Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises) Course Overview

Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises) Course Overview

The "Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises)" course provides a comprehensive understanding of setting up and customizing Microsoft Dynamics 365 Business Central for on-premises deployments. It's designed for IT professionals, system administrators, and technical consultants who are responsible for installing, configuring, and maintaining Dynamics 365 Business Central systems.

From Architecture and Client options to Server requirements, the course breaks down each component necessary for a successful implementation. Learners will gain insights into server and client components, Microsoft Dynamics NAV Server configurations, handling different clients, and Integrating with Office 365 and CRM. The development environment module focuses on the tools for development, Managing databases, and Licenses. Client personalization allows learners to understand how to tailor the user interface to meet business needs. Deployment strategies are discussed, including the use of ClickOnce and Microsoft Azure. Finally, the course delves into the use of Microsoft Dynamics PowerShell for administration and development tasks.

This course empowers students with the skills to ensure a smooth and efficient Business Central deployment, ultimately enabling businesses to leverage the full power of the platform.

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Course Prerequisites

To ensure a successful learning experience in the Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises) course, participants should meet the following minimum prerequisites:


  • Basic understanding of Microsoft Windows operating systems and their functionality.
  • Familiarity with the core concepts of business management and accounting principles.
  • General knowledge of network infrastructure, including Windows Server environments and Active Directory.
  • Experience with Microsoft SQL Server, including database management and simple querying.
  • Working knowledge of Microsoft Office products, particularly Excel and Outlook, as they integrate with Dynamics 365 Business Central.
  • Some exposure to PowerShell scripting is beneficial but not mandatory.
  • Previous experience with Microsoft Dynamics NAV or other ERP systems is advantageous but not required.

These prerequisites are designed to ensure that participants can fully engage with the course content and are well-prepared for hands-on installation and configuration tasks.


Target Audience for Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises)

This course provides in-depth training on setting up and managing Microsoft Dynamics 365 Business Central (On-premises), tailored for IT professionals.


  • System Administrators
  • IT Professionals
  • Technical Consultants
  • Database Administrators
  • Developers with a focus on business management solutions
  • IT Support Technicians
  • Professionals working with ERP systems
  • Implementation Consultants
  • Project Managers in IT sector
  • Technical Staff looking to learn installation and configuration of Dynamics 365 Business Central
  • Professionals aiming to upgrade their skills in Microsoft Dynamics NAV to Business Central environments


Learning Objectives - What you will Learn in this Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises)?

Introduction to Learning Outcomes

This course provides in-depth knowledge on installing, configuring, and managing Microsoft Dynamics 365 Business Central On-premises, focusing on architecture, server and client components, and development environment.

Learning Objectives and Outcomes

  • Understand the architecture of Microsoft Dynamics 365 Business Central and identify different client and installation options.
  • Gain knowledge of server, client, and additional components necessary for an optimal on-premises deployment.
  • Learn to configure and manage the Microsoft Dynamics NAV Server for Business Central, including the use of PowerShell API and Best Practice Analyzer.
  • Master the installation process of Dynamics NAV in a standalone environment and the integration with Office 365 and CRM.
  • Acquire the skills to install and manage the Development Environment for database and license management and to utilize the Object Designer functionalities.
  • Customize the Dynamics NAV Windows Client, understand design principles, and learn how to enable or disable personalization features.
  • Demonstrate the ability to deploy Business Central using ClickOnce, manage deployments on Microsoft Azure, and migrate to a multitenant infrastructure.
  • Understand NAV Extensions for extending and customizing Business Central without modifying source code.
  • Utilize Microsoft Dynamics NAV Administration and Development Shells using PowerShell for various administrative and development tasks.
  • Implement best practices for wide area network connections and configure the Help Server to support end-users effectively.

Technical Topic Explanation

Architecture

Architecture in the context of technology refers to the fundamental structures and systematic design of computer systems, software, or networks. It outlines how components fit together and work to meet business or technical requirements. This includes the arrangement of hardware and software to correctly support operations, which is critical during setups like the Business Central setup, ensuring efficient workflows and system performance. Good architecture supports scalability, reliability, and maintainability, all essential for meeting future demands and incorporating new technologies as they arise.

Server requirements

Server requirements refer to the specific hardware and software configurations necessary to effectively run a server in a computing environment. These requirements vary based on the application's needs but typically include a minimum CPU power, RAM, storage capacity, and network bandwidth. Additionally, the operating system and any middleware used must be compatible and properly configured for security and performance. Whether deploying a web server, database server, or specialized applications like Business Central, ensuring these elements meet or exceed the prescribed requirements is crucial for optimal functionality and system stability.

Integrating with Office 365 and CRM

Integrating with Office 365 and CRM involves connecting your business's productivity tools and customer relationship management system. This integration allows for seamless data sharing and communication between different software applications, enhancing organizational efficiency. By linking Office 365 with your CRM, employees can access emails, calendar events, and documents directly from the CRM platform, enabling better collaboration and customer tracking. This streamlined interaction not only improves customer service but also boosts productivity by reducing the need for multiple platforms and minimizing manual data entry.

