Application enhancements


These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What's new and planned for Dynamics 365 Business Central. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

We will continue to enhance the application through our focus on performance in the most used areas. Proficient users will experience faster entry of data through the optimization with focus mode. At the same time, they will experience faster responses as a result of optimizing the application code, such as optimizing how quickly the Home page loads, and performance improvements in key application scenarios that are used on a daily basis.

We will continue to improve the application to make it easier for ISVs to build extensions on top of our applications, such as extensibility for default dimensions, better handling of messages during unit test execution, refactoring production and planning engines so that it can be easily extended, and many more. The Business Central Ideas site continues to be a source for application enhancements. This release includes the following enhancements:

Write longer names and descriptions

You can now enter up to 100 characters (used to be 50) in all Description and Name fields across Business Central. This change applies to:

  • The Name and 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 Description field on journals, such as general journal and item journal.
  • The Description field on ledger entries, such as customer, vendor, and item ledger entries.

In addition, you can now enter up to 50 characters (used to be 10) in the Unit of Measure Description field.

Use physical inventory orders to better structure your physical inventory counting

Physical inventory counting is one of core inventory processes happening in all distribution companies either once a year or multiple times per year. The existing functionality for this process is based on journals, which makes it difficult to track the process and distribute work in larger-scale inventory counting. The Physical Inventory Order and Physical Inventory Recording pages increase productivity and address gaps in the existing functionality. The new feature is based on the popular German local functionality, which has been widely used in practically all implementations where larger-scale inventory counting is needed.

Select multiple items to add to a sales or purchase document

You can now select multiple items at once from the items list to add to sales or purchase documents. On any sales or purchase document, choose the Select Items line action.

TIP: If you select the Default Item Quantity check box on the Sales & Receivables Setup page, the Quantity field on sales lines will be prefilled for all selected items as they get added to the sales document.

Use a sales quote validity policy to control when sales quotes expire

You can now set date formula in the Quote Validity Calculation field on the Sales & Receivables Setup page that will be used to calculate the Quote Valid Until Date field on sales quotes.

TIP: To make sure that sales quotes with expired quote validity dates are deleted, you can run the Delete Expired Quotes batch job. And if you enable sales quote archiving (Sales & Receivables Setup page), deleted sales quotes will also be archived, so you can restore them from the archive if customers calls again.

Control item creation from lookups on documents

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.

Inventory setup page showing the new Skip Prompt to Create Item setting

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 & Payables 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.

Sales & Receivables Setup page showing the new Create Item from Item No. setting

Copy customer dimensions to jobs created for the customer

When a job is created and a customer is assigned to the job, default dimension values from the customer are copied to the job. This means that users only have to modify the dimension values of the job, if needed, and that reporting is consistent because the customer's existing dimensions are assigned to a job.

Copy templates used to create customers, vendors, and items

You can now copy existing data templates when you create new ones. Data templates (configuration templates) can be used to quickly create cards for customers, vendors, items, or contacts. To copy an existing data template, choose the Copy Config. Template action on the Config. Template Header page.

Config. Template Header page showing the Copy Config. Template action

Merge duplicate customers or vendors

When a duplicate customer or vendor record is created by mistake, you can now merge such duplicate records to a single record.

Dynamically set shortcut dimension columns in lists, documents, and journal lines

Fields for the two global dimensions that you set up on the General Ledger Setup page are always available on journal and document lines. Now, also the shortcut dimensions that you have set up that setup page are always available. This means that you can also add shortcut dimension values directly to journal and document lines without opening the Dimensions page.

Bulk import item pictures

You can now import multiple item pictures in one go. Simply name your picture files with a name corresponding to your item numbers, compress them to a zip file, and then use the Import Item Pictures page. Alternatively, you can use the Set Up Item Pictures assisted setup guide.

Import Item Pictures page showing the Import Pictures action

View payment information on customer and vendor statistics FactBoxes

Information about payments and last payment dates is now available on customer and vendor statistics FactBoxes.

Customer list page showing FactBox with information about payments received and last payment date

Look up SWIFT codes

You can now keep a list of SWIFT codes for banks that you work with and use it on pages where you use bank accounts. This allows for accurate preparation of payments and forces users to pick from predefined lists of SWIFT codes rather than entering SWIFT codes as free text.

Bank Account page showing lookup on SWIFT Code field

Ensure that approval users are set up to run approval workflows

A check is added to ensure that the user is set up on the Approval Users page before they can initiate an approval workflow.

Configure reports for warehouse documents

You can now configure which reports will be printed for warehouse documents such as Pick, Put-away, and Shipment by using the Report Selection feature as for documents in other areas.

Report select page showing reports available for selection in warehouse management

View vendor invoice number on purchase invoice and credit memo lists

The Vendor Invoice Number column is now shown on the Purchase Invoices and Purchase Credit Memos pages.

View time information on registers

You can now view time information on various Register pages, such as G/L Register, Item Register, and Job Register. This allows you to find transactions in registers faster, not just by date but also by the time that the transactions were created.

Personalize the UI to skip over the Address field on documents

The address field on document pages is typically auto-filled based on the selected customer or vendor. In most cases, users therefore want to skip over the Address field when keyboarding through documents.

With the Quick Entry feature, you can now define that the cursor skips over the Address field on sales and purchase documents when you press the Enter key.

Page showing personalization of quick entry fields

Role Center Activity Groups

Selected Role Centers have been refreshed as follows:

  • Added headlines and other common elements to Role Centers where these were missing.
  • Made the Setup & Extensions group more consistent, for example, it now includes Workflow.
  • Standardized the Self-Service group to show only as cues/tiles since those let user see counts.

External Document No of Posted Sales Documents

When customers call to inquire on the status of their purchase order, you must typically search through the list of posted sales invoices and shipments by the customer's purchase order number. The purchase order number is stored in the External Document Number field on the related sales order and is transferred to posted sales invoices and shipments.

You can now search through the list of posted sales shipments or invoices by external document number.

View Business Central Platform Version Number in System Information Page

When troubleshooting or reporting an issue to support, you can now see the version number of the Business Central platform on the System Information page to help speed up support process.

Item Descriptions on Item Ledger Entries

When analyzing item ledger entries, it is useful to also see the item description. The Description field can now be added to the Item Ledger Entries page by selecting the Copy Item Desc. to Entries check box on the Inventory Setup page.

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