Services for Dynamics 365

How do we help you with Dynamics 365?

Implementations

We've configured and deployed hundreds of business-critical applications for our customers.

Integrations

We're experts at integrating Microsoft Dynamics 365 with other on-premise, cloud, and SaaS applications.

Migrations

We migrate dozens of applications to the cloud each year with our proven step-by-step approach.

Support & Maintenance

Engage with our team of consultants to manage your existing applications.

Customization

Have a need that doesn't fit the out of the box functionality? We have a team of developers who can build custom functionality for you.

Training

User adoption is an integral part of any project and we'll help train you and your team to get the best out of Dynamics 365.


Dynamics 365 Support Options

We offer clients three options for supporting their Dynamics 365 environment:

1. Time & Materials: Pay as you go, when you need it.

2. Monthly Prepaid Support: A 12-month contract to provide monthly support at a discounted rate.

3. Discounted Bulk Hours: Purchase bulk hours at a discounted rate.

Learn More

I'm interested, what do I do next?

Call us at 562-988-3451

Chat with us (bottom left)

Email us

Dynamics GP Fixed-Fee Upgrade

Dynamics GP Fixed-Fee Upgrade

With our Dynamics GP Fixed-Fee Upgrade, we will upgrade your Dynamics GP software so you can keep getting the most out of your software investment.

Price: $7,500

Scope

  • Upgraded modules include General Ledger, Accounts Payable, Accounts Receivable, Sales Order Processing, Purchase Order Processing, and Inventory
    • Up to 2 Versions – Limited to no more than a two-version upgrade (i.e. 2013 upgrade to 2015)
    • Includes 2 basic/executable third-party, ISV applications
    • Includes up to 2 GP databases
    • Includes 1 SQL Server and 1 Terminal Server upgrade

Assumptions

  • Anything out of this scope will be subject to a change order
  • Any customizations and/or custom GP reports that fail during the upgrade may be fixed and are subject to a change order
  • Dynamics GP annual enhancement plan with Microsoft must be current
  • All ISV annual enhancement plans must be current
  • BCS must be Partner of Record prior to the upgrade start date
  • 50% deposit required prior to the upgrade start date
  • BCS must have sufficient network access to perform all upgrade efforts

I'm interested, what do I do next?

Call us at 562-988-3451

Chat with us (bottom left)

Email us

Unlimited Support for Dynamics GP

Unlimited Dynamics GP Support Package

With our unlimited support package you can call, email, or chat with our support team as many times as you want for one low monthly fee based on your number of licensed GP users.

Price: $50/month per user

Bond Consulting Services’s Dynamics GP Unlimited Support package includes unlimited calls, emails, and support tickets relating to previously deployed applications and modules.

Details:

  • Per user per monthly pricing above based on a minimum commitment of 3 months
  • Bond Consulting Services must be the Microsoft Partner of record
  • Questions and problem resolutions directly related to Microsoft Dynamics GP/Great Plains that can be completed over the telephone, email, and/or through the use of online remote access tools
  • Support Services are available during normal business hours – Monday through Friday, 9 AM to 5 PM PST, holidays excluded
  • Customers requesting support will receive a response (not necessarily a resolution) within two business hours
  • Services not included under this plan are listed as but not necessarily limited to:
    • Report writing
    • Data conversion
    • New GP entity creation
    • Database issues not directly related to the Dynamics GP application
    • Software development
    • Data corruption repair and fixes
    • Installations and/or Upgrades
    • Training services
    • Business or System process review or recommendation
    • On site work
    • Services not directly related to Microsoft Dynamics GP/Great Plains

I'm interested, what do I do next?

Call us at 562-988-3451

Chat with us (bottom left)

Email us

Support Services for Dynamics GP

How do we help you with Dynamics GP?

Unlimited GP Support

Solve issues quickly, working with knowledgeable, Dynamics-experienced support personnel for one low monthly fee.

System Upgrades

We've completed hundreds of seamless upgrades with minimum system downtime, making the transition painless and easy.

GP Rescue

We can help you get the most out of your investment in Dynamics GP by solving your toughest problems.

Migrate to the Cloud

We can help migrate your Dynamics GP environment into the cloud with Azure or our private-cloud.

Data Import and Export

Our developers can create complex one-time or recurring data extracts, based on your organizations needs.

