Set Up Company Configuration

The implementation process begins with the Microsoft partner. As a partner, you are responsible for thinking through the configuration details and creating a package that a customer can easily apply. Before you create a new company in Business Central online or on-premises, you should plan how it will be configured. You must consider basic setup data and the types of data that your Business Central solution will require. You bundle all of this information in configuration packages.

RapidStart Services also provides you with the tools that you will use to migrate any legacy data, such as customers and vendors.

We recommend that you create configuration packages with most of the setup tables already filled in, so that customers only have to change a few settings after the package is applied. For example, when you create a new company, the No. Series and the No. Series Line tables are filled in with a set of number series and starting numbers. The corresponding No. Series fields in the setup tables are also filled in automatically. You do not have to do the work of entering number series and other basic setup data. You can also manually change all default data that is used with RapidStart Services by using the configuration worksheet.

The configuration packages are built on a preconfigured company. After you have set up a company that meets your needs, you can create a configuration package that contains relevant data from this company. You can then use it when you create a new company that is to be configured in the same way.

To facilitate the import of master data, such as customer and vendor information, you can use configuration templates. Configuration templates contain a set of default settings that are automatically assigned to the records imported into Business Central.

The following table describes a sequence of tasks with links to topics that describe them.

To See
Plan a company configuration by filling in the configuration worksheet. Manage Company Configuration in a Worksheet
Create a configuration package, customize a package, assign tables to a package, review or edit existing customer data, create the new company and then move test data to the production environment. Prepare a Configuration Package

You can also create configuration packages with standard configurations that you can use again and again. For more information, see Set Up Standard Company Configuration Packages in the developer and administration content.

See Also

Setting Up a Company With RapidStart Services

Business Central on Microsoft Learn