Microsoft Dynamics 365 Services Overview Sheet

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Molly Cooper
7 years ago
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1 Overall 1. allows the customer an opportunity to use a professional accountant to guide but not setup the system other than the company setup, logo and 1 sales tax setup and act as a resource for small issues allows the customer everything in plus the actual setup of the financial system which includes Accounts Receivable, Accounts Payable, General Ledger and Bank allows the customer everything in and plus actual setup of supply chain features like inventory, sales orders, purchasing etc. Any other features above those in and can be quoted as separate engagement such as CRM, Project Accounting etc. 2. Prerequisites None 3. Guided Phone conversation to develop checklist for implementation Y Y Y 4. Multi Company setup N Y Y 5. Segments Setup e.g. Divisions, Line of Setup of Tax jurisdictions support (# incidents) & 8. Remote training one on or phone support for specific topics like month end, bank recs etc. 4 hrs. 20 hrs. 35 hrs. 9. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited 10. Customize forms - logo only Y Y Y 11. Integration with Outlook 12. Training in Workflows, HR, Jobs, Opportunity Mgmt., CRM integration of 5

2 General Ledger 1. Conversion from Existing System Chart of Accounts with balance as at conversion date - 2. Conversion from Existing System Month End balances Training - Journal Entries, Recurring Journals, month end 4. Training Financial Statement preparation, GL Budgets 5. Setup of General Ledger Posting groups Setup Fiscal Periods Y Y Y 7. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited 2 of 5

3 Sales, Receivables, Receipts 1. Setup and training in Multi-Currency 2. Conversion from Existing System Customer Master Only - 3. Training and set up of General Ledger Posting groups for Customers Training in Invoicing, Credits, Price Lists, invoice discounts, customer statements 5. Training in Sales line discounts by SKU, Credit Management, Sales Commissions, Quotes, Sales Orders 6. Setup and training in drop shipments and special orders 7. Month end procedures 8. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited Requirement Purchases, Payables and Payments 1. Setup and training in Multi-Currency 2. Training on Price Lists by Vendor 3. Conversion from Existing System Vendor Master Only - 4. Setup of General Ledger Posting groups for Vendors setup 6. Training in Purchase Invoices, Credit Notes and Document Management 7. Training in Purchase Orders 8. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited 9. Month end procedures 3 of 5

4 Requirement Bank 1. Training and setup for integration with PayPal and Yodlee 2. Conversion from Existing System Bank Accounts Training on printing checks on preprinted forms, Bank Reconciliation (manual), Deposits, Cash receipts 4. Training on EFT Payments, Cash Flows, Bank Reconciliation electronic with Yodlee 5. Setup and training in Multi-Currency 6. Setup of General Ledger Posting groups for Bank BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited 8. Month end procedures Requirement Fixed Assets 1. Training on Setup, Depreciation Methods 2. Conversion from Existing System Fixed Asset Master Only Setup of General Ledger Posting groups for Fixed Assets 4. Setup of Depreciations Classes 5. Set up of Depreciation Books (Tax and Accounting) 6. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited 7. Month end procedures 4 of 5

5 Requirement Inventory 1. Training in Costing method, Inventory for Sale and Service Items, Product Attributes 2. Training in Cross References, Substitutions, Drop Shipments, Shipping Agents, Non Stock Items 3. Training in Alternative vendors, Physical Inventory Counts/Cycle Counts, Stockkeeping units 4. Setup of General Ledger Posting groups for Items BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited 6. Month end procedures (*) We will convert customer data from QB using the Supplied Microsoft data conversion tool (**) We will provide Excel sheets preformatted that the customer needs to populate with their data and we will upload with no data cleansing or verification. We will perform the upload only 2 times for every module extra uploads will be quoted separately 5 of 5

Application Programming Interface (API)

Application Programming Interface (API) Integration to Salesforce CRM Create a Recurring Billing Contract from an Opportunity in one click. Create a Sales Order from an Opportunity in one click. Create a Project from a list of pre- defined templates