Business Central User Administration: The Ultimate Guide

Name: Business Central User Administration: The Ultimate Guide
Rating: 4.5 (103 reviews)

Learn how to setup and manage Permissions, Profiles and Users

Highest Rated

Created byDr. Sebastian Diziol

Last updated 10/2025

English

What you'll learn

Setup Permissions
Setup Permission Sets
Setup Security Groups
Optimize the User Interface for different Teams
Setup User Profiles
Assign Licenses to Users
Create Users
Best Practices and real life scenarios
Onboarding Users

Course content

7 sections • 26 lectures • 3h 30m total length

Introduction18:13
Meet your Instructor, learn about the course agenda as well as objectives and get some tipps and tricks for making the most out of your leaning experience.
Get the Cronus4:27
Learn how to get access to a Business Central Demo Database if you do not have one.
Get Access to Microsoft 365 Sandbox0:45
Ideally, you will use a sandbox environment of Microsoft 365 for Business for this course. If you do not have access to such an environment through your organization, here are your options to create a trial or sandbox, though it has become increasingly difficult to get one since Microsoft has limited the access to it in early 2024.
If you are not able to get hold of a sandbox environment, don't worry, you can still take the course successfully and most lectures are concerned with Business Central.

Best Practices for defining Profiles16:32
Learn about the principles of good user unterface design, how to approach the concept of profiles for your organization, best practices and tipps and tricks.
Create Profiles6:33
Learn how to create a new profile or copy an existing profile.
Customizes the User Interface in a Profile15:35
Learn how to customize individual pages in a Profile, including actions in the menu ribbon, the factbox, as well as fasttabs and fields .
Create a Profile for your Team

Best Practices for setting up Permissions19:10
Learn about the principles of permission setup, different strategies of permission setup with their pros and cons and how to approach the permission concept for your organization, best practices and tipps and tricks.
Prebuilt Permission Sets5:43
Learn about the different permission sets that come out of the box with each Business Central deployment and how to use them.
Create and Manage a Perrmission Set12:26
Learn how to create a Permission Set and how to set it up manually
Record Permissions5:37
Learn the most effective way of defining permission sets: recording the permissions by clicking your use case.
Export and Import Permission Sets5:13
Learn how to export and import Permission Sets to use them in another database
Effective Permissions4:51
Learn how to check the permissions valid in a Permission Set.
Configure and use security auditing in Business Central15:23
Setup a Permission Set

Create and manage Security Groups and Users in Microsoft Entra15:22
Learn how to create a Security Group, how to create users, giving them a license and assigning them to a Security Group, and how to import a user in Business Central
Manage Security Groups2:56
Learn how to manage security groups and assing permission sets to them.
User Administration "the old way"8:30
Learn how to create Users in older versions of Business Central.
Permissions by License2:48
Learn how to assign permissions by the License a certain user has.
Assign Permission Sets to Multiple Users or User Groups2:56
Learn a fast track how to assign Permission Sets to multiple Security Groups or Users.
User Settings: Assign a Profile to a User5:12
Learn how to assign a Profile, Language, Region and Time Zone to a user and how to delete personalizations a user made of their Profile.
User Setup: Assign more granular permissions to a User9:45
Learn how to give more granular permissions for your users, e.g. for posting invoices.
Disable a User3:50
Learn how to disable a user
Create Warehouse Employees2:43
Learn how to create warehouse employee records for you users.
Invite External Accountants7:09
Learn how to give access to the financial records in you Business Central Deployment for external Accountants.

Requirements

Basic Knowledge of Business Central
Computer with Internet Connection
Subtitles available in English, Hindi, Spanish, French, and German

Description

In this hands-on course, you will learn to master User Administration, an indispensable element of every deployment of Microsoft Dynamics 365 Business Central for reasons of compliance and data security as well as efficiency and usability, without the frustration of reading through hundreds of pages of dry documentation.

"Business Central User Administration: The Ultimate Guide" provides a comprehensive guide to setting up and managing user accounts in Microsoft Dynamics 365 Business Central. With a total video content length of more than 3 hours, it includes detailed lectures and practical examples to help learners understand the nuances of user administration in Business Central.

Designed for key users, super users, implementation consultants, admins, project managers, functional consultants, business leads, IT professionals and solution architects, this course is your go-to resource for mastering user administration.

You’ll dive deep into the essentials of setting up and managing user accounts in Business Central. The expert-led lectures will guide you through creating and customizing user profiles, configuring permissions, and onboarding new users seamlessly.

What You Will Learn:

Creating and Managing Profiles: Learn how to set up new profiles or copy existing ones, tailored to your organization’s needs.

Customizing User Interfaces: Discover how to customize individual pages within a profile, including actions in the menu ribbon and factboxes.

Permissions Management: Master the best practices for setting up and managing permissions, understanding different strategies, and applying them effectively.

Managing Security Groups and Permissions: Understand how to manage security groups, assign permissions, and ensure your users have the right access levels.

Onboarding New Users: Follow a step-by-step guide on the complete onboarding process for new users in a production environment.

With practical examples and downloadable resources, this course equips you with the skills needed to efficiently manage user accounts in Business Central. Whether you’re a seasoned admin or new to user management, this course will elevate your capabilities and streamline your operations.

Enroll today and become an expert in Business Central User Administration!

Who this course is for:

Key Users
Super Users
Implementation Consultants
Admins
Project Managers
Functional Consultants
Solution Architects
Project Managers
IT Professionals
Business Leads
Project Sponsors

Business Central User Administration: The Ultimate Guide

What you'll learn

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Course content

Introduction3 lectures • 23min

Profiles: How to customize and optimize the User Interface for your Users3 lectures • 39min

Permissions: How to define what your users may see and do7 lectures • 1hr 8min

Users: Learn how to onboard users and assign profiles and permissions10 lectures • 1hr 1min

The complete onboarding Process for a new User in Business Central1 lecture • 11min

Course Updates1 lecture • 4min

Exam1 lecture • 3min

Requirements

Description

Who this course is for: