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Business Central Finance: 8-Day Implementation

Columbus Global UK

An eight day implementation to enable businesses to get up and running with Microsoft Dynamics 365 Business Central, Finance, Sales, and Purchasing.

Working with a number of customers, Columbus UK has created a pre-configured Finance, Sales, and Purchasing solution that meets the commonly requested Finance, Sales, and Purchasing requirements of UK Businesses.

Deliverables

During the eight days a Columbus UK Functional Consultant will provide expert assistance and guidance to enable the implementation of the following Dynamics 365 Business Functionality;

Finance

  • Basic General Ledger (Chart of Accounts, General Journal Templates and Batches and Intrastat Journals)
  • Cash allocations
  • Budgets
  • Account schedules and schedule lines
  • Change log
  • Bank account management and reconciliation
  • Electronic payments
  • Payment handling
  • Deferrals
  • Multiple currencies
  • Basic dimensions
  • Employee Ledger entry

Sales

  • Basic receivables
  • Sales invoicing
  • Sales order management
  • Sales invoice discounts
  • Alternative ship-to addresses
  • VAT

Purchasing

  • Basic payables
  • Purchase invoicing
  • Purchase order management
  • Purchase invoice discounts
  • Alternative order addresses
  • Salespeople / purchasers

Agenda

Day 1 - Getting started

  • Setup finance
  • Setup sales
  • Setup purchasing

Days 2 and 3 - Managing static data

  • Identify key data such as Customers, Vendors, and Bank Accounts
  • Populate data take on templates and import into Dynamics 365 Business Central

Days 4 and 5 - Managing opening balances

  • Identify key Customer, Vendor, bank, and General Ledger opening balances
  • Import data into Dynamics 365 Business Central

Days 6 and 7 – Training

  • Training on all the functional areas listed under Deliverables with your data to bring it to life

Day 8 - Go Live

  • Successfully manage the transition to a live solution

*Training provided on functional areas in scope

https://gallery.azure.com/artifact/20151001/columbus_global_uk.finance_implementation.1.0.0/Artifacts/SampleImage/f0ee6fd5-a821-4b4d-a22a-71e535cc9be1.png
https://gallery.azure.com/artifact/20151001/columbus_global_uk.finance_implementation.1.0.0/Artifacts/SampleImage/f0ee6fd5-a821-4b4d-a22a-71e535cc9be1.png
https://gallery.azure.com/artifact/20151001/columbus_global_uk.finance_implementation.1.0.0/Artifacts/SampleImage/7feaed79-1d23-4801-8f64-715cc2b32a5d.png
https://gallery.azure.com/artifact/20151001/columbus_global_uk.finance_implementation.1.0.0/Artifacts/SampleImage/7d2744d1-0fc5-4546-9900-64fab3889586.png
https://gallery.azure.com/artifact/20151001/columbus_global_uk.finance_implementation.1.0.0/Artifacts/SampleImage/59968418-2c6b-45cb-8788-ee19788cfef7.png
https://gallery.azure.com/artifact/20151001/columbus_global_uk.finance_implementation.1.0.0/Artifacts/SampleImage/44ef474a-0650-4ffb-a97f-756fa07867bf.png