Everything a small to mid-size business needs to run their business

What's Included:

  • Discovery session
  • Activate and provision Dynamics 365 Business Central environment (D365)
  • License, configure, and assign security rights for D365 users (first 15 users)
  • Configure 1 workstation with the Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by 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 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 5 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 one 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 – provide Support to the User Acceptance Testing (UAT)
  • Go-live review and brief next step conversation

Ready to start your business Central Journey?