Report Development

We support the following report writing projects: GP report writer, Smartlist Builder, FRx, Management Reporter, and Microsoft SQL Reporting Services.


Unlimited GP Support

With our unlimited support package you can call, email, or chat with our support team as many times as you want for one low monthly fee based on your number of licensed GP users.

Learn More

Upgrades

With our Dynamics GP Fixed-Fee Upgrade, we will upgrade your Dynamics GP software so you can keep getting the most out of your software investment.

Learn More

Integrating with Dynamics GP

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Customizing Dynamics GP

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I'm interested, what do I do next?

Call us at 562-988-3451

Chat with us (bottom left)

Email us

TEST Unlimited Support for Dynamics GP

How do we help you with Dynamics GP?

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Implementations

We've been configuring and deploying Dynamics GP for customers of all sizes since 2000.

Support & Maintenance

Engage with our team of consultants to manage your existing applications.

Integrations

We're experts in integrating Dynamics GP with other on-premises, cloud, and SaaS applications.

Cloud Migrations

We can help migrate your Dynamics GP environment into the cloud with Azure or our private-cloud.

Customization

Extend the experience and functionality of Dynamics GP with custom development and third-party applications.

Training

User adoption is an integral part of any project. We'll help train you and your team to get the best out of Dynamics GP.

Report Development

We support the following report writing projects: GP report writer, Smartlist Builder, FRx, Management Reporter, and Microsoft SQL Reporting Services.

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Data Import and Export

Our Developers can create complex one-time or recurring data extracts, based on your organizations needs.

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System Upgrades

We've completed hundreds of seamless upgrades with minimum system downtime, making the transition painless and easy.

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GP Standard Support

Basic access to our Support Desk, includes three prepaid hours of support and any subsequent support is charged at our hourly rate.

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GP Rescue

We've "saved" many organizations from throwing away hundreds of thousands of dollars worth of implementation costs by stepping in where other partners may have fallen short.

Get Started
Unlimited GP Support

Call, email, or chat as many times as you want for one low monthly fee based on the number of users you are licensed for in GP.

Get Started

Implementing Dynamics GP

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Dynamics GP Support

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Integrating with Dynamics GP

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Customizing Dynamics GP

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Migrate to the Cloud

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Training for Dynamics GP

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We are experts in helping companies implement, manage, and extend Microsoft Dynamics

We can help you identify and purchase software that is a fit for you and your organization.

Business Process Evaluation

We assist companies to design, configure, and support their business-critical applications.

Implementation & Support

We're experts in connecting multiple applications and customizing them to meet your unique needs.

Integrations & System Upgrades

Power BI Implementation Packages

Power BI Implementation Packages

We have designed our packages based on our experience working with organizations of all sizes who are looking for a defined scope and cost.

Power BI for Dynamics 365:
1-Hour Assessment

An engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.

FREE

Learn More

Power BI for Dynamics 365: 1-Hr Assessment

An engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.

Bond Consulting Services will evaluate your business needs and determine how Power BI and Dynamics 365 for Financials can help you manage your finances, increase sales, and streamline your operations, whether you’re in the office or on the go.

Agenda

We will have an interactive discussion to gain insight into your organization to ensure your business success for today and tomorrow.

Deliverables

  • Identify current pains, needs and requirements
  • Review internal business processes
  • Define objectives of your organization
  • Deliver a Power BI recommendation for optimized use of Dynamics 365 Financials

Note

Please come prepared with supporting information to aid in a mutually successful discussion about your business needs per the above agenda.

FREE

Purchase

Dynamics 365 Implementation Packages

Dynamics 365 Implementation Packages

We offer implementation and assessment packages across Dynamics 365 Business Central, Dynamics 365 Customer Engagement, and Power BI.

Business Central Base:
2-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience with configuring CRM systems in the Cloud.

$1,000

Learn More
Business Central Standard:
6-Week Implementation

Perfect for organizations with an experienced Controller that has implemented financial systems in the past and only needs minimal assistance and training.

$8,000

Learn More
Business Central Preferred:
10-Week Implementation

Our Preferred Package builds upon the Standard Implementation Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.

$16,000

Learn More
Fixed Assets:
3-Day Implementation

Our Fixed Assets Implementation Package will allow you to leverage the Fixed Assets functionality inside of Dynamics 365 Business Central.

$3,500

Learn More
Business Central:
2-Hour Assessment

An evaluation of your business needs to determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.

