1.BUSINESS CENTRAL LICENSING

The Essentials license gives your users:

  • Financial Management – Includes the following features: basic general ledger, budgets, fixed assets, cash flow forecast, multiple currencies, bank reconciliation, allocations, account schedules, check writing, cost accounting, inter-company postings
  • Artificial Intelligence – Cash flow forecast, inventory forecast, sales forecast, image recognition, late payment prediction
  • Customer Relationship Management – Contact management and classification, opportunity management, relationship management, task management, business inbox for Outlook, email logging, interaction/document management, campaign management, and pricing
  • E-Services – Document exchange service, document capture and management, bank feeds (U.S., Canada, and U.K.), Microsoft Pay
  • Human Resources Management – Basic HR
  • Project Management – Basic resources, job quotes, capacity management, project management jobs, timesheet, multiple costs
  • Supply Chain Management – Includes the following features and more: basic inventory, basic payables, basic receivables, calendars, demand forecasting, drop shipments, item attributes, item tracking, purchase invoicing, purchase order management, requisition management, sales invoicing and discounts, sales order management, Sales tax/VAT
  • Assembly Management – To support companies that supply products to their customers by combining components in simple processes without the need of manufacturing functionality (Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.)
  • Warehouse and Inventory Management – Automated data capture system, bin set-up, internal picks and put away, pick, warehouse management systems, warehouse receipt, warehouse shipment
  • Other functionality – Analysis reports, change log, job queue, user tasks, notifications (on-premises), embedded Power BI, reason codes, Word and document reporting, workflow, unlimited companies, extended text, user management, Intrastate

Dynamics 365 Business Central Premium Functionality

In addition to the features you get with Essentials, Premium offers Service Order Management and Manufacturing capabilities with a subscription of $100 per user per month.

  • Service Order Management – Service order management, service item management, service price management, service contract management, planning, and dispatching
  • Manufacturing – Production orders, production bill of materials, basic supply planning, basic capacity planning, version management, machine centers, finite loading, sales and inventory forecasting, agile manufacturing

 

 

 

2. DASHBOARD AND ROLES

Personalization of Screen and designing is readily available in Business Central Wave 2 (Fall Edition, this is still under upgrade). Screen change relative to the job assigned. The dashboard is as per the role assigned.

Heading is configurable.

 

Choose the role, Company Name

 

 

 

 

Heading below is configurable.

 

 

Actions buttons are displayed for creating easy to use functionalities such as Sales Quote, Purchase Order, Sales Invoice, and Purchase Invoice which is quite handy as the receipt of payments and Re-conciliation of payment in banks can be carried right from the action buttons.

 

 

Interactive business Assistance has a wide range of charts for selection. Such as Cash Cycle, Cash flow, Income & Expenses, Top 5 customers. Period length can be changed. Data can be exported to excel.

 

 

 

In Self Service, Job Timesheet can be seen Open, submitted, requested to approve

 

 

Trial Balance chart provides a quick overview of the financial performance of your company displayed in two periods. This chart is a simplified version of the General Ledger Trial Balance chart. The total revenue figure corresponds to the total in your chart of accounts.

3. APPLICATION ENHANCEMENTS

Dynamics 365 Business Central Enhancements  

3.1 Auto save & Work date Indicator

 

3.2 Longer names/Descriptions

You can now enter up to 100 characters in all Description and Name fields across Business Central. In earlier versions, the character limit was 50. This change applies to:

  • The Nameand Description field on master data cards, such as customer, vendor, item, contact, and resource cards. The Name and Description field on documents, such as sales and purchase orders, invoices, and quotes.
  • The Descriptionfield on journals, such as general journal and item journal.
  • The Descriptionfield on ledger entries, such as customer, vendor, and item ledger entries.

In addition, you can now enter up to 50 characters in the Unit of Measure Description field. In earlier versions, the character limit was 10

3.3 Multiple Item Selection for Sales / Purchasing docs

Select the check box for all the lines representing orders that you want to post at the same time. Choose the Posting action, and then choose the Post Batch action. On the Batch Post Purchase Order page, fill in the fields as necessary. Hover over a field to read a short description .Choose the OK button.

