Central administration tasks are usually performed by one role in the company. The scope of these tasks can depend on the company's size and the administrator's job responsibilities. These tasks can include managing database synchronization of job and email queues, setting up users, and customizing the user interface.
Entering the correct setup values from the start is important to the success of any new business software. Business Central includes a number of setup guides that help you set up core data. For more information, see Setting Up Business Central.
Whether you use RapidStart Services to implement setup values or you manually enter them in the new company, you can support your setup decisions with some general recommendations for selected setup fields that are known to potentially cause the solution to be inefficient if defined incorrectly.
A super user or an administrator can set up the Data Exchange Framework to enable users to export and import data in bank and payroll files, for example for various cash management processes. For more information, see Exchanging Data Electronically.
You can set up a new company in Business Central with RapidStart Services, which is a tool designed to shorten deployment times, improve quality of implementation, introduce a repeatable approach to implementations, and enhance productivity by automating and simplifying recurring tasks. For more information, see Setting Up a Company With RapidStart Services.
The following table describes a sequence of tasks, with links to the topics that describe them.
|Define who can sign in to Business Central by creating users on the Microsoft 365 Admin Center according to the product licenses.||Create Users According to Licenses|
|Assign permissions to users, modify permission sets, and group users for easy permission management.||Assign Permissions to Users and Groups|
|Add users, manage permissions and access to data, assign roles.||Manage Profiles|
|Classify data sensitivities for fields so that you can respond to requests from data subjects related to their personal data.||Classifying Data Sensitivity|
|Respond to requests from data subjects related to their personal data.||Responding to Requests About Personal Data|
|Set up a new business unit using templates||Creating New Companies|
|Track all direct modifications that users make to data in the database to identify the origin of errors and data changes.||Logging Changes|
|Enter single or recurring requests to run reports or codeunits.||Using Job Queues to Schedule Tasks|
|Manage, delete, or compress documents||Deleting Documents|
|Expose pages, codeunits, and queries as web services.||Publishing a Web Service|
|As a part of creating Connect apps between Business Central and 3rd-party solutions through REST APIs, define templates that are used to populate empty properties on an entity when you create a POST action through an API.||Configuring API Templates|
|Encrypt data on the Business Central server by generating new or importing existing encryption keys that you enable on the server.||Managing Data Encryption|
|Connect Dynamics 365 Sales with Business Central to obtain seamless integration between customer relations and order processing in the lead-to-cash process.||Integrating with Dynamics 365 Sales|
|Change which fields and actions are shown in the user interface to fit your company's business processes and extend the solution with apps.||Customizing Business Central|
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