Version 26.1 for Sparkrock 365 2025 release wave 1 release notes   Scheduled for June 2025

These release notes include supplemental information about version 26.1 for Sparkrock 365 2025 release wave 1.

Video

The following video includes information about the new features and enhancements in version 26.1 for Sparkrock 365 2025 release wave 1.

Highlights

The following sections highlight the major accomplishments in this release.

Platform

• Microsoft Dynamics 365 Business Central 2025 release wave 1

• Introducing Microsoft Copilot

• New platform update process

• Optimize use of screen space

• Preview PDF attachments

• Financial reports description field enhancements

• Introductory and closing paragraphs on financial reports

• Choose a format for negative numbers in financial reports

• Choose landscape or portrait layouts for financial reports

• Run a financial report using a saved Excel template

New features and changes

Version 26.1 for Sparkrock 365 2025 release wave 1 introduces exciting new features and enhancements to existing functionality.

Platform

Microsoft Dynamics 365 Business Central 2025 Release Wave 1

The base Microsoft Dynamics 365 Business Central platform that powers Sparkrock 365, has been updated from 25.3 to 26.1.

For more information about Microsoft Dynamics 365 Business Central releases since 25.3, select the following links:

• Update 26.1 for Microsoft Dynamics 365 Business Central online 2025 release wave 1 (26.1)

• What's new and planned for Dynamics 365 Business Central 2025 release wave 1 (26)

• Update 25.5 for Microsoft Dynamics 365 Business Central online 2024 release wave 2 (25.5)

• Update 25.4 for Microsoft Dynamics 365 Business Central online 2024 release wave 2 (25.4)

To view a detailed list of cumulative platform fixes that are available from Microsoft, see Update history for Microsoft Dynamics 365 Business Central.

Introducing Microsoft Copilot

Version 26.1 for Sparkrock 365 2025 Release Wave 1 introduces AI capabilities powered by Microsoft Copilot.

With Copilot you can:

• Ask questions about your data using natural language

• Summarize reports, lists, and documents

• Automate routine tasks, such as generating and processing records

These AI-driven features are fully integrated into Sparkrock 365, helping you work more efficiently and make better decisions.

To learn more about Copilot in Business Central, go to Copilot in Business Central overview and Configure Copilot and agent capabilities.

Data residency considerations for Canadian customers

Many of our customers in Canada, particularly in the K–12 and nonprofit sectors, have strict requirements around data residency. Microsoft Copilot in Sparkrock 365 uses the Azure OpenAI Service, which is currently hosted in data centers that are located in the United States. To learn more about the Azure OpenAI Service and Business Central data, go to Azure OpenAI Service and Business Central data.

If your organization requires that data remain within Canada, you can disable Copilot, which prevents data from being sent to services that are hosted outside the country. To learn more about allowing data movement across geographies, go to Allow data movement across geographies. To learn more about Copilot data movement, go to Copilot data movement across geographies.

Granular control of Copilot features

Sparkrock 365 provides the capability for you to enable or disable individual Copilot features. This level of flexibility supports alignment with your organization’s preferences and policies.

For example, a new SO (Sales Order) icon may appear in role centers.

If your organization does not require AI support for sales order entry or automation, you can Deactivate the Sales Order Agent on the Copilot & agent capabilities page.

To learn move about how to activate or deactivate Copilot features, go to Activate features.

Launch Copilot

To launch Copilot, in the app bar, select the Copilot icon.

Copilot opens.

Subscription and licensing notes

While Copilot is currently included in your subscription, Microsoft may introduce separate pricing for certain AI capabilities. We monitor these developments and will communicate any changes that affect your subscription or costs.

Troubleshoot Copilot and agent capabilities

To learn how to fix common issues that you might encounter while working with Copilot and agent capabilities in Business Central, go to Troubleshoot Copilot and agent capabilities.

New platform update process

In previous releases, Sparkrock managed the update process on your behalf. Now that Sparkrock 365 runs on the Microsoft Dynamics 365 Business Central platform, you have greater control over scheduling updates. You can now choose a date that aligns with your organization’s needs, as long as the date falls within Microsoft's designated release window.

To learn more about managing updates, go to Managing updates in the Business Central admin center.

Maintenance releases

To allow Sparkrock to deploy maintenance releases to your environment, your Microsoft administrator must visit adminconsent.sparkrock.com.