FREE

Learn More
Business Central:
2-Day Assessment

An onsite engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.

$3,000

Learn More
Sales Base:
1-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.

$1,000

Learn More
Sales Standard:
6-Week Implementation

Perfect for organizations with a knowledgeable Marketing employee with experience implementing CRM systems in the past and only needs assistance to complete the initial setup and minimal guidance.

$8,000

Learn More
Sales Preferred:
15-Week Implementation

Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.

$16,000

Learn More
Project Management Module:
6-Week Implementation

Our Project Management Module Implementation Package will allow you to leverage the Project Management functionality inside Dynamics 365 Business Central.

$9,000

Learn More
Power BI for Dynamics 365:
1-Hour Assessment

An engagement to evaluate how Power BI can help you manage your finances, increase sales, and streamline your operations.

FREE

Learn More
Business Central Plus Package:
10-Week Implementation

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

$28,000

Learn More

Dynamics 365 Sales Implementation Packages

Dynamics 365 Sales Implementation Packages

We have designed our packages based on our experience working with organizations of all sizes who are looking for a defined scope and cost.

Sales Base:
1-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.

$1,000

Learn More
Sales Standard:
6-Week Implementation

Perfect for organizations with a knowledgeable Marketing employee with experience implementing CRM systems in the past and only needs assistance to complete the initial setup and minimal guidance.

$8,000

Learn More
Sales Preferred:
15-Week Implementation

Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.

$16,000

Learn More

Sales Base: 1-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience configuring CRM systems in the Cloud.

We will guide the client to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

  • Activate and provision Dynamics 365 for Sales environment (D365)
  • License, configure, and assign security rights (first 5 users) for D365 users*Configuration of Insights by Inside View, if applicable
  • Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
  • Configure SharePoint Online integration with Account Entity in D365, if applicable

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Up to 5 users (additional scope required for more users)
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 for Sales licensing required

$1,000

Purchase

Sales Standard: 6-Week Implementation

Perfect for organizations with a knowledgeable Marketing employee with experience implementing CRM systems in the past and only needs assistance to complete the initial setup and minimal guidance.

We will guide you to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

  • Activate and provision Dynamics 365 for Sales environment (D365)
  • License, configure, and assign security rights for D365 users (first 10 users)
  • Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
  • Activate and configure Insights by Inside View
  • Configure SharePoint Online integration with Account Entity in D365, if applicable
  • Add up to 10 custom fields within the solution
  • Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity with up to 8 stages and 5 tasks delivered) – one session, up to 2 hours total
  • Deliver two client on-boarding and adoption training sessions to a Power User within your organization – up to 4 hours total
  • Activate D365 Learning Path and provide a BCS approved training guide
  • Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Up to 10 users (additional scope required for more users)
  • Customer provides clean data for upload based on standard templates provided by BCS
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 for Sales licensing required

$8,000

Purchase

Sales Preferred: 15-Week Implementation

Perfect for organizations with a senior level Sales or Marketing employee who has implemented CRM solutions and only needs to complete the initial setup of Dynamics 365 for Sales.

We will guide clients to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

  • Activate and provision Dynamics 365 for Sales environment (D365)
  • License, configure, and assign security rights for D365 users (first 25 users)
  • Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
  • Activate and configure Insights by Inside View
  • Configure SharePoint Online integration with Account Entity in D365, if applicable
  • Add up to 30 custom fields within the solution
  • Review and conduct training workshop on Business Process Flows (two Business Process Flows with up to 8 stages and 5 tasks delivered) – one session, up to 2 hours total
  • Deliver two client on-boarding and adoption training sessions to a Power User within your organization – up to 4 hours total
  • Activate D365 Learning Path and provide a BCS approved training guide
  • Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce
  • Configure D365 off-the-shelf forms, views, charts, reports and a 4-panel dashboard showing standard views
  • Load up to a combined total of 5,000 leads, opportunities, contacts, or accounts
  • Train one Power User within your organization to function as an Administrator – up to 4 hours total

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Up to 25 users (additional scope required for more users)
  • Customer provides clean data for upload based on standard templates provided by BCS
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 for Sales licensing required

$16,000

Purchase

Dynamics 365 Business Central Implementation Packages

Dynamics 365 Business Central Implementation Packages

We have designed our packages based on our experience working with organizations of all sizes who are looking for a defined scope and cost.