View potential issues that occurred during batch posting of documents, open the Error Message Register page

 

3.4 Vendor Payment from Vendor Ledger Entries

 

 

 

3.5 Bulk Import Item Pictures

 

 

 

 

 

 

 

3.6 External Document Numbers on Posted Sales Documents

 

 

 

 3.7 Focus Mode On Documents

 

 

 

 

 

3.8 New Item Creation from Sales / Purchase Document

When you enter an item that does not exist on a document line, you are prompted to either create a new item card or select an existing item. In some cases, such as when importing many new items, this prompt blocks the process. Therefore, you can now select to skip the prompt. On the Inventory Setup page, select the Skip Prompt to Create Item check box.

On the Sales & Receivables Setup page, we already have the Create Item from Description check box, which you can deselect to allow users to fill the Description field on a sales line with an item that does not exist in the system.

Now you can use the Create Item from Item No. check box to allow users to fill the No. field on a sales line with an item that does not exist in the system. The same field is added to the Purchases & Payable Setup page for purchase lines.

Note that the Skip Prompt to Create Item check box on the Inventory Setup page merely defines if the message about the missing item appears. It does not allow or disallow the activity.

 

3.9 Attachment on documents

 

 

 

 

3.10 Physical Inventory Orders

 

 

 

3.11 Merge Duplicate Customers or Vendors

 

 

 

3.12 Sales Quote Validity Policy

To have the Quote Valid until Date filled in automatically with a certain number of days after quote creation, you can fill in the Quote Validity Calculation field on the Sales & Receivables page.

 

 

3.13 View time information on Registers

 

 

 

3.14 View item descriptions, customer and vendor names in ledger entries

When analyzing ledger entries, it is useful to also see the item description, customer names, or vendor names. The Description and Name fields can now be added to the ledger entries, such as Item Ledger EntriesCustomer Ledger Entries or Vendor Ledger Entries page by selecting:

  • Copy Item Description to Entriesc heck box on the Inventory Setup page for Items
  • Copy Customer Name to Entries check box on the Sales & Receivables Setup page for Customers
  • Copy Vendor Name to Entries check box on the Purchases & Payables Setup page for Vendors

 

 

 

3.15 Changing Descriptions of General Ledger Entries

 

3.16 Page Inspection

Shortcut used: Ctrl+Alt +F1

 

3.17 Improved all product navigation

 

 

 

3.18 Quick Entry

 

Quick Entry can be personalized using personalization experience, it facilitate to enter data in essential fields.

Developers can define an initial path of Quick Entry fields per page in their application, customize that in extensions, and also tailor it to specific role profiles. Furthermore, the Quick Entry AL property supports expressions to create dynamic Quick Entry paths to different fields.

Quickly switch between different views of a list in the filter pane or from the command menu, no matter how you accessed that page.

  • Moving to any Quick Entry field across the page, including moving in and out of editable parts such as list parts, by using a powerful combination of keys: EnterShift+Enter and Shift+Ctrl+Enter.
  • Expanding a collapsed Fast Tab (field group) if the next Quick Entry field is in that group.
  • Cycling from the last Quick Entry field to the first Quick Entry field on the page

 

 

 

 

3.19 Save and Personalize List Views

 

Personalize your workspace by showing, hiding, adding, moving fields and much more

 

Click on Settings --> Personalize -->New Window opens as shown below

 

 

 

Click on + Field to add field, Additional fields will show on right side of the window

 

Choose a field and drag and drop in the column of the list page

 

 

As displayed below the column is shown. After addition of field click on done

 

 

3.20 Design Functionality

Adjust Page design and save as an extension. Open Page for which field is to be added.

Go to Settings ->Design

 

A new window opens, as of now, only a field can be added. As the product is still evolving various features such as +Actions, Part, Page will be added to the user interface. In design mode, different icons are visible to set the required view namely desktop, tablet, mobile.

 

 

On clicking +Field, additional fields will be showcased in the right panel of page which can be dragged and dropped to the tabs of page.

            

 

  A field is added to the Page as shown below

 

Click on stop designing after the required changes, name the publisher and extension and click on Save

 

3.21 Manage Extensions and Services

Setups & Extensions -->Assisted Setup

 

Click on Setups & Extensions—> Assisted Setup --> View as per List or Tile.

It’s a way to walkthrough wizard

  

Configuration of Account Schedule can be done from here