Projects Quickstart: 5-Day Implementation

This engagement is perfect for small to mid-sized businesses that want to get Dynamics 365 Business Central up and running in days, as opposed to weeks or months. This quick-start package will help you setup Microsoft Dynamics 365 Business Central for Projects, and will train you on the core elements, helping your business build trusted customer relationships, and deliver profitable projects on time and within budget.

Agenda

Day 1

• Initial help with setup and system overview

Day 2

• Training on base finance and reporting

Day 3

• Training on basic sales, purchasing, and customer relationships

Day 4

• Training on basic warehousing, advanced inventory, item tracking, and approvals

Day 5

• Training on Projects (Jobs), Job Planning, Budgeting, and Timesheets

Deliverables

• Base finance package
• Cash management system
• Fixed assets
• Accounts scheduling
• Sales and purchasing
• Items and services
• Sales relationships
• Item tracking
• Item assemblies
• Approvals
• Timesheets
• Project management
• Project budgets
• Project planning
• Reporting

Note

We can only provide the above setup and training support based on the Business Central Production Setup, which includes a pre-set chart of accounts and pre-configured posting setup.

All of our quick-start packages aim to do just that, and therefore do not include any configuration/solution design to customise the system past its default settings.