Perfect for organizations with an experienced Controller that has implemented financial systems in the past and only needs us to complete the initial setup and provide minimal guidance.
Deliverables
Streamlined Discovery Session
Activate and provision Dynamics 365 Business Central environment (D365)
License, configure, and assign security rights (first 10 users) for D365 users
Configure one workstation with the Exchange Online integration in D365 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 the client to follow
Walk through the setup of relevant modules, if applicable
Introductory training on data import process, system navigation, general processing
Go-Live review and have a brief next step conversation
Assumptions
Exchange Online or Exchange Server required for Outlook integration
BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
Customer will perform all master record data imports (Customers, Vendors, etc.)
Customer will perform most configuration settings (e.g. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
All custom functionality and reports are not included and quoted separately
1 company included, excludes intercompany, consolidated financials and multicurrency
Service Management and Manufacturing excluded from this package
This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
Dynamics 365 Business Central licensing required
Excludes Cost Accounting and Cash Flow Forecasting modules