Tag Archives: User Experience

Monitored Fields

Another new functionality introduced with the Business Central 2020 Wave 2 (with version 17.1 in November specifically) is called “Monitored Fields”. This functionality is built over the original Change Log functionality and use the same tables and procedures; however, extends the core functionality with email notifications when any of the defined fields are changed.

To find all related pages, type “monitor” into “Tell me”. Let’s start with Field Monitoring Setup.

Field Monitoring Setup

Using this setup, the functionality itself could be enabled. On the page, it is also possible to define email profile that will be used for notifications and the user who will be notified about any change to the monitored field (for notification, the email from User table of the corresponding user is used).

Monitored Fields Worksheet

Using the worksheet, you can define all combination of tables and fields you want to monitor. If the Data Sensitivity functionality is in use, the monitored fields can be automatically generated based on data in this table. Nevertheless, it is also possible to define all fields manually.

It is important to remember that the field is not monitored until the “Notify” field is enabled. It can be done manually for every line or using actions “Set for Notification” (to enable notifications) or “Clear for Notification” (to disable notifications).

Monitored Field Log Entries

On this page, all changes to monitored fields could be found. Right now, it is basically just a new page for entries in Change Log.T here are also listed all changes to Monitored field configuration tables (similarly to Change Log).

Email notifications

Nonetheless, the most useful thing that comes with this functionality is the notifications itself. All described above is just a new design for ChangeLog; however, the changelog only logs the information about the change, and nobody knows that something had changed. The Monitored fields functionality extends logging by notifying a responsible user using email notification.

UI enhancements in Microsoft Dynamics 365 Business Central 2020 Wave 2

Dynamics 365 has come out with a comprehensive plan for the release of business central 2020 wave 2. In this article I will focus on updates to page styling, more responsive FactBoxes, and an upgraded dialog bar for a seamless service and optimized productivity.

Page styling updates

You can’t have any new features brought in without a fresh new style that enhances the experience altogether. That’s what Microsoft did when they introduced Wave 2, with beautiful and sleek changes to task dialogs, embedded lists, and stylistic appearances. Task dialogs will now be more focused on completing current tasks, with a display in specific commands and an easier way to exit the dialog. They can also now be shown in the middle of the screen, actions will be represented below the page caption, and consistent results when trying to maximize any task dialog either vertically or horizontally will be applied.

Other stylistic changes include an improved space for the embedded lists, showing off how lists parts will stretch to fill the available space when inside a group, or how pages with multiple list parts will no longer waste space by being split into nested groups. Not to mention, minor details like font adjustments and font sizing have been made, with the Bahnschrift font being removed.

A more responsive FactBox

FactBoxes have been super important in some of what Microsoft offers, which is why their upgrade in the business central 2020 wave 2 has been so important. Not only are they easier to view, but their interaction has also overall been optimized for a number of features. This allows FactBox to run smoother on the page, now being loaded to give priority to show the main content of that page.

Content for the hosted page will now be displayed first, which will then be followed by any FactBoxes in order on how they are shown on the page. FactBoxes can also continue to run within the same session, but can also be changed by a developer so that the FactBox is explicitly implemented as a page background task. Last but not least, FactBoxes can be collapsed and won’t run on the opening page unless the FactBox pane is expanded.

An improved navigation experience terminology

One of the key updates to modern clients in the business central application provides and clear and concise list of features that help with training, onboarding, and day-to-day work. The updated features in the navigation experience include minor but impactful changes likes the non-promoted group being renamed to ‘unrelated’ and the group called report has now been changed to ‘reports’. The action that was previously shown as Navigate is now changed to ‘find entries’ and has now gained a keyboard shortcut to find it faster.

Although you may think this may have been a lot to read, this was just the tip of the iceberg when it comes to the latest news surrounding the Business Central 2020 Wave 2.

Merge entity duplicity

In the case of duplicity in Customers, Vendors or Contacts, the system offers functionality to merge related record. To run it, go to the customer/vendor/contact card and run action “Merge With…”.

The setup window is opened for the entity from which the page was started. In the header, the opposite entity with which we want to merge has to be chosen, then the system lookup all relevant data and show them in the tab below.

In this tab, the user can see all conflict between the source entity and the selected one. If you want to save the value of any field from the selected entity, choose “Override”; otherwise, the value from the source entity will be used.

The last tab, “Related Tables”, shows all tables where the source or selected entity were found. The most important information is whether there are any conflicts in the column “Conflicts”. If there are any problems, in the next step it will be necessary to resolve them before the process of merging could be finished.

Whether there are any conflicts or not, continue with the action “Merge”. If there are some conflicts, resolve them and then run the “Merge” again. If there aren’t any, just confirm the merging process.

New Features: Optimizing of pages

Page Loading

One of the highly expected changes is optimization of pages. With the upcoming major version (2020 Wave 1) there should be a lot of changes to the behaviour and performance in pages.

