Here are some resources for researching your desired Business Central app:
Always install new apps into a Sandbox or Test Environment first. Unless you are familiar with setting up test or sandbox environments, it is recommended to work with your Microsoft Partner to set up a copy of your production environment as a Sandbox, to test with your company’s setup and copy of the current data.
Do this first:
In Business Central, switch environments to the Sandbox Environment where you will be testing the new app.
Install the new app in one of two ways:
OR
If you need any help, please contact support at support@itclad.com.
Each product may have special instructions for configuring the settings for the app, and some of the more advanced apps may have additional configuration of Business Central to work correctly.
Always look for configuration instructions in the Knowledge Base for the app.
* If you are configuring the app “Time for Dynamics 365 Business Central”, it is recommended that you work directly with IT Clad support, or have your Microsoft Partner work with us to configure the system.
When configuring any app, it is a good practice to document all of the chosen settings, and any additional Business Central configuration changes made, so they can be repeated accurately when configuring the install in the production environment.
If you need any help or would like a screen sharing session to configure settings, please contact support at support@itclad.com.
During the testing phase, come up with testing scenarios, and carry them out from start to finish with the key people who will be using the app. Test both normal and extreme circumstances, to make sure the app does everything as expected.
During this testing phase, after you have had a few successful uses of the app, create documentation or work instructions for each process that is carried out in the app. This documentation and work instructions will be used during the training of others.
If you need any help, please contact support at support@itclad.com.
Training for each process used within the app should be done with the documentation and work instructions created during the Testing & Process Creation phase.
During Testing, keep configuration documentation up to date with any changes made.
If you need any help or would like someone to help with training, please contact customer support at CustomerSupport@itclad.com.
Installation in a Production Environment should only be done after the app has been installed, configured, and fully tested in a Sandbox or Test Environment.
Installing the app into the production environment follows the same procedure as installing into a Sandbox Environment. Just make sure you have switched to your Production Environment in Business Central before you find and install the app.
It is always good the check the Knowledge Base to see if there are any special instructions for installing the app into a Production Environment.
If you need any help, please contact support at support@itclad.com.
Configuring the app in a Production Environment should be done with care and should be done with the documentation created during the install into the test environment, which may have been updated during testing.
Always look for configuration instructions in the Knowledge Base for the app.
If you need any help, please contact support at support@itclad.com.
Licensing
Make sure you are ready for licensing you app by following the instructions in the following Knowledge Base articles:
Initial License Setup and Validation
If you need any help, please contact support at support@itclad.com.
Currently, purchasing of a license can only be done by contacting Customer Service at CustomerService@itclad.com and requesting a phone call. Licenses must be purchased on a credit card. Credit card information will be collected over the phone. Never send credit card information via email. Licensing will renew every month or year depending on the terms of the license.
From the IT Clad – Licenses page in Business Central, you may use the Create Automated Check-in Job Queue Job menu action to create a Job Queue Entry to automatically check for license updates.
If you need any help, please contact support at support@itclad.com.
It is now time go Go Live!
By now everything should be tested, and we should all be good.
Would you like support readily available the day you go live?
Do you have any last minute questions?
Would you like us to review your settings before you go live?
Contact customer service at CustomerService@itclad.com and discuss your needs.