Business Central Implementation Packages

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

Perfect for organizations that are interested in handling the implementation on their own and have previous experience with configuring basic accounting systems.

Deliverables

• Activate and provision Dynamics 365 Business Central environment
• License, configure, and assign security rights for Dynamics 365 users (first 5 users)
• Configure Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
• Create 1 production company database

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 Business Central licensing required
• Excludes Cost Accounting and Cash Flow Forecasting modules

$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 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 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 licensen
• 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 licensen
• 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 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)
• 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 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

$28,000

Purchase