Dynamics for Accountants | Advantage Business Systems

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Dynamics for Accountants

Are you starting out with your own Accountancy Firm or are a small Accountancy Firm looking to upscale quickly? If so, why not let us equip you with the technology to help you deliver results with one of our Dynamics for Accountants packages?

Contact Us Today To Start Your Journey

What is Dynamics for Accountants?

Transform your accounting practice with advanced business management tools that enhance collaboration and streamline operations. Utilise automated workflows, ensure compliance, and maintain detailed audit trails seamlessly with Microsoft’s accounting software.

Broaden your service offerings by integrating Dynamics 365, Microsoft 365, and Power BI, creating a cohesive and powerful ecosystem for your clients.

Simplify accounting tasks and minimise manual efforts, allowing you to focus more on strategic activities. Boost efficiency and client satisfaction with AI-driven features and Microsoft Copilot, enabling you to deliver superior service.

Empower your clients with critical business insights through robust reporting tools and customisable dashboards, solidifying your position as a trusted adviser.

Essentials

Overview:
Our Dynamics for Accountants Essentials Package is available from £6 per user per month and can be implemented for just £14,999

The Office 365 element will include the following activities:

Setting up the new Office 365 tenant for 1 domain for up to 5 users (doesn’t include any migrations or PC setups)

The Quick Start Dynamics 365 / CRM element will include the following activities:

Authorise Cloud Solution Provider for your business’s Microsoft Cloud Account.
Setup sandbox and production environments.
Refine your requirements based on answers given in provided questionnaire.
Data Import Review: We will provide your business with Excel Templates for Lead, Contact, Account & Opportunity entities for your business to complete.
Basic customisation of Leads, Contacts, Accounts and Opportunity entities (maximum of 50 custom fields across all entities).
Creation of up to two custom entities if required (maximum of 50 custom fields across all entities).
Basic customisation/creation of custom views (maximum of 5 views).
Creation of up to two sales dashboards if required.
Handover of solution for UAT testing.
One round of amendments from UAT testing (within the Quick Start framework).
Deliver a basic CRM training session to help your team to get the maximum benefit from Dynamics 365.

The Quick Start Dynamics Business Central ERP element will include the following activities:

Financial Management – Single Company setup based on Advantage ‘Best Practice’ Template
- General Ledger
- Cash Management
- Other
Sales Management
Purchasing Management

£6.60 / per user per month

Discounts are available on the above licenses

Find out more about our Dynamics for Accountants Essentials package

Advanced

Overview:
Our Dynamics for Accountants Advanced Package is available from £6 per user per month and can be implemented for just £36,999

The Office 365 element includes everything included in the Essentials package plus:

Advanced Email Security
Cyber Awareness Training & Phishing Simulation
Password Manager
Cloud Backups for Office 365
Setup

The Quick Start Dynamics 365/CRM element includes everything included in the Essentials package plus:

A leading comprehensive marketing automation solution built within Microsoft Dynamics that offers a single unified marketing, analytics and services to help transform the way you do marketing.

The Quick Start Dynamics Business Central element includes everything included in the Essentials package plus:

Pre-designed Power BI Reports that will allow you to get in-depth insights into your business’s sales, finance & operations.

£6.60 / per user per month

Discounts are available on the above licenses

Find out more about our Dynamics for Accountants Advanced package

Premium

Overview:
Our Dynamics for Accountants Premium Package is available from £6 per user per month and can be implemented for just £56,999

The Office 365 element includes everything included in the Essentials and Advanced packages plus:

Unlimited IT Support during Business Hours (UK)
Proactive Desktop Care including AV

The Quick Start Dynamics 365/CRM element includes everything included in the Essentials and Advanced packages plus:

A leading sales engagement solution built for use on the Microsoft Power Platform. Designed to work with Dynamics 365/CRM and Office 365 to enable businesses to book more appointments, generate more leads and increase revenue.
A leading marketing intelligence solution that provides an unbeatable combination of highly-scalable omnichannel data integration, stunning visualisations and machine learning-powered storytelling.

The Quick Start Dynamics Business Central element includes everything included in the Essentials and Advanced packages plus:

Power BI driven customised dashboards for the following areas:
- Operational & Executive
- Sales, Finance & Marketing

£6.60 / per user per month

Discounts are available on the above licenses

Find out more about our Dynamics for Accountants Premium Package

Who can sign up for Dynamics for Accountants?

No matter what size your Accountancy firm is, you too can make sure of appropriate technology to empower you to grow your business in the form of customers and revenue.

Advantage’s Dynamics for Accountants is a perfect fit solution for you as it covers all the essential technology needed to start your business and is suitable for the following stakeholders:

MSME (Micro, Small and Medium Sized Businesses)
Business savvy entrepreneurs
You have just launched your own accountancy firm
A local business owner

Get started today

Transform the way you work

The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.