Advanced Default Dimensions for Dynamics 365 Business Central

Dimensions are a great tool to help you analyse your data in Microsoft Dynamics 365 Business Central. They allow categorization and grouping of data with similar characteristics such as Customers, Regions, Products, or Salespersons. For example, dimensions let you analyse your documents by department or project.

However, there are several issues when working with Dimensions in Microsoft Dynamics 365 Business Central:

  1. It is not possible to filter on Dimensions inside List Pages
  2. It is not possible to use them directly on Card Pages of Master Data, for example, Customers
  3. You cannot define relationships between Dimensions

Making Dimensions better using Advanced Default Dimensions

In order to address these issues, Fenwick Software has developed a new app: Advanced Default Dimensions. This App has recently been released on the Microsoft App Source marketplace.

Advanced Default Dimensions simplifies working with Dimensions. It allows you to use Dimensions directly on master data, for example, your Customers, Vendors, or Items. This makes it possible to filter using Dimensions on List Pages, and you can even define Parent/Child relationships between Dimensions.

Use Dimensions directly on Master Data

Normally, it’s not possible to view or edit Dimensions directly on master data. Instead, you have to navigate to the Default Dimensions Page.

With Advanced Default Dimensions, you can use Dimensions directly on the Master data. Therefore, we created a new “Default Dimension” section where you can view and edit Default Dimensions.

Filter by Dimensions

Also, the App allows you to filter by Dimensions on List Pages:

Define Relationships between Dimensions

Finally, Advanced Default Dimensions allows you to define Parent/Child relationships between Dimensions.

We added two new fields: “Parent Dimension Code” and “Parent Dimension Value Code”, to the Dimensions Page and the Dimension Values Page, respectively. This allows you to restrict the possible Child Dimension Values depending on the selected Parent Dimension Value.

For example, you could set up a Dimension “Item Group” as the Parent Dimension of “Sub-Item Group”. The possible “Sub-Item Group” Dimension Values then get restricted depending on the selected “Item Group” Dimension Value.

Using the new Advanced Default Dimensions App will give you more flexibility and overcome some of the limitations of working with Dimensions in Dynamics 365 Business Central.