What's new in TRIMIT

TRIMIT Updates

We invest significant resources in research and development annually, confirming our commitment to deliver industry-specific functionality that meets the requirements of our customers, and at the same time leverage Business Central’s regular updates, scalability, and cloud capabilities.

We are organized to deliver updates and improvements at a very high speed, allowing our customers to always have access to our latest innovations. Our ‘Release-When-Ready’ approach means that new features are shipped as soon as they are ready, and not packaged up in large update packages. This levels out the learning and adoption curve for our customers.

The overall release cycle for TRIMIT and Business Central is as follows:

Major releases
Twice a year, on April 1st and October 1st, new versions of Business Central are released by Microsoft. These are known and Release Wave 1 and 2 respectively. Microsoft typically bundle a number of new features and changes into these major releases. The latest release of TRIMIT is always compatible with the current Business Central major release.

Minor releases
Additional to the major releases, Microsoft also release smaller, monthly updates to Business Central. These are typically fixes and improvements to the current major release. TRIMIT does not ship corresponding, monthly releases.

Weekly TRIMIT releases
Instead of monthly releases, our agile development, test and documentation process allow us to ship a new release of TRIMIT every week. Everything we ship goes through our extensive test procedure and all new features are fully documented.

Did you know?
As a TRIMIT customer, you can learn more about the TRIMIT solution roadmap, and see what we are working on right now on our community hub, MyTRIMIT. You can also follow what's new and changed in Microsoft Dynamics 365 Business Central here.

All New Features

My TRIMIT

TRIMIT has launched MyTRIMIT a central platform for customers, partners, and employees. It provides access to product news, documentation, whitepapers, feature videos, and an AI chat assistant.

Benefit: This creates a single source of truth for TRIMIT content and updates. It improves user self-service, reduces support dependency, and enables faster feature adoption—available across desktop and mobile.

Visit MyTRIMIT to create your profile and explore the hub.

Returns Module in E-commerce

A new standard Returns Module is now embedded into B2B and Sales Agent. It lets users initiate returns linked to invoices, specify item details, upload supporting files, and track complaint status.

Benefit: Returns are now easier to manage and fully integrated with complaint handling in Business Central. The process is consistent, user-friendly, and designed to avoid custom development.

Matrix Rewrite & Quick Buy

The matrix functionality has been rebuilt for improved speed and responsiveness across devices. A new quick-buy option lets users add items directly from overview pages using a pop-out matrix.

Benefit: Users get a faster and smoother buying experience, especially on mobile. All business logic is preserved, and the quick-buy feature makes order entry more efficient.

Campaign Integration in Promoted Item Groups

Campaigns in BC can now auto-populate promoted item groups. These can be styled with visuals and placed throughout the B2B and Sales Agent platform.

Benefit:

Promotions are easier to manage and more visible to users. Campaign items stay synced with BC and can be reused across the entire sales journey.

Enhanced Overview Experience

The item overview in B2B and Sales Agent has been rebuilt with new technology. It now offers faster filtering without page reloads, improved item visuals, and automatic campaign filters when relevant.

Benefit:

Users get a smoother, faster experience across all devices. Filtering is instant, campaigns are more visible, and product layouts are clearer and easier to navigate.

Wizard for VarDim Types

A step-by-step Wizard has been introduced for setting up VarDim Types, with validation, tooltips, and support for fixed value lengths across variant structures.

Benefit: It’s easier to create clean, consistent variants with fewer errors. This is especially useful when variants are part of item numbers or used in configuration.

Integrations

External API Enhancements

New dashboard tiles have been added to the External API overview, displaying request status (e.g. running, failed, completed) and linking to detailed logs.

Benefit: You get better visibility and control over API processes, making it easier to monitor integrations and resolve issues quickly.

User Experience

Role Center Enhancements:

Cue & Indicator Setup (My Role Activities)

Users can now define their own cues and indicators directly within the TRIMIT Role Center using the 'My Role Activities' feature. You can assign a name, type (cue or indicator), calculation method (sum, count, statistics), a drill-down page, and field to summarize. Color styling can also be applied for visual clarity.

