Deliverables

• Requirements discovery session
• Activate and provision Dynamics 365 Business Central environment (D365) and Sandbox
• License, configure, and assign security rights for up to 10 D365 users
• 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)
• Provide a System Setup Checklist for client to follow
• Initial training of system configuration and setup, Data Import process
• Import Master Data for Items, Vendors and Customers
• Install Mobile App on up to 5 mobile devices
• Provide User Security Training
• Setup System and Company settings
• Design and Create GL Account Structure with Client
• Setup GL Account Structure, Checkbook, Payment Terms, Ship Methods
• Format check and invoice layout for one company
• Add logo to transactional reports (quote, order, invoice, purchase order)
• 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 – provide Support to the User Acceptance Testing (UAT)
• Go-live review and brief next step conversation

Assumptions

• Exchange required for Outlook integration
• Dynamic Objects must be the digital partner of record and Cloud Solution Provider with Microsoft
• No custom functionality or custom reports are included
• Excludes Manufacturing, Cost Accounting and Cash Flow Forecasting modules
• All trainings will be based on Train the Trainer Approach

Note

The full implementation is offered remotely and training sessions are conducted online.