On this site, you administrator can grant consent to the Sparkrock 365 Admin Center app in Microsoft Entra ID. This consent allows Sparkrock to access the Business central Admin Center API in your tenant. After granting consent, the administrator can proceed with the remaining setup steps.

Optimize use of screen space

This release includes enhancements to default page layouts to help users work more efficiently on modern devices with large displays. These improvements optimize how pages appear in different modes to make better use of available screen space.

Key details of this feature:

• Adjusted the default page size in narrow mode to improve page layouts.

• Improved the sizing and animation of the FactBox pane in narrow mode. The pane expands outside the main content area, so opening or closing the FactBox doesn't reduce the width of the page content.

• Refined proportions between field labels and values in narrow mode.

• An option to Resize the FactBox pane.

Note

Note:
To use this feature, you must enable the Optimize screen estate usage on the web feature. To learn more about enabling features, go to Enabling new and upcoming features ahead of time.

Resize the FactBox pane

Starting with this release, you can resize the FactBox pane to improve visibility of the content.

Key details of this feature:

• You can resize the FactBox within specific limits to ensure the main page content remains visible.

• The FactBox content reflows smoothly to fit the resized space.

• Your browser remembers the FactBox size per user, per page.

• A double-click of the divider resets the FactBox pane to the default size.

To learn more about resizing a FactBox, go to Hide or resize a FactBox.

Preview PDF attachments

This release introduces the capability to view PDF attachments directly in your browser. For example, in the Documents FactBox, you can select a PDF link to open the file in preview mode.

The PDF opens in a dedicated viewer, which provides a streamlined experience that is similar to the print preview feature.

An action bar appears at the bottom of the viewer, which you can use to perform various tasks, such as zooming in, zooming out, or downloading the PDF.

Financial reports description field enhancements

On the Financial Reports page, this release updates the Description field caption to Display Title. This change helps differentiate the field from the new Internal Description field.

The value of the Display Title field continues to appear on reports in the same way as in previous releases.

The new Internal Description field provides the capability for you to specify a description or instructions that do not appear on the report. You can edit the Internal Description field on the corresponding report definition page.

To learn more about financial reports, go to Prepare financial reporting with financial data and account categories.

Introductory and closing paragraphs on financial reports

Starting with this release, you can include an introductory paragraph, a closing paragraph, or both in financial report output. To use this feature, choose the new Edit introductory/closing paragraphs action under Definitions on the corresponding report definition page.

The Edit introductory/closing paragraphs action opens the Edit Financial Report Introductory/Closing Paragraph page where you can specify your desired text in the Introductory paragraph and Closing paragraph fields.

When you export the report to PDF or Excel, the paragraphs display before and after the main report body.

To learn more about financial reports, go to Prepare financial reporting with financial data and account categories.

Choose a format for negative numbers on financial reports

This release introduces the capability to choose how negative numbers appear in financial report output. The selected format applies to your on-screen display, PDF files, and Excel exports.

To configure the format, use the new Negative Amount Format field on the corresponding report definition page. You can choose Minus Sign or Parenthesis.

To learn more about financial reports, go to Prepare financial reporting with financial data and account categories.

Choose landscape or portrait layouts for financial reports

Starting with this release, you can choose a landscape or portrait layout when viewing a financial report.

For example, when you run the Balance Sheet report, you can specify the layout format in the Report Layout field.

When you perform a lookup for the Report Layout field, the Report Layouts page opens. On this page, you can choose whether to use a landscape or portrait layout.

This enhancement provides the capability to select the layout that best fits the report content.

To learn more about viewing financial reports, go to View a financial report on-screen, as a PDF, or in Excel.

Run a financial report using a saved Excel template

As part of this release, instead of saving Excel templates locally, you can import them into Sparkrock 365 using the Excel layouts for Financial Reporting feature.

To save an Excel template for a financial report

1. On the corresponding financial report definition page, on the action bar, choose Excel Layouts under Definitions.

   
   

   The Financial Report Excel Layouts page opens.

2. To create an Excel Layout, on the action bar, choose New, and then specify values for Code, Description, and File Name.

   
   

3. To export the financial report to Excel, on the action bar, choose Export/Run.

   
   

   The financial report is exported to Excel.

4. Update the Excel worksheet as required, and then save the file.

   The following screen capture shows the layout before and after customization.

   
   

5. On the Financial Report Excel Layouts page, on the action bar, choose Import, and then upload the Excel file that you saved.

   
   

   The layout becomes available for use with the financial report.

