Module 1: Create and Configure a New Company

Module Agenda
 Create a new company by using the Assisted Setup
 Copy a company
 Copy data from an existing company
Lesson 1: Create a new Company by Using the
Assisted Setup
What is the Assisted Setup?
 Configure Business Central
 Step-by-step wizard
Create a New Company by Using the Assisted Setup
 Start from the Settings menu
 Two templates and a blank option:
 Evaluation - Sample Data
 Production - Setup Data Only
 Create New - No Data
Lesson 2: Copy Company
Copy Company
 From the Companies page
 Exact copy of an existing company
 In the same database
 Example: test company
Lesson 3: Copy Data from an Existing Company
Copy Data from an Existing Company
 From the Configuration Worksheet page
 Copy tables from an existing company
 In the same database
 Only if table is empty
Module 2: Migrate Data to Business Central
Module Agenda
 Overview
 Migrate data by using the Assisted Setup
 Create a configuration worksheet
 Create configuration questionnaires
 Use configuration packages
 Migrate data by using the Edit in Excel feature
 Create journal opening balances
Lesson 1: Overview
Overview
 Several ways to migrate data
 Assisted Setup
 “RapidStart”
 From other applications
Lesson 2: Migrate Data by Using the Assisted Setup
Migrate Data by Using the Assisted Setup
 User-friendly: step-by-step wizard
 Excel template
 Migrate date for:
 G/L accounts
 Customers
 Vendors
 Items

 Use templates for:

 Customers
 Vendors
 Items
Lesson 3: Create a Configuration Worksheet
Create a Configuration Worksheet
 Plan your configuration work
 Add tables to configure
 Manually
 Get Tables action

 Set fields for a configuration table

 Assign a configuration package
Use a Configuration Worksheet
 Migrate data:
 Select fields
 Export to Excel template
 Import from Excel template

 Copy Data from Company

Lesson 4: Create Configuration Questionnaires
Create Configuration Questionnaires
 Gather customer setup values
 Ask questions on setup fields
 Enter answers in Excel
 Import answers and apply data to the setup tables
Lesson 5: Use Configuration Packages
Use Configuration Packages
Steps
Create a Configuration Worksheet
Create Configuration Templates
Create Configuration Questionnaires
Create a Configuration Package
Export the Configuration Package
Lesson 6: Migrate data by using the Edit in Excel
feature
Migrate data by using the Edit in Excel feature
 Make changes to records in Excel
 Publish the changes back to Business Central
 Excel Add-in
Lesson 7: Create Journal Opening Balances
Create Journal Opening Balances
 Transfer opening balances
 General ledger
 Customer
 Vendor
 Item

 Create journal lines (tables 81 and 83):

 Create G/L Account journal Lines
 Create Customer Journal Lines
 Create Vendor Journal Lines
 Create Item Journal Lines

 Manually add amounts

Module 3: Manage Security
Module Agenda
 Set up new users and user groups
 Create and assign permission sets
 Apply security filters
 Create and manage user profiles
 Perform user-specific setup
Lesson 1: Set Up New Users and User Groups
Create New Users
 Create users in the Microsoft 365 Admin Center
 Get new users from Office 365
 Update users from Office 365
 Change the license in the Microsoft 365 Admin Center
Set Up User Groups

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Lesson 2: Create and Assign Permission Sets
Create Permission Sets
 Which objects can a user access within each database or environment?

