What the Payables Agent Does

The Payables Agent assists finance teams by:

• Automatically capturing vendor invoices (PDFs, emails, scanned documents)
• Extracting invoice data such as vendor, amounts, dates, and line details
• Matching invoices against purchase orders and receipts
• Flagging discrepancies and exceptions for user review
• Preparing invoices for posting and approval

Key Capabilities

• AI-driven document recognition
  Uses Microsoft AI to read and understand invoice layouts without rigid templates.
• PO and non-PO invoice support
  Handles both purchase order–based invoices and direct (expense) invoices.
• Validation and error detection
  Identifies mismatches in quantities, prices, totals, or vendors before posting.
• Human-in-the-loop control
  Users remain in control—AI suggests, users review and confirm.
• Seamless Business Central integration
  Works directly within existing purchasing, payables, and approval workflows.

Business Benefits

• Faster invoice processing cycles
• Reduced data entry and manual errors
• Improved AP accuracy and audit readiness
• Better scalability for growing finance teams

Important Considerations

• The Payables Agent assists, it does not fully replace AP users
• Data quality (vendors, items, G/L setup) directly affects accuracy
• Best results are achieved when PO processes are well-structured

Business Central Consultant Insight

For Business Central partners and support teams, the Payables Agent is most valuable when:

• Clients process high invoice volumes
• There is a mix of PO and non-PO invoices
• AP teams want productivity gains without heavy customization

It should be positioned as an operational efficiency tool, not a full autonomous AP solution.

Watch this video for more knowledge. Video Credit & Copyrights: Microsoft, Søren & José 

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This design refresh isn’t just cosmetic; it symbolizes Microsoft’s broader vision of creating collaborative, AI-powered experiences and maintaining a unified brand identity across all its business applications and services.

Starting with the next Business Central release, users will begin to see this new icon appear throughout the product, aligning with Microsoft’s modern design language and its ongoing commitment to innovation.

Stay tuned as this change makes its way into your Business Central environment in the upcoming updates!

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How to Use the Search Tool

Using the search tool is simple and intuitive:
1. Click on the Search icon or press F3 on your keyboard.
2. In the search box, type the text you want to find. You can enter letters, numbers, and symbols.

The search tool scans all fields in your records, matching your input regardless of case (it’s case-insensitive) and locating matches whether they appear at the beginning, middle, or end of a field.

What Can’t Be Searched?
While the search tool is robust, it has some limitations. It won’t match values in::
– Images
– BLOB fields
– FlowFilters
– FlowFields
– Other non-table fields

Legacy Search: Available in versions up to Business Central 2024 Release Wave 1, this older method finds only records with the exact words you type, in the exact order.

Modern Search: Introduced in newer versions, modern search is faster, more flexible, and forgiving about word order.

Read more about Business Central Legacy Search vs Modern Search : https://learn.microsoft.com/en-us/dynamics365/business-central/ui-enter-criteria-filters?wt.mc_id=d365bc_inproduct_page#searching

Now let’s see the demo:

What you think? 🙂 That’s all for now, Readers! Keep an eye out for my next post.

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This new functionality makes it easier and faster for users to upload files, as they no longer need to navigate through file folders to find the file they want to upload. Instead, they can simply drag and drop the file directly onto the dialog, saving valuable time and effort.

This feature is particularly useful for users who frequently upload files, such as invoices or receipts, as it streamlines the process and improves productivity. It also reduces the risk of errors, as users no longer need to manually select files and navigate through file folders.

Overall, this new feature is a welcome addition to Microsoft Dynamics 365 Business Central, and will undoubtedly improve the user experience for many users.

The post Boost Your Productivity with Microsoft Dynamics 365 Business Central’s New Drag and Drop File Upload Feature (2023 Wave 1 Release) appeared first on Shan Abeywickrama | Dynamics NAV & Business Central Insights.

Let’s see what we can do and the available events.

What Microsoft Says;

Business value

Tailor Shopify Connector to address the specific needs of your business.

Feature details

Shopify Connector has been non-extensible, but we’re changing that. We’re offering a few points of extensibility. We’ll keep the number of points to a minimum so that we can follow the rapid development on the Shopify side without introducing breaking changes.

We’re opening for extensibility for specific scenarios, based on feedback from our partners and customers. Please share your scenarios as comments to the following product suggestion: Allow extensibility of the new Shopify Connector Extension.

Relnotes (no date) Shopify connector becomes extensible, Microsoft Learn. Available at: https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/shopify-connector-becomes-extensible (Accessed: May 26, 2023).