Benefit: This enables users to build role-specific dashboards without customization. Each user can monitor the metrics that matter to them, with personalized indicators that can be scoped to users, profiles, or globally.

User, Profile & Global Visibility (Limitation field)

Indicators and cues can now be scoped by user, profile, or made available to all users using the 'Limitation' field. The system also offers filtered views depending on which limitations are applied. Users can search for their configurations through 'My Cue Setup'.

Benefit:

This allows tailored access and reduces clutter in shared Role Centers. Users see only what’s relevant to their role, profile, or tasks.

Small Business Role Center Setup Parameters

Four new setup parameters have been introduced specifically for the Small Business Role Center. When enabled, these parameters activate indicators such as revenue this month or quantity to ship—without customization.

Benefit: Small Business users can access key metrics immediately. This simplifies KPI tracking for teams without requiring development resources.

Small Business Role Center Setup Parameters

Pages like the Collection List now provide filtered views based on entries in 'My Collections' or similar ListParts. This makes navigation more relevant and contextual to user-defined content.

Benefit: Improves user efficiency by aligning views with actual priorities. It also strengthens the link between personalized dashboards and main system data.

Complaint Lines with Line Discount Combinations

Complaint lines now display the original Line Discount Combinations from posted invoices. These discounts are also applied to any follow-up documents.

Benefit: Discount handling is now fully aligned between posted invoices and complaints, improving pricing accuracy and eliminating manual re-entry.

Batch Actions in Production Orders and Collecting Orders

Users can now release, finish, close, or archive multiple Production Orders or Collecting Orders at once—with built-in validations.

Benefit: This saves time, simplifies production management, and supports consistent status updates in bulk.

Project Planning Lines Integration

TRIMIT now supports Related Orders and VarDim handling directly on Project Planning Lines in Business Central.

Benefit: This extends TRIMIT logic to project-based workflows, allowing for more detailed planning and MRP coverage.

Assembly as Replenishment System

TRIMIT now supports Assembly BOMs with “Assemble-to-Order” policies in Business Central. Assembly Orders are generated instantly from Sales Lines.

Benefit: It enables lighter production flows for companies using Assembly, without full production order setup.

Important information for upcoming TRIMIT 25.1 Major Release

As of the next major release TRIMIT 25.1, we will change permissions in our Permission Set TRIMIT BASIC, EXT, which extends the Business Central Permission set D365 BASIC.
Several tables will get Read-only permission instead of Read, Insert, Modify, and Delete.
This also means we will add extra Insert, Modify, and Delete permissions to other TRIMIT Permission Sets for those tables.

Important:
Check if users who currently have Permission Set D365 BASIC also have the necessary TRIMIT Permission Sets. That way, they can continue to insert, modify, and delete data in these tables after updating to TRIMIT 25.1.

All New Features

New Report 6037210 Measurement Chart

A landscape-style measurement chart (Report 6037210) accommodates more sizes or columns on a single page. This format is especially helpful if you have large size ranges or complex measurement data.

Benefit: Allows you to review extensive size information at a glance—no more splitting across multiple pages. This report can also be added to the TRIMIT PDM Report Set, although it won’t appear by default in the Master List/Card menu.

Lookup on BOM Lines Changed

Lookups on BOM lines now display a filtered item list as you type, automatically applying group filters. This enhancement makes it easier to navigate large catalogs.

Benefit: Speeds up and refines your BOM creation process, reducing errors and eliminating the need for extended scrolling or manual filtering.

New Parameter to Include Intercompany in Statistics

The Default Include Intercompany in Sales Statistics parameter in Sales & Receivables Setup automatically includes intercompany data in statistics and analytics.

Benefit: Provides a comprehensive overview of company-wide sales—no extra filtering needed to capture intercompany transactions.

FactBox Picture in Item-/Master Lookup List

You can personalize the Item or Master lookup pages to show a Related Picture FactBox. If an item doesn’t have its own image, the master’s picture will be displayed instead.

Benefit: Offers a quick visual reference that reduces the risk of selecting the wrong item—particularly helpful if multiple items share similar descriptions.

New Field Complete Qty. to Consume in Production Order Line

With Complete Qty. to Consume, leftover quantities in a Production Order Line automatically drop to zero once you’ve posted consumption. This avoids lingering partial amounts that are never actually used.

