S13 EP6: Copilot Agents: New Functionality in the 2025 Wave 1 Release

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  Financial reporting just got easier for Business Central and Dynamics NAV users.  In this episode, we cover practical updates: new audit-ready templates, more control over formatting, easier Excel integration, and improved tracking with features like “where used” and G/L update alerts. The 2025 Wave 1 Release brings tools that support accurate, polished reporting and real-time decision-making. These changes reflect what finance users have asked for—more visibility, better reporting structure, and smoother workflows. Don’t miss it this episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Financial Reporting Improvements from Microsoft Just Keep Getting Better in the 2025 Wave 1 Release! Enjoy the podcast? Subscribe and leave a 5-star review! About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.  ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/  

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  Ready to simplify your supply chain and boost efficiency? Big things are coming in the 2025 Wave 1 Release of Business Central and they’re designed to help you work smarter, not harder. In this episode, we break down practical upgrades like multi-user inventory posting, reversing production consumption, Excel journal edits, and reopening finished orders. You’ll also discover smarter ways to handle non-inventory costs, SKU-based standard costing, and overpicking. These features cut the guesswork, reduce manual cleanup, and keep your operations running smoothly and accurately. Tune in now to 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Supply Chain Management Improvements from the 2025 Wave 1 Release. Enjoy the podcast? Subscribe and leave a 5-star review! About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.  ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  The 2025 Wave 1 Release brings a powerful set of updates for Business Central users, with Copilot Agents leading the way.   In this episode, we break down the new Copilot functionality, focusing on three core areas: general application features, such as "Summarize with Copilot"; sales automation through the new Sales Order Agent; and an early look at the Payables Agent, coming later this year. As we head deeper into 2025, there will be more functionality and pricing clarity, but even now, this toolset has the potential to shift how we operate in Business Central.  Tune in to this episode and take your first step toward smarter system utilization. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Copilot Agents: New Functionality in the 2025 Wave 1 Release Enjoy the podcast? Subscribe and leave a 5-star review!   About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.    ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/  

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  In this episode, we highlight practical updates in Microsoft Dynamics 365 Business Central, including the ability to add fields from related tables in data analysis mode, new diagnostics for Adjust Cost, and electronic 1099 submissions through IRIS. We also cover improved report validation, enhanced column flexibility, and adjustable FactBox sizes, all aimed at speeding up routine tasks. These tools streamline processes, helping your team work smarter, not harder.  Listen now and take control of your time in Business Central. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Top Time-Saving Tips: New Functionality in the 2025 Wave 1 Release Enjoy the podcast? Subscribe and leave a 5-star review!   About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.    ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  Tap into the latest Business Central features designed to simplify governance and streamline admin! In this episode, we spotlight key UX upgrades: instantly preview PDF attachments, fine-tune narrow vs. wide views, and resize FactBox areas for a cleaner workspace. We also cover automating environment management with the Power Platform connector—freeing your admins from manual tasks. For governance, we explain how defining allowed languages simplifies multilingual team setups. Plus, you’ll hear about application enhancements like preventing document number errors on project journals and ensuring purchase document totals match perfectly. Tune in and put these updates to work in your Business Central environment. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Unlock Productivity with Governance, Admin, and UX Tips. Enjoy the podcast? Subscribe and leave a 5-star review! About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.  ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/ #UserInterface #BusinessCentralProductivity #WaveOneRelease  

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  In this episode, Kerry Peters breaks down Microsoft’s Essential Clean-Up Initiative, launching with the 2025 Wave 1 release. Over 150 obsolete tables and fields are being permanently removed. This affects both on-prem and cloud users, especially those with customizations or delayed upgrades.  It also highlights the importance of the new STEP release and what the "CLEANSCHEMA" marker means. Data linked to these obsolete objects will be wiped, so backup planning and upgrade strategy are now critical. Tune in to understand what to fix, what to watch, and how to stay compliant before these changes hit your system. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ What You Should Know About Microsoft's New Essential Clean-Up Initiative Enjoy the podcast? Subscribe and leave a 5-star review! About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.  ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/  #BusinessCentral #Innovation #SystemsUpdate  

Explore our Business Central on-demand training courses at https://www.learndynamics.com/  Manual reconciliations and paper checks are slowing you down. It's time to let Business Central do the heavy lifting.  In this episode, I cover how to master banking integration, reconciliations, and electronic payments using Business Central with help from New View. I also break down how to go paperless, set up EFT and ACH payments, and use Business Central as it was intended: to handle transactions correctly and reduce manual work. Whether you’re just starting or cleaning up years of bad data, we guide the full process and include training every step of the way. If your company is ready to reduce errors, save time, and increase visibility into cash flow, tune in now. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Mastering Banking Integration, Reconciliations, and Payments with Help from New View. Enjoy the podcast? Subscribe and leave a 5-star review! About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.  ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/ #ReconcileWithBC #BankingIntegration #PaperlessAccounting  

