Set up Business Central
At a glance
-
Level
-
Skill
-
Product
This learning path covers the initial setup of Microsoft Dynamics 365 Business Central. You learn how to create and configure a new company, set up users and security, configure number series and audit trail codes, migrate data from existing systems, and automate business processes with workflows.
Prerequisites
- Familiarity with basic business processes.
- A Microsoft 365 account with access to Business Central is helpful.
Achievement Code
Would you like to request an achievement code?
Modules in this learning path
Learn how to create and set up new companies efficiently in Business Central.
Learn how to manage users and implement security in Business Central.
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.
After creating a new company, you can migrate your data to Business Central.
You can set up and use workflows to connect business-process tasks that are performed by different users. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.