Tier 2 Business Class: 1-Wk Implementation

Our Tier 2 "Business Class" Implementation Package includes everything in the Tier 1 Implementation Package, but also provides implementation services for the Financial Modules. TMC will assist you to create a robust implementation of Dynamics 365 for Financials as follows:

This plan includes 40 hours of TMC assistance and consulting efforts. ($155/hour additional services)

Deliverables

Some of the tasks that TMC will do for you are:

• High Level Business Process Review on the Financial Modules with recommendations
• Activate Dynamics 365 environment
• Create first 6 Dynamics 365 users and train client how to setup additional users
• Create Production Company database and basic configuration of Dynamics 365 for Financials along with GL Account Structure
• Provide Import templates for Vendor, Customer, and Chart of Accounts Master Records
• Import Master Vendors and Customers from Customer provided populated templates
• Modify User Security
• Setup System and Company settings
• Format Check and Invoice (one of each)
• Create One Balance Sheet and Income Statement
• Train the trainer on the Financial Modules (General Ledger, Accounts Payable, Accounts Receivable and Bank Reconciliation)
• Go-Live review and plan next steps for successful post Go-Live

Customer Requirements

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