Installation
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.
Also clarify before you start whether you will work with a free trial or with assigned licenses. This avoids interruptions once the app is added to the environment.
Select the BE-terna product in AppSource
Open Microsoft AppSource and search for the term BE-terna. Then select the relevant app that is based on Microsoft Dynamics 365 Business Central.
Confirm Free Trial if you want to evaluate the solution in a test environment. Then wait until the deployment dialog has fully loaded.
Install the BE-terna product
In the displayed deployment window, select the relevant BE-terna product and start the installation. Business Central may then ask you to confirm the language. If required, choose the desired language and confirm the installation again.
After this step, the BE-terna app is installed in your environment and ready to use.
Review the first settings after installation
After signing in, use the gear icon to open My Settings. There you can review or change the role center, the active company, additional companies, and the user interface language.
Then use the global search to find Assisted Setup. Open the relevant setup and complete the setup steps required for your scenario.
Relevant checkpoints
| Checkpoint | Purpose |
|---|---|
| SaaS tenant | Ensures that the app is installed in a supported Business Central online environment. |
| Microsoft account | Prevents sign-in issues when accessing the tenant and AppSource. |
| App selection | Ensures that the correct app is used for the intended scenario. |
| My Settings | Helps set the language, role center, and company correctly for the first use. |
| Assisted Setup | Leads users to the first required setup steps after installation. |
Best practices
- Perform the first installation in a test environment before using a production environment.
- Review the language, company, and role center directly after the installation before continuing with further setup.
- Document which BE-terna product and which environment were used for the initial installation.
- Complete the assisted setup directly after installation so that the environment is ready for the first business checks.
Result
After completing these steps, the BE-terna product is installed in your Business Central SaaS environment. You can review the first environment settings and run the assisted setup for your scenario.