Maintain an update inventory
Record production and sandbox versions, installed extensions, publishers and business owners. Review available updates and supplier notices; distinguish platform releases from app-specific changes.
Plan visibility into upcoming Business Central changes. Assign review, extension compatibility checks and testing before updates affect daily work.
Plan your solution
Business Central environment releases and installed extension updates require coordinated review. Digital Cloud can help establish monitoring and a testing routine so the right people understand what is changing, which processes may be affected and who approves the next action.
Business Central is an ERP application for connected financial and business operations. A project reviews accounting, purchasing, inventory and order processes, then identifies required integrations or extensions. Local requirements and business rules must be validated before migration and user acceptance. ERP connects financial and operational records so business events can flow through a consistent process. Implementation requires attention to master data, approvals, reconciliation and the effects of change on daily work.
Record production and sandbox versions, installed extensions, publishers and business owners. Review available updates and supplier notices; distinguish platform releases from app-specific changes.
Use a suitable sandbox to exercise posting, document layouts, job queues and integrations after an update. Include custom extensions and dependencies, with issues sent to the relevant publisher or developer.
Review the administration centre’s update schedule and window, notify process owners and document readiness. Monitoring identifies changes; it does not automatically prove compatibility or replace user acceptance.
A new extension version changes invoice output. Finance checks sample documents in the sandbox while IT verifies scheduled integrations, then records whether remaining issues affect the planned release.
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
Document finance, stock, purchasing and order requirements. Confirm local invoicing needs, integrations and extension compatibility. Rehearse migration, role-based tests and launch responsibilities.
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
| Project phase | What happens |
|---|---|
| 01Define the design | Translate the requirements into a practical design. Confirm product choices, interfaces, permissions and the responsibilities needed to operate the solution. |
| 02Deliver in stages | Configure or implement the agreed scope, test representative workflows and resolve material issues. Plan user communication and any controlled transition from existing systems. |
| 03Prepare for ongoing operation | Confirm acceptance, document the relevant configuration and prepare the people responsible for daily use. Define maintenance and support arrangements before handover. |
Monitoring identifies available changes. Scheduled Business Central platform releases follow the environment’s update settings; extension updates and any tool-driven automation depend on the agreed scope, testing and approval responsibilities.
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.