Business Central DIY+: 3-Wk Implementation

Prior ERP implementation experience on staff is highly preferred.

Assumption: The system comes with certain preconfigured settings, such as number series settings for customers and vendors and report formats, which will be used in the implementation. It is assumed these configurations can be used. It is assumed there will be one Subject Matter Expert (SME) running the client side of the implementation. All training sessions take a “train the trainer” approach and are not open to all employees using Dynamics 365 Business Central.

Deliverables:

• Activate and provision Dynamics 365 Business Central environment
• Create one production and one test company
• Provide templates for importing Chart of Accounts, Customers, and Vendors. Data will not be validated by Tensoft.
• Load COA, Customers, and Vendors one time. Any adjustments after initial load will be done by client.
• Review assisted setup wizard with one SME
• Review GL, AR, and AP setup with one SME
• Overview of posting groups with one SME
• Configuration of one check format
• Linking of one bank account to the Yodlee Bank Feed
• Training session on core financials with one SME: GL, AR and AP. Includes how to run default financial statements
• Setup up to five users

Assumptions:

• Tensoft is the digital partner of record
• Customer will be shown where configuration screens exist, but where there are default settings (such as payment terms, payment types, etc.) the defaults will be used unless changed by the client
• Excludes intercompany, multicurrency, inventory/manufacturing, and consolidations
• Only applies to Essential Business Central licensing
• Does not include gap/fit analysis, requirements analysis, integrations, or system/report modifications
• Client must subscribe to Tensoft annual support plan (10 support cases for $2,000 per year)
• Does not include customizations or other advanced trainings
• Does not include training on other Microsoft modules such as Power Apps, Power BI, or Flow