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Administration Tasks

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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.

Note

You can use the data migration tools to migrate existing data to Business Central online. Alternatively, you can set up a new company in Business Central with configuration packages 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 Migrate On-Premises Data to Business Central Online.

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.

The following table describes a sequence of tasks, with links to the articles that describe them.

To See
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
Manage user settings, such as company, role, language, region and time zone. User Settings
Set up printers and specify which reports to print on which printers. Set Up Printers
Classify data sensitivities for fields so that you can respond to requests from data subjects related to their personal data. Classify Data Sensitivity
Respond to requests from data subjects related to their personal data. Respond to Requests About Personal Data
Set up a new business unit using templates Create 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. Use Job Queues to Schedule Tasks
Manage, delete, or compress documents Delete Documents
Expose pages, codeunits, and queries as web services. Publish 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. Configure API Templates
Encrypt data on the Business Central server by generating new or importing existing encryption keys that you enable on the server. Manage 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. Integrate 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. Customize Business Central

Administration in the admin center

Internal and delegated admins have access to the Business Central admin center where they can configure, monitor, and troubleshoot Business Central environments. The following table describes some of the key tasks, with links to the articles that describe them.

To See
Learn about the tools that are available to you to help you troubleshoot. Technical Support
Monitor usage and troubleshoot sessions Environment Telemetry in the Business Central administration center
Manage user sessions, including canceling a session if the user is blocked. Manage Sessions
Configure the tenant to send telemetry data to Azure Application Insights for better analysis and troubleshooting. Enable Sending Telemetry to Application Insights

See Also

Business Functionality
General Business Functionality
Work with Business Central
Getting Ready for Doing Business

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