• For CRM: You will need to provide us with your Contacts, Leads, Accounts & Opportunities.
• For ERP: You will need to provide us with your Customers, Vendors (Suppliers) and Bank Accounts.

For ERP

• General Ledger: Opening Balances for each G/L Account (you can post this by previous months if you wish to provide a little extra for reporting)
• Sales Ledger: Any open items for the Customer (including original dates/document no’s/due dates)
• Purchase Ledger: Same as above
• Bank Accounts: An opening balance plus any unreconciled entries

For CRM: You will need to discuss with Advantage exactly what you wish to bring over to your new system

The idea of QuickStart is to get you going as quickly as possible. Additional consultancy packs can be purchased after go-live to setup/configure/train/support you in this new area.

Microsoft Dynamics is super flexible and, as such, can be adapted to work for any industry! We specialise in Professional Services, Financial Services, Logistics & Distribution, Healthcare, Not For Profits & Churches & Religious Institutions & much more – it can work for them all.

Microsoft Dynamics can integrate and work seamlessly with a number of different solutions such as Jet Reports, Solver CPM and many more. 

We've a dedicated team of Microsoft Dynamics GP, NAV, Business Central, CRM support consultants where we offer a whole host of tailored support packages to cater for all our client requirements. To find out more about our different Microsoft Dynamics support packages please get in touch with us.

The answer is yes, both Dynamics 365 and Microsoft 365 combine the two worlds of business process and personal productivity. Tools that you would have heard of such as Excel and Word within the context of business processes, help to improve productivity.

Option 1: Application only - These licenses are designed for those looking for a specific app in Dynamics 365 such as Sales or Marketing.

Option 2: Plans - Primarily for those that regularly use their Dynamics 365 system, plans enable users to access different Dynamics 365 applications whilst at the same time providing both read and write permissions with the additional benefit of improved extensibility.

Option 3: Team members - These licenses provide users with reduced functionality for less money. Team members are able to review information in the system but are limited on writing. These licenses tend to be used by higher management who want to view the data but not edit anything.