Managing databases

Managing databases involves organizing and handling data in a structured way using specialized software. This process includes creating, updating, and maintaining the data securely. Effective database management allows businesses to efficiently access and manage the data they need to make decisions, understand customer behaviors, and optimize operations. The database system supports various operations, including data entry, retrieval, modification, and deletion, ensuring accuracy and accessibility for users. A well-managed database boosts performance and scalability, meeting the growing data demands of a business.

Licenses

Licenses are official permissions that grant the rights to use, distribute, or sell specific software or media. These permissions are typically outlined in a legal agreement between the licensor, who owns the intellectual property, and the licensee, who wishes to use it. License terms can include aspects such as the scope of usage, distribution rights, the duration of the license, and any restrictions. Understanding and adhering to these terms ensures legal usage and helps protect the intellectual property rights of creators and developers. It’s a crucial aspect in business and technology to avoid legal issues and ensure compliance.

Client personalization

Client personalization refers to the process of tailoring the interaction, experience, and communication specifically to each individual client based on their preferences, behaviors, and past interactions. This approach helps businesses enhance user satisfaction, improve client loyalty, and increase effectiveness in services or marketing strategies. By using analytics and client data, companies can create a more engaging, responsive, and personalized experience all aimed at addressing the specific needs and wants of each client. This strategy not only boosts client engagement but also supports better client retention and sales conversions.

Deployment strategies

Deployment strategies are plans and methodologies used to distribute and update software to various environments in a controlled and systematic manner. These strategies ensure that new or changed software functions properly and integrates well within existing systems, with minimal disruption to users. Key strategies include rolling updates, which gradually replace old versions of software with new versions across servers to minimize downtime; blue-green deployments, which switch traffic from a stable "blue" environment to a new "green" environment to ensure reliability; and canary releases, where updates are rolled out to a small subset of users to test the impact before wider deployment.

Microsoft Azure

Microsoft Azure is a cloud computing platform by Microsoft offering services like data storage, computing power, and networking. Businesses use Azure to build, manage, and deploy applications on a massive, global network using their favorite tools and frameworks. Azure provides flexibility to scale resources as needed, ensuring companies only pay for what they use. It supports various programming languages, tools, and frameworks, including both Microsoft-specific and third-party software and systems. Azure ensures data security and compliance with legal standards, making it a robust environment for enterprise-level applications. Additionally, Azure integrates seamlessly with other Microsoft services, enhancing productivity and efficiency.

Microsoft Dynamics PowerShell

Microsoft Dynamics PowerShell is a powerful scripting environment specifically designed to automate and manage tasks within Microsoft Dynamics environments. It provides administrators and developers with commandlets, scripts that perform various operations such as deploying, managing, and testing components in Dynamics 365. Users can streamline configuration and setup, making it easier to maintain system consistency and perform bulk updates or data management tasks efficiently. This tool is integral for those needing to customize and control their Dynamics setup extensively, helping businesses optimize their operations and manage their systems more effectively.

Client options

Client options refer to the various choices and settings a company can provide to its customers through its services or software solutions. These options allow clients to customize and adjust the product or service to better meet their specific needs and preferences. This customization can range from user interface design preferences, feature accessibility, data management settings, to security controls. By offering flexible client options, businesses enhance user satisfaction and engagement, thus improving the overall customer experience. This approach is particularly important in areas like software solutions, where user needs and requirements can vary greatly.

Target Audience for Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises)

This course provides in-depth training on setting up and managing Microsoft Dynamics 365 Business Central (On-premises), tailored for IT professionals.


  • System Administrators
  • IT Professionals
  • Technical Consultants
  • Database Administrators
  • Developers with a focus on business management solutions
  • IT Support Technicians
  • Professionals working with ERP systems
  • Implementation Consultants
  • Project Managers in IT sector
  • Technical Staff looking to learn installation and configuration of Dynamics 365 Business Central
  • Professionals aiming to upgrade their skills in Microsoft Dynamics NAV to Business Central environments


Learning Objectives - What you will Learn in this Installation and Configuration in Microsoft Dynamics 365 Business Central (On-premises)?

Introduction to Learning Outcomes

This course provides in-depth knowledge on installing, configuring, and managing Microsoft Dynamics 365 Business Central On-premises, focusing on architecture, server and client components, and development environment.

Learning Objectives and Outcomes

  • Understand the architecture of Microsoft Dynamics 365 Business Central and identify different client and installation options.
  • Gain knowledge of server, client, and additional components necessary for an optimal on-premises deployment.
  • Learn to configure and manage the Microsoft Dynamics NAV Server for Business Central, including the use of PowerShell API and Best Practice Analyzer.
  • Master the installation process of Dynamics NAV in a standalone environment and the integration with Office 365 and CRM.
  • Acquire the skills to install and manage the Development Environment for database and license management and to utilize the Object Designer functionalities.
  • Customize the Dynamics NAV Windows Client, understand design principles, and learn how to enable or disable personalization features.
  • Demonstrate the ability to deploy Business Central using ClickOnce, manage deployments on Microsoft Azure, and migrate to a multitenant infrastructure.
  • Understand NAV Extensions for extending and customizing Business Central without modifying source code.
  • Utilize Microsoft Dynamics NAV Administration and Development Shells using PowerShell for various administrative and development tasks.
  • Implement best practices for wide area network connections and configure the Help Server to support end-users effectively.