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Dynamics 365 Business Central Plus: 12 Week Implementation

Bond Consulting Services

Our Plus Package builds upon the Preferred Implementation Package and is perfect for organizations that require core financial processing (General Ledger, Accounts Payable, Financial Reporting).

Deliverables

  • Discovery session
  • Activate and provision Dynamics 365 Business Central environment
  • License, configure and assign security rights for Dynamics 365 users (first 15 users)
  • Configure one workstation with the Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook loaded by the customer, if applicable
  • Initial Configuration of Power BI with initial Dashboard
  • Create Production Company database and minimal configuration of Dynamics 365 Business Central (client will be required to perform most configuration settings)
  • Create and review a System Setup Checklist for the client to follow
  • Demo and Initial Training of system configuration
  • Provide Import templates for Vendor and Customer Master Records
  • Install Mobile App on up to 3 mobile devices
  • Modify User Security
  • Setup System and Company settings
  • Design and Create GL Account Structure with Client
  • Setup GL Account Structure, Checkbook, Payment Terms, Ship Methods
  • Import Master Vendors and Customers from Template
  • Format and test Check layout for Stub Top/Bottom Graphical for 1 checkbook
  • Add logo to transactional reports (quote, order, invoice, purchase order) and test
  • Create Default financial reports – P & L Statement, Balance Sheet, Cash Flow Statement
  • Train on basic Invoicing, Cash Receipts, AR Aging, Inquiry
  • Train on Accounts Payable, Check/EFT payments, AP Aging, Inquiry
  • Train on Checkbooks, Batches, GL, Inquiry, Financial Reports
  • Create UAT Checklist and Initial Instructions Guide (deliverable) – provide Support to the User Acceptance Testing (UAT)
  • Sales Order Processing
  • Process Order Processing
  • Inventory Management
  • Provisioning and setup of user logins with out-of-the-box security roles assigned
  • Go-Live review and have a brief next step conversation

Xem nhanh

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