Category: Business Central (Nav/Navision)

In Microsoft Dynamics 365 Business Central, how do I… Create a Company

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In an earlier post, I thought it important to clarify terminology around companies and environments in Dynamics BC. In a later post, I will show how to create a new environment, but in this one I am going to focus on creating a new company.

When we signed up for a free trial of Dynamics BC, an environment was created which contained the Cronus tst company and a second company called My Company which could be used for a live company, but I’d prefer to start from scratch so I know exactly what has been done.

So, I want to create a new company. Do this by clicking the “Tell me what you want to do” magnifying glass in the top right and type companies; under Go to Pages and Tasks, select Companies:

Tell me what you want to do lookup

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In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

When you sign up Dynamics BC you are also signing up to Microsoft 365 which comes with an Administration Center, some elements of which are used to maintain Dynamics BC. The Microsoft 365 Admin center is not available for use until you can prove you have ownership of the domain of the email with which you signed up to Dynamics BC.

Navigate to Admin Portal Home and log in if prompted. When asked if you are ready to be the admin for the domain, clikc the Next button:

Get admin access page

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Error Trying to Log Into On-Premise Microsoft Dynamics 365 Business Central

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralI’ve started working Microsoft Dynamics 365 Business Central for a short time now and have been using both the on-premise and cloud versions and have encountered my first uninformative error message.

I got used to these when working with Microsoft Dynamics GP, and especially the Integration Manager tool, but had hoped that Dynamics BC might have been better in this respect. I am a little late posting this as I’ve been working through a backlog of posts.

This particular error came up when I tried to log into the on-premise version of Dynamics BC:

Something went wrong error

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In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial

Ian Grieve2 minute read2 Comments

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In this exploration of Dynamics BC, the first thing I need to do is sign up for a free trial in order to try it (I have installed an on premise test system, but want to try the full online experience).

To sign up for a Dynamics BC trial, navigate to the Microsoft Dynamics 365 365 Business Central home page and click the Try for free button in the top right corner of the page:

Business Central website landing page

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In Microsoft Dynamics 365 Business Central (Administration), how do I… Series Index

Ian Grieve2 minute read1 Comment

Microsoft Dynamics 365 Business CentralI have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Administration related posts I will be writing. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

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In Microsoft Dynamics 365 Business Central, how do I… Series Index

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralI have worked with and blogged about Microsoft Dynamics GP for the last 19 years, but have now started doing some work with Microoft Dynamics 365 Business Central. I am going to be doing some blogging about the latter system as I learn.

Early posts will be covering the basics of Dynamics BC, but will start to cover more complex topics as I learn more about Dynamics BC.

This series will likely be a long running one which serves as a repository for “how do I” posts on various elements of Dynamics BC, both technical and functional. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

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In Microsoft Dynamics 365 Business Central, What is a Company and What is an Environment

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralSometimes terminology can be benefit from being explained. There are two concepts for Dynamics BC which, in the short time I’ve worked with Dynamics BC, I have had to discuss with a client.

These terms are company and environment.

In simplistic terms, a company is a container which holds all information (setup, master and transactional data) for a legal entity. If we have a company called Cronus which has operations in England and Scotland, they might create two companies as there are two legal entities which operate under different legal jurisdictions.

These two companies would exist in the same environment. Environments are used to separate production systems from development or testing systems. While you can have a test company on the production system, there is a risk that emails could be sent from the test company to a live client.

To mitigate this risk, Dynamics BC allows the creation of a sandbox environment which allows for testin of new processes or features without risking the live system.

Multiple environments might also be used if you have mutiple companies operating in multiple countries as an environment is liked to a country (England and Scotland, which I mentioned earlier, are a special case as they are both part of the UK, which Dynamics BC would regard as one country).

When you sign up to Dynamics BC for a trial there is one environment and two companies automatically created; a Cronus sample company with sample data and a new one called My Company which is a blank company.

If you have more than one environment you need to specify the environment you want to access during login.

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Installing Microsoft Dynamics 365 Business Central 2022 Wave 1 On-premise Demo: Client Login

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the Installing Microsoft Dynamics 365 Business Central 2022 Wave 1 On-premise Demo series in which I am creating a demo series for learning/demonstrating Business Central.

With the Business Central demo environment installed we can now log in for the first time which you will need to do using the account which did the installation.

While Business Central is not a desktop application, the server will have a shortcut added to the Windows Start menu for the web client:

Windows Start menu

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Installing Microsoft Dynamics 365 Business Central 2022 Wave 1 On-premise Demo: Server Installation

Ian Grieve1 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the Installing Microsoft Dynamics 365 Business Central 2022 Wave 1 On-premise Demo series in which I am creating a demo series for learning/demonstrating Business Central.

Once you have downloaded the media, extract the files and launch the setup utility. On the Welcome step, click Next:

Welcome to the Microsoft Dynamics 365 Business Central Setup

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Installing Microsoft Dynamics 365 Business Central 2022 Wave 1 On-premise Demo: Download Software

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the Installing Microsoft Dynamics 365 Business Central 2022 Wave 1 On-premise Demo series in which I am creating a demo series for learning/demonstrating Business Central.

When I first downloaded Business Central, I had a false start as I found a page of download oinks on the Microsoft Docs website, but the latest version on there was 2020 Wave 2. I assumed this was the latest release avaiable as on-premise, but later found other download links which had the Release 2022 Wave 1 download.

I’m not sure why Microsoft switched the download locations, but the new location only appears discoverable via a web search and not browsing from the Microsoft Docs site where the rest of the Business Central documentation is located.

When you click download, you get to choose a language to download; I opted for the UK language version which is Dynamics.365.BC.38230.GB.DVD.zip.

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