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Newsfeed in the Dynago Package – Making the Full Story of a Business Case Visible

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  • Thanks to the Dynago Newsfeed feature, all events, discussions, and documents related to a business record are available in one place within Microsoft Dynamics 365 Business Central.
  • The full history of a case can be followed in a chronological timeline within the system.
  • Notes, meetings, emails, and documents can be directly recorded and linked to the given record.
  • This enables faster information retrieval and more transparent collaboration across teams.

The Newsfeed feature in the Dynago package for Microsoft Dynamics 365 Business Central addresses a common gap in ERP systems: while structured data is well managed, the context behind business processes is often scattered across emails, calls, and separate documents. The Newsfeed brings these elements together, allowing all events, notes, and documents related to a business record to appear in one place.

 

Within Business Central, users can follow the full history of a case in a chronological timeline. Whether it is a sales order, project, purchase, or opportunity, the system not only displays key data fields but also the underlying discussions, decisions, and updates that shaped the process. This provides a more complete view of business activities and helps teams quickly understand what has happened and why.

The feature allows users to create structured notes, record meeting summaries, and attach relevant documents directly to the given record. Instead of searching through inboxes or shared drives, all important information remains accessible within the ERP environment. This significantly improves traceability and reduces the risk of information loss.

Search functionality further enhances usability by making it easy to retrieve past discussions or decisions, even in long-running or complex projects. As more information accumulates over time, this becomes increasingly valuable for maintaining continuity and supporting informed decision-making.

The Newsfeed also strengthens collaboration across teams. Since all relevant information is linked to the same business record, different departments—such as sales, procurement, or project teams—can work with the same context. This ensures better alignment, smoother handovers, and more transparent communication throughout the organisation.

By integrating both structured data and process-related information, Business Central evolves from a traditional ERP system into a more comprehensive collaboration platform.

The Newsfeed helps companies not only manage transactions, but also capture the full story behind them—making everyday operations more efficient, traceable, and easier to manage.

If you would like to explore how the Dynago Newsfeed can support your workflows and improve collaboration in your organisation, DynaGo’s experts can help you identify the best approach and unlock its full potential.

 

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How Business Central Copilot Transforms Work for Hungarian Companies

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The arrival of Copilot in the Hungarian localization of Microsoft Dynamics 365 Business Central has raised a key question for many companies: what can this AI assistant actually do in the local business and regulatory environment? While often compared to Microsoft 365 Copilot, the tool built into Business Central is a fundamentally different system. It works directly with ERP data, understands business processes, and provides context-aware recommendations based on the company’s own financials, inventory, and operational records.

 

Because Copilot is only available in the cloud (SaaS) version of Business Central, users can access it instantly and at no additional cost. The assistant is designed to simplify everyday work by generating product descriptions, summarizing data, preparing emails or offers, and assisting in tasks that would otherwise require manual review. In finance and accounting, it helps interpret bank statements, detect mismatches, categorise transactions, and produce quick explanations of monthly results or cash-flow changes. In sales and customer service, it can draft proposals, analyse order history, and highlight buying patterns, while in procurement and inventory management it supports replenishment decisions by interpreting stock movements and suggesting potential reorder quantities.

The quality of AI-generated text still requires human review, but the administrative workload is significantly reduced.

A major strength of the Hungarian localization is that Copilot understands local accounting rules, VAT logic and reporting structures, and can interpret Hungarian-language instructions as well as mixed English–Hungarian business terminology. Although the NTCA Online Invoice integration itself is a native BC feature rather than an AI capability, Copilot helps interpret invoice data, flag potential inconsistencies and recognise typical error patterns.

This makes onboarding easier for new users and reduces the risk of misunderstandings in processes where Hungarian-specific phrasing or regulatory requirements play an important role.

Not every feature available globally is fully enabled in Hungary yet, and the AI’s reasoning capabilities are still evolving. Some prompts or outputs may appear in English, and certain forecasting or advanced planning functions remain in Microsoft’s development roadmap. Even so, the current toolset already provides immediate value by turning complex datasets into understandable insights and by answering natural-language questions such as which products performed best last quarter or where notable cost deviations occurred.

As artificial intelligence becomes a built-in element of enterprise systems, tools like Copilot are rapidly becoming standard rather than optional enhancements.

For Hungarian businesses, this offers an opportunity to streamline operations, improve decision-making and build a more data-driven culture without increasing system complexity. While human oversight remains essential, the direction is clear: companies that start exploring AI-supported ERP workflows today will be better positioned to benefit from the technology’s accelerating capabilities tomorrow. If you want to understand how Copilot could support your organisation’s processes or where it can generate short-term, tangible value, DynaGo’s experts can help navigate the options and tailor the solution to your operational needs.

