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Get started

The Get started section of Business Central covers trials, first setup, learning resources, everyday use, troubleshooting and support. It answers questions about what the product supports, how to try or buy it, how to learn it, and how end users work in it day to day.

Open in Claudeget-started.md

Path: Get started · tier official · system none · narrative reviewed (checked by Opus)

Overview

Get started is the entry point for new Business Central users. Its own page gives an overview of supported business functionality: finance, sales, purchasing, inventory, projects, fixed assets, CRM, HR, manufacturing, assembly, warehouse and service management.

The subtopics follow a path. Try and Buy cover signing up for a trial, extending it, first setup tasks, assisted setup, company information, users, permissions and converting to a subscription. Quick starts give beginner guides for first-time setup and basic tasks. Learn offers demo-company walkthroughs (CRONUS, Contoso Coffee) and a video library for practice.

Once the system is running, Get productive in Business Central is the largest group, with how-to pages for end users on navigation, filtering, personalization, reports and Copilot. Troubleshooting and FAQs and Help and Support cover common questions and where to get help. Start with the functionality overview, then Try or Quick starts.

Key points

  • The overview page lists supported areas: finance, sales, purchasing, inventory, projects, fixed assets, CRM, HR, manufacturing, assembly, warehouse and service management.
  • Try covers trial sign-up, extending a trial, first setup tasks, converting to a subscription and fixing sign-up errors.
  • Buy covers the free trial paths by country, assisted setup guides, company information, user creation, permissions and role-specific home pages.
  • Quick starts (7 pages) cover company information, chart of accounts, bank accounts, sales, procurement, reports and business intelligence.
  • Learn (34 pages) offers CRONUS demo company walkthroughs, Contoso Coffee scenarios, user resources and a video library.
  • Get productive (55 pages) covers Tell Me, Role Explorer, filtering, notifications, user settings, document layouts, Microsoft 365 apps, accessibility, performance and Copilot.
  • Troubleshooting and FAQs covers Tell Me search, the Copilot experience, minimum system requirements and the Teams app.
  • Help and Support covers Chat with Copilot, the Help pane, the Help & Support page, telemetry and contacting support.

Subtopics

More Learn pages

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.

What Learn documents here 8 of 109 Learn pages

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