In the current version (2019 Wave 2 and older) the page is not opened till all data are loaded. So if the loading process is longer than usual, the user may feel the system is not responding.

With the improvements in 2020 Wave 1 the page opens without waiting for data. Once data are loaded, the page is updated and data shown. If the user close the page and open again, the page load cached data first then, and then, when new data from DB are loaded, the page is updated with new set of data. The cache is stored throughout the session only, so if user’s session end (for example due to inactivity) all stored caches are destroyed.

Collapse / Expand Lines on any page

Another much-needed change in behaviour on pages was the ability for users to collapse subforms, especially in documents. This functionality add users more ways how to optimize pages on which they are working and if they don’t need subforms they have much more spaces for other tabs.

All released or planned features from Microsoft Dynamics 365 Business Central 2020 Wave 1 could be found on Microsoft Docs.

Page Inspection

Page inspection is a function that lets users get details about a page. The provided information is split into a few separated tabs:

Object information

Information about the page and the underlying table (name and object ID).

Table Fields

Table Fields tab shows information about data in the underlying table. If the table does not have an underlying table, no information in this tab is shown. Page fields calculated using variables (also table field from a different table than the underlying one) are not shown.

– User in this tab can find
– ID and Name of the field
– Data Type of the field
– Value of the field
– Other details (primary keys, extension names…)


List of all extensions that are subscribed to the page or corresponding table.

Page Filters

Page Filters show current filters that are applied to the page. All filters within all FilterGroups are shown (with information about in which FilterGroup they are applied)

Page Inspection – Table Fields and Page Filters

The functionality of Page Inspection is very similar to About this Page in the original Microsoft Dynamics NAV Role Tailored Client.

About This Page – original functionality in Microsoft Dynamics NAV roletailored client.

Processing Sales Returns and Cancellations

It’s tricky when a customer wants to cancel or return the item they bought from your company. One of the best ways to handle this through Business Central is to create a “sales credit memo” or a sales post that highlights the specific change. By doing this, you’ll be making an automatic and documented command that will show you the history of the sale and when it was returned. This works for returns, cancellations in orders, and a need for reimbursement for items.

The tool even allows for more control over your sales and returns, including a process that shares warehouse documents to show off the handling of your items or a greater overview when receiving the items back. It can be as simple as selecting the correct or cancel options on the sales invoice so that the transaction is easily reversed. Those options are only available for unpaid invoices though, so if you need something more advanced like partial returns, cancellations, or something else, you can continue to see how to deal with all the basic.

Inventory Costing

Inventory costing is a powerful technique that helps maintain proper records and sales management. It works when you return the returned item into its original inventory at the price it was sold at, even if the item costs more than when it was sold. This is also called cross reversing, and it puts your own numbers back to where they were so you don’t have false positives or negatives.

There are two different functions that can perform this function automatically:

  • Posted Document Lines to Reverse” option on the “Sales Return Order“: This will copy the line or lines of the most posted records to be reversed for the sales return order.
  • Copy from the Document” option on either the “Sales Credit Memo” or “Sales Return Order.”: This will copy the header and multiple lines of just one record to be reversed.

Creating the Sales Credit Memo that correlates with the Sales Invoice

  1. Starting here, you’ll choose the “Search the Page” tab and type in “Posted Sales Invoices.
  2. Once on the page, select the correct invoice and click on “Create a Corrective Credit Memo.” You’ll be able to edit the information for each of the lines that correlate with the agreement.
  3. Select the “Apply entries” button, then the “Apply Customer Entries” page. Here you can select the line where you want to apply each of your sales credit memos and then select the “Applies-to ID” option.
  4. On the “Amount to Apply” line, you can enter a new amount if it’s lower than the original.
  5. Finally, you can select “OK” and choose to “Post“, which will apply the corrected sales credit memo to the corresponding invoices.

Setting up a Sales Credit Memo when you copy a Posted Sales Invoice

  1. Select the “Search by Page” icon at the top of the page and type in “Sales Credit Memos” to open up the correct page.
  2. Select “New” so you can open an empty memo and on the “Customer” line, type in the name of the customer.
  3. Click on “Copy from Document” to open its page, so you can get to the “Posted Invoice” option located on the “Document Type” field.
  4. Select the line to open your “Posted Sales Invoices” page, where you can click on the posted sales invoice that includes the fields you want to reverse.
  5. Selecting the “Recalculate Lines” checkbox will automatically update posted sales invoices with the current item price and cost.
  6. Click on “OK” for the copied lines to fill into the sales credit memo.

Recreating the restocking charge

A restocking charge is what the name implies, a charge that is made to make up for the cost of restocking the item, whether it be from shipping back or warehouse management. Another good reason to apply this option is to keep an accurate and recorded inventory valuation. To create this, follow these steps:

  1. Open up the “Sales Return Order” page and select an active return process.
  2. Beginning on a new field labeled “Type“, select “Charge (Item).”

You’ll be able to fill in the fields at this point for any possible item charge lines. The restocking charge will then be added to the appropriate sales entry amount.