This 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.
The first in creating a user with access to Dynamics BC, is to give them access to the Microsoft 365 tenant itself via the 365 Admin Center.
When you login, the User management section should be open in the main part of the window; click Add user:
This 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.
Creating a user in Dynamics BC is not difficult, but there are two distinct steps which need to be followed. For clarity, I will break these down into two separate posts following this one. The reason I am splitting them is, based on work I’ve done in the past with Microsoft Dynamics GP clients, it is likely that different teams will be involved with the two steps.
The first set of steps is to create the user on Microsoft 365 in the Admin Centre; this gives users access to Microsoft 365 and will likely include access to email, Office applications and so on.
The second step is to create the user within Microsoft Dynamics 365 Business Center along with granting them the required level of access.
This 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.
I previously showed how a sandbox environment can be created from within Dynamics BC, but this type of sandbox will only contain the Cronus development company.
With access to the Microsoft Dynamics 365 Business Central Administration Center we can create a sandbox environment which is a complete duplicate of the production environment.
Navigate to the Dynamics BC Admin Center (https://businesscentral.dynamics.com/{guid}/admin where the highlighted {guid} is your AAD Tenant ID), which will open with the Environments page open:
This 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.
There are some tasks in Dynamics BC which require you to use the Microsoft Dynamics 365 Business Central Administration Center. The link for this is not (as far as I am aware), available through the Dynamics BC site itself. I did some searching online and found that it is available at the following link https://businesscentral.dynamics.com/{guid}/admin where the highlighted {guid} is your AAD Tenant ID.
The easiest way to find this is to sign into Dynamics BC as normal and then navigate to https://businesscentral.dynamics.com/admin; it will fail to find the admin centre, but as you are signed in, the resulting error page will display your AAD tenant ID which you can then add to the address:
In the above example, I have blocked out my AAD tenant ID, but the GID string will be available in that position when you try the above.
This 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.
There are two ways that a sandbox environment can be created in Dynamics BC. The first way, and the way I’m going to show in this post, will only create a sandbox environment containing the Cronus sample company; the second way is to make a copy of the production environment which I’ll show in a later post in this series.
To create the sandbox with Cronus, Click the “Tell me what you want to do” magnifying glass in the top right corner and type environment; click on Sandbox Environment:
This 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.
Once you’re using Dynamics BC and have created a new company or copied one you will be working in a multi-company environment and will need to switch between them. As someone new to Dynamics BC, how to do this was not readily apparent to me.
To switch between companies in Dynamics BC, click the Settings cog button in the top right corner to open the Settings pane and click My Settings:
Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies”
This 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 the last post, in this series, I showed how a new company can be created; which is fine if you’re creating a new company or deploying a new sample company, but sometimes you might want to create a copy of an existing company. This can be easily done through the Companies list. Click the “Tell me what you want to do” magnifying glass in the top right corner and type companies:
Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Copy a Company”
This 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:
Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Create a Company”
This 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:
This 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:
Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial”