• To get the most out of our activities, please ensure the pre-requisites have been met

  • Our free Dynamics 365 for Finance & Operations, Business Edition 2-Hour Assessment has taken place
  • We have provided you with a scope document following your 2 hour assessment that has been agreed
  • Up to 4 delegates can attend the sessions
  • Delegates will be fluent in the companies business processes and will be able to make decisions on set up
  • Delegates will be available throughout the implementation
  • Microsoft Dynamics 365 for Finance and Operations, Business Edition has been licensed and is installed on your environment
  • Delegates have been configured to use the application
  • Microsoft Excel 2016 and Microsoft Word 2016 available on your environment
  • Master Data and opening balances are readily available in a format that can be manipulated e.g. Excel
    • During these sessions, we configure your system to meet your business rules
    • Don't worry, we will see the impact of these settings on subsequent days...
    • ...and we will refine this configuration as we go.

  • General Ledger Set-up.
  • Accounting Periods.
  • Trail Codes, Source Codes, and Reason Codes.
  • Chart of Accounts.
  • Posting Groups
  • General Posting Set-up
  • Dimensions & Dimension Values
  • Payment Methods
  • Payment Terms
  • General Journal Templates and batches
  • Bank Accounts
  • Sales & Receivables Setup
  • Payment Discounts
  • Payment Tolerances
  • Reminders
  • Finance Charges
  • Prepayments
  • Purchase & Payables Setup
  • VAT Templates & Statements
  • Setup INTRASTAT
  • Inventory Set-up
  • Locations & Bins
  • Item Charges
  • Transfer Routes
  • Email Set-up
  • User Set-up
  • Services Setup
    • It's best practice and extremely beneficial to test and train on your data.
    • This approach really helps engage your users with the new system and gives you the opportunity to identify any anomalies in the data migrated...
    • Reducing the potential for any problems post Go Live.

  • Customer records
  • Ship-To Addresses
  • Customer Bank Accounts
  • Open AR transactions
  • Vendors records
  • Vendor Bank Accounts.
  • Order Addresses
  • Cross References
  • Open AP transactions
  • Item records
  • Units of Measure
  • Variants
  • Dimensions
  • Substitutions
  • Cross References
  • Extended Texts
  • Purchase Prices
  • Sales Prices
  • Opening Stock Balances
  • Opening Trial Balance
    • You have configured the system, loaded data, now lets put it to work and see the impact of the decisions we made on days 1 and 2.
    • We will carry out full end-to-end training where first we show you the process on your environment, then you try it out yourselves.
    • These are quick punchy bursts of training on each functional area leaving you with the confidence and knowledge to explore further.
    • It's during these sessions where we refine your configuration to suit your needs.

    • All key users are expected to be 'hands on' involved in this exciting day.
    • You carry out detailed testing using Test scripts that we provide.
    • We work with you to close out any challenges encountered.
    • We close out the day with a Go Live Readiness Review and make the decision to go live or delay.

    • The big day has arrived, we load all your live master data and balances.
    • You reconcile opening balances and sign off each ledger
    • The system is released to users
    • Congratulations!

    • We stick around providing post Go Live support that includes
    • Remote assistance with your first VAT return
    • Remote assistance with your first month end