Business Central Preferred: 6-Wk Implementation

Deliverables

• Discovery session
• Activate and provision Dynamics 365 Business Central environment (D365)
• License, configure, and assign security rights for D365 users (first 15 users)
• Configure 1 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 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

Assumptions

• 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