Dynamics 365 Fixed Asset: 3-Day Implementation

This implementation will provide end users with remote training on how to set up a Fixed Assets book, how to leverage RapidStart to load assets, and how to run the depreciation functions and book journal entries in Dynamics 365 Business Central.

Agenda

Day 1

Collect sample Fixed Assets and select client fixed asset depreciation method (8 options available: https://docs.microsoft.com/en-us/dynamics365/business-central/fa-depreciation-methods)

Set-up, configure, and implement Fixed Assets, the one-time setup will include:

• Fixed Assets Setup
• Fixed Assets Posting Groups
• Fixed Assets Class Codes
• Fixed Assets Subclass Codes
• Fixed Assets Location Codes
• Fixed Assets Depreciation Book

End user training on the Fixed Assets Book and one depreciation method

Day 2

RapidStart training for end users on how to extract, import, and update existing data in Dynamics 365 Business Central

Support from the Stoneridge team on initial data loads using RapidStart

• Create RapidStart configuration package to load assets
• Training on RapidStart data validation

Continued Fixed Assets Set-up:

• Fixed Assets Journal Templates
• Fixed Assets Journal Batches

Day 3

Support for straight-line depreciation runs to get to asset values at the beginning of the year (current fiscal year) and the value at go-live

Training on how to run depreciation function and create journal entries to acquire/retire Fixed Assets

Fixed Asset go-live in Dynamics 365 Business Central

Deliverables

• One Fixed Assets Depreciation Book in Dynamics 365 Business Central
• End-user training on setting up Fixed Assets set up and configuration
• RapidStart training for 2-3 subject matter experts (group session)
• RapidStart configuration package for Fixed Assets data load
• Documentation on Fixed Assets set up, RapidStart utilization, how to run depreciation function, and how to create journal entries to acquire or retire Fixed Assets in Dynamics 365 Business Central