Dynamics 365 Business Central Plus: 12-Week Implementation

Deliverables

• Discovery sessions
• Activate and provision Dynamics 365 Business Central environment
• License, configure and assign security rights for Dynamics 365 users (first 15 users)
• Configure one workstation with the Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook loaded by the customer, if applicable
• Initial Configuration of Power BI with initial Dashboard
• Create Production Company database and minimal configuration of Dynamics 365 Business Central (client will be required to perform most configuration settings)
• Create and review a System Setup Checklist for the client to follow
• Demo and Initial Training of system configuration
• Provide Import templates for Vendor and Customer Master Records
• Install Mobile App on up to 3 mobile devices
• Modify User Security
• Setup System and Company settings
• Design and Create GL Account Structure with Client
• Setup GL Account Structure, Checkbook, Payment Terms, Ship Methods
• Import Master Vendors and Customers from Template
• Format and test Check layout for Stub Top/Bottom Graphical for 1 checkbook
• Add logo to transactional reports (quote, order, invoice, purchase order) and test
• Create Default financial reports – P & L Statement, Balance Sheet, Cash Flow Statement
• Train on basic Invoicing, Cash Receipts, AR Aging, Inquiry
• Train on Accounts Payable, Check/EFT payments, AP Aging, Inquiry
• Train on Checkbooks, Batches, GL, Inquiry, Financial Reports
• Create UAT Checklist and Initial Instructions Guide (deliverable) – provide Support to the User Acceptance Testing (UAT)
• Sales Order Processing
• Process Order Processing
• Inventory Management
• Provisioning and setup of user logins with out-of-the-box security roles assigned
• Go-Live review and have a brief next step conversation