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Financials Silver: 2-Wk Implementation

Bond Consulting Services

An engagement suited for organizations with an experienced CFO/Controller who has implemented financial systems before and only needs to complete the initial setup of Dynamics 365 for Financials.

Our Silver Implementation package is perfect for organizations with someone that is an experienced bookkeeper or CFO/Controller that has implemented financial systems in the past and only needs us to complete the initial setup and provide minimal guidance.

This plan includes 12 hours of our consulting efforts.


Some of the high-level tasks that we will do for you are:

  • Streamlined Discovery Session
  • Establish new Dynamics 365 for Financials environment with Power BI
  • Create up to 3 users to connect to Dynamics 365 for Financials
  • Create Production Company database and minimal configuration of Dynamics 365 for Financials (client will be required to perform most configuration settings)
  • Install Outlook Connector on 1st workstation
  • Create and review a System Setup Checklist for the client to follow
  • Go-Live review and have a brief next step conversation


  • You will perform all master record data imports (Customers, Vendors, etc.)
  • You will perform most configuration settings (e.g. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
  • All custom functionality and reports are not included and quoted separately

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