Tier 2 Business Class: 1-Wk Implementation

Technology Management Concepts

*An intermediate engagement that leads to a robust implementation of Dynamics 365 for Financials.*

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
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