Dynamics 365 Readiness 15-Day Assessment

This 15-day workshop is for technical and business leaders, it is prepared on and off-site at the client's facility.

We have a highly skilled Microsoft Dynamics 365 that aids clients through the complexities of transforming their back office. We are excited to help clients with the development of a Dynamics 365 for Finance and Operation Readiness Plan to ensure strategic effectiveness and to support future growth and operational excellence.

The objective is to upgrade/re-implement the clients ERP system to a new implementation of Microsoft Dynamics 365 for Finance and Operations. The 15-day initiative will be used to assess current functional and technical configuration, feasibility of upgrading existing customized code, and migration of data. We will discuss key features and capabilities available that may be beneficial as part of a Dynamics 365 Finance and Operations migration.

Agenda

Weeks 1, 2, and 3

Functional

• Review the current functional areas setup and business applications

Customizations

• Review current customizations, determine which need to be updated/upgraded/eliminated

Reports

• Review current AX/SSRS/Atlas reports, determine which need to be updated/upgraded/eliminated

Integration and interfaces

• Review current integrations, determine which need to be updated/upgraded/eliminated

Data Migration

• Analyze and map external data sources, design and data load deployments

Code Conversion

• Review and validate code for conversion or re-write

Business Applications/Functional Area Scope

• General Ledger
• Accounts Payable
• Accounts Receivable
• Budget
• Project Management
• Inventory Management
• Cash and Bank Management
• Human Resources
• Integration
• Reporting
• Security
• General and Administration

By the end of the assessment the client will have a high-level Dynamics 365 Finance and Operations plan and implementation roadmap that may form the basis of a Microsoft cloud ERP migration.