Business Central Preferred: 10-Wk Implementation

Bond Consulting Services

Our Preferred Package builds upon the Standard Implementation Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.


  • Discovery session
  • Activate and provision Dynamics 365 Business Central environment
  • License, configure, and assign security rights for Dynamics 365 users (first 15 users)
  • Configure 1 workstation with the Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook loaded by 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 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 5 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 – provide Support to the User Acceptance Testing (UAT)
  • Go-live review and brief next step conversation


  • Exchange required for Outlook integration
  • BCS must be the digital partner of record and Cloud Solution Provider with Microsoft
  • All custom functionality and reports are not included, quoted separately
  • No test company, so all configurations will be done in Live
  • Excludes Cost Accounting and Cash Flow Forecasting modules

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Bond Consulting Services басқа консалтинг қызметтері

Power BI for Dynamics 365: 1-Hr AssessmentBond Consulting Services
An engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.
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Business Central: 2-Day AssessmentBond Consulting Services
An onsite engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.
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Sales Base: 1-Day ImplementationBond Consulting Services
Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.
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Sales Preferred: 10-Wk ImplementationBond Consulting Services
Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.
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Fixed Assets: 3-Day ImplementationBond Consulting Services
Our Fixed Assets Implementation Package will allow you to leverage the Fixed Assets functionality inside of Dynamics 365 Business Central.
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