Business Central Easy Start 2: 4-Wk Implementation

Easy Start 2 Implementation package is for the organization that requires set up, implementation services, and training for the Financial Modules.

ICepts has extensive expertise implementing the Dynamics ERP for Distributors and by the end of your session you will gain an understanding of the capabilities of Dynamics 365 Business Central and how it can be leveraged to meet your needs.

Deliverables

• Establish new Dynamics 365 Business Central environment
• High-level Business Process Review on the Financial Modules and Distribution Modules with recommendations
• Review Chart of Accounts structure
• Create users to connect to Dynamics 365 and train client how to set up additional users
• Assign security roles to users
• Create Test Company database and configure Dynamics 365 based on the Business Process Review
• Create Production Company database and configure Dynamics 365 along with GL account structure
• Setup system and company settings along with modifying security – train the customer
• Configurations for daily processes (i.e. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
• Configure Bank Reconciliation for 1 bank (additional banks available at add-on charge)
• Setup Sales Order Processing, Purchase Order Processing, and Inventory
• Provide blank import templates for data migration from other systems for Vendor, Customer, and Chart of Accounts Master Records. Customer will import or input data from into these templates.
• Provide templates for Items
• Import Chart of Accounts, Vendors, Customers, Items from Client provided populated templates
• Format Check and Invoice (one of each)
• Format Sales Quote, Sales Order, and Purchase Order (one of each)
• Create one Balance Sheet and Income Statement
• Train the trainer on the Financial Modules (GL, AP, AR, and BR)
• Train the trainer on the Distribution Modules (SO, PO, Inv)
• Go-live review and post go-live checklist (user acceptance)