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How to: Prepare Small-Business Setup Data

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This topic applies to Microsoft Dynamics C5 2014 in Denmark.

Use this guide to prepare a Microsoft Dynamics C5 2014 company with setup data that supports the simplified pages and business features in Microsoft Dynamics C5 2014. The small-business setup data includes a modified chart of accounts and simplified lists of setup values to suit small wholesale or service businesses.

You will use RapidStart Services to export small-business setup data from the CRONUS demonstration database that is included with Microsoft Dynamics C5 2014. Then you will use RapidStart Services to import the small-business setup data into a new Microsoft Dynamics C5 2014 company that you create using Microsoft Dynamics NAV 2013 R2 Administration Shell.

To export small-business setup data from the standard company

  1. Open the Microsoft Dynamics NAV Windows client.

  2. On the Application menu Microsoft Dynamics NAV Application menu, choose Select Company.

  3. In the Company field, select CRONUS.

  4. Open the RapidStart Services Implementer Role Center by following these steps:

    1. In the Search box, enter Profiles, and then choose the related link.

    2. Open the RAPIDSTART SERVICES profile.

    3. In the Profile Card window, choose the Default Role Center field.

    4. Restart Microsoft Dynamics C5 2014. The client opens showing the RapidStart Services Implementer Role Center.

  5. On the navigation pane, choose Packages.

  6. In the Config. Packages window, choose the BASICCONFIG package, and then on the Home tab, in the Process group, choose Export Package.

  7. Choose the Save button, and then choose the location where the PackageBASICCONFIG.rapidstart file will be added.

  8. Choose the OK button to save the file to your computer.

To create a new company in your database

  1. From the list of programs, open Microsoft Dynamics NAV 2013 R2 Administration Shell.

  2. Enter New-NAVCompany, and then press Enter to call the cmdlet.

  3. When prompted, specify the name of the company that you want to create.

  4. When prompted, specify the name of the NAV server instance that runs the database which you want to add the company to.

  5. Open the Microsoft Dynamics NAV Windows client.

    If another company is in the database, then the client opens with the last company that was opened. In that case, follow these steps to open the new company:

    1. On the Application menu Microsoft Dynamics NAV Application menu, choose Select Company.

    2. In the Company field, select the new company that you created in step 2 in this procedure.

To import the small-business setup data into the new company

  1. On the navigation pane, choose Packages.

  2. On the Home tab, in the Process group, choose Import Package.

  3. Choose the PackageBASICCONFIG.rapidstart file from the location where you saved it in the export procedure, and then choose the OK button.

  4. In the Config. Packages window, choose the imported package, and then on the Home tab, in the Process group, choose Apply Package, and then choose Yes. Setup data is migrated to relevant tables in the new company.

  5. Open the Small Business Role Center by following these steps:

    1. In the Search box, enter Profiles, and then choose the related link.

    2. Open the SMALL BUSINESS profile.

    3. In the Profile Card window, choose the Default Role Center field, and then choose the OK button.

  6. Restart Microsoft Dynamics C5 2014. The client opens showing the Small Business Role Center.

A small-business solution based on the CRONUS demonstration database is now ready for use.

See Also

Other Resources

Small Business Role Center
Microsoft Dynamics NAV Windows PowerShell Cmdlets