New View Strategies

Need a better way to track bin contents and inventory levels? The new Analysis Mode lets you quickly summarize items by bin and quantity, just like a pivot table! ✅ Filter items with ease ✅ Identify multiple bins holding the same items ✅ Clean up and streamline your warehouse operations It’s fast, simple, and helps you stay organized. Try it out today!

Tired of manually setting up number series every year? Now, Business Central’s AI-powered Copilot does the work for you. With Copilot, you can generate new number sequences, modify existing ones, and even prepare for the upcoming year—all in just a few clicks. Just enter a simple prompt, and it suggests an optimized number series helping you plan ahead with ease. Use AI-powered number series to make your document management effortless!

Setting up Number Series used to be a one-time, manual task—but now, Copilot can do it for you! Just enter a simple prompt (like setting up a Reminders series), hit Generate, and let Copilot handle the rest. Plus, you can modify existing series and streamline your workflow effortlessly.

Manually entering a quantity of 1 on every document? Not anymore! With the new default quantity setting, you can now automatically set the quantity to 1 on GL account lines—saving time and reducing errors. Just update the setting under Sales & Receivables or Purchases & Payables, and let the system do the rest! Less manual entry = More efficiency Watch this quick demo to see how it works!

Smarter Shopify refunds are here! Shopify now lets you choose between using a default return location or automatically sending items back to their original location. This improved integration enhances tracking accuracy while reducing the need for manual adjustments. The connector intelligently finds and applies the correct refund location, ensuring a seamless and efficient return process.

A new setting in the Shopify integration now gives users more control over return management with the ‘Return Location Priority’ option. You can choose ‘Default Return Location’ to send all returns to a fixed location or select ‘Original’ to have the system automatically route items back to their initial point of origin. This update streamlines the returns process, improving accuracy and reducing manual adjustments.

No more juggling separate documents—Business Central now integrates projects and services seamlessly! ✅ Eliminate limitations and access key functions directly within projects. ✅ Say goodbye to complexity and hello to a unified, streamlined workflow. Take your project management to the next level!

Big news for project management in Business Central! Microsoft has built this feature directly into the system, making it easier than ever to replenish inventory and track expenses seamlessly. From the project planning lines, you can access the ‘Create Purchase Order’ function. Before the order is finalized, a pop-up lets you filter by available and unavailable inventory, ensuring full control over procurement.

The newest Business Central 2024 Wave Two Release brings a game-changing update: Seamless Extended Text Integration! 🔹 Quickly enrich your project plans with critical details—just toggle it on in the item card. 🔹 Automatically pull extended text from the item setup into project planning lines—no more missing details! Stay ahead with smarter, more efficient planning. Upgrade your workflow today!

Getting started with Fabric? Here’s a quick tip! If you're familiar with Power BI, you're already ahead of the game. Start by ingesting data using Dataflow Gen2, since it follows the same Power Query experience. Simply copy your Power Query script from Power BI and paste it into Dataflows—it should work seamlessly! While this might be the slowest way to ingest data, it's a great entry point. Once you're comfortable, you can optimize and explore faster methods. The key is to start simple and refine as you go!