams to add a tab that embeds Business Central data in group chat or a team channel. When adding a tab:
    • Choose from recommended content tailored to your role, such as the list view for delayed orders sorted by date.
    • Alternatively, paste a Business Central link to almost any page or record, such as a specific service order.
Choose BC content for tab
Data shown in tab

Developers and administrators can:

  • Automate the creation of tabs using Microsoft Graph APIs and include it with their solution.
  • Customize the tab configuration window to recommended specific pages that users can choose as tab content.

  Note

Embedding data in Teams tabs is only available for Business Central online and requires the Business Central app for Teams version 1.0.8 or later.

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2
Better Bank Reconciliation for Checks and Improved Reporting
Extended Text Functionality for VAT Clauses
Financial Reporting Replaces Account Schedules
Find Posted and Non-Posted Document Lines in Search
Flexible Sorting in the Planning Worksheet Page
Make Entry of Variant Codes Required
Post Item Charges for Each Step of the Process
Service Management – minor improvements
Simpler Shopify Connection
Track Items That Are Used in Projects, Including Picks
New VAT Date Field on documents and Entries
Set Up Data Exchange More Easily
Use Multiple Remit-to Addresses for Vendors
Reverse Payment Reconciliation Journal Entries
Check the GL Journal Balance by Correction – Czechia
Configurable and Redesigned Intrastat Solution
Specify a Default Bank Account by Currency – Czechia
Word Layout Email Template for CZ Documents
IRS 1096 Form (United States)
Service Declarations F01DGS for Belgium and Intrastat for Italy and France
Get More, Better Communications as Admin
Use Service-to-Service Authentication with Admin API
Cloud Migration Data Upgrade for Extensions
Update Licensed Users from Microsoft 365 Faster
Migrate more data from Dynamics GP
Restore Deleted Environments
Get More Visibility Into Outages
Personalize and Design the Automate Actions in the Web Client
Rely on Personalization to Show or Hide Power BI Parts on Lists
Switch Power Automate Features On or Off
Use a Power Automate Flow to Notify Business Central of Dataverse Entity Changes
Add Media/Image Support for Business Central Connectors
Power Apps and Power Automate Support for Document Attachments
Easily Access Setup Pages for New Apps
Easily Find Apps to Connect to Core Services
Easily Install and Set Up New Apps
New Field Descriptions Improve Clarity
Configure OneDrive Integration
Delegated Admins Can Edit in Excel
Share to Teams Action Now Includes Link Preview
Embed Business Central in Teams Tabs

Read original post New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Embed Business Central in Teams Tabs at azurecurve|Ramblings of an IT Professional


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