DYNAMICS 365
BUSINESS CENTRAL
FAQS

YOUR BUSINESS CENTRAL QUESTIONS ANSWERED

Here’s the answers to our most commonly asked questions about Business Central.

If there’s anything you need to know that’s not covered here, then get in touch and we’d be happy to help.

What services to the packs include?

All our packs include everything you need – the tenant setup, module configuration, import of master data, import of opening balances, and remote training.

Do I need to have the foundation pack first, before I buy the + pack, e.g. Sales & Sales+ ?

Yes – you can’t build the house without laying the foundations, right? Check out the description of each pack to see what each pack requires as a prerequisite.

Can I see more details about the features and functionality of each pack?

Yes of course. Microsoft publishes all the help documentation for Business Central on their Business Central Docs page. It’s part of the user guide for Business Central so it’s goes into great detail, but it gives you all the full capabilities and features.

What level of reporting is in each pack?

All of our packs include the relevant standard Business Central reporting (e.g. aged accounts payable reporting is included with the Purchase pack).

Do you have any more information on Power BI or Jet Reports?

Both Jet Reports and Power BI can either be included in your initial project or added shortly after you are live, once you’ve had a chance to familiarize yourself with the standard reporting features. Find out more about business central reporting, and learn about about Jet Reports here and Power BI here.

Do you have a video demonstration of Business Central that I can view or pass to colleagues?

We do. This video demonstrates the ‘look and feel’ as well as the core finance functions within Microsoft Dynamics 365 Business Central and is great as a quick overview. If you would like to run through a live demo with us, get in touch and we can arrange a time that is good for you.

Is there a demo of Business Central I can try for myself?

You can sign up for a 30-day trial of Business Central at Dynamics Trials. This will only be for the user who signs up and is hosted on a temporary domain (the trial account is not linked to your Office 365 account).

Alternatively, we can also set you up a multi-user trial on your domain too – we’ll need delegate CSP access rights to your current Office 365 domain first.

Just get in touch if you’d like to try this. The full process is explained on the Microsoft Docs page.

How long do these implementations usually take?

The implementation time varies based on what packages you choose.
Our KickStart implementation takes just 1 week – make sure that you speak with us in advance to ensure that the requirements of your project fit the criteria for this highly compressed timeline.
If you need more than just the Starter, Purchase and Sales packs included within KickStart then the implementation time for the initial project will vary depending on how many packs you choose. Our average timeline is between 4 to 12 weeks for go live.

What steps are involved in the pack-based projects?

You can see what’s involved in our handy implementation guide, comparing moving systems to moving to a new house. You can download it from the page here.

Do you have more technical detail about integrating other systems with Business Central?

It’s really quick and simple to integrate a huge number of other systems. The Business Central Docs page covers this too, but if you’d like to check out the more techy side of it, you can find out more on the API Overview page. If there’s something specific you’d like to integrate, we’d be happy to talk through your individual requirements.

How can I transfer master data transfer from my current system over to Business Central?

We provide you with Excel templates for you to add your data from your current systems. This also gives you the perfect opportunity to cleanse the data, making sure only the good stuff come across. We then load this into Business Central for you and give you plenty of opportunity to make sure it looks the way you want it to.

When and how does the opening balance get posted?

We’ve built a tool to help guide you through importing and posting your opening balances when you’re ready. Typically bank, customer, vendor, stock and fixed assets opening balances are imported just before you go live. Then the general ledger opening balances are imported once you’ve finished off closing the month in your previous system.

Does ALL the historical data from my previous systems get brought across?

Usually we don’t bring it all across no. Matching the data from one system to another and then re-posting it is a time-consuming and costly process that’s usually avoidable. You’ll need sporadic read-only access to the legacy data for a period of time, but most of the time the benefit doesn’t outweigh the cost of transferring it. Your current provider/partner can continue to give you read-only access to the data or, if that’s too costly in terms of licenses and hosting, they can provide it in a database/spreadsheet format. If it’s critical, talk to us – there are other options we can explore with you too.

You may need to bring over some General Ledger summary balances for the previous year to allow for year-on-year comparison reporting. That isn’t a problem and follows the same easy steps as per importing the opening balances

I’ve seen an ‘Minimum Viable Product’ (MVP) approach to implementation being recommended by CPIT. What does this mean?

