Microsoft Dynamics 365 Services Overview Sheet

Microsoft Dynamics 365 Services Overview Sheet

Overall

1. Quick Start 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 Financials allows the customer everything in Quick Start plus the actual setup of the financial system which includes Accounts Receivable, Accounts Payable, General Ledger and Bank Small Business allows the customer everything in Quick Start and Financials plus actual setup of supply chain features like inventory, sales orders, purchasing etc. Any other features above those in Financials and Small Business can be quoted as separate engagement such as CRM, Project Accounting etc.

2. Prerequisites

3. Guided Phone conversation to develop checklist for implementation 4. Multi Company setup 5. Segments Setup e.g. Divisions, Line of Business 6. Setup of Tax jurisdictions 7. Email support (# incidents) 8. Remote training one on or phone support for specific topics like month end, bank recs etc. 9. BDO/Microsoft online self-paced training 10.Customize forms - logo only 11.Integration with Outlook 12.Training in Workflows, HR, Jobs, Opportunity Mgmt., CRM integration

Quick Start

None Y N 0 1 10

4 hrs. Unlimited

Y -

Financials

Quick Start

Y Y 2 5 20 20 hrs. Unlimited Y Y -

Small Business

Quick Start & Financials

Y Y 2-8 10 30 35 hrs. Unlimited Y Y -

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Microsoft Dynamics 365 Services Overview Sheet

General Ledger 1. Conversion from Existing System ? Chart of Accounts with balance as at conversion date 2. Conversion from Existing System ? Month End balances 3. Training - Journal Entries, Recurring Journals, month end 4. Training ? Financial Statement preparation, GL Budgets 5. Setup of General Ledger Posting groups 6. Setup Fiscal Periods 7. BDO/Microsoft online self-paced training

Quick Start

-

-

Financials

QB (*) Excel (**)

-

-

Y

-

Y

1

5

Y

Y

Unlimited Unlimited

Small Business

QB (*) Excel (**)

-

Y

Y

10

Y

Unlimited

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Microsoft Dynamics 365 Services Overview Sheet

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 4. 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

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 5. 1099 setup 6. Training in Purchase Invoices, Credit Notes and Document Management 7. Training in Purchase Orders 8. BDO/Microsoft online self-paced training 9. Month end procedures

Quick Start

-

-

Unlimited

Financials

Y QB (*) Excel (**)

2 Y Y Unlimited

Small Business

Y QB (*) Excel (**)

5 Y Y Y Y Unlimited

Quick Start

-

-

Unlimited -

Financials

Y QB (*) Excel (**) 2 Y Unlimited Y

Small Business

Y Y QB (*) Excel (**) 5 Y Y Y Unlimited Y

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Microsoft Dynamics 365 Services Overview Sheet

Requirement ? Bank 1. Training and setup for integration with PayPal and Yodlee 2. Conversion from Existing System ? Bank Accounts 3. 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 7. BDO/Microsoft online self-paced training 8. Month end procedures

Requirement ? Fixed Assets 1. Training on Setup, Depreciation Methods 2. Conversion from Existing System ? Fixed Asset Master Only 3. 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 7. Month end procedures

Quick Start

Unlimited -

Financials

Y Y Y Y 2 Unlimited Y

Small Business

Y Y Y Y 5 Unlimited Y

Quick Start

Unlimited -

Financials

Unlimited -

Small Business

Y Y Y Y Unlimited Y

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Microsoft Dynamics 365 Services Overview Sheet

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 5. BDO/Microsoft online self-paced training 6. Month end procedures

Quick Start

Unlimited -

Financials

Unlimited -

Small Business

Y Y Y 5 Unlimited Y

(*) 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

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