 

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Embedded Power BI in Business Central: Project Yellowstone Reinvents Reporting

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With the November 2024 update, Microsoft opened a new chapter in the world of Dynamics 365 Business Central. The feature, introduced under the name Project Yellowstone, makes it possible for Power BI visualizations to appear directly—fully embedded—within the Business Central interface, without the need for external reporting tools, data warehouses, or custom development. This gives users instant access to the most business-critical metrics in a timely, well-structured format, taking data-driven decision-making to a whole new level—even for small and medium-sized businesses.

 

A New Built-in Reporting System

Project Yellowstone is more than just an update—it’s a completely new, modularly built Power BI reporting framework. Starting with Business Central version 25.1, these apps are available directly within the user interface, eliminating the need to open the separate Power BI portal or manually set up data connections.

One of the key advantages is that it comes with pre-configured Power BI templates, meaning business users don’t need BI expertise or IT support to get started.

Reports are ready to use instantly and appear within familiar role centers—whether you’re a CFO, a sales manager, or a production planner.

 

Coverage Across All Business Areas

As part of Yellowstone, Microsoft currently provides embedded Power BI apps for seven main functional areas: Finance, Sales, Purchasing, Inventory, Inventory Valuation, Manufacturing, and Projects.

Each app comes with its own semantic model (dataset) and dozens of reports, which Business Central automatically aligns with organizational data.

For example, the Finance app includes reports on liquidity ratios, EBITDA, or monthly income statements, while the Sales module analyzes KPIs, customer data, recurring patterns, and moving averages. The Project module even includes Gantt chart scheduling and detailed cost-revenue-profit breakdowns. The possibilities are extensive, and each functional area offers tailored applications and reports.

The Project Yellowstone update brings built-in Power BI reports to Business Central, taking data-driven decision-making for SMEs to a new level. (Photo: Unsplash)

 

Data in Everyone’s Hands

Embedded Power BI reports don’t just create value for executives—they also empower frontline employees. Warehouse staff, buyers, or production managers can access relevant reports directly from their own Business Central role centers.

This eliminates the need for Excel exports or manual report building and ensures consistent data interpretation across the organization.

This is especially important for SMEs that previously lacked the resources or capacity to implement a BI system. With Yellowstone’s templates, everyone can easily access the metrics that matter most to them—through real-time, visually engaging, and structured reports.

 

Simple Setup, Fast Results

To use the feature, a Power BI Pro license is required. On first launch, Business Central guides the user through the “Assisted Setup” wizard to connect the apps. All reports communicate with the Business Central database via Power BI APIs, meaning refreshed data appears automatically in the visuals.

By default, templates start with demo data, but they can be linked to the live environment in just minutes—after which the reports reflect daily operations. Administrators can also customize settings such as time zones, calendars, or the level of detail shown in the metrics.

 

Reporting from the Future

Beyond expanding Business Central’s functionality, Project Yellowstone represents a paradigm shift in business reporting. Microsoft’s goal is to ensure decisions are grounded in real data—not just intuition or after-the-fact analysis. With this solution, BI is no longer a luxury, but an expectation—even for small and mid-sized companies.

 

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Unlock the Future of Business: Copilot Now Available in the Hungarian Localization of Business Central

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We are pleased to announce that thanks to Microsoft’s latest development, the Copilot feature is now available in the Hungarian localization of Business Central. With the 2024 wave 2 (BC25.3) version, this innovative solution has been introduced in Hungary, offering unprecedented efficiency in enterprise resource planning. We have already installed and made the feature available for our SaaS customers, allowing them to be among the first to benefit from this AI-powered assistant. But what exactly can it do?

 

Introducing Copilot

Copilot is an AI-powered assistant designed to enhance creativity, boost productivity, and eliminate monotonous, time-consuming tasks.

Integrated into the Business Central system, Copilot enables users to ask questions in natural language and quickly access their business data.

For example, users can simply type: “Show me the latest sales order for Adatum,” and the system will immediately retrieve, group the data, perform calculations, and generate detailed analyses. This allows users to obtain relevant information in seconds without needing to use complex search commands.

Copilot is an AI-powered assistant designed to enhance creativity, boost productivity, and eliminate monotonous, time-consuming tasks. (Photo: Microsoft)

 

What Benefits Does Copilot Offer to Hungarian Users?

The introduction of this new feature represents a major advancement for businesses, providing opportunities that previously required manual work and time-consuming analysis. One of its most outstanding advantages is natural language search, which allows users to access their company data using simple words or questions, without the need to write complex SQL queries similar to programming languages. This significantly reduces search time and enables faster, more informed business decisions.

