Dynamics Community Forum Thread Details

Business Central Initial Setup Checklist

Hi all,

I am planning to implement Dynamics 365 Business Central in our company.
When I asked an AI about the initial setup items, the following were mentioned.

What are the minimum initial setup items required?

Also, if you have any suitable tutorial materials, please let me know.

Business Central Initial Setup Checklist
1. Basic Information

・Company Information
・General Ledger Setup
・Accounting Periods

2. Number Series

・No. Series (Customers, Vendors, Items, Sales/Purchase Orders, Invoices, Journals)

3. Chart of Accounts & Dimensions

・Chart of Accounts
・General Journal Templates / Batches
・Dimensions
・Dimension Combinations

4. Posting Groups

・General Business / Product Posting Groups
・General Posting Setup
・VAT Business / Product Posting Groups
・VAT Posting Setup
・Customer / Vendor Posting Groups
・Inventory Posting Groups
・Bank Account Posting Groups
・FA Posting Groups

5. Sales, Purchase & Inventory Setup

・Sales & Receivables Setup
・Purchases & Payables Setup
・Inventory Setup
・Payment Terms / Payment Methods
・Shipment Methods / Shipping Agents
・Locations
・Units of Measure
・Item Categories

6. Japan Localization

・Consumption Tax Setup (Standard / Reduced / Qualified Invoice)
・Withholding Tax Setup
・Bank Codes / Branch Codes (Zengin format)
・Stamp Tax
・Bill Management

7. Bank & Payment

・Bank Account Master
・Bank Account Posting Groups
・Payment Terms
・Bank Transfer Fees

8. Users & Security

・User Setup
・User Groups
・Permission Sets
・User Personalization (Role Center, Language)

9. Approval Workflow

・Approval Workflows
・Approval User Setup
・Notification Setup

10. Reports & Documents

・Report Selections
・Custom Report Layouts (Word / RDLC)
・Email Setup (SMTP / Microsoft 365)

11. Integration & Extensions

・Outlook / Teams / Power BI / OneDrive Integration
・Extension Installation
・Web Services / API Setup

12. Opening Balances

・Customer / Vendor / Item / Fixed Asset Master Data
・Opening Balance Journals (GL, AR, AP, Inventory)

Look forward to herring from you.