Let’s see what Microsoft says in technical perspective.

Let’s take Table 30127 as an example; We can see Access has set as Internal; Microsoft will remove this property with next release.

So, what we need to do, add the dependencies and extend the tables, pages

Not only the tables and pages, Microsoft is planning to provide access to Events. You may find this information from Objects expected to become public

Few examples of extensibility can find here; Extensibility Example

But extensibility might be limited, so we all can submit improvements directly through https://aka.ms/bcideas

What you think? 🙂 That’s all for now, Readers! Keep an eye out for my next post.

The post Shopify connector becomes extensible appeared first on Shan Abeywickrama | Dynamics NAV & Business Central Insights.

You may have to download the ODBC MySQL driver from MySQL Community downloads.

Download ODBC MySQL Connector
https://dev.mysql.com/downloads/connector/odbc/

You may also have to look up the required connection info that you have to provide. You can get connection string details with samples from this third-party site https://www.connectionstrings.com/

before  you start, it would better read and understand ODBC Connection.

ODBC Connection

https://docs.microsoft.com/en-us/dotnet/api/system.data.odbc.odbcconnection?view=dotnet-plat-ext-6.0

ODBC Command Type
https://docs.microsoft.com/en-us/dotnet/api/system.data.odbc.odbccommand.commandtype?view=dotnet-plat-ext-6.0

Make sure the driver you want is installed

1.  Navigate to ODBC Data Sources (64-bit)
2.  On the Drivers tab, you can find list of drivers

Variables (DotNet Type)
OdbcConnection
System.Data.Odbc.OdbcConnection.’System.Data, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089′

Command
System.Data.Odbc.OdbcCommand.’System.Data, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089′

QueryReader
System.Data.Odbc.OdbcDataReader.’System.Data, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089′

Text Constants
ConnectionStr
DRIVER={MySQL ODBC 5.3 ANSI Driver}; Server=YourServerName/IP; PORT=MysqlPORT;Database=mysql; User=UserName; Password=PassWord; Option=1;

MySqlQuery
SELECT * FROM mysql.db

C/AL Code

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If you faced similar problem, look carefully your code which is contains or use CurrReport.PREVIEW in your code.

It is a better practice when you testing your report, just look in “Print Layout”, it saves your time.

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Here is the solution that  might help for you. We can implement this by introducing new two functions in RDLC. Then you need to call these functions in the body area.

See the screen-shot bellow to get an idea.

Use bellow functions for PageNumber & TotalPages. You can call these functions in body section (Code.PageNumber() or Code.TotalPages()).

Public Function PageNumber() as String
Return Me.Report.Globals!PageNumber.ToString()
End Function

Public Function TotalPages() as String
Dim str as String
str = Me.Report.Globals!TotalPages.ToString()
Return str
End Function

 

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Let’s take an example and see. I need to enable true / false when page load or when do validation in a field. Suppose, when I enter Customer Name in Customer Card in Dynamics NAV, I need to enable few selected fields. So you can simply create few boolean variables as globule variables, Then you can assign it to Visible / Enable property in selected control (Page Level). But when you run the page you will get runtime error.

Microsoft Dynamics NAV
—————————

The identifier ‘ShowVisibleBool’ could not be found.
—————————
OK
—————————

Anyway you might get this error or not as per the version that you are working. But keep in your mind if you get this kind of error what would be the solution. Solution is go to your boolean type variable, Then select Properties, You will find IncludeInDataSet property. By default it is <No> , But you have to turn it ‘Yes’.

Below guidelines as per the Microsoft MSDN

Sets whether the C/AL variable’s value is included in the dataset of the RoleTailored client.

Bellow picture shows you guide for the property.

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“Google I/O Extended Sri Lanka Open for Registration 2017”. Google I/O is the search giant’s annual developer conference. Every year, Google organizes this event to release their tech advancements to the world. Google encourages everyone around the world to live stream this event to their home neighborhoods. Last year, the live stream done by Dialog and GDG Sri Lanka was highlighted by Google CEO during his keynote speech for being the largest event outside the US. This year as well, GDG Sri Lanka has joined hands with Sri Lanka’s premier telecommunications operator Dialog Axiata with partners SLASSCOM, Derana media and RSVP.LK to deliver you a unique tech experience. Register with us and await your invitations.

For the registration : http://io.rsvp.lk/gdgsrilanka/google-io-2017-sri-lanka/

Or Click   here

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