Another key advantage is real-time data processing, which ensures that Copilot immediately processes requests and provides users with the most accurate information possible. As a result, managers and employees can quickly respond to market changes and adapt to new situations instantly.

While Copilot operates primarily in English, it also supports searches in other languages, including Hungarian. However, it is important to note that linguistic quality and accuracy may differ from the English version, which could affect the user experience. Despite this, the new feature can still be a great asset for Hungarian businesses, offering significant time savings through automated searches and analyses.

 

How to Activate Copilot in Business Central?

To access and use Copilot, businesses must be running the latest version of Business Central. With the 2024 wave 2 (BC25.3) update, the feature has officially become available in Hungary and has already been installed for our SaaS customers.

If you need assistance with the update or activation of the feature, the DynaGo Hungary customer service team is ready to help. It is worth integrating Copilot into daily workflows as soon as possible, as it can boost efficiency even in the short term.

 

Step into the Future with Copilot!

Don’t miss the opportunity to support your business with the most advanced technology! Integrated into the Hungarian localization of Business Central, Copilot takes business processes to the next level, reducing manual work, optimizing operational workflows, and gaining a competitive advantage in the digital age. Not only does it save time, but it also allows employees to focus on more valuable, strategic tasks.

Accelerating digital transformation is crucial for your business—implementing Copilot is a significant step in this direction. If you would like to learn more about this feature, feel free to contact us!

 

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Azure AI OCR and Business Central Integration – A New Level of Digitalization

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Digital transformation is crucial for modern businesses, and one of the most innovative solutions is Azure AI OCR (Optical Character Recognition). This technology automates text extraction from various document formats, reducing manual data entry and enhancing business efficiency. When integrated with Microsoft Dynamics 365 Business Central, OCR automation makes administrative processes more accurate and transparent.

 

How Azure AI OCR Works

Azure AI OCR leverages machine learning models to recognize both printed and handwritten text in multiple languages. Through Intelligent Document Processing (IDP), it extracts key elements and structural information from documents, supporting both real-time and background processing.

 

Key Benefits of Integration with Business Central

By digitizing and automatically processing incoming documents like invoices, delivery notes, and orders, businesses significantly reduce administrative workload. The integration allows:

  • Direct connection of OCR APIs to Business Central, enabling seamless data transfer.
  • Structured and accurate data extraction for better business management.
  • Various plugins and extensions for smooth interoperability.

 

Integration Process

  1. Document Digitization – Paper-based or digital files are uploaded into Azure AI OCR.
  2. Data Extraction & Processing – AI models identify key information and convert it into structured data.
  3. API Integration & Data Transfer – Extracted data (formatted in JSON) is automatically transmitted to Business Central.
  4. Validation & Workflow Automation – Data is validated, processed, and used in purchasing, finance, or inventory management modules. Business Central sends alerts if any data correction is needed.

 

Business Advantages of Digitalization

  • Reduced Errors & Faster Processing – Automation eliminates manual entry mistakes.
  • Cost Efficiency – Employees can focus on high-value tasks instead of repetitive data entry.
  • Real-Time Updates – Businesses access up-to-date information instantly.

 

Practical Example: Automated Invoice Processing

  1. A supplier’s paper invoice is digitized and uploaded to the OCR system.
  2. OCR extracts details (invoice number, date, supplier name, item descriptions, amounts).
  3. Data is formatted in JSON and sent to Business Central via API.
  4. Business Central updates procurement and finance records and triggers approval workflows if needed.
  5. The system notifies users for validation, ensuring accuracy.

 

Conclusion

Azure AI OCR and Business Central integration streamlines business document processing, minimizes human intervention, and enhances administrative transparency. This collaboration not only improves efficiency but also drives digital transformation. The system can be customized for specific business needs, with expert guidance available from DynaGo for implementation.

 

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Exploring Dynamics 365 Business Central 2024 Release Wave 2 (BC25): A Comprehensive Overview

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The 2024 Release Wave 2 for Microsoft Dynamics 365 Business Central introduces powerful features aimed at enhancing efficiency and productivity for small and medium-sized businesses (SMBs). This release focuses on streamlining operations, improving usability, and integrating advanced AI capabilities. Here are the key highlights.

 

General Enhancements

Full-Text Search for Enhanced Usability

The updated search functionality replaces the older exact-match “legacy” system with a modern, full-text indexed approach. This allows for more intuitive searches based on linguistic rules, supporting flexibility such as phrase searches with quotation marks. For example, searching “London chair” will locate a product named “LONDON Swivel Chair,” a task the legacy system could not perform. On-premises installations require SQL Server Full-Text Search to enable this feature.

