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Business Central Quick Start: 4-Wk Implementation

Basileia Consulting Group, LLC

Get your Professional Services business up and running with an end-to-end Dynamics 365 Financials business solution in weeks, not months.

This offer results in a total end-to-end solution for professional services organizations that provides a seamless flow connecting sales, project delivery, and backend finance all in one solution.

Deliverables

Implement and configure Dynamics 365 for PSA and Dynamics 365 Finance and Operations Business Edition to be able to sell to customers, develop project plan, deliver services, and invoice customers.

The following should be considered in-scope for the Quick Start Project. If it is not listed here, it will be considered out of scope.

Everything in our Financials 1 Week package plus:

  • Setup and configure Office 365 integration
  • Setup time units
  • Setup currencies and exchange rates
  • Create organizational units
  • Create transaction categories
  • Create products (optional)
  • Default financial statements that come with the product
  • Setup work hours
  • Create resource skills
  • Create project templates (2)
  • Create/update proficiency model
  • Create resource roles
  • Create resources
  • Create pricelists (sales and cost pricelist types)
  • Create role prices
  • Update organizational units
  • Define resource scheduling parameters
  • Define parameters
  • End-user training (2 hours)
  • Online how-to documentation for all functional areas provided by Microsoft

Out of Scope

The following are out of scope for the Quick Start Project.

  • Custom report creation
  • Migration of historical data
  • Custom functionality, coding, or custom integration with other line of business systems

Assumptions

Customer will provide us with all necessary information formatted in the templates we will provide

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