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Dynamics 365 Business Central: 4-Week Implementation

Calsoft Systems

Dynamics 365 Business Central: 4-Week Implementation

Implement Microsoft Dynamics 365 Business Central with a structured 4-week package for small and midsize businesses that need expert ERP configuration, financial management setup, training, and go-live support.

Calsoft Systems provides 61 hours of implementation consulting and support covering core Financial Management and standard operational setup, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Bank Reconciliation, financial reporting, budgeting, Intercompany, Consolidation, and Multi-Currency.

Who Is This Implementation For?

This package is designed for small and midsize organizations that: • Need expert assistance implementing Dynamics 365 Business Central • Have limited internal ERP resources or implementation time • Need to configure core accounting and financial management processes • Want a structured path from setup through training and go-live

4-Week Implementation Agenda

Week 1: Business Central Setup and Planning • System activation and cloud environment setup • User and permission configuration • Implementation and go-live planning • Standard data preparation, including Chart of Accounts and payment terms • Data export/import tool activation

Week 2: Financial Management Configuration • General Ledger • Accounts Payable • Accounts Receivable • Fixed Assets • Bank Reconciliation • Balance Sheet and Profit & Loss statement setup • Basic budgeting configuration • Basic Intercompany, Consolidation, and Multi-Currency setup

Week 3: Financial Reporting and System Readiness • Predefined financial statement templates • Configuration or adjustment of up to three selected financial or operational reports, equivalent to up to eight consulting hours • Selected reports may include checks, budget reports, Accounts Receivable invoices, or financial statements • Review of standard configuration and readiness for training and go-live

Week 4: Training and Go-Live • Four hours of instructor-led Business Central training • System setup checklist and basic system instructions • Up to three hours of implementation Q&A and support • Go-live planning • Four hours of go-live support

Customer Requirements

To support the implementation schedule, the customer is responsible for: • Providing required existing business and financial data • Providing opening balances and other required financial information • Making appropriate team members available for implementation meetings, training, testing, and approvals

Package Scope

The package includes 61 hours of Business Central implementation consulting and support, covering the configuration, reporting, training, and go-live activities outlined above. Customers receive a configured cloud environment, standard Financial Management setup, selected report adjustments, basic system instructions and setup checklist, instructor-led training, and go-live planning and support.

Additional services beyond the included scope are available at $165 per hour.

Not Included • Custom development or modifications • Third-party or custom interface development • Ongoing post-go-live support • Onsite training or onsite implementation support • Microsoft software licensing • Hardware

The four-week schedule is based on customer readiness and scheduling availability. Delays in required data, decisions, testing, approvals, or customer availability may extend the implementation timeline.

D'una ullada

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