If set to FALSE, and posting only 3 meters of the 3.2 that was calculated results in:

If set to TRUE, and posting only 3 meters of the 3.2 that was calculated results in:

Benefit: Keeps production data accurate and prevents confusion over unused materials that remain on record.

Improvements Regarding TRIMIT Pick Documents

  • Expanded options in the Create Sales Order Pick Document report, letting you choose which item types to include and how to set initial picked quantities.
  • Two new actions in the Pick Document per Order List that allow you to update picked quantities for specific orders or entire pick documents in one step.

Benefit: Enables more flexible and efficient picking workflows, reducing manual updates and potential errors—part of an ongoing focus on simpler, faster processes.

Integrations

New Functionality in Integration Setup (External API)

  • Export All Sales Prices and Discounts, covering multiple currencies and campaign-based prices.

  • New data export pages (VarDim Combinations, Countries/Regions, Positive Negatives) for broader integration possibilities.

Benefit: You can synchronize all relevant pricing and discount info with external systems, ensuring up-to-date data everywhere.

User Experience

Inactive Field in Collection List

You can now mark a collection as Inactive, preventing it from being used in new sales or purchase documents. This setting overrides any normal status codes.

Benefit: Eliminates confusion or errors by ensuring outdated collections cannot be chosen moving forward.

Direct Links to Search Tables and Constants in Calculation Templates

From Calculation Template and Calculation Overview pages, you can now jump directly to the Search Tables Used and Constants, making it easier to inspect or modify calculation details.

Benefit: Minimizes navigation steps, helping you quickly refine or troubleshoot complex formulas.

Complaint Line Type Auto-Sets Based on Document Default Line Type

The Complaint Line Type now follows the Document Default Line Type in Sales & Receivables Setup, so you don’t have to set it manually.

Benefit: Saves time in complaint processing by reducing clicks, especially if you handle numerous returns or warranty-related entries.

All New Features

New Parameter regarding Complaints

A new “Reverse Production Entry” parameter has been added in Sales & Receivables. This ensures that when you finish a Production Order for repair items, TRIMIT posts a negative adjustment to offset any unintentional inventory increases.

Benefit: Prevents stock discrepancies by ensuring repair orders don’t inflate inventory figures—particularly helpful if you use item tracking

Sales Order Confirmation for Replacements

You can now send Sales Order Confirmation emails for orders affected by item replacements. A dedicated email template option ensures the confirmation highlights the specific changes made.

Benefit: Improves customer communication by automating and customizing order confirmations, reducing manual follow-up and potential errors.

Handling Complaint Repairs Has Changed

The repair process for complaint items has been redesigned. When a complaint repair order is finished, TRIMIT automatically posts a negative adjustment alongside the production output, keeping the inventory level at zero.

Benefit: Maintains accurate stock records by preventing unintended inventory increases, reducing the need for manual corrections.

Integrations

External API Enhancements for VarDim Order

The External API now supports detailed VarDim Order information, including variable dimension types and specific document line references.

Benefit: Allows smoother integration with external systems and more flexible order management, thanks to expanded API capabilities.

User Experience

TRM Type and TRM No. Update

TRIMIT transitions from using custom fields (trm Type and trm No.) to standard Business Central fields, aligning more closely with BC conventions.

Benefit: Streamlines customizations, improves performance, and enhances compatibility with third-party applications.

All New Features

BC Side Handling of Portals Returns

In TRIMIT 24.2.13, portals now support a new returns functionality for Business-to-Business (B2B) and Sales Agent profiles. This update streamlines handling of product returns, enabling businesses to efficiently process complaints via TRIMIT’s integrated portals.

Customers can now register returns directly in the portal, which are then handled as complaints in TRIMIT. New fields like "Use Returns" and "Return Only Previously Purchased Products" ensure more precise return management. Businesses can, for instance, set a 365-day limit for return eligibility, improving control over return policies.

Benefit: Simplifies return processing for both customers and businesses by integrating directly with TRIMIT's complaint management system.

