Prerequisites Team member

Before setting up Team Members users in Business Central 25, ensure all prerequisites are met to guarantee a smooth implementation.

Administrative Requirements

System Access

SUPER permissions in Business Central 25
Administrator access to Microsoft 365/Azure AD tenant
Security Administrator role for user management
License Administrator role for license assignment

License Availability

Sufficient Team Member licenses in your subscription
Understanding of license limitations and capabilities
License compliance documentation and tracking
Cost center approval for license assignments

Technical Prerequisites

Azure AD/Microsoft 365 Setup

Users must exist in Azure Active Directory
Valid email addresses for all users
Proper domain configuration for single sign-on
Multi-factor authentication configured (recommended)

Business Central Environment

Business Central 25 (Online or On-Premises)
Latest cumulative updates installed
Sveitarstjóri Wise extensions installed and configured
Municipal dimension setup completed

Security Planning

Permission Strategy

Plan which permission sets to assign:

Standard Permission Sets:

TEAM MEMBER - Core Team Member functionality
D365 TEAM MEMBER - Standard read access
D365 READ - Basic read permissions

Optional Permission Sets:

WORKFLOW APPROVAL - For users who need to approve
TIMESHEET - For time tracking functionality
D365 JOURNALS, POST - If limited posting is needed

Dimensional Security

Municipal assignments defined for each user
Global Dimension 1 filters configured
Global Dimension 2 filters set up if needed
Field class access planned for each user role

User Information Requirements

Basic User Data

For each Team Member user, collect:

Required Information:

Full name (Display Name)
Email address (Authentication Email)
Department/Municipality assignment
Manager/Supervisor information
Start date and access duration

Optional Information:

Phone number
Office location
Cost center
Employee ID
Language preference

Role Assignments

Define for each user:

Functional Role:

Department head
Financial analyst
Project manager
External consultant
Auditor

Access Scope:

Municipal boundaries
Departmental limits
Time-based restrictions
Specific field class access

System Configuration Prerequisites

Municipal Setup

Ensure the following are configured:

Municipality Dimension Management:

Municipality codes defined
Dimension relationships established
Municipal boundaries set
Access hierarchies configured

Field Class Configuration:

Income/Balance classifications set up
Field class codes defined
VAT setup completed
Reporting structures in place

Account Structure

Verify account setup:

Chart of Accounts:

Account numbers defined
Income/Balance categorization complete
Totaling accounts configured
Budgets established

Dimension Setup:

Global dimensions configured
Department dimensions defined
Project dimensions established
Shortcut dimensions assigned

Documentation Preparation

User Documentation

Prepare user guides for:

Getting Started:

Login procedures
Navigation basics
Role center orientation
Basic functions

Functional Guides:

Account Budget Overview usage
Report generation
Excel export procedures
Workflow participation

Administrative Documentation

Create admin guides for:

User Management:

Adding new users
Modifying permissions
Troubleshooting access
License monitoring

Security Management:

Permission set assignments
Dimension security setup
Access troubleshooting
Compliance reporting

Training Preparation

User Training Plan

Develop training for:

Basic Navigation:

Role center usage
Search functionality
Report access
Help system usage

Functional Training:

Account analysis
Budget variance review
Dimensional filtering
Export capabilities

Administrator Training

Ensure admins understand:

User Management:

Team Member limitations
Permission assignments
License compliance
Security principles

Troubleshooting:

Common access issues
Permission problems
License violations
Performance optimization

Environment Considerations

Performance Planning

User load assessment - How many concurrent users?
Data volume analysis - How much data will be accessed?
Network requirements - Bandwidth and latency considerations
Peak usage planning - When will most users be active?

Backup and Recovery

Current backup strategy validated
Recovery procedures tested
User data backup included in strategy
Configuration backup maintained

Compliance Requirements

Audit Preparation

Access logging enabled
Change tracking configured
Compliance policies defined
Documentation standards established

Data Protection

GDPR compliance verified (if applicable)
Data retention policies defined
Privacy controls implemented
User consent documented

Checklist Summary

Before proceeding with Team Member setup, verify: