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How to Implement Dynamics 365 Business Central

Author: Sam William
by Sam William
Posted: Jun 12, 2020

Plenty of Dynamics NAV users wish to transition to Dynamics 365 Business Central today, owing to the additional benefits and features that are added to the solution. For those growth minded people, there is a 5 step, easy and time-saving process that assists them in a seamless Microsoft Business Central Implementation. Each step is discussed in details down below.

1. Setting up the environment:

The first and first thing that you need to do, to successfully implement Microsoft Dynamics 365 Business Central is set up or configure the environment accordingly. Configuring the Business Central environment stands for setting up of the platform where the implementation partner is going to load the data, create the vendors, connect the customers, create the items, and all other transactions, of the user company, that are related to running the business.

2. Training the subject matter experts and end users:

It is to be understood that the implementation partners are going to leave the solution to the subject matter experts and end users to handle. Thus, it is very important to train them and get them use to the specifications of Dynamics 365 Business Central. Therefore, the second step in Microsoft Business Central Implementation is training the SMEs and end users. This serves two purposes:

  • It gets the users comfortable with the application and its interface.
  • The users can also take advantage of the work that was done during the configuration phase.
  • Preparing them to benefit from the actual application and production.

When the Microsoft Business Central Implementation partners provide the training, they primarily focus on information retention and ensuring the complete understanding on the users’ part.

3. Loading the data:

Dynamics 365 Business Central Demo would clarify that the migration of data is one of the most important and elaborate parts in the entire implementation process. In the package we are discussing, it is the third step that is performed through configuration packages. For this process your implementation partner has to interact with SMEs and review customers, items, vendors, and other historical and financial records that are going to be migrated to the new solution. By communicating with the team, the partners prepare a plan for the relevant data that is going to be pulled into Dynamics Business Central and then construct a configuration package that is going to be used to import the historical records.

4. Training for Power BI:

Dynamics 365 Business Central Demo also highlights the use and advantage of Power BI which is an add-on in the new solution. However, the SMEs have to go through a workshop which is the fourth step of the implementation process. The partners will provide the training and assistance to build the first Power BI dashboard of the client company. During this process, the users have to determine which information is most relevant to them and what measures reflect success in the respective business.

5. Go-live:

Starting from Dynamics 365 Business Central Demo, the implementation process ends here at going live. But before completing this process, there is a decision making phase where the D365 Business Central Partner sits down with the team to evaluate readiness of the team to go-live. As per the preparations and the readiness, a go-live date is fixed.

Thus, within these few steps you can complete the process of Microsoft Business Central Implementation, seamlessly and conveniently. However, remember that this process largely depends on the expertise and support of the implementation partners. Thus, choose your implementation partner wisely.

About the Author

The author writes on Microsoft Dynamics Technologies and other Microsoft products to help excited buyers understand the technologies better.

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Author: Sam William

Sam William

Member since: Aug 16, 2016
Published articles: 3

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