Business Central Implementation Methodology

Why Business Central Implementation Methodology Matters

When you choose to implement Microsoft Dynamics 365 Business Central, you need to make sure that you have the right business central implementation methodology. This will ensure that you get the best solution possible and that it supports your business strategy. When you look at different ERP/accounting systems, some businesses might choose to go with a ready-to-use solution while others want something that is more customized to their specific business needs. Business Central provides all these possibilities.

In order to transform your business, you need a robust strategy and planning process. It’s been observed that many companies do not consider proper Business Central implementation methodology while implementing any project because they are under the misconception that it would be difficult or time-consuming. This creates a massive problem as there is no clarity in their operations and they can’t make effective decisions to proceed.

The Dynamics 365 Business Central implementation methodology can make your business grow systematically and effectively. You’ll get a quick resolution and can fulfil all your business requirements.

Dynamics 365 Business Central Implementation Process

Dynamics 365 Business Central Implementation includes various steps –

  • Software Installation
  • Settings and Configurations
  • Transferring financial data from the old to the new system
  • Setting the roles
  • Access to ERP systems
  • Security settings
  • Training for the users

Why is Business Central Important?

 Key features after implementations for D365 Business Central are as follows – 

You’ll work on the cloud. 

As you are aware, Microsoft is allowing users to come on a cloud hosting and cloud services. Microsoft Azure Business Central hosts all data on the server. You can work from anywhere.

Operate your business with a single software

You’ll be able to work correctly with the easy process with Power BI and Power Apps. You can work on the different applications in one place.

Upgrades can be done automatically.

You don’t have to worry anymore regarding software updates for new versions. This is a great feature, and it can reduce the level of maintenance required for any platform.

Makes Scalable, has customization, and has easy usability

In Business Central, you have the customization feature. In Business Central, you can easily integrate the applications as per your requirement and make the usability very friendly.

Storage Limit

Business Central online storage does not have any limit. Here out of the box, Business Central provides more than enough storage for most organizations.

Features of Dynamics 365 Business Central

Dynamics Business Central is a great choice to opt for because it covers financial and supply chain management, sales, warehouse management, etc. Dynamics Business Central can control the financial data and reporting, make scalable in new markets, and can make good beneficial decisions.

To design the layouts, excel can be used. 

You’ll now be able to create or edit the layout of your reports, such as diagrams, charts, sliders, and pivot tables in excel. Later, user can save their designs in Business Central.

New ability to create financial reports in account schedules

Account schedules are the primary tool to create financial reports in Business Central, and this new feature makes clear presentation and generation of reports. Users can easily showcase their reports as per their choice of the layout so that they can identify them quickly and can fetch the data at a glance.

Email attachments in Business Central can be added.

With this feature in Outlook, you can download the attachments received by email to Business Central. Without leaving, outlook documents such as spreadsheets, excel, etc., can be added.

Manage the sell-to and bill-to 

This will make project management easier in Business Central for project managers. They can identify which clients can get an advantage from a project and which clients will pay. They can also add information on references and recognize the work location.

Documents and Journals can be checked

While working, Business Central can quickly validate the data from the documents and journals to stop posting issues even before they appear. Check more about Business Central features.

Business Central ERP Implementation methodology –

Business Central ERP implementation methodology in your business saves a lot of time, and a few steps have been mentioned below –

Configuration in the environment

The very first step is to configure the environment. The platform is set up in such a manner that data can be loaded, creating the customers, vendors, items, and other transactions that require to run a business.

Training of Subject Matter Experts and Users

Training of the SMEs and users on the application happens to fulfil a few purposes. Firstly, the user gets comfortable with the application. Secondly, allowing to leverage the work during the phase of configuration to make them start leveraging the application and production. During the training, the focus remains on users so that they can understand the application clearly.

Loading of Data

In this process, you have to load the data from configuration packages. Software experts check with subject matter experts to check customers, items, vendors, and other financial documentation that need to move into Business Central. By discussing together, the plan needs to be prepared to migrate the data and create the configuration packages that leverage to import the records.

Power BI Workshop

During this workshop, you’ll get training and assistance in creating your Power BI dashboard. Power BI is a tool that can join data from Business Central and data sources to develop key performance indicators (KPI) dashboards. You’ll be able to analyze where your business is growing, which is more important, and in which part area of improvement is required.


In the final step for implementing Dynamics 365 Business central, the team needs to evaluate whether they are ready to go live or not. 

Generally, you need to analyze your business model and the functional requirements. 

Implementation for D365 Business Central helps SMBs to grow effectively. Dynamics 365 Business Central Implementation to SMBs can help to obtain their business goals conveniently.

Single Coherent System 

For smooth function in business, it requires many tools like accounting software, inventory management solution, CRM, etc. Any company can buy these after a certain period. 

Microsoft Dynamics 365 Business Central has modules catering to financial and supply chain, operations, sales and marketing, and manufacturing teams. They work effectively with each other.

No data Silos

Due to this digital transformation, business gathers many data. If this data remains in silos, it will be ineffective. As all the modules of Business Central are on the same platform and compatible. So, data flow is accessible and remains uninterrupted. You’ll get real-time data access.

Easy Integration 

You’ll easily integrate with other Microsoft products like Microsoft Outlook, Power BI, and Microsoft Office 365 suite through Dynamics 365 Business Central. Features and functions are the same. It saves time and resources in the training of the employee and can integrate with third-party applications.

Access with multi-device from anywhere

Microsoft Dynamics 365 Business Central is a cloud-based ERP, and hence you can access it from anywhere and at any time.

Through Outlook, web browsers, and mobile devices, you can access the data and easily switch between different applications.

Safety and Security

Microsoft takes care of the security of your data on Microsoft Business Central, and their infrastructure is the same for the enterprise and small businesses.

They have robust data backups, a qualified security expert team, and many other features that make them one of the best and most secure.

Choose the right implementation partner

To ensure that your business central implementation is successful, it’s important to choose the right Microsoft Partner. If you want to get the right skills for your implementation, you need a partner who has experience working with Dynamics 365 and can help you achieve all your goals.

Being a Microsoft solutions partner, Dynamics Square has extensive knowledge about building solutions using Dynamics 365 Business Central as well as other products including Azure, and Power BI.

Final words

As always, it varies by company, industry, and other business cycles, but in general, the best time for implementation for D365 Business Central is as early as possible for the development and growth of your business.

See Also-

Kapil Jangid

Kapil Jangid is a Digital Marketing expert with an aim of uplifting businesses through cloud-based software as a service (SaaS). He has more than 8+ years of experience working with numerous SaaS companies, driving brand awareness, and enhancing revenue opportunities.


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