Tier 3 First Class: 3-Wk Implementation

Technology Management Concepts

*A deep engagement that leads to a robust implementation of Dynamics 365 for Financials and Operations modules.*

Our Tier 3 "First Class" Implementation Package builds upon both the Tier 1 and Tier 2 Implementation Packages but is for when a customer is implementing the Distribution modules of Purchase Order, Sales Order and Inventory. This plan includes 100 hours of TMC assistance and consulting efforts. ($145/hour additional services) ### Deliverables TMC will be assisting you in implementing the entire Dynamics 365 suite of modules: * High Level Business Process Review on the Financial Modules with recommendations * Activate Dynamics 365 environment Create first 15 Dynamics 365 users and train client how to setup additional users * Create Test Company database and configure Dynamics 365 for Financials based on the Business Process Review * Review Chart of Accounts Structure * Create Production Company database and configure 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 * Setup System and Company settings along with modifying security * Format Check and Invoice (two of each) * Format Sales Order and Purchase Order (one of each) * Create One Balance Sheet and Income Statement * Train the trainer on the Financial Modules (General Ledger, Accounts Payable, Accounts Receivables and Bank Reconciliation) * Train the trainer on the Distribution Modules (Sales Order Processing, Purchase Order Processing, Inventory) * Go-Live review and Post Go Live Checklist **Customer Requirements** * All custom functionality and reports are not included and quoted separately
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