D365 Business Central | Part 1: Migrating General and Financial Information

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In Part 1 of our Getting Started with Business Central series, we walk you through the basics you will need to start working with Business Central. After you have deployed Business Central the first thing you will need to do is setup your General and Financial Information. This includes things like basic Company Information, Chart of Accounts, General Ledger Structure and Categories, Dimensions, Dimension Values, Bank Accounts, and Posting Groups. This video also includes an explanation of the key fields you will need in each data set to get started.
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0:00 Introduction and Setup
2:00 Export Data Template to Excel
2:23 Company Information
2:48 Chart of Accounts
4:55 Bank Accounts
6:20 Dimensions
9:00 Import and Apply General and Financial Data

[@ahmadalsaggaf]

Thank you for shearing your knowledge!

[@erpconnectconsulting]

I appreciate you watching our videos. Always great to hear from others who benefit from our free content. Please let us know if you need anything else. Thank you.

[@HieuLe-uq6gd]

Thanks for your video, it is clear and helpful !

[@erpconnectconsulting]

Absolutely Hieu - If you ever need anything please do not hesitate to reach out to our team. You can reach us at info@erpconnectconsulting, reach out on LinkedIn, or submit a request on our website. If you have additional content you would like to see as well we are always looking for recommendations. Thanks.

[@javierj.santiagob2884]

Hello Dear Ben. I just write you to say "Thank you for you excelent video that has been useful". I am Javier From Argentina. I´m a new MD365-BC funtional consultant and I would like to ask you some about configuration of a company. Can I migrate tables about standar set up from one company to a new company by configuration package in RapidStar format? . I ask you this question because it is my idea in order to configurate it easyly but, i have douth. Cordial greatings

[@erpconnectconsulting]

That is a great question and the answer is yes, you can. Please feel free to reach out to us with any additional questions you may have.