Dynamics for Churches & Religious Institutions

Overview:
Our Dynamics for Churches & Religious Institutions 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 

Overview:
Our Dynamics for Churches & Religious Institutions 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