Administrators of Dynamics 365 Business Central online can either be internal administrators (employees of the company that owns the subscription) or delegated administrators (employees of the reselling partner company). This guide helps you understand the tools and roles available to manage Business Central effectively.
Why You Need a Microsoft Business Central Partner
While internal administrators can perform basic management tasks, partnering with an expert like CBR Technology ensures your organization gets the most out of Business Central. With a partner's support, you have access to specialized knowledge, dedicated resources, and expert guidance to maximize efficiency and productivity.
Internal Administration of Business Central
Internal administrators are the IT professionals or superusers responsible for managing Business Central within their own organization. They can use roles like Dynamics 365 Business Central Administrator, Dynamics 365 Administrator, or Global Administrator to perform necessary tasks. For more details, see the related documentation.
Internal administrators can:
Add Users and Assign Permissions: Manage user access by assigning appropriate licenses and permissions.
Access Business Central Read-Only: Even if the subscription is canceled, internal administrators have read-only access to export important data.
Manage Integrations: You need a Business Central license to set up integrations and perform administrative tasks, beyond just adding users or granting permissions.
For other tasks, such as managing updates and environments, administrators use the Business Central Administration Center. You can also utilize telemetry to track usage and monitor user sessions.
Managing a Business Central Trial
Partnering with CBR Technology during a trial phase ensures a smooth transition from trial to subscription. With our expertise, you can quickly get set up and configured, saving time and reducing hassle.
If your company is using a Business Central trial, you can extend the trial or begin working with a reselling partner to transition into a full subscription.
Administration in Microsoft 365 Admin Center
Managing the subscription and user licenses is handled through the Microsoft 365 admin center. You need to have at least the License Administrator role to manage licenses or the User Administrator role to manage user accounts.
The Importance of Working with a Reselling Partner
When you work with a trusted Microsoft partner like CBR Technology, you benefit from expert assistance in licensing, configuration, and ongoing support. Our specialized skills ensure that your Business Central environment is optimized for your unique needs, helping you get the most value out of your investment.
When subscribing to Business Central, your company partners with an authorized Microsoft partner. These partners assist with tasks like licensing, configuration, and collecting telemetry information. Partners can access your tenant through Granular Delegated Administrative Privileges (GDAP), using roles like Dynamics 365 Business Central Administrator to limit access solely to Business Central. For additional services, Dynamics 365 Administrator or Global Administrator roles are also supported.
If switching partners, follow these steps:
Ask the Current Partner: Request them to remove the reseller relationship in the Partner Center.
Remove Delegated Administration Privileges: Go to Partner Relationships in the Microsoft 365 admin center and remove access.
Clear Settings: Ensure all partner-related settings in Business Central are removed, such as notification recipients and authorized apps.
Add a New Partner: Begin the onboarding process with a new partner.
Unsubscribing from Business Central
If your organization decides to cancel Business Central, follow these steps:
Remove Licenses: Use the Microsoft 365 admin portal to remove licenses from users.
Cancel Subscription: You must contact your reselling partner to cancel a paid subscription through the Partner Center.
Partner Administration of Business Central
As a trusted Microsoft Business Central partner, CBR Technology is dedicated to managing and supporting our clients' environments, ensuring smooth operations and addressing any issues that arise efficiently.
As a Business Central reselling partner, you can access and manage your customers' environments through both the Microsoft 365 account and the Business Central Administration Center. Partners can log in as delegated administrators to set up, maintain, or troubleshoot environments.
Becoming a Partner: Microsoft Partner Network
To administer Business Central environments for customers, join the Microsoft Partner Network (MPN). This membership provides access to pricing, tools, and resources. You can set up a Partner Center account to manage customer subscriptions and interact with Microsoft services.
Enrolling in the Cloud Solution Provider (CSP) Program
Partners can enroll in the CSP program either as indirect resellers (working with distributors) or as direct bill partners (owning the customer relationship end-to-end). CSP partners can manage customers' subscriptions through reseller relationships and provide
support through Partner Center.
Connect and Support Customers
To support customers, partners must establish a reseller relationship and optionally a GDAP relationship for more detailed administrative capabilities. Reselling partners are responsible for frontline support and must provide help to internal administrators in troubleshooting any issues.
Understanding Business Central Online Infrastructure
Navigating the complexities of Business Central's online infrastructure can be challenging. With CBR Technology as your partner, you gain access to expert guidance, helping you make informed decisions for setting up and optimizing your environments.
If you're migrating from an on-premises solution, it's important to understand the infrastructure of Business Central online. This knowledge will help you make informed decisions regarding how to set up environments and companies.
Ready to take your Business Central environment to the next level? Partner with CBR Technology for expert guidance, tailored solutions, and ongoing support that ensures your business thrives.
Website: cbrtechnology.com
Email: sales@cbrtechnology.com
Phone: 855.227.0700
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