Implementation Guide & Pricing
A structured approach to help your business transition to Microsoft Dynamics 365.
Implementation Methodology
Analysis
Requirement gathering & project scoping
Design
Configuration & Development
Deploy
UAT & User Training
Go-Live
System Cutover
Support
Project Closeout & Care
Core Financials
4 Week Implementation
- • General ledger (1 company)
- • AP (cheque w/o eft)
- • AR (simple receivables entry)
- • Banking (w/ manual reconciliation)
- • Multi-Currency
- • Out of the box financial reports
- • Data conversion (Customers, Vendors, open AP, open AR, GL 1yr history, COA)
- • Web/live remote training
Finance + Distribution
8 Week Implementation
- Everything in Core Financials
- • Inventory and Non-stock items
- • Quotes, Sales orders, invoices
- • Purchase Orders, Receiving
- • Warehousing w/ bins (pick/pack/putaway)
- • FIFO costing & Lot tracking/serialization
- • Extended Data Conversion (Items, Qtys, Price List, Open Docs)
- • Web/live remote training
- • Optional: Premium Accelerator Package
Jobs & Projects
12 Week Implementation
- Everything in Finance & Dist.
- • Jobs & Project Costing
- • Timesheets w/ approvals
- • Work in Progress (WIP)
- • Revenue Recognition
- • Project Invoice
- • Conversion: Jobs, Tasks, Resources
- • Web/live remote training
- • Optional: Premium Accelerator Package
Manufacturing
16 Week Implementation
- Everything in Previous Modules
- • Requisition Worksheet
- • Inventory planning/MRP
- • Production Orders (auto backflush)
- • BOMs, Routings, Capacity Planning
- • Conversion: BOMs, Routings, Prod Orders
- • Web/live remote training
- • Optional: Premium Accelerator Package
Optional Premium Accelerator Package
Enhance your implementation with our pre-configured rapid deployment accelerators, reducing time-to-value even further.
Important Considerations & Fine Print
•Data Conversion: Includes migration of master records (Customers, Vendors, Items) and up to 1 year of GL history. Additional history is available at an extra cost.
•Additional Entities: Pricing listed is for a single company entity. Multiple company setups will incur additional implementation fees.
•Integrations & Customizations: Third-party integrations (e.g., Shopify, EDI) and custom development are not included in the fixed-fee packages and will be scoped separately.
•Training: All packages include web/live remote training. On-site training and design services are available for an additional 15% fee.