Overview

The FastTrack Rapid Deployment process is designed to guide you through a step-by-step approach to configure a brand-new installation of Microsoft Dynamics 365 Business Central, or create a new company in an existing Business Central installation, and get your business ready up and running, with maximum speed and minimum fuss!

Before You Begin

Before starting with FastTrack, you will need :

• A Microsoft Dynamics 365 Business Central tenant configured in Microsoft’s cloud.

• The FastTrack extension installed in your tenant.

• Your role centre set to ‘Braintree FastTrack Setup Wizard’.

If you need assistance to get to the starting line:

• Use the email link on the right 👉 to request assistance from Braintree Support.

• After the FastTrack extension has been installed into your Business Central environment, arrange a training session with your consultant.

• Follow the step by step process to a successful go-live on Business Central.

When you open Business Central, you should see the following role centre:

Some Guidelines

Before we get started, take note of the following guidelines:

During Configuration:

• Don’t enable features unless you need them. You can add functionality later if required.

• Take the time to examine the health of your master data.

Next steps

• Test key processes with sample data. Your consultant can assist you in drawing up test scripts and testing plans

• Take the time to examine the health of your master data.

• Use the Go-live readiness assessment to verify that your business is ready to switch over to Business Central.

Get Started with the Initial Questionaire

Company-wide configurations

• Run essential company configurations that form the basis of module setups.

Finance

• Configure your General Ledger and and Cashbook.

Debtors (Sales and Receivables)

• Configure the debtors and sales module. Load customer master data and related information.

Creditors (Purchases and Payables)

• Configure the creditors / purchases module. Load supplier master data and related information.

Inventory

• Configure the Stock system. Load inventory master information and related information.

Fixed Assets

• Configure the Fixed Assets module. Load fixed assets master data and opening balances.

Manufacturing

• Configure the Manufacturing module. Create bills of material, work centres and routings.

Projects

• Configure the projects module.

Take on Opening Balances

• Load opening balances for general ledger and stock. Load open items for Customers nad Suppliers.