Now updated for Business Central 2026
Wave 1 – aka Version 28

A companion book for end-users

Microsoft Dynamics 365 Business Central Field Guide

Your companion to a successful implementation

Tips to get ahead as you venture into the cloud

Written to help understand the system and ensure a great experience starting with Business Central.

Targeted end-users, super-users and administrators, this book covers many of the challenges you are faced when implementing a cloud-based ERP system. From setting up the system and creating the first company, to user customizations and integration.

This book is written to help you venture into Business Central, with or without external help. 

Reader Testimonials

"Switching to a new system for managing your accounting and other aspects of running a company is not always easy. This book takes you by the hand and walks you through the first few days with Microsoft Dynamics 365 Business Central. I recommend the book to anyone who is new to Dynamics 365 Business Central and wants someone to explain how key processes work."
Eva Dupont
MICROSOFT SNR. CONTENT PM
"There is an old saying "there’s no substitute for experience", well now for Microsoft Dynamics 365 Business Central there is, it’s this book. It doesn’t matter how long you’ve been using NAV, I’m confident this book will teach you something, elevate yourself to hero status among your fellow users and take control by reading it cover to cover. This might be one fieldcraft book your life doesn’t depend on but your system's health does."
James Crowter
DYNAMICS MVP

How to get the book

LeanPub eBook

The eBook version with regular updates is available on LeanPub.

When you buy it this way, you get both a PDF version and a version for your E-Book reader.

Printed Book

If you prefer a physical book, the most recent version of the book is available on your local amazon.

amazon.com amazon.ca amazon.com.br amazon.com.mx
amazon.co.uk amazon.de amazon.es amazon.fr
amazon.it amazon.nl amazon.se
amazon.in amazon.co.jp amazon.com.au

Why a Field Guide?

Business Central used to be Dynamics NAV, and before that, Navision. NAV has always been a partner-driven application. Customers buy the software from a partner, and the partner helps with implementation. A great model that has worked for over a million users across the globe.

Now, Business Central is a cloud offering; there’s no longer an installation. You no longer need an IT guy to install it and a consultant to help you set it up. You can do that yourself. Most customers still choose to get the consultant to help ensure you’re doing it right and off to a great start.

This book is written to help customers who venture into Business Central, with or without external help. Written to help understand the system and ensure a great experience starting with Business Central. The book is not written to be read from cover to cover. Instead, it’s meant to be a Field Guide. A companion book to help you through the implementation. And later, when you need information on a specific topic or if you need a bit of inspiration. The documentation from Microsoft is pretty good, and I’ll provide links for deep dive and background information.

The book will be published on a continuous schedule on LeanPub, and you will be notified when an update is available. I publish regular updates whenever something changes and when Microsoft introduces new versions and functionality.

Business Central covers a vast area of functionality, and the book includes the areas and issues I encounter in my daily work with Business Central customers. I’ll add new chapters and details based on my experience and reader feedback.

Table og Contents

Introduction

  1. About Erik Hougaard
  2. Modules in Business Central
  3. History of Business Central
  4. Relationship to Dynamics NAV
  5. Relationship to other Dynamics Products
  6. Intelligent Cloud

Signing up for Business Central

  1. Trial Version
  2. Microsoft Partner
  3. AAD Account
  4. CSP
  5. Business Central License Types
  6. Office 365
  7. Azure
  8. Business Central in different countries

Deploying Business Central On-Premises

  1. The difference between Business Central On-Premises and in the cloud
  2. Why would I select the on-premises version
  3. On-Premises Installation, Best Practice
  4. Migration to the cloud
  5. Local Extensions

Getting Started With Business Central

  1. Admin Center
  2. Setting Up Users
  3. Navigating the System
  4. Shortcut Keys
  5. Filters
  6. Production vs. Sandbox
  7. Phones and Tablets
  8. Printing in the cloud
  9. Migrating from other systems to Business Central
  10. Excel Integration
  11. Configuration Packages, aka RapidStart
  12. Report Layouts
  13. Feature Management
  14. Setting up cloud migration
  15. Tip
  16. Data Administration

The First Company

  1. Assisted Setup
  2. Setup Overview
  3. Chart Of Accounts
  4. Dimensions
  5. Accounting Periods
  6. Budgets
  7. How to Number Documents
  8. Posting Setup
  9. Tax/VAT Setup
  10. Opening Balance
  11. Bank Integration
  12. Exchange Rates
  13. Setting up Approvals and Workflow
  14. Intercompany Posting
  15. Customers and Vendors
  16. Sales and Purchase Documents
  17. Inventory
  18. Fixed Assets

Copilot in Business Central

  1. Copilot Chat
  2. Copilot is everywhere
  3. Agent Designer
  4. Sales Order Agent
  5. Payables Agent

Daily Operation

  1. Master Data Maintenance
  2. Journals, Journals, and more Journals
  3. Payments to Vendors
  4. Keeping track of your business
  5. Inventory Cost Adjustment
  6. Updating Exchange Rates
  7. Use the Job Queue to automate operations
  8. Schedule Reports
  9. Deferral Posting
  10. Handling expenses and reimbursements
  11. Incoming Documents
  12. What about backups?
  13. Time-Saving Tricks

Periodic Operations

  1. Financial Reporting
  2. Data Analysis Mode for List Data
  3. Count Inventory
  4. Reminders
  5. Month End Close
  6. Year-End
  7. Closing Inventory Periods
  8. Calculate and Post Tax Settlement
  9. Cash Flow Forecasting

Advanced Features

  1. Project Management (Jobs)
  2. Projects and Time Sheets
  3. Projects monitoring, invoicing and WIP
  4. Shopify Integration
  5. Working with multiple companies
  6. Sustainability
  7. Subscription Billing
  8. Warehouse Management
  9. Manufacturing
  10. Service Management
  11. Relationship Management

How to Customize Business Central the right way

  1. Profiles and role centers – Give your users the right experience
  2. Personalizations, the first level of customizations
  3. Extensions, using the page designer
  4. Report Layouts
  5. Extending Business Central with Apps
  6. Create your own extension with Visual Studio Code

Integrating Business Central with the World

  1. Email Integration
  2. E-Documents
  3. Dynamics 365 for Sales
  4. Expose Web Services to the World
  5. Consuming web services
  6. Accessing Business Central via APIs
  7. Integration with Power BI
  8. Integration with PowerApps
  9. Power Automate
  10. Microsoft Teams Integration

Final Words

  1. More Business Central Resources
  2. Change Log