Business Central Standard: 6-Wk Implementation

Dynamic Objects

This Package and is perfect for organizations without any previous ERP experience who would like to implement Microsoft Dynamics 365 Business Central.


  • Requirements discovery session
  • Activate and provision Dynamics 365 Business Central environment (D365) and Sandbox
  • License, configure, and assign security rights for up to 10 D365 users
  • 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)
  • Provide a System Setup Checklist for client to follow
  • Initial training of system configuration and setup, Data Import process
  • Import Master Data for Items, Vendors and Customers
  • Install Mobile App on up to 5 mobile devices
  • Provide User Security Training
  • Setup System and Company settings
  • Design and Create GL Account Structure with Client
  • Setup GL Account Structure, Checkbook, Payment Terms, Ship Methods
  • Format check and invoice layout for one company
  • Add logo to transactional reports (quote, order, invoice, purchase order)
  • 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 – provide Support to the User Acceptance Testing (UAT)
  • Go-live review and brief next step conversation


  • Exchange required for Outlook integration
  • Dynamic Objects must be the digital partner of record and Cloud Solution Provider with Microsoft
  • No custom functionality or custom reports are included
  • Excludes Manufacturing, Cost Accounting and Cash Flow Forecasting modules
  • All trainings will be based on Train the Trainer Approach


The full implementation is offered remotely and training sessions are conducted online.

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