Hands-on-Lab 1: Create and configure a new company

Exercise 1: Create a new company

Scenario

You are a functional consultant assigned to a new project, where you are responsible for the analysis of your customers business processes. Your customer is Contoso Ltd, situated in Redmond Washington. They will start to use Microsoft Dynamics 365 Business Central as of their new fiscal year, January 1st 2026.

You initiate the process by creating a new company within the customers database, including some predefined setup information but without any business data.

Tasks

  1. Create a new company.

  2. Complete the Company Setup wizard.

Steps

  1. Create a new company.

    1. Select the Search icon in the top-right corner of the page, enter Companies, and then choose the related link.

    2. In the Companies page, select the arrow by New and then Create New Company

    3. The Create New Company wizard opens.

    4. Select Next.

    5. As the company name, enter Contoso Ltd.

    6. Select the option Production – Setup Data Only.

    7. Select Next.

    8. Select Next on the “Available Modules” page.

    9. Skip the Manage Users option by selecting Next.

    10. Select Finish to create the company.

    11. Wait approximately 10 minutes for the company creation to complete.

    12. Refresh the Companies page to check the Setup status.

  2. Complete the Company Setup wizard.

    1. Once the Setup Status is changed to Completed, go to the Settings icon on the top-right corner.

    2. Select My Settings to open the new company.

    3. Open the assist edit button (…) to the right of the Company textbox.

    4. In the window that opens, select Contoso Ltd and select OK.

    If prompted with ‘Set up a company’ wizard, select Next. Accept the Terms & Conditions and select Get Started

    1. Select Settings in the top-right corner, and then select Company information.

    2. On the Company Information page, enter the following information on the General tab. Once completed, Select on the back arrow.

Setting Value
Name Contoso Ltd
Address 1432 Hamilton Street
Address 2 Westminster
City Atlanta
State GA
Zip Code 31772
Country/Region Code US
Contact Name Alex Brown
Phone Number +14255550101

  1. Select the Search icon in the top-right corner of the page, enter Accounting periods, and then choose the related link.

  2. On the Accounting Periods page, select Create Year.

  3. On the Create Fiscal Year page, select 1/1/2026 in the Starting Date field.

  4. Select OK.

Select on Yes if you receive a pop-up asking you to confirm.

  1. A new Fiscal Year will be displayed on the Accounting Periods page.

  2. Repeat for 2022 - 2025.

  3. Close all the pages.

Exercise 2: Configure a new company

Scenario

Now that the company has been created, you will further complete the company configuration, setup and business data.

You will start by copying the following data from the default CRONUS company:

  • Zip codes

  • Shipment methods

Tasks

  1. Complete the configuration worksheet.

  2. Copy data from another database company.

Steps

  1. Complete the configuration worksheet.

    1. Select the Search icon in the top-right corner of the page, enter Configuration Worksheet and then choose the related link.

    2. At the bottom of the worksheet, enter a new line.

    3. In the Line Type field, select Group.

    4. In the Name field, enter General Setup.

    5. Enter a new line.

    6. In the Line Type field, select Table.

    7. Open the assist edit button to the right of the Table ID field.

    8. Search for ZIP Code, select table 225 and select OK to enter the ID in the Table ID field.

    9. Repeat steps 5. to 8. to enter table 10 Shipment Method.

[!NOTE] The two tables listed above already have data loaded into them. This will cause the Copy Company Data sheet to be blank. To complete this part of the exercise, you must go and delete all records in both tables in Contoso, Ltd. Go do this now. Once you’ve deleted all records, the Copy Company Data sheet will show the Zip Code and Shipping Method tables.

  1. Copy data from another database company.

    1. In the menu on the Configuration Worksheet page, select Prepare and then Copy Data from Company.

    2. Open the assist edit button (…) to the right of the Copy from field.

    3. Select Cronus USA Inc. and select OK to enter the company in the Copy from field.

    4. Press the Shift Key and select the lines with the tables for ZIP codes and shipment methods.

    5. In the menu select Copy Data.

    6. Select Yes.

    7. The data is now copied to the Contoso Ltd company. Select OK.

Close the configuration worksheet