Getting Started on Product Documentation

Installation

Mon, 01 Jan 0001 00:00:00 +0000

Goal of the setup

This page describes how to get started with installing BE-terna products from Microsoft AppSource. It covers the path from the prerequisites for a SaaS tenant to the app installation and the first steps after the download has completed.

Prerequisites

A Microsoft Dynamics 365 Business Central SaaS tenant is available for the installation.
A Microsoft account is available for signing in to the tenant and to AppSource.
The target test or production environment has already been created.
The required licenses or an available trial version have been clarified in advance.

Recommended sequence

Prepare the SaaS tenant and the sign-in details.
Search for the BE-terna product in Microsoft AppSource and add it to the environment.
Install the app in Business Central and confirm the language if prompted.
Review the basic environment settings and open the assisted setup.

Setup steps

Prepare the SaaS tenant

To download the app from AppSource, you need a Software as a Service tenant for Microsoft Dynamics 365 Business Central. If no environment is available yet, create the tenant first and verify that you can sign in with the intended Microsoft account.

User and Permission Management

Mon, 01 Jan 0001 00:00:00 +0000

Purpose

This page explains the core principles of user and permission management in Microsoft Dynamics 365 Business Central. It helps you set up new users so that sign-in, data access, interface, and business responsibilities work together cleanly from the beginning. It also shows where permissions can be adopted from the standard setup, extended in a controlled way, or adapted to groups of users.

Prerequisites

The user exists in Microsoft 365 or Microsoft Entra ID.
The user is available in Business Central or can be imported from Microsoft 365.
The setup is performed by a user with sufficient rights, for example IT or a key user.

Recommended Sequence

Check the user or import the user from Microsoft 365.
Assign the required permission sets.
Use security groups for recurring roles.
Add business-specific settings in User Setup.
If required, maintain warehouse assignment and profile.
Review the effective permissions before productive use.

Setup Components

Users

Open the Users page and check whether the required user already exists. In the cloud version, sign-in is handled through Microsoft 365, so separate password maintenance in Business Central is usually not required.

Basic Setup

Mon, 01 Jan 0001 00:00:00 +0000

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.