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Dynamics 365 Business Central

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May 1, 2024

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AI Summary

  • Microsoft has released the first wave update of the year for Business Central, offering new updates and functionalities within the ERP.
  • The update includes the ability to integrate Field Service and Business Central, allowing users to work interchangeably with information from both resources.
  • Microsoft's AI assistant, Copilot, can now assist in receiving and processing virtual documents from vendors by mapping and matching the information within the document to purchase orders.
  • Business Central now allows for the invoicing of projects to multiple customers at once, simplifying the billing process for projects with multiple customers.
  • To set up the integration of Field Service and Business Central, users can navigate to the "Assisted Setup" page in Business Central and enable the necessary options.
  • To utilize Copilot for mapping e-documents to purchase order lines, users can click "Map E-Document" within a specific purchase order.
  • To invoice projects to multiple customers, users can change the "default task billing method" to multiple customers on the Projects Setup page.
  • For more information on the wave release and its features, users can refer to the Microsoft link provided in the article.

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