Integrations

Redesign Integration Setups (External API)

Integration setups have been redesigned to provide a cleaner overview, simplifying the management of external system data. The redesigned interface includes a new FactBox that consolidates related information for quick reference. Users can navigate more easily between setup pages and configure integration requests efficiently, reducing setup complexity. A newly added overview page now summarizes all relevant settings, minimizing the time spent searching for specific configuration details.

Benefit: Enables quicker and more organized management of integration setups, especially useful for teams handling multiple external systems.

External API Data Extended

TRIMIT’s external API now supports additional filters and data outputs for Sales Prices. A new filter, "$Filter=calculatedPrice eq true," has been introduced, replacing older methods to enhance usability and performance.

This improvement allows for more granular control over which sales prices are exported, aiding external system integration. Businesses can easily isolate calculated prices tailored to advanced reporting needs.

Benefit: Enhances data export precision, facilitating better reporting and integration with external tools.

Sustainability and ESG

Statistics on Sustainability

New sustainability statistics have been added to the Extended Sales Statistics feature. Users can now track sustainability metrics for items and masters using TRIMIT’s integrated setups, supporting ESG initiatives.

The feature includes fields like "Sustainability Grp 1" and "Sustainability VarDim 1-4," which allow detailed reporting on certifications and dimensions connected to sustainability data. Reporting can now group data by specific sustainability certifications, simplifying compliance demonstration.

Benefit: Provides actionable insights into sustainability performance, helping businesses align with ESG goals and regulatory requirements.

User Experience

Options Based on Caption Class Setup or Dimensions

This update ensures captions for Item Statistic Groups and Global Dimensions reflect their setups, improving clarity and user navigation in key areas. Captions for Category Lines and Tag Management dynamically adjust based on dimension settings, reducing confusion and enhancing customization options. This ensures that field labels align with specific business terminology, making the interface more intuitive.

Benefit: Improves usability by tailoring captions to business-specific terminology, ensuring smoother navigation.

Drag & Drop in Posted Purchase Invoices/Credit Memos

A new drag-and-drop feature has been introduced for posted purchase invoices and credit memos, allowing users to attach documents directly in the system for streamlined workflows.

The drag-and-drop functionality can be activated through the FactBox, improving document management and reducing manual steps. Supplier invoices, for example, can now be added directly to the system, ensuring all related documents are stored in one place.

Benefit: Simplifies document management by integrating attachment handling into daily workflows.

New Fields in Order Type to Create TRIMIT Workflow

Sales and purchase workflows are now automatically created based on selected order types. By selecting a TRIMIT Workflow Template, deadlines are automatically calculated, ensuring consistency and accuracy in task management. Predefined workflows ensure all team members follow the same process, minimizing delays and maintaining efficiency.

Benefit: Reduces manual errors and ensures standardized task completion through automated workflow generation

Simplified Category Management

Organize products, seasonal collections, or campaign items more quickly and intuitively with upgraded Category Management. Smart filters and a user-friendly interface make it easy for distributors and agents to find what they need—fast.

Benefit: Less manual setup, faster product discovery, and fewer “Where can I find this?” queries free up time for higher-value tasks.

Web Returns for B2B

Users can now log return or complaint requests directly in the portal, attach images or documents, and track status—eliminating the need for back-and-forth emails or calls.

Benefit: By allowing customers and partners to initiate returns themselves, you reduce administrative workload and speed up resolution times with clearer communication.

Enhanced Portal Integration & New API Capabilities

Improved API support keeps product information, inventory levels, and orders in sync across multiple platforms. A new integration dashboard provides daily activity visibility, and flow fields (e.g., for customers or items) are now supported.

Benefit: You minimize manual updates and reduce data-entry errors, ensuring pricing and stock levels stay accurate across all sales channels.

Better Sales Agent Experience

Sales reps now get real-time updates on pricing, inventory, and customer data. They can create quotes or place orders instantly using the most current information from TRIMIT.

Benefit: No more “double work” for field sales—orders go straight into the portal. That means shorter lead times, faster deals, and happier customers.

New Matrix

An updated matrix system simplifies handling product variants and configurations, especially useful for businesses dealing with complex sizes, styles, or manufacturing specs.

Benefit:

Streamlined variant management cuts down on errors and confusion, speeding up sales and production workflows.

Latest TRIMITupdates