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Business Central Plus Package:10-Wk Implementation

Bond Consulting Services

Our Plus Package builds upon the Preferred Implementation Package and is perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Financial Reporting).

Deliverables

  • Discovery session
  • Activate and provision Dynamics 365 Business Central environment
  • License, configure and assign security rights for Dynamics 365 users (first 15 users)
  • Configure one workstation with the Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook loaded by the customer, if applicable
  • Initial Configuration of Power BI with initial Dashboard
  • Create Production Company database and minimal configuration of Dynamics 365 Business Central (client will be required to perform most configuration settings)
  • Create and review a System Setup Checklist for the client to follow
  • Demo and Initial Training of system configuration
  • Provide Import templates for Vendor and Customer Master Records
  • Install Mobile App on up to 3 mobile devices
  • Modify User Security
  • Setup System and Company settings
  • Design and Create GL Account Structure with Client
  • Setup GL Account Structure, Checkbook, Payment Terms, Ship Methods
  • Import Master Vendors and Customers from Template
  • Format and test Check layout for Stub Top/Bottom Graphical for 1 checkbook
  • Add logo to transactional reports (quote, order, invoice, purchase order) and test
  • Create Default financial reports – P & L Statement, Balance Sheet, Cash Flow Statement
  • Train on basic Invoicing, Cash Receipts, AR Aging, Inquiry
  • Train on Accounts Payable, Check/EFT payments, AP Aging, Inquiry
  • Train on Checkbooks, Batches, GL, Inquiry, Financial Reports
  • Create UAT Checklist and Initial Instructions Guide (deliverable) – provide Support to the User Acceptance Testing (UAT)
  • Sales Order Processing
  • Process Order Processing
  • Inventory Management
  • Provisioning and setup of user logins with out-of-the-box security roles assigned
  • Go-Live review and have a brief next step conversation

Begiratu batean

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