This assessment will help you determine if Dynamics 365 Business Central is a good fit for your organization. The process is simple and involves a one to two-hour onsite meeting with you and your staff to better understand your business objectives and functional requirements.
Agenda
Topics to be discussed can include, but are not limited to:
- Company structure
- Users
- Timeframes
- Financial reporting process and requirements
- Procure to pay process (purchasing, receiving, invoice receipt, payment)
- Quote to cash process (quotes, orders, fulfillment, invoicing, cash receipts)
- Manufacturing process (bill of material and production)
- Jobs (time and expense entry, project billing, project scheduling)
Deliverables
- A written recommendation outlining the Dynamics 365 components needed, as well as any extensions.
- An estimated subscription cost, along with the costs for configuration/setup, training, and data conversion will also be included.