Our years of experience in ERP systems has taught us that multiple short, concise project phases are much more successful (and less costly) than a single, all singing, all dancing, wish-list orientated project. There’s no sacrifice to these features or what you’d get day 1, only a different way to approach the same goal. Check out our MVP vs. ERP eBook for more detail on why we think this is the best way to do implementations and find out why ilke Homes loved their Business Central implementation so much.

I've got a few questions about how the licenses work, can you help?

We’d be happy to! The most common question we get asked about licensing technicalities is if the Team Member (TM) license can support the raising and approving of purchase requisitions/orders? Yes it can. For example – a user with a TM license can raise a Purchase Quote and then this can then be approved by another user with a TM license. A full user can then convert the approve Purchase Quote into a Purchase Order and continue the process as normal.

We can discuss any licensing scenarios to confirm the exact license types needed, but if you’d like to read more, then you can download Microsoft’s Business Central Licensing guide here.

Can we get any licensing discounts from Microsoft for not-for-profit or educational use?

You can get significant discounts for NFP and educational usage. If you are eligible for these discounts, it’s likely you’ll have already been through the Microsoft registration prices for discount on Office 365 licenses. Please ask for the discounted license prices when you get in touch.

I need more info related to security, privacy and compliance with Business Central and the Azure platform it’s hosted on. Where can I find the answers?

You can find more information on Microsoft’s Trust Center. This covers all Microsoft products and services, so your answers will be in the Dynamics 365 section or, in the Azure section if you’re looking for hosting answers.

Do you have packs for other Business Central modules like Manufacturing and Service Management?

There’s a large amount of functionality and therefore a high degree of variance in how complex the implementation can be for With Manufacturing and Service Management. For this reason Microsoft have a separate Premium license for these modules.
If you’d like to find out more about including these, just get in touch and we’d be happy to chat through how we can help get these setup for you.

Do you have a pack for the ‘light’ CRM functionality known as Relationship Management?

Yes we can certainly implement this module for you, but we’d usually like to discuss this first, rather that including it in a pack.
There’s a full suite of Customer Engagement apps within Dynamics 365 that offer a much broader array of features and functions. So we prefer to discuss this with you so that we can help you make the right decision as to which route is best for you and your business going forward.

We'd like to implement Business Central into multiple countries at the same time, as our business has offices around the world, how does that work?

We can certainly help with this, however it depends on how those other countries plan to operate moving forward. There are 3 key things to to consider:

Multiple databases – Within your Microsoft domain, you can have up to 3 live / production databases (with the availability for more scheduled for the end of 2020), each with their own localisation. This localisation adds the code for the tax and compliance functionality specific to that country. So, in the case of the UK it adds VAT and Making Tax Digital functionality – this Docs page covers the detail for each country.

If however there isn’t a localisation for a specific country available from Microsoft yet, other regional Business Central partners may have provided solutions via apps to bridge the gap between the standard Business Central and any local requirements. For full details of regional availability, please see this Docs page.  You’ll need this option if any of the countries require the local tax and compliance functionality and/or they need their own codebase to manage any development to Business Central in the future. We cover the setup of the extra databases in our Additional Database pack.

Multiple companies – Within a Business Central database there’s no limit on the number of companies. So, if the subsequent countries don’t currently have the local functionality today and/or they have local accountants to handle this outside the system, then you may consider keeping to one database with multiple companies.

This means there are no additional setup costs for the extra databases. However this means the other regions won’t have access to the local tax and compliance functionality available now or any released in the future. Another point to consider is that all companies will share the same code within the database and that some apps may rely on the regional functionality.

Multiple companies within Multiple databases – As you’ve probably guessed, you can also have a combination of the above. Some country’s operations may be larger than others, or some may have external accountants already, and perhaps some are on regional versions of their current software, or perhaps some just need a codebase of their own.

It’s also worth bearing in mind that the intercompany and consolidation functionality within Business Central work regardless of the above setup. This also applies for system language. Localised functionality and system language are two separate things – each user can have a different language, irrespective of the database’s localisation. Again, see this Docs page for availability and more information.

Confused? Got more questions? Don’t worry – we’re here to help guide you to the right decision, just reach out to us.

READY TO MAKE THE SWITCH?

Contact us now and a member of the team will get back to you to discuss the next steps and we’ll have you up and running in no time!