Object Types Permission Types Permission Options

The type of object that Permission that a role Whether the role has the
the permissions apply to. has on an object. concerned permission
type to an object.
- Table Data - Read - <blank>
- Table - Insert - Yes
- Report - Modify - Indirect
- Codeunit - Delete
- … - Execute
Assign Permission Sets
 To users
 To user groups
 For all companies or for selected companies
Maintain Permission Sets
 Copy a Permission Set
 Record Permissions
 Allow/disallow Permissions
 Manage Permission Sets:
 Add Read Permission to Related Tables
 Include/Exclude Permission Sets
 Import Permissions
Lesson 3: Apply Security Filters
Apply Security Filters
 Record-level security
 Limit a user's access to data in a table
 Example: only read customers with salesperson code “JR”
Lesson 4: Create and manage user profiles
Create and manage user profiles
 Reflects user’s business role
 Specifies the role center page
 Manage user profiles:
 Use a default profile
 Disable personalization
 Copy profile
 Customize pages
Lesson 5: Perform User-Specific Setup
Perform User-Specific Setup
 User Setup page
 Allow posting from… to…
 Assign responsibility centers
 Specify email and phone no.
Module 4: Set Up Core App Functionality
Module Agenda
 Set up company information
 Set up printers
 Set up reports
 Set up and use job queues
 Set up email
 Set up number series
Lesson 1: Set Up Company Information
Set Up Company Information
 General information:
 General
 Communication
 Payments
 Shipping
 Administration

 Include on reports and fiscal documents

Lesson 2: Set Up Printers
Set Up Printers
 Printer Management page
 Email printer
 Printer selections:
 Which printer prints which report
 Link users and reports
Lesson 3: Set Up Reports
Set Up Reports
 Report layout selections:
 Built-in layout
 RDLC or Word
 Custom layout

 Report selections:
 Select report ID for documents (quote, invoice, …)
 Sales, purchase, service, …
Lesson 4: Set Up and Use Job Queues
Set Up and use Job Queues
 Schedule tasks
 Print reports
 Run functions (Example: delegate approvals)
 Background posting

 Create job queue entries

 Set recurrence
 View status on job queue log entries
Lesson 5: Set Up Email
Set Up Email
 Send documents and reports by email
 SMTP setup
 Assisted Setup
Lesson 6: Set Up Number Series
Set Up Number Series
 Assign unique identification codes to
 Master data
 Documents
 Journals

 Steps:
 Set up number series on the No. Series page
 Set up formats on the No. Series Lines page
 Assign number series on application area setup pages, like the Sales & Receivables Setup
page
 Create relationships between number series
Module 5: Set Up Dimensions
Module Agenda
 Overview
 Set up dimensions and dimension values
 Set up global and shortcut dimensions
 Set up default dimensions
 Block combinations
 Define default dimension priorities
Lesson 1: Overview
Overview
 What?
 Adding data before posting
 Customer Group LARGE
 Region EU
 Grouping posted entries for analysis purposes
 Sales by customer group
 Sales by region by customer group

 Use as many dimensions as needed

Lesson 2: Set Up Dimensions and Dimension Values
Set Up Dimensions and Dimension Values
 Dimension: type of information that you want to add to an entry
 Customer Group
 Region
 Department
 …

 Dimension value: The possible values of a particular dimension

 Customer Group: LARGE, MEDIUM, SMALL
 Region: EU, US
 Department: ADM, PROD, SALES
Lesson 3: Set up Global and Shortcut Dimensions
Set up Global and Shortcut Dimensions
 General Ledger Setup
 8 Shortcut Dimensions
 Use Choose Columns to display Shortcut Dimensions
 Select Shortcut Dimension Values directly on the line
 Faster
 Visual check
 Less errors

 2 Global Dimensions
 Stored on the entry level (G/L Entry, Value Entry, …)
 Easy and fast reporting
Lesson 4: Set up Default Dimensions
Set up Default Dimensions
 Linking dimensions and dimension values to master data:
 Dimensions – Single: Single Account
 Dimensions – Multiple: Multiple Accounts
 Account Type Default Dimensions: All Accounts

 Mandatory? Value Posting:

 <Blank>
 Code Mandatory
 Same Code
 No Code
Lesson 5: Block Combinations
Block Combinations
 Avoid “wrong” combinations of:
 Dimension
 Dimension values
Lesson 6: Define Default Dimension Priorities
Define Default Dimension Priorities
 Which account’s Default Dimensions gets priority?
 Customer or item?
 Vendor or G/L Account
 …

 Standard rule: default dimension of last entered account

 Overrule with Default Dimension Priority Setup