Microsoft Dynamics 365 Services Overview Sheet

Quick Small
Overall Financials
Start Business
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.
Quick
Quick
2. Prerequisites None Start &
Start
Financials
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 Business 0 2 2-8
6. Setup of Tax jurisdictions 1 5 10
7. Email support (# incidents) 10 20 30
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 - Y Y
12. Training in Workflows, HR, Jobs, Opportunity Mgmt., CRM integration - - -

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Microsoft Dynamics 365 Services Overview Sheet

Quick Small
General Ledger Financials
Start Business
QB (*) QB (*)
1. Conversion from Existing System – Chart of Accounts with balance as at conversion date -
Excel (**) Excel (**)
2. Conversion from Existing System – Month End balances - - -

3. Training - Journal Entries, Recurring Journals, month end - Y Y

4. Training – Financial Statement preparation, GL Budgets - Y Y

5. Setup of General Ledger Posting groups 1 5 10

6. Setup Fiscal Periods Y Y Y

7. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited

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Microsoft Dynamics 365 Services Overview Sheet

Quick Small
Sales, Receivables, Receipts Financials
Start Business
1. Setup and training in Multi-Currency - Y Y
QB (*) QB (*)
2. Conversion from Existing System – Customer Master Only -
Excel (**) Excel (**)
3. Training and set up of General Ledger Posting groups for Customers - 2 5
4. Training in Invoicing, Credits, Price Lists, invoice discounts, customer statements - Y Y
5. Training in Sales line discounts by SKU, Credit Management, Sales Commissions, Quotes, Sales Orders - - Y
6. Setup and training in drop shipments and special orders - - Y
7. Month end procedures - Y Y
8. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited

Quick Small
Requirement – Purchases, Payables and Payments Financials
Start Business
1. Setup and training in Multi-Currency - Y Y
2. Training on Price Lists by Vendor - - Y
QB (*) QB (*)
3. Conversion from Existing System – Vendor Master Only -
Excel (**) Excel (**)
4. Setup of General Ledger Posting groups for Vendors - 2 5
5. 1099 setup - - Y
6. Training in Purchase Invoices, Credit Notes and Document Management - Y Y
7. Training in Purchase Orders - - Y
8. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited
9. Month end procedures - Y Y

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Microsoft Dynamics 365 Services Overview Sheet

Quick Small
Requirement – Bank Financials
Start Business
1. Training and setup for integration with PayPal and Yodlee - Y Y
2. Conversion from Existing System – Bank Accounts - - -
3. Training on printing checks on preprinted forms, Bank Reconciliation (manual), Deposits, Cash receipts - Y Y
4. Training on EFT Payments, Cash Flows, Bank Reconciliation – electronic with Yodlee - Y Y
5. Setup and training in Multi-Currency - Y Y
6. Setup of General Ledger Posting groups for Bank - 2 5
7. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited
8. Month end procedures - Y Y

Quick Small
Requirement – Fixed Assets Financials
Start Business
1. Training on Setup, Depreciation Methods - - Y
2. Conversion from Existing System – Fixed Asset Master Only - - -
3. Setup of General Ledger Posting groups for Fixed Assets - - Y
4. Setup of Depreciations Classes - - Y
5. Set up of Depreciation Books (Tax and Accounting) - - Y
6. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited
7. Month end procedures - - Y

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 Microsoft Dynamics 365 Services Overview Sheet

Quick Small
Requirement – Inventory Financials
Start Business
1. Training in Costing method, Inventory for Sale and Service Items, Product Attributes - - Y
2. Training in Cross References, Substitutions, Drop Shipments, Shipping Agents, Non Stock Items - - Y
3. Training in Alternative vendors, Physical Inventory Counts/Cycle Counts, Stockkeeping units - - Y
4. Setup of General Ledger Posting groups for Items - - 5
5. BDO/Microsoft online self-paced training Unlimited Unlimited Unlimited
6. Month end procedures - - 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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