Business Central Base:
2-Day Implementation

Our Base Implementation package is perfect for organizations that are interested in handling the implementation on their own and have previous experience with configuring CRM systems in the Cloud.

$1,000

Learn More
Business Central Standard:
6-Week Implementation

Perfect for organizations with an experienced Controller that has implemented financial systems in the past and only needs minimal assistance and training.

$8,000

Learn More
Business Central Preferred:
10-Week Implementation

Our Preferred Package builds upon the Standard Implementation Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.

$16,000

Learn More
Fixed Assets:
3-Day Implementation

Our Fixed Assets Implementation Package will allow you to leverage the Fixed Assets functionality inside of Dynamics 365 Business Central.

$3,500

Learn More
Business Central:
2-Hour Assessment

An evaluation of your business needs to determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.

FREE

Learn More
Business Central:
2-Day Assessment

An onsite engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.

$3,000

Learn More
Project Management Module:
6-Week Implementation

Our Project Management Module Implementation Package will allow you to leverage the Project Management functionality inside Dynamics 365 Business Central.

$9,000

Learn More

Business Central Standard: 6-Week Implementation

Perfect for organizations with an experienced Controller that has implemented financial systems in the past and only needs us to complete the initial setup and provide minimal guidance.

Deliverables

  • Streamlined Discovery Session
  • Activate and provision Dynamics 365 Business Central environment (D365)
  • License, configure, and assign security rights (first 10 users) for D365 users
  • Configure one 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 the client to follow
  • Walk through the setup of relevant modules, if applicable
  • Introductory training on data import process, system navigation, general processing
  • Go-Live review and have a brief next step conversation

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for licensing
  • Customer will perform all master record data imports (Customers, Vendors, etc.)
  • Customer will perform most configuration settings (e.g. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
  • All custom functionality and reports are not included and quoted separately
  • 1 company included, excludes intercompany, consolidated financials and multicurrency
  • Service Management and Manufacturing excluded from this package
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
  • Dynamics 365 Business Central licensing required

$8,000

Purchase

Business Central: 2-Hour Assessment

An evaluation of your business needs to determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.

This free 2-hour assessment consists of an interactive discussion to gain insight of your organization to ensure business success for today and tomorrow.

Agenda

  • Identify current pains, needs, and requirements
  • Review internal business processes
  • Define objectives of your organization

Deliverable

  • Deliver a recommendation for optimized use of Dynamics 365 Business Central Essentials

Note

Please come prepared with supporting information to aid in a mutually successful discussion about your business needs per the above agenda.

FREE

Purchase

Business Central Base: 2-Day Implementation

An onsite engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.

Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Signing up is easy, and you can migrate existing business data from your legacy system.

Bond Consulting Services will evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations, whether you’re in the office or on the go.

This 2-day assessment consists of an interactive onsite, or remote, discussion to gain insight of your organization to ensure business success for today and tomorrow

Agenda

  • Meet with key members of your organization to discuss internal business processes and critical system requirements
  • Document current system challenges and key requirements
  • Identify high-level opportunities for system improvements
  • Define key system objectives of your organization
  • Deliver a high-level plan to implement Dynamics 365 Business Central Essentials

$1,000

Purchase

Business Central Preferred: 10-Week Implementation

Our Preferred Package builds upon the Standard Implementation Package and is perfect for organizations with an experienced bookkeeper or CFO/Controller that require core financial processing.

Deliverables

  • 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

Assumptions

  • Exchange required for Outlook integration
  • BCS must be the digital partner of record and Cloud Solution Provider with Microsoft
  • All custom functionality and reports are not included, quoted separately
  • No test company, so all configurations will be done in Live
  • Excludes Cost Accounting and Cash Flow Forecasting modules

$16,000

Purchase

Fixed Assets: 3-Day Implementation

Our Fixed Assets Implementation Package will allow you to leverage the Fixed Assets functionality inside of Dynamics 365 Business Central.

Keep track of fixed assets such as buildings, machinery, and equipment. Post various fixed asset transactions: acquisitions, depreciation, write-downs, appreciation, and disposal.

For each fixed asset, you set up depreciation books in which the methods and other conditions used for calculating depreciation are defined. You can set up an unlimited number of depreciation books to satisfy legal requirements, and for tax and internal accounting purposes.

