Dynamics 365 Business Central

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

Gavin Whittaker2 Comments

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!

Thanks for reading!

If you’re a UK business ready to move from learning into implementation, take a look at our fixed-price Business Central packages and pricing at Rapid365.co.uk

Dynamics 365 Business Central – How to try out the new Chat with Copliot functionality in the UK

Gavin WhittakerLeave a comment

The 2024 wave 1 update of Business Central introduces the new “Chat with Copilot” feature. However, at the moment, this is only available in the US localisation of Business Central.

If like me you can’t wait to try this out, and you are outside of the US, you can still do this by creating a Sandbox with the US localisation.

To do this go to the “Admin Centre” in Business Central as per below.

**You’ll need to have permissions to access this. I explain the permissions needed in this YouTube Video)

Once in the Admin Centre click “New”

Enter an Environment Name, select the “Type” as “Sandbox” and select the “Country” as “US”.

You can then see the Environment “preparing”.

Once the Sandbox is Active you can click the “Sandbox_US” link and then the URL to access the Sandbox:

Once in Business Central you can see you have the Copilot icon in the Application Bar

You can now start experimenting with the new Chat with Copilot feature 🙂

You can find out more about Copilot using this link.

About Copilot in Business Central – Business Central | Microsoft Learn

Conclusion

Although Microsoft are rolling out Chat with Copilot to more regions soon, you can get a sneak peek wherever you are by creating a US Sandbox.

Thanks for reading!