Basic Setup
Purpose
This page provides a compact overview of the most important basic setup topics in Microsoft Dynamics 365 Business Central. It summarizes the themes from the Microsoft Learn onboarding pages without explaining each assisted setup or business area in detail.
The focus is on the recommended starting sequence, the main setup areas, and the Microsoft documentation paths to use for deeper follow-up.
Prerequisites
- A Business Central environment is available and you can sign in.
- The initial app installation and the first user settings are already prepared.
- It is aligned which business areas should be used productively first.
Recommended Sequence
- Review and complete company and finance basics.
- Align assisted setup, role center, and user context.
- Prioritize the relevant business capabilities and introduce them step by step.
Setup Components
Company and finance basics
The Microsoft quick-start page bundles the first topics for company information, financial information, and report and document layout adjustments. For the initial setup, the key point is that company master data, bank details, tax information, and the financial baseline are maintained consistently.
The related Microsoft Learn paths are:
Assisted setup and working environment
The getting-ready-for-business page explains how to reach a working environment through Assisted Setup, My Settings, and role-specific home pages. For the basic setup, it is most important to use the guided setups, verify the user context, and add manual settings only where no assisted setup is available.
Relevant Microsoft Learn paths are:
Prioritize business functionality deliberately
Business Central covers many functional areas, such as finance, sales, purchasing, inventory, projects, service, manufacturing, and workflows. For the basic setup, it is advisable not to work through all areas at once, but to define which business capabilities matter first for your organization and align the setup accordingly.
The central overview is available here:
Microsoft documentation paths at a glance
If you want to go deeper into individual topics, start with these entry pages:
| Path | Focus |
|---|---|
/dynamics365/business-central/quick-start-business-central |
Overall orientation for the first business and organizational steps |
/dynamics365/business-central/ui-get-ready-business |
Assisted setup, home pages, company information, and user context |
/dynamics365/business-central/across-business-functionality |
Overview of available business capabilities and their use cases |
Process Important guardrails for the basic setup The basic setup should orient the reader, support prioritization, and point to the right Microsoft standard paths.
- Start with company base data and the financial baseline before diving into detailed business processes.
- Use assisted setup as the first entry point and add manual settings only where needed.
- Prioritize business capabilities based on business need instead of enabling every available area at once.
- Use the Microsoft Learn paths for detailed steps and standard product guidance.
Links