Dynamics 365 Business Central is intended to assist small and mid-sized enterprises in efficiently managing a variety of operational facets. Business Central is available for trial from Microsoft if you’re thinking about purchasing a licence. In this manner, prior to deciding, you may examine its qualities and determine whether they meet your company’s requirements. It’s an excellent method to make sure it’s the best choice for you.
What are the IWS in Business central?
In Dynamics 365 Business Central, ‘IW’ stands for Information Worker—users granted access through one of the 10,000 trial licenses available. This platform offers a comprehensive 360-degree view of your supply chain, enabling seamless tracking from procurement through to delivery.
How can you sign up for a trial account?
Contact a Microsoft Cloud Solution Provider (MSP): Reach out to a Microsoft Cloud Solution Provider who can assist you in signing up for a trial account with Microsoft Business Central. MSPs are authorized to set up trial versions for customers.
Setup Process: The MSP will guide you through the sign-up procedure for the Microsoft Trial Account. This process involves providing necessary details and selecting the trial version of Business Central.
Trial Account Setup: After completing the sign-up, professionals from the MSP will configure the trial account for your use. They will ensure that you have access to the trial version of Business Central.
Usage in Production Environment: It’s important to note that while the trial account can be used in a production environment, it may not include all the advanced features available in the paid versions of Business Central.
Paid Licensing Options: Microsoft Business Central offers several paid licensing options:
- Essentials: Comprehensive functionality for core business processes.
- Premium: Includes additional capabilities such as service order management and manufacturing.
- Team Member: Limited access suitable for users who need to perform basic tasks.
- External Accountant: Designed for external accountants who need access to financial data and reports.
Choose the Right License: Evaluate your business requirements to select the appropriate paid license that best suits your needs, based on the features and functionality offered.
Deployment and Support: Once you choose a paid license, the MSP can assist in deploying the full version of Business Central and provide ongoing support to optimize its use in your organization.
What are the advantages of having a Business Central IWs Trial Account?
Finance Management: Stakeholders must consider how their decisions impact profits, cash flow, and the financial health of the company. With a Business Central IW Trial Account, access to features like general ledger, budgeting, accounting schedules, cost accounting, and more is available.
Sales and Marketing: Effective collaboration between sales and marketing is essential for closing deals. The Business Central IW Trial Account offers tools such as email logging, campaign management, and integration with Dynamics 365 Sales to provide high-quality, relevant information across various customer touchpoints.
Sales and Delivery: Efficient order processing and fulfillment are critical post-purchase activities. The Business Central IW Trial Account supports functionalities like order administration, sales invoicing, shipping management, return-order handling, and more.
Purchasing and Payables: Optimizing working capital is crucial for business sustainability. The Business Central IW Trial Account enables efficient management of purchasing invoices, invoice discounts, and purchase order returns during the trial period.
Inventory Management: Proper inventory management is vital, especially in challenging times. The Business Central IW Trial Account offers capabilities ranging from basic inventory management to detailed product tracking and location transfers, ensuring visibility down to the shelf level across multiple locations.
Supply Planning: Utilizing robust technology solutions enhances the distribution of goods and services, balancing supply and demand effectively. With the Business Central IW Trial Account, you can perform tasks such as demand estimation, supply resource planning, and more.
Warehouse Management: Business Central’s automated warehouse management capabilities streamline operations. During the trial period, you can manage warehouse shipments, control movement, plan for future needs, and oversee processes with ease.
How to set up Trial Users in Business Central?
- Sign in your Business Central Account
- Click ‘Search’ Icon > Enter ‘Users’
- And click on the link that pops
- Select: Update Users from Microsoft 365
How to set permissions for New Users in Business Central?
- Go to the ‘User Card’ page
- Choose from the permission sets
- And assign to the new users
And, you can also set permission by this method too:
- Go to the ‘Permission Set by User’ page
- From established permission sets,
- You can choose a user
How to review permissions in Business Central?
- Click on the Search icon and type Users
- Click on the user you want to review/edit
- And choose the ‘Effective Permissions’ option
- Choose ‘By Permission Set’ for ‘User Defined’ permissions
- And you can edit permissions — select the right value</li
How to edit individual permissions within a Permission Set?
- Choose a value in the Permission Set field
- Which is followed by ‘Permissions’ Page
- Now, you can edit Individual Permissions
How to Onboard Users in Business Central
When onboarding IW users in Business Central, there are several effective options to choose from:
- Homepage Banner: Start by setting up a company homepage featuring a welcoming and informative banner. This allows IW users to easily access their assigned tasks and begin their journey.
- Checklist: Simplify onboarding with a checklist outlining all necessary activities. This approach provides IW users with clear guidance on completing tasks while allowing them time to explore and familiarize themselves with Business Central.
- Virtual Tours: Admins can enhance onboarding by implementing virtual tours. These interactive sessions guide IW users through Business Central, offering practical insights and answering common questions related to task completion and system navigation.
Business Central Trial version Expired?
Now that you’re aware that both Dynamics 365 Business Central Essentials and Dynamics 365 Business Central Premium licenses in the trial version last for 30 days, you can see how automated workflows can propel your business forward.
The next logical step is to purchase a Business Central license and continue achieving your envisioned business goals with Dynamics 365 Business Central.
With extensive industry expertise and a proven track record in successful Business Central implementations and customization, Incite Gravity can guide you through setting up your Dynamics 365 Business Central account.
Contact us today for a quick call and perhaps a demo. Let’s collaborate to elevate your company to new heights.
