Tier 1
Starting at $7,500 CAD
Our Tier 1 Implementation package is for the organization that just requires set up, implementation services and training for the Financial Modules.
CORETEC will assist customers to create a robust implementation of Dynamics 365 for Business Central. Some of the high-level tasks that CORETEC will perform for the customer are as follows:
- Establish new Dynamics 365 Business Central environment
- High-level Business Process Review on the Financial Modules with recommendations
- Create up to 6 users to connect to Dynamics 365 and train users how to setup
- Assign Security Roles to Users
- Create Test Company database and configure Dynamics365 based on the Business Process Review
- Create Production Company database and basic configuration of Dynamics 365 along with GL Account Structure
- Setup System and Company settings
- Configurations for Daily Processes (i.e. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
- Configure Bank Reconciliation for 1 bank (additional banks available at add-on charge)
- Provide Blank Import Templates for Data Migration from other systems for Vendor, Customer, and Chart of Accounts Master Records
- Import Chart of Accounts, Vendors, and Customers from Client provided populated templates
- Format Check and Invoice (one of each)
- Create one Balance Sheet and Income Statement
- Train the trainer on the Financial Modules (GL, AP, AR, and BR) – up to 3 attendees per session
- Go-Live review
Assumptions:
- CORETEC will perform the following master data imports (Vendor, Customer, and Chart of Accounts) – 1 time for Test Company, 1 time for Production Company
- All custom functionality and reports are not included and quoted separately
- One company database will be created (additional companies are an additional cost)
- Train the Trainer – any group training of over 3 attendees will have an additional charge
Tier 2
Starting at $16,000 CAD
Our Tier 2 Implementation Package includes everything in the Tier 1 Implementation Package.
CORETEC will also assist in the implementation of the distribution modules including Purchase Order, Sales Order, and Inventory. Establish new Dynamics 365 Business Central environment.
- High-level Business Process Review on the Financial Modules and Distribution Modules with recommendations
- Review Chart of Accounts Structure
- Create up to 15 users to connect to Dynamics 365 and train client how to set up additional users
- Assign Security Roles to Users
- Create Test Company database and configure Dynamics365 based on the Business Process Review
- Create Production Company database and configure Dynamics365 along with GL Account Structure
- Setup System and Company settings along with modifying security – Train the Customer
- Configurations for Daily Processes (i.e. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
- Configure Bank Reconciliation for 1 bank (additional banks available at add-on charge)
- Setup Sales Order Processing, Purchase Order Processing, and Inventory
- Provide Blank Import Templates for Data Migration from other systems for Vendor, Customer, and Chart of Accounts Master Records
- Provide templates for Items
- Import Chart of Accounts, Vendors, Customers, Items from Client provided populated templates
- Format Check and Invoice (one of each)
- Format Sales Quote, Sales Order and Purchase Order (one of each)
- Create one Balance Sheet and Income Statement
- Train the trainer on the Financial Modules (GL, AP, AR, and BR) – up to 3 attendees per session
- Train the trainer on the Distribution Modules (SO, PO, Inv) – up to 3 attendees per session
- Go-Live review and Post Go-Live Checklist (User Acceptance)
Assumptions:
- All custom functionality and reports are not included and quoted separately
Tier 3
Starting at $24,000 CAD
Our Tier 3 Implementation Package builds upon both the Tier 1 and Tier 2 Implementation Packages but is for when a customer needs an implementation that includes Manufacturing, Service Management or Distribution / Supply Chain Management module.
The implementation plans also include the majority of the functions/modules that most companies need to complete their implementation. However, these additional modules/services are outside the normal scope and are added on to your package as a time & materials cost:
Financial Management: Fixed Assets, Electronic Bank Reconciliation, Budgets, Deferrals, Multiple Currencies, Commissions
Supply Chain: Locations, Warehouse Management, Assembly Management
Human Resources: Employees, Expense Management
Project Management: Resources, Estimates, Jobs, Timesheets, Multiple Languages, Reason Codes, Extended Text, Intrastat Reporting
Additional Data Migration Services: Historical Summary GL Data, Historical Data Reference Points, Open Accounts Payable, Open Accounts Receivable, Open Sales Orders, Open Purchase Orders, etc.
Integrations to Outside Systems: Integrations to Outside Payroll, EDI, CRM and Microsoft certified extensions.
Additional Company Setups
Additional Reports (Quotes, Statements, etc.)