Dynamics 365 Business Central – Making the most of your Business Central Trial – Create & Configure your own Company using my preconfigured Configuration Packages

Introduction

This is the seventh and final video in the video series “Making the most of your Business Central Trial”. This video series is intended to help new users on their journey with the Business Central Trial, although it may also prove helpful for those already familiar with Business Central.

In this video I go through how to quickly create and configure your own company in Business Central using preconfigured Configuration Packages. (download link below!)

Using these configuration packages you can create a new Business Central company in minutes!

These configuration packages contain the following:

  • Basic setup data like Journal Templates and Batches, Number Series, sample payment terms & more!
  • A full Chart of Accounts
  • Posting Groups preconfigured using the COA
  • General Posting Setup completed using the COA
  • VAT Posting Setup completed using the COA
  • Sample Customers with posting setup completed that you can edit.
  • Sample Vendors with posting setup completed that you can edit.
  • Sample Location and Items with posting setup completed that you can edit.
  • Inventory Posting Setup completed using the COA
  • and much more!

After importing the configuration packages you have two options:

1. Use the Chart of Accounts and posting setup provided in the preconfigured configuration packages, and then bring in your own Customers/Vendors/Items using the awesome “Edit in Excel” feature. (the sample customers/vendors/items will be exported giving you insights into what data to populate)

2. Alternatively, export the COA, modify it, and re-import and tweak the posting setup. (watch the posting setup video to see how this works. You can see this here)

You can then setup your company specific dimensions and start testing out Business Central. (more on Dimensions in this video series here)

Which ever way you choose you should be able to start quickly testing the awesome features Business Central has to offer with your own data bringing Business Central to life 🙂

Ready to give it a go! To download the configuration packages click here.

I hope you like the Video but most of all I hope you turn that Trial into a full blown Business Central subscription – you won’t regret it!

2 thoughts on “Dynamics 365 Business Central – Making the most of your Business Central Trial – Create & Configure your own Company using my preconfigured Configuration Packages

  1. initman007 13th Apr 2024 / 1:52 pm

    Thank you Gavin, another very useful video 🙂

    Liked by 1 person

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