Set up Users

Before your company goes live with the Business Central solution, you need to decide what permissions and roles the individual users are to have – or whether everyone should simply be a superuser, able to do everything.

You can see more about this topic in these videos:

Video Creating New Users »
Video Assigning User Rights »
Video Managing Permission Sets »
You should now create the necessary users in Business Central and assign user rights to them.

If you want a change log set up in your company so that you can see who has edited data and in which tables, now would also be a good time to do it, at the outset.

You can see more about this topic in this video:

Video Setting up Change Log »
Set up a change log in your Business Central if it is relevant to your company.
SET UP USERS
Have you created users and allocated user rights to them?
If relevant to your company, have you set up a change log?

Make the solution live

Once you have created and posted the opening balances, you are ready to use the system.

The first thing you need to do in the system is to add the sales and purchase orders that you (may) already have in your old system. You add these the same way as you will in future when creating orders. You can therefore start by watching the videos about order creation, so you can complete the opening of the company.

Video Creating Sales Orders »
Video Creating Sales Invoice Manually »
Video Creating Purchase Orders Manually »
Video Creating Purchase Invoice Manually »
Now you must add open sales and purchase orders, if you have any from your old ERP system.
MAKE THE SOLUTION LIVE
Have you added open sales and purchase orders from your old system?

Business as usual

You have now reached the point where you can get down to business as usual. You have finished all the preparatory work, and your daily routine starts now.

Congratulations. Well done

At this point, it is a good idea to learn as much as you can about the functionality of Microsoft Dynamics 365 Business Central, so as to get the most out of the solution. And it can do an awful lot.

We think you should watch as many videos as you can cope with. It really is worthwhile. There are lots of videos on usedynamics.com for you to dive into.
MAKE THE SOLUTION LIVE
Are you ready to start using the solution for business as usual?
When you answer ‘Yes’ to this question, we will activate your Business Central subscription if it is not already active. This means that your first subscription period will begin, you will be asked for the first month’s payment, and you will receive a receipt by email.
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