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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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