Copilot Integration: Streamlining Repetitive Tasks

The AI-driven Copilot introduces:

  1. Sales Line Suggestions: Automatically generates sales lines from free text or file inputs, reducing manual data entry and errors.
  2. Natural Language Data Queries: Users can type commands like “Show suppliers by location, sorted by purchase amount,” enabling quick insights without complex setups.
  3. Effortless Numbering Series Management: Copilot simplifies creating and modifying numbering sequences through an intuitive interface.

Drag-and-Drop File Attachments

Users can now attach multiple files to a record simultaneously, enhancing workflow efficiency, particularly for document-heavy tasks.

Innovations in Project Management

Extended Text for Project Planning

Project planning lines now support detailed text entries, improving communication with clients, suppliers, and internal teams.

Streamlined Purchase Orders

Purchase orders can now be created directly from projects using intelligent algorithms that assess supply and demand, ensuring seamless project execution without complex setup.

 

Service Management Enhancements

Service Document Archiving

New version control capabilities automatically archive service documents at key stages, such as when converting quotes to orders or posting service orders, mirroring functionality in sales and purchasing modules.

Improved Service Contract Management

A list view of archived service contracts offers better accessibility and organization, streamlining contract oversight.

 

Advanced Subscription Billing

The enhanced subscription billing module supports flexible pricing, automated renewals, and customizable billing periods. By centralizing contract data, this feature streamlines processes from initial sales to recurring invoices, reducing manual effort and improving accuracy.

 

Conclusion

The Dynamics 365 Business Central 2024 Release Wave 2 delivers features that cater to SMBs’ evolving needs, from AI-driven tools to improved project and service management. These innovations enhance efficiency and ensure Business Central remains a top choice for managing and optimizing operations.

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From On-Premises to Cloud: Transitioning to Business Central’s Online Version

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In today’s digital age, cloud-based systems offer businesses significant advantages in data management, process automation, and efficiency. Companies relying on on-premises systems often encounter challenges like outdated technology, limited scalability, and high maintenance costs. Transitioning to the Microsoft Dynamics 365 Business Central online version not only addresses these issues but also delivers substantial business benefits.

 

Why Switch?

Cloud systems have become essential for modern businesses, and Business Central’s online version provides several key advantages.

 

1. Up-to-Date Technology

The online version offers automatic updates, ensuring access to the latest features, developments, and security measures. This is especially important in the age of increasing cyber threats, as outdated software poses serious risks.

2. Flexible Access

With internet access, businesses can access their data anytime, anywhere—ideal for hybrid or remote teams. The platform is optimized for mobile devices, empowering on-the-go employees like sales teams.

3. Cost Efficiency and Scalability

Cloud systems eliminate the need for extensive on-site infrastructure, reducing hardware and maintenance expenses. The subscription model provides cost transparency, while scalability ensures the system grows alongside the business.

4. Integration with Microsoft Solutions

Business Central integrates seamlessly with Office 365, Power BI, and other Microsoft tools, streamlining workflows and enabling real-time reporting.

5. Enhanced Data Security

Hosted on Microsoft Azure, one of the most secure cloud infrastructures globally, the system ensures compliance with strict data protection standards. Automatic backups minimize downtime risks.

 

Transitioning to the Online Version

The migration to Business Central online is a structured process designed to minimize disruptions. Here’s how it unfolds:

 

1. Preparation

Data is cleaned, errors are corrected, and the on-premises system is updated to the latest version. Businesses should evaluate how the online system can align with their goals.

2. Migration Settings

Microsoft provides built-in tools to simplify data migration. These tools identify potential compatibility issues and ensure seamless data compression and transfer.

3. Data Replication

Critical to the transition, data is carefully transferred to ensure integrity. The process can be phased to reduce risks.

4. Testing and Optimization

Both pre- and post-migration, the system undergoes thorough testing to verify data accuracy and optimize workflows.

5. Go-Live

Once the migration is complete, businesses fully transition to the online version, retiring the on-premises system.

 

Key Considerations

To ensure a smooth transition, businesses should verify compatibility for existing customizations and extensions. A solid migration strategy—such as using Azure SQL-based backups—can enhance speed and security.

 

Why Transition Now?

The rapid pace of technological advancements makes timing crucial. Moving to the cloud modernizes IT systems, offering a competitive edge. Cloud-based ERP systems improve process management, agility, and responsiveness to market changes.

