Our Enhanced package is perfect for organizations with an experienced bookkeeper or CFO/Controller that has experience and only needs us to complete the initial setup with minimal guidance.
Deliverables
Simplified discovery session
Turn on and provision Microsoft Dynamics 365 Business Central
Assign licensing and security roles for up to the first 10 users of Dynamics 365 Business Central
Set up and configure the Microsoft Dynamics App for Outlook, if applicable, for up to 10 users (limited to one email account per user)
Initial configuration of Power BI with initial dashboard
Create one production company database with minimal configuration
Review the system wizards with the client to follow
Walk through the setup of relevant modules, if applicable
Introductory training on data import process, system navigation, and general processing
Go-live review and have a brief next step conversation
Assumptions
Exchange Online or Exchange Server required for Outlook integration
Dynamic Consulting must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing up to 10 users (additional scope required for more users)
Customer will perform all master record data imports (Customers, Vendors, etc.) and configure most settings (e.g. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
Excludes intercompany, consolidated financials, multicurrency, EFT, ACH, bank reconciliation, custom code, and reporting
Business Central Essentials Modules included only in this package
This offer does not include other items such as system analysis, fit/gap process, system modifications or integrations but is available if requested for an additional fee
40 hours of total consulting hours including project management time is included