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Microsoft Dynamics 365 Business Central and AppSource
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Prepare to go live

Set up Users

Before your company goes live with the Business Central solution, you must create the user accounts you need. You can see more about this topic in these videos:

Video Creating New Users »

If you also want to decide what permissions and roles the individual users are to have, watch more about user rights here.

Video Assigning User Rights »
Video Managing Permission Sets »

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 »
 

Create opening balances

Now you just need to post the opening balances, then you can start using the system.

At a minimum, you need to post an opening balance in your chart of accounts.
You should also watch a video about how to copy the company, so that you can test everything.

Video How to copy a Company in Business Central »
Video How to create an Opening Balance in the General Ledger »

If you already have business ongoing, you will probably want to post opening entries for your Customers and Vendors, too. And, if you have physical inventory that you want to manage, remember to carry out a positive adjustment of the inventory. Watch these videos, if you need more than just an opening balance in the chart of accounts

Video A strategy for Opening Balances in Business Central »
Video How to create Opening Entries for the Customers »
Video How to create Opening Entries for the Vendors »
Video How to create Opening Entries for the Inventory with the Inventory Journal »
Video How to create Opening Entries for the VAT »
Video How to create Opening Entries for the Bank »
Video The complete Final Opening flow with following reconciliations »

Go 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. Watch these videos, if you want to learn how to do this »

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 »

You’re done

Congratulations. Well done
Click here to celebrate »
Previous
Abakion Go Dashboard
1. ACCESS

Approve terms

Single sign-on with Office 365

Get login credentials

Learn the basics

2. AUTO SETUP

Best practice configuration

Optional configuration

3. MASTER DATA

How to use import templates

Alternative import options

Plan a master data structure

4. TRAINING

Online self-study

5. GO LIVE

Set up users

Create opening balances

Go live

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