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Financials Gold: 6-Wk Implementation

Bond Consulting Services

An engagement that goes far beyond an initial setup of Dynamics 365 for Financials and is perfect for organizations that require core financial processing.

Our Gold Implementation Package builds upon the Silver Implementation Package and is perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Accounts Receivable, Bank Reconciliations and Financial Reporting).

Deliverables

We will guide you to create a proper foundation of Dynamics 365 for Financials as follows:

  • Discovery Session with Requirements Summary Deliverable
  • Establish new Dynamics 365 for Financials environment with Power BI
  • Setup up to 6 users to connect to Dynamics 365 for Financials
  • Create Production Company database and perform initial configuration of Dynamics 365 for Financials
  • Initial Configuration of Power BI with initial Dashboard
  • Demo and Initial Training of system configuration
  • Provide Import templates for Vendor and Customer Master Records
  • Install Outlook Connector on up to 6 workstations
  • 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 one 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)
  • Go-Live review and have a brief next step conversation

Assumptions

  • All custom functionality and reports are not included and quoted separately
  • There is no test company, so all configurations will be done in Live
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