Onboard to Bevica

Step-by-step onboarding for Bevica users and admins: sign-in, personal settings, navigation, role-based training, and Business Central user setup.

You need the right company, role, and settings before you start training. These steps get you productive fast.

1

Log in

Your admin will have given you the URL for Bevica. Use your Microsoft email and password to log in.

2

Check and Adjust Personal Settings (My Settings)

Review your My Settings, make sure they make sense for you:

• Company
• Role (Profile)
• Work Date
• Language
• Region/Locale (date/number formatting)
• Time Zone

Train in Sandbox before you work in Production.

3

Learn how to navigate the software

General navigation helps you feel confident moving around the system, finding information quickly, and understanding the core elements of the interface.

Introduction to Business Central

Just a few things to pick up on and you can move onto feature training.

4

Feature training

Depending on Role, pick from the Select training agendas designed for Bevica.

Training Agenda Overview

As you move round the system trying different areas you might be blocked by permissions. When you come up against these, take a screenshot and tell your system administrator.

Preparation steps for administrators

1. Microsoft 365 Admin Center (Microsoft 365 admin)

Confirm your Business Central licence is available

Confirm the required licences are purchased and assigned to your tenant.

Go to the Microsoft 365 Admin Center

• Visit https://admin.microsoft.com
• Sign in using an account with Global admin, User admin, or License admin role.

Add the User (if they don’t already exist)

1. Go to Users > Active users and add a user

If the user already exists, skip this step.

Assign the Business Central Licence

• Open the user record
• Choose Licenses & apps
• Select the correct BC licence type
• Save the changes

Note: BC online users must come from Microsoft 365 — all users originate in M365 before appearing in BC.

2. Sync and enable the user in Business Central (Business Central admin)

Wait for Automatic Sync or Force Sync in BC

Normally users appear automatically once licensed but if needed:

• In Business Central, go to Users
• Choose Process > Update Users from Microsoft 365

This will need to be done in each required Environment

Assign Permission Sets

Each user requires permission sets to access areas of the system.

• Go to Users
• Select the user
• Under Permission Sets, assign appropriate ones (e.g. D365 BUS FULL ACCESS, D365 FINANCE, etc.).

Business Central uses permission sets and security groups to control access.

Assign Security Groups (Optional but Recommended)

Security groups allow centralised permission management in M365

• In M365 / Entra ID, assign the user to a Security Group
• In BC, map the security group to permission sets

Assign a Profile (Role Centre)

Profiles determine what the user sees — menus, navigation, and home page layout.

Steps:

• Search Profiles (Roles).
• Pick a profile (e.g., Accountant, Business Manager).
• Search User Personalization.
• Assign the desired Profile ID to the user.
• Alongside the profile, set user-specific settings such as: Language, Region, Date and number formats, Time zone, Default company.

Business Central Access Validation

The User Signs in for the First Time

Ask the user to log in: https://businesscentral.dynamics.com/

If permissions and licence were assigned correctly, they will land on the BC role centre.

Test Access

Admins should check:

• User can log in
• They can access the correct companies
• Their permission sets allow required tasks