Dynamics for Accountants Essentials Package

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: 

1) Financial Management

Single Company Setup based on Advantage “Best Practice” Template

General Ledger

• Custom Chart of accounts (Rapid Start Templates supplied with instructions)
• G/L Account Categories, Subcategories & Extended texts + 1 additional G/L Reporting Currency
• Balance Sheet, Income Statement & Account Schedule reporting
• Dimension Analysis (profit and cost centres) & Budgeting
• Workflows for business processes such as approvals
• Cashflow Management & Forecasting + Recurring and Reversing Journals such as General, Cash receipts and payments.

Cash Management

• Bank Accounts, Bank Account Reconciliations & Bank Integration – Cash Receipt & Statement Import / Payment Export
• Payment Reconciliations, Registrations & Multi-Currency for Sales Ledger, Purchase Ledger and automated Exchange Rate updates
• Currency Revaluation for Bank and Open Sales/Purchase Entries (GL Revaluation available as additional ABS Module)

Other

• Standard VAT Reporting, VAT Returns and HMRC Integration (MTD)

2) Sales Management

• Sales Invoicing, Proformas, Prepayments & Approvals (Quote/Order/Return Order/Invoice/Credit)
• Payment Terms with calculated Discounts & Receivables Management

3) Purchasing Management

• Purchase Invoicing & Approvals (Quote/Order/Return order/Invoice/Credit)
• Payables Management