To set the Excel Layout that you saved as the default

On the financial report definition page, in Default Excel Layout, select the layout that you saved.

To run a financial report using the saved layout

On the financial report definition page, on the action bar, choose Export to Excel/Print > Open in Excel (using layout).

Sparkrock 365 exports the report to Excel using the layout that you selected.

To learn more about financial reports and Excel, go to View a financial report on-screen, as a PDF, or in Excel.

Known problems

The following sections include information about the known problems in version 26.1 for Sparkrock 365 2025 release wave 1.

Platform

Custom Power BI reports settings change

Custom Power BI reports may be unable to connect to the Microsoft platform due to a settings configuration issue.

Workaround

To restore the connection, update your Power BI settings.

The following video shows how to apply the required settings change.

Documents Factbox does not display the Upload files option for limited access users

The Documents FactBox does not display the Upload files option for limited access users.

Workaround

To upload files when you are a limited access user, perform the following steps:

1. In the Documents FactBox, choose Show Details.

   The Attached Documents page opens.

2. Depending on whether there are existing attachments, perform one of the following steps:

   • No existing attachments: In the Attachment column, choose Attach File(s)….

   • Existing attachments: To add a line, on the action bar, choose New, and then choose Attach File(s)….

   An Attach a document dialog box appears.

3. Drop a file in the box. Alternatively, browse to the file that you want to attach, and then choose Open.PD-6052

Error: The Sustainability Setup does not exist. Identification fields and values: Primary Keys=''

Users may encounter the following error:

The Sustainability Setup does not exist. Identification fields and values: Primary Keys=''

Workaround

To resolve this problem, perform the following actions:

• Open the Sustainability Setup page. To open the page, choose , enter sustainability setup, and then choose the related link.

• Ensure that affected users have the permission sets that are listed in the table below.

  Permission Set	Name	Type	Extension Name
  SUSTAINABILITY, ADMIN	Sustainability - Admin	System	Sustainability
  SUSTAINABILITY, EDIT	Sustainability - Edit	System	Sustainability
  SUSTAINABILITY, READ	Sustainability - Read	System	Sustainability

  To learn more, go to Assign permissions to users and groups.

mySparkrock users cannot view data sets

mySparkrock users cannot view data sets because the MYSPARKROCK user is missing permission sets.

Workaround

To resolve this problem, perform the following steps:

1. In Sparkrock 365, choose , enter microsoft entra applications, and then choose the related link.

   The Microsoft Entra Applications page opens.

2. Select the row that has a Description of mySparkrock, and then on the action bar, choose Manage > Edit.

   The Microsoft Entra Application Card page opens.

3. On the User Permission Sets FastTab, add the records that appear in the following table.

   Permission Set	Name	Type	Extension Name
   SPKFA ANALYSIS, EDIT	SR365 Create Fin. Analysis	System	Financial Analysis
   SPKFA ANALYSIS, VIEW	SR365 View Financial Analysis	System	Financial Analysis
   SPKFA DATA SET, EDIT	SR365 Create data sets	System	Financial Analysis
   SPKFA DATA SET, VIEW	SR365 View data sets	System	Financial Analysis

   To add a record, choose Manage > New Line, and then specify values for fields as required.

Connectivity issue with APIs and other services or integrations

After updating to this release, you may experience connectivity issues with APIs and other services or integrations.

The following list includes examples of how connectivity issues may become apparent:

• API errors

• Power BI dashboards may no longer work correctly

• Integrations may have trouble communicating with Sparkrock 365

Workaround

To resolve this problem, you must uninstall, and then install the respective extension. To uninstall, and then install the extension, perform the following steps:

1. In Sparkrock 365, choose , enter extension management, and then choose the related link.

   The Extension Management page opens.

2. In Search, enter api.

   
   

   A list of the API extensions are displayed, for example, PS Finance APIs.

   You may have to change your view so that you can view the version number for any extension. To view the version number for all extensions, choose , and then choose List.

   
   

3. For each extension that does not have a version that starts with v.25.3 and Is Installed is selected, perform the following steps to uninstall, and then install the extension:

   1. Select the extension that you want to update, and then on the action bar, choose Manage > Uninstall.
      The Extension Uninstallation page opens.
   2. Choose Uninstall.
      A dialog box appears and displays text that indicates the extension was successfully uninstalled.
   3. To close the dialog box, choose OK.
   4. Select the extension that you want to update, and then on the action bar, choose Manage > Install.
      The Extension Installation page opens.
   5. Choose Next.
      The page refreshes and you are requested to review extension information before installation.
   6. To proceed, turn on I accept the terms and conditions.
   7. Choose Install.
      The extension is updated to the latest version.

