Deliverables
- Provision and activate Dynamics 365 Business Central
- License, configure, and assign security rights for Dynamics 365 Business Central users (first 5 users)
- Import Master Records (Customer, Vendor, Items, Chart of Accounts)
- Configure Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook (if applicable)
- Access to core training modules for company employees
Training Modules cover the basic processes for setup transactions such as:
- Company creation (1 production and 1 test environment)
- Chart of Account design
- Reporting dimensions
- Master records (Customers, Vendors, Items, Chart of Accounts)
- Sales Quote, Sales Order, Sales Invoice processing
- Purchase Order processing
- General Ledger account management
- Inventory Control
- Cash Management and Cash Flow Forecasts
- Prices and Discounts
- Vendor Payments
- Customer Payment processing
Other Packages Available with TrimaxSecure
- Business Central Implementations: 2-Day Quick Launch, 1-Week, 6-Week, 12-Week with Data Migration, and QuickBooks Data Migration
- Dynamics 365 for Sales Implementation
- Dynamics 365 for Customer Service Implementation: Knowledge Base, Community Portal, and Support Tickets
Available at Additional Cost
- Customized training
- Creation of company Knowledge Base via Microsoft Dynamics Customer Service Portal
- Provisioning for additional users (beyond initial 5)
- 2-Day implementation package
- System analysis
- System modifications
- Integrations
- Cost Accounting and Cash Flow Forecasting modules
- Tax Area and Jurisdiction setup
- Fixed Asset depreciation books
- Historical data migration
- Check Printing and Report Layout Configuration