Configure Basic Features in Microsoft Dynamics 365 Business Central

Kickstart your Microsoft Dynamics 365 Business Central setup with our configuration services. This service covers the core areas of finance, purchasing, and sales, making it ideal for businesses that record transactions directly in the general ledger without managing inventory.

With training materials, prebuilt templates, and guided sessions, you’ll gain the tools and knowledge to manage your ERP.

What’s Covered During the Configuration

1. Getting Started
   • Assign a dedicated project manager to guide the process.
   • Set up teams on both sides for collaboration.
2. System and Data Setup
   • Configure the system with sample data.
   • Provide an overview session, upload templates, and step-by-step instructions for uploading master data and open orders.
   • Upload main setup pages such as General Ledger Setup, Purchases & Payables Setup, Sales & Receivables Setup with base functionality.
   • Review the loaded data to ensure accuracy.
3. Training and Support
   • Deliver training materials for relevant sections.
   • Host limited Q&A sessions to wrap up training.
4. Closing the Project
   • Finalize the setup, review all configurations, and perform a quality check.
   • Provide a clear handoff for your team to confidently move forward.

Scope

• Finance: Chart of Account, Posting Groups, Account Payable, Account Receivable, Standard Reporting
• Purchasing: Vendor, Purchase Order, Purchase Order Receiving, Purchase Credit Memo, Purchase Invoice
• Sales: Customer, Sales Order, Sales Order Shipment, Sales Credit Memo
• Included Reports: Check, Purchase Order, Sales Invoice

Key Details

• Timeline: 1–2 weeks (depending on requirements, and availability).
• Flexibility: Changes to scope or deliverables are managed through a formal change request process and invoiced on a time-and-materials basis.
• Delivery: Primarily remote through Microsoft Teams.

Pricing Options

• Pricing starts at a base level for small businesses with up to 10 users and increases for mid-size (11–40 users) and enterprise (41+ users) organizations.
• Onsite visit (if required): $2,000 USD per trip, plus accommodations and related expenses.

Why NIC Systems

NIC Systems Inc. drives positive changes through innovation and technology. With years of experience in Microsoft Dynamics 365 Business Central and Dynamics NAV, we’ve worked with sectors like food and beverage, manufacturing and automotive. Our team creates smart, tailored solutions that simplify your work and support your growth. You’re not just getting tech expertise—you’re getting a team who understands your needs and is dedicated to your success.