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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!

Dynamics 365 Business Central – Making the most of your Business Central Trial – Key Concepts: Understanding Posting Groups

Gavin WhittakerLeave a comment

Introduction

This is the sixth 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 one of the key concepts of Business Central: Posting Groups.

I cover the three different types of Posting Groups: Specific, General and VAT Posting Groups. I use the example of a Sales Order to show how Business Central uses all the predefined posting groups to produce the GL Entries when you post the Sales Order to an Invoice. I show why posting groups are such a fantastic feature of Business Central, offering lots of flexibility.

I also highlight how you can use this information to think about how your Chart of Accounts might work with Business Central.

I hope you enjoy the video 🙂

Thanks for reading!

Dynamics 365 Business Central – Making the most of your Business Central Trial – Accessing the Admin Centre and creating Sandboxes

Gavin WhittakerLeave a comment

This is the fifth 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 and using Business Central.

In this video I explore the Business Central Admin Centre and go through how to create a new Sandbox.

Along the way I show the permissions required to access the Admin Centre and use cases for creating and using Sandboxes.

I also explain that although they are typically used in the development cycle of new customisations for Business Central, they can also be used to investigate new core Business Central features prior to enabling them in your Production environment.

I hope you enjoy it 🙂

Thanks for reading!

The chapters in the Video which give a better overview of what’s covered are list below:

00:00 – Intro
00:35 – Explanation of different environments with Business Central
01:00 – What is a Sandbox and what are there main uses?
02:30 – Microsoft KB on Environments
02:53 – Into Business Central to see how to access the Admin Centre
03:22 – How to give users access to the Admin Centre
04:32 – Open the Admin Centre and overview of Admin Centre
05:32 – Accessing the different Sandbox Environments
06:23 – Create new Sandbox
07:32 – Quick look at other features of Admin Centre
08:08 – Another use case for Sandboxes – Testing new Features
09:53 – Wrap up