Become a Dynamics 365 Business Central superhero https://www.learndynamics.com/  In this episode, I share the latest tools from New View Strategies built to boost your business system utilization. I also explain our new pricing options for Learn Dynamics On-Demand courses—including extended one-year access for just $200 more and lifetime access to the Functional Finance Library for $2,500.  You’ll hear about our monthly strategy guides, using Business Central for smarter budgeting, and streamlining payments with EFT and ACH.  If you’re ready to push your system further, tune in now to learn how you can work smarter with tools designed for Business Central and NAV users. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ New Tools From New View. Enjoy the podcast? Subscribe and leave a 5-star review! About Kerry Peters & New View Strategies: Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!  Let the experts help you tap into the true power of your BC / NAV system.  You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there, as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.  ✅ Why Choose New View? With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you. Contact us today: https://getyournewview.com/services/

Explore our Business Central on-demand training courses at https://www.learndynamics.com/    Microsoft Fabric is transforming how businesses handle data in Dynamics 365 Business Central. By offering an end-to-end solution for data analytics, Fabric simplifies complex processes and opens the door to real-time insights   In this episode, Belinda Allen, Director of Enablement at iLink Digital and a Microsoft Certified Trainer, shares insights into the key benefits of integrating Fabric with Business Central.    Learn how Fabric enhances data management, separates compute from storage, and streamlines data modeling with tools like Azure Data Factory and Power BI. As Belinda Allen explains, “Fabric consolidates tools and eliminates the need to move data around, making workflows far more efficient.”    Explore how Fabric is reshaping data management and analytics in Business Central.    Listen now and see how to bring simplicity and power to your data workflows! 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Fabric in Business Central. ---------------------------------------------------------------------------------------------------   About Kerry Peters & New View Strategies:   Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!    Let the experts help you tap into the true power of your BC / NAV system.    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.    ✅ Why Choose New View?   With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.   Contact us today: https://getyournewview.com/services/     --------------------------------------------------------------------------------------------------- Belinda Allen is the Director of Enablement at iLink Digital and a Microsoft Most Valuable Professional (MVP) for the Data Platform, specializing in Power BI and Microsoft Fabric. A seasoned Microsoft Certified Trainer (MCT), author, and speaker, Belinda has co-authored two books on Business Intelligence and Microsoft Dynamics GP. With a focus on Microsoft Fabric, she leverages her expertise to empower organizations to harness data effectively within Business Central. Belinda is a passionate advocate for the #CitizenDeveloper movement, blending technical insights with user-friendly solutions. Her mission is to improve the lives and success of customers and partners through innovative enablement strategies.    Website: https://msbelindaallen.com/  https://www.ilink-digital.com/   LinkedIn: https://www.linkedin.com/in/msbelindaallen/ https://www.linkedin.com/company/ilink-digital-thinkingbeyond/  Instagram: https://www.instagram.com/ilinkdigital/    X: https://x.com/MsBelindaAllen https://x.com/ilink_digital   Facebook:  https://www.facebook.com/belinda.saci/ https://www.facebook.com/iLink.digital  Youtube: https://www.youtube.com/user/ilinkinfo/featured     #NewViewStrategies #MicrosoftFabric #BusinessCentral #MicrosoftMVP #Workflows #DataVerse #NAVSystems #PowerBI  

Explore our Business Central on-demand training courses at https://www.learndynamics.com/    Sustainability is no longer just a trend—it’s a critical business initiative. In this episode, Larisa Harrison, co-founder and director at Bast Fibre Technologies Inc., shares how her company is implementing Business Central’s sustainability features.    The 2024 Wave Two Release of Dynamics 365 Business Central introduces powerful tools to help companies measure, manage, and improve their environmental impact.   Discover how they use tools like the Sustainability Journal and Chart of Accounts to track environmental metrics and set actionable goals. Larisa notes, “Sustainability isn’t just a priority for us—it’s who we are as a company."   Catch this week’s episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Real Customers Using the New Sustainability Features.   ---------------------------------------------------------------------------------------------------   About Kerry Peters & New View Strategies:   Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!    Let the experts help you tap into the true power of your BC / NAV system.    You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.    ✅ Why Choose New View?   With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.   Contact us today: https://getyournewview.com/services/   --------------------------------------------------------------------------------------------------- Larisa Harrison is the co-founder and director at Bast Fibre Technologies Inc., bringing over 20 years of expertise in public and private company operations, corporate compliance, and systems administration. Since 1994, she has been a pioneer in the hemp and natural fibres industry, driving innovation in sustainable solutions. At Bast Fibre Technologies, Larisa has championed the development of performance-enhanced, compostable bast fibres, providing eco-friendly alternatives to synthetic materials for the global nonwoven market. Her leadership in corporate communications, sustainability, and quality systems underscores her commitment to advancing environmentally responsible practices.     Website: https://www.bastfibretech.com/  LinkedIn: https://www.linkedin.com/in/larisa-harrison-07b28a11/  https://www.linkedin.com/company/bast-fibre-technologies-inc/  X: https://x.com/BastFibreTech  Facebook: https://www.facebook.com/Bastfibretech    #BusinessCentral #NAV #Dynamics365 #businessprocesses #sustainability #BCfeatures #SubscriptionBillin #RenewableCrops