Learn how to create and set up new companies efficiently in Business Central.
By the end of this module, you'll be able to:
- Create new companies.
- Set up a company.
- Enter company information.
Learn how to manage users and implement security in Business Central.
By the end of this module, you'll be able to:
- Manage users and user groups.
- Implement and configure security.
- Setup profiles, and role centers.
- Audit changes to data.
Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.
In this module, you'll:
- Learn about the purpose of number series.
- Set up number series.
- Create number series relations.
- Set up source codes and reason codes.
After creating a new company, you can migrate your data to Business Central.
This module explains how to:
- Perform data migration using the Data migration assisted setup wizard.
- Work with data templates.
- Import data from Excel and other finance systems.
Workflows are used to connect business-process tasks that are performed by different users. This module discusses how to set up these workflows in Microsoft Dynamics 365 Business Central.
In this module, you'll:
- Create workflows manually.
- Create workflows from templates.
- Set up users.
- Set up notifications.
- Set up approvals by using Assisted Setup.

Syllabus

Create new companies in Business Central
- Introduction - Create new companies with setup data
- Create new companies without data
- Create new companies with setup and demo data
- Set up a demo company with manufacturing data
- Create a configuration worksheet
- Create and use a configuration package
- Create a new company by copying data from an existing company
- Set up company information
- Exercise - Create a company with demo data
- Check your knowledge
- Summary
Manage users and implement security in Dynamics 365 Business Central
- Introduction - Add users
- Create user groups
- Implement permissions and permission sets
- Configure user access times and logging
- Understand users, profiles, and role centers
- Perform user-specific setup
- Auditing changes
- Exercise - Add a new user
- Check your knowledge
- Summary
Set up number series and trail codes in Dynamics 365 Business Central
- Introduction to setting up number series
- Assign number series and number series relationships
- Suggest number series with Copilot
- Set up trail codes
- Exercise - Create a number series
- Check your knowledge
- Summary
Migrate data to Business Central
- Introduction - Data migration concepts
- Use the data migration assisted setup
- Work with data templates
- Import data from Excel
- Migrate data using the Copy data from company function in the configuration worksheet
- Create journal opening balances
- Import business data from other finance systems
- Set up a company with configuration tools
- Set up and sync master data across companies
- Exercise - Create a new customer template
- Check your knowledge
- Summary
Create workflows in Dynamics 365 Business Central
- Introduction
- Create a workflow manually
- Create a workflow from workflow templates
- Create a Power Automate flow
- Set up users
- Set up notifications
- Set up approval workflows by using Assisted Setup
- Check your knowledge
- Summary