Deliverables

  • Setup of the module
  • Coaching, set up of one project, and training on how to maintain the solution

Assumptions

  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for license
  • Dynamics 365 Business Central licensing is required

$3,500

Purchase

Business Central: 2-Day Assessment

An onsite engagement to evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations.

Dynamics 365 Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. Signing up is easy, and you can migrate existing business data from your legacy system.

Bond Consulting Services will evaluate your business needs and determine how Dynamics 365 Business Central can help you manage your finances, increase sales, and streamline your operations, whether you’re in the office or on the go.

This 2-day assessment consists of an interactive onsite, or remote, discussion to gain insight of your organization to ensure business success for today and tomorrow

Agenda

  • Meet with key members of your organization to discuss internal business processes and critical system requirements
  • Document current system challenges and key requirements
  • Identify high-level opportunities for system improvements
  • Define key system objectives of your organization
  • Deliver a high-level plan to implement Dynamics 365 Business Central Essentials

$3,000

Purchase

Project Management Module: 6-Week Implementation

Our Project Management Module Implementation Package will allow you to leverage the Project Management functionality inside Dynamics 365 Business Central.

Leverage the Project Management functionality inside Dynamics 365 Business Central with three-part functionality:

Job Management

  • Create, manage, and track customer projects with sophisticated job costing and reporting capabilities

Capacity Management

  • Plan capacity, sales, and manage usage statistics; and profitability of resources

Budgets/Estimates

  • Improve your organization’s flexibility to develop, modify, and control budgets to avoid over-expenditure

Deliverables

  • Setup of the module
  • Coaching, set up of one project, and training on how to maintain the solution

Assumptions

  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for license
  • Dynamics 365 Business Central licensing is required

$9,000

Purchase


Business Central Plus Package: 10-Week Implementation

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

Deliverables

  • Streamlined Discovery Session
  • Activate and provision Dynamics 365 Business Central environment (D365)
  • License, configure and assign security rights (first 15 users) for D365 users
  • Configure one workstation with the Exchange Online integration in D365 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

Assumptions

  • Exchange Online or Exchange Server required for Outlook integration
  • BCS must be the digital partner of record and the Cloud Solution Provider with Microsoft for license
  • All custom functionality and reports are not included and quoted separately
  • There is no test company, so all configurations will be done in Live
  • Up to 15 users (additional scope required for more users)
  • Up to 3 companies – will add a consolidation company will have consolidated financials, set up intercompany processing
  • There is no test company, so all configurations will be done in Live
  • Service Management and Manufacturing excluded from this package
  • This offer does not include system analysis, fit/gap process, system modifications or integrations but is available if requested for additional fees.
  • Dynamics 365 Business Central licensing required

$28,000

Purchase

Services (NEW)

We are experts in helping companies implement and support Microsoft Dynamics 365 and Dynamics GP.

Our team of consultants work with you to implement new Dynamics environments as well as support existing environments.

Implementation Services

We can help you identify and purchase software that is a fit for you and your organization.

Support Services

We assist companies to design, configure, and support their business-critical applications.


Implementation Services for Dynamics GP

Implementing Dynamics GP for small and medium-sized companies has been our core business since 2000. We've helped hundreds of companies migrate from other ERPs and customize the product to meet their unique needs.

Cloud or On-Prem Deployments

Customizations

Integrations

Training

FREE consultation

Support Services for Dynamics GP

With our unlimited support package you can call, email or chat as many times as you want for one low monthly fee based on your number of licensed GP users. Solve issues quickly, working with knowledgeable, Dynamics-experienced support personnel. Plus, unlimited support provides consistent, predictable help-desk expenditure.

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Implementation Services for Dynamics 365

Whether you're looking to implement Microsoft's leading customer engagement platform, its cloud-based accounting and operations application, or both, we can help you navigate the setup, configuration, and launch within your organization.

Dynamics 365 Business Central Implementation Packages

We support the following report writing projects: GP report writer, Smartlist Builder, FRx, Management Reporter, and Microsoft SQL Reporting Services

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Dynamics 365 Customer Engagement Implementation Packages

Our Developers can create complex one-time or recurring data extracts, based on your organizations needs

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Support Services for Dynamics 365

Call, email or chat as many times as you want for one low monthly fee based on your number of licensed GP users. Solve issues quickly, working with knowledgeable, Dynamics-experienced support personnel. Plus, unlimited support provides consistent, predictable help-desk expenditure.

Learn More