Every day spent on outdated systems could mean lost opportunities. Contact the experts at Dynago to guide you through the transition. From planning to implementation, they tailor the process to your needs, allowing you to focus on business development. Reach out for a consultation today!

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How „green”is the cloud?

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Below are five facts about why cloud computing is considered as a more sustainable solution than using traditional data centres.

The first fact that shows cloud computing is sustainable is that data centres, based on a 2020 study account for 1-2% of total global electricity consumption. What is interesting here, that this number has remained unchanged since 2010 even though the number of data centres and the size of the workloads running on them around the world has increased dramatically. This data suggests that the energy efficiency has increased over time that can be pared with moving workloads to the cloud.

Secondly, it also emphasises clouds’ sustainability that the carbon footprint of cloud services will be one of the most important criteria that businesses consider when choosing a cloud platform.

Another reason is that big cloud market leaders such as Microsoft have committed to reducing their carbon footprint. On the other hand, the first step they often take is buying carbon offsets, which has not the same greening effect as reducing carbon emissions by cutting greenhouse-gas emissions.

It is positive however that companies such as Microsoft or Amazon are preparing to ensure the electricity for their operations from renewable electricity instead of the traditional by 2025-2030, that is the fourth fact for cloud systems sustainability. And finally, the fifth fact is that cloud-native technologies of which the number one place is the cloud can result in a lower energy consumption than the one of traditional technologies. All in all, while the cloud does not have a perfect sustainability record, most data suggests that overall cloud workloads are more environmentally friendly than workflows running in traditional data centres.

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GDPR and its impact on cloud system

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With the increasing use of cloud services over the past few years, it is not only the integration and adoption of cloud technology that raises challenges for the organisations, but also the question how they can achieve GDPR compliance when using cloud.

Let’s look at the main challenges:

One of the key challenges of cloud computing is related to the management of confidential information. To ensure data security, companies need to know where their data is stored, how it can be transferred and how they can access their own data. Determining the applicable law is also a key element regarding GDPR. Within the EU, physical location is the decisive factor when determining which data protection rules to apply. This challenge is made greater by the volatility of data in the cloud. Data may be regularly moved from one location to another or stored in multiple locations at the same time. Therefore, it requires great care and attention to determine the applicable law.

Other additional cloud specific GDPR challenges, such as efficient data storage in the cloud also exist. According to the GDPR, personal data should not be stored for longer than necessary for a predefined purpose. Therefore, data retention periods should be defined, and it should be possible to effectively delete data at the end of the retention periods.

The next challenge is data portability for the controller. The controller should have the capability to retrieve the data from the system in a structured, commonly used, and machine-readable format and make it available to the user the data belongs to or to another controller. It is also essential that the company concludes agreements with the relevant cloud service providers to this effect. Privacy is also a key element. Businesses, as data controllers, generally have no control over the cloud service provider’s environment, so, it is always necessary to assess the extent to which the service provider can meet the IT security requirements of the company. This can be done by assessing what IT security, data protection measures or certifications the service provider has in place or through the company’s third-party risk management process. In addition, risk management is also essential. The company’s risk management policy should also include risk management in relation to cloud service providers. Agreements with cloud service providers should also include the right to audit cloud service providers. Besides, it is also recommended to be informed about the types of metadata collected by the cloud service provider and how the metadata is handled.

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Using cloud technology is no longer an industry issue

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The way cloud systems are used and integrated may vary from industry to industry, but it doesn’t mean that some companies should dismiss cloud. In fact, more and more companies are recognising and integrating cloud technology into their daily operations. Some companies offer even their services in the cloud. Among them, the fifty most successful cloud technology providers in Hungary were also listed by Forbes. E-commerce, finance, agriculture, health and IT companies, from start-ups to large companies are all represented on the list, which also reflects the wide range of use of cloud services.

Below is a brief overview of the benefits of using the cloud in different industries.

 One of the industries that can benefit the most of cloud technology is the automotive industry where cloud technology can be used to improve analytics, maximise uptime, improve quality and optimise machine productivity. Then, health industry is also a key user. With IoT, the cloud enables a more efficient management of changing networks and usage patterns thanks to data collected from predictive analytics. In addition, banking institutions often use cloud computing to provide automated credit risk analysis and to increase the efficiency of credit or other transactional processes. For retailers a cloud system can provide valuable insights into customer behaviour, including customers’ buying habits, that empowers retailers to provide a personalised shopping experience to customers that can positively impact sales results. In addition, with cloud solutions, supply chain management companies and construction companies can provide access to the system to users in different locations, working from different devices that which can be particularly important for logistics and construction companies, but might be an asset also in any other industry.

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