How to Implement D365 Business Central in 5 Steps As someone passionate about helping growth-minded businesses, I would like to share the details about the timesaving package we have put together to assist your business in implementing D365 Business Central. There are five steps which have been created and tested for our D365 Business Central Quick Start service. Step 1: Configure the environment The first and foremost step in QuickStart implementation is to configure the environment. once we configure the Business Central environment, we can set up the platform where we load your data, create your items, create your vendors, create your customers, and all other transactions that relate to running a business.
Step 2: Train subject matter experts & end users The second step in the process is to train the subject matter experts (SMEs)and the end-users on the application. This serves two purposes: the first is to get users comfortable with the application; the second is to allow them to leverage the work that was done during the configuration phase to get them ready to start leveraging the application and production. When providing training, our focus is on information retention and making sure that those users understand the application.
Step 3: Load data The third step is to load the data via configuration packages. Our experts sit down with SMEs to review customers, vendors, items, and other historical financial records that need to be pulled forward into D365 Business Central. By sitting down together, we create a plan for the data that will be migrated and then build configuration packages that we leverage to import those historical records.
Step 4: Power BI Workshop The fourth step in QuickStart implementation is a Power BI workshop. During that workshop, we provide training and side-by-side help to build your very first Power BI dashboard. Power BI is a tool that’s able to join data from D365 Business Central and other data sources to create key performance indicators dashboard for your business. During this process, you are determining what information is most important and what measures show success in your business. We’re facilitating the training and use of the tool to ensure that you’re able to create your very first dashboard to show where your business is being successful and where there might be opportunities for improvement.
Step 5: Go-Live As we get ready for the last step which is went-live, there is a go or no-go decision where we sit down as a project team and test readiness both for your team. Following go-live, if needed to ensure that go-live is successful and any issues that end-users might encounter are resolved as fast as possible.