Configuration and Personalization

Are you...

Yes No   Configuring your Role Centers?

Yes No   Matching and assigning specific Role Centers to the appropriate users?

Yes No   Enabling or limiting Role Center personalization by user?

Yes No   Training users to configure and save individual views on lists?

Yes No   Training users to hide, show and set quick entry for fields on documents and cards?

Yes No   Encouraging users to invoke %MyCustomers, %MyVendors, and/or %MyItems?

Yes No   Overriding standard report selections by Customer or Vendor?

Security and Permissions

Are you...

Yes No   Coordinating the setup and administration of O365 users and Business Central / NAV users?

Yes No   Not relying on the out-of-the-box Dynamics 365 Permission Sets?

Yes No   Controlling access to unneeded Role Centers?

Yes No   Using User Groups to manage permissions?

Yes No   Granting unlimited access in the system to no more than 2 users?

User Productivity

Are you...

Yes No   Enabling users to send emails directly from Business Central / NAV?

Yes No   Enabling user access to Business Central via Outlook for specific users?

Yes No   Enabling user access to Business Central via Teams?

Yes No   Equipping users to leverage Configuration Packages for data import / export?

Yes No   Controlling which users can use Open in Excel and Edit in Excel?

Yes No   Teaching the appropriate users how to create / modify invoices and other external documents using Word Templates?

Yes No   Enabling data access to use Power BI for reporting and KPIs?

System Testing

Are you...

Yes No   Using a Sandbox environment for testing of new features and functionality?

Yes No   Using a copy of your company in your production environment to test current functionality?

Yes No   Using a copy of the Cronus company to review Business Central / NAV standard functionality and the default configuration?

Yes No   Providing access to the Sandbox for the appropriate users?

Yes No   Identifying tables and fields via Page Inspection / Zoom?

Yes No   Capturing errors via Last Known Error?

System Maintenance

Are you...

Yes No   Running regular repetitive functions and reports automatically via the Job Queue?

Yes No   Monitoring access of selected fields and notifying the designated contact when a field value is created, modified, or deleted?

Yes No   Using the Change Log to track insert, modify, and delete of specific fields in specific tables?

Yes No   Controlling / scheduling the application of major system updates via the Notification Center?

Yes No   Checking at least annually and updating if needed the Primary Contact for update notifications?

Yes No   Managing the use and status of any extensions via Extensions Management?

Yes No   Using Data Retention Policies defined within Business Central / NAV?

Yes No   Reviewing semi-annual release notes and highlighting new functions and features for your users?