Business Central Foundations Package

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

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

What's Included:

Ready to start your business Central Journey?