Alternate workaround

It is possible that custom web services may have been deleted during or after the update.

To resolve this problem, you must copy and paste the web services lines from a sandbox environment into your production environment.

To copy and paste one or more web services lines, perform the following steps:

1. Open a Sparkrock 365 sandbox environment that was created before the update or create a sandbox environment from a backup.

2. Choose , enter web services, and then choose the related link.

   The Web Services page opens.

3. Copy the information for the one or more lines that you want to copy.

4. In your Sparkrock 365 production environment, choose , enter web services, and then choose the related link.

   The Web Services page opens.

5. Paste the information for the one or more lines that you copied.

Re-open button is missing for a submitted expense claim in mySparkrock

The Re-open button may disappear from a submitted expense claim in mySparkrock. This issue occurs when the MYSPARKROCK user is not set up in Sparkrock 365, on the User Setup page.

Workaround

Perform the following steps:

1. Choose , enter user setup, and then choose the related link.

   The User Setup page opens.

2. On the action bar, choose New.

   A new row appears.

3. In User ID, specify MYSPARKROCK.

4. Assign all permissions to this specific user.

   For example, select the checkboxes for the following fields:

   • A/P Batch Admin
   • Allow A/P Batch Creation
   • Allow A/P Batch Auditing
   • Allow A/P Batch Deletion
   • Allow User to Access Compensation Data
   • HR Request Reversal Allowed

Finance and Procurement

Electronic Funds Transfer (EFT) errors

The following setup scenarios may result in an Electronic Funds Transfer (EFT) error:

• On the Countries/Regions page, ISO Code and ISO Numeric Code are blank, and on the Field Mapping page of the respective data exchange definition, on the Bank No. row, the Optional checkbox is selected.

  For this scenario, Sparkrock 365 may generate an EFT file successfully, but the bank may reject the file.

• On the Countries/Regions page, ISO Code and ISO Numeric Code are blank, and on the Field Mapping page of the respective data exchange definition, on the Bank No. row, the Optional checkbox is clear.

  For this scenario, when you try to generate an Electronic Funds Transfer (EFT) bank import file, Sparkrock 365 may display an error, for example:

  Fin. Institution Transit No. must have a value in ACH RB Detail: Data Exch. Entry No.=3, Data Exch. Line Def Code=DETAIL. It cannot be zero or empty.

Workaround

On the Countries/Regions page, ensure that you have a value specified in ISO Code and ISO Numeric Code.

For Canadian banks, specify the following:

• In ISO Code, specify CA.
• In ISO Number Code, specify 124.

For United States of America banks, specify the following:

• In ISO Code, specify US.
• In ISO Number Code, specify 840.

Transaction cannot be completed because it will cause inconsistencies in the G/L Entry table error

When you try to post a purchase invoice for a vendor that has a foreign trade Currency Code set up, for example, USD, you may receive the following error:

This transaction cannot be completed because it will cause inconsistencies in the G/L Entry table. Check where and how the CONSISTENT function is used in the transaction to find the reason for the error.
Contact your system administrator.
Tables can be marked as inconsistent during comprehensive tasks, such as posting. This prevents data from being updated incorrectly.

Workaround

On the Change Exchange Rate page for the specific invoice, increase the number of decimal places for the value in the Relational Exch. Rate Amount field, for example, from 1.4286 to 1.428571.

Alternate workaround

On the Currency Card page of the respective currency, increase the number of decimal places for the value in the Amount Rounding Precision field, for example, from 0.01 to 0.001.PD-1555

Cannot open links in sent emails

When you open a sent email from the Sent Emails Last 30 Days page, and then select the link that appears in the body of the email, Sparkrock 365 becomes unresponsive.

Workaround

Open links in the body of sent emails from Gmail or Outlook, instead of from Sparkrock 365.23146

Payroll Administration

Payroll Employee or Payroll Processing pages may fail to open

When using the platform security filters on permission sets, the Payroll Employee page, Payroll Processing page, or both pages may fail to open with a something went wrong error message. This is a limitation of the payroll processing module.

Workaround

Remove the permission sets with security filters from the user who must access these pages.13953

Related information

New for Sparkrock 365
Version 26.1 for mySparkrock 2025 release wave 1 release notes

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