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Tier 1 Economy: 2-Day Implementation

Technology Management Concepts

A cost-effective engagement that leads to a basic installation of Dynamics 365 for Financials.

Our Tier 1 "Economy" Implementation package is for the organization that only requires basic setup and training. The ideal customer for this engagement has an experienced staff and TMC will be providing guidance and coaching, more than implementation services.

This plan includes 15 hours of TMC assistance and consulting efforts. ($165/hour additional services)

Deliverables

High level tasks that TMC will perform with you are:

  • Activate Dynamics 365 for Financials environment
  • Create first 3 Dynamics 365 users and train client how to setup additional users
  • Create Production Company database and basic configuration (customer completes the more detailed settings)
  • System Setup Checklist will be prepared and TMC will review along with customer
  • High level training on Financial modules (General Ledger, Accounts Payable, Accounts Receivables, Bank Reconciliation)
  • Go-Live review and plan next steps for successful post Go-Live

Customer Requirements

  • Customer will perform all master record data imports (Customers, Vendors, etc.)
  • Customer 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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