In Microsoft Dynamics 365 Business Central, how do I… Create a Company

In an earlier post, I thought it important to clarify terminology around companies and environments in Dynamics BC. In a later post, I will show how to create a new environment, but in this one I am going to focus on creating a new company.

When we signed up for a free trial of Dynamics BC, an environment was created which contained the Cronus tst company and a second company called My Company which could be used for a live company, but I’d prefer to start from scratch so I know exactly what has been done.

So, I want to create a new company. Do this by clicking the “Tell me what you want to do” magnifying glass in the top right and type companies; under Go to Pages and Tasks, select Companies:

In the Companies window click the New button n the toolbar:

When the assisted setup for creating a new company, click on Next:

Enter a name of the company and choose the type of data which should be imported:

There will be three options available to choose from:

1. Evaluation – Sample Data – is a company similar to the demonstration company with both sample and setup data. You can create these companies without switching to a 30-day trial period (which the other types require).
2. Production – Setup Data Only – is a company similar to the My Company company with setup data, but without sample data. This company can be used for a 30-day trial period.
3. Create New – No Data – a blank company without setup data. This company can be used for a 30-day trial period.

Next you need to select the users who will have access to the new company. Click Manage Users to select the users:

In the User Lookup window select the users to assign to the new company; you can hold the control key down to select multiple rows; click OK when all users have been selected:

If you’re happy with the user selection, click Next to accept and proceed:

Click Finish to create the new company (which might take a few minutes):

A message box will be displayed confirming the company has been created and that it can take a few minutes for the setup to finish:

Company has been created, but we are still setting it up for you.
This may take up to 10 minutes, so take a short break before you begin to use it.

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