Microsoft Dynamics 365 Implementation Plans

Our Microsoft Dynamics 365 Implementation packages are for organizations that require setup and training classes.

TMC Implementation Plans

Tier1 Dynamics365 economy implementation
Dynamics 365 implementation plan
Tier3 Dynamics365 first class implementation
Tier4 Dynamics365 custom implementation

Tier 1 – Economy Implementation Package

dynamics 365 implementation economy package

$1,875

Our Tier 1 Implementation package is for the organization that just requires basic setup and training. This customer has an experienced staff and TMC will be providing guidance and coaching more than implementation services.

This plan includes 15 hours of TMC assistance and consulting efforts.
($165/hour additional services)

Some of the high level tasks that TMC will do for the customer are:

  • Establish new Dynamics 365 for Financials environment
  • Create up to 3 users to connect to Dynamics 365 for Financials and train client how to setup
  • Create Production Company database and basic configuration of Dynamics 365 for Financials with customer completing the more detailed settings
  • Create and review a System Setup Checklist for the customer to follow
  • High level training on Financial modules (GL,AP,AR,BR) (8 hours)
  • Go-Live review and have a brief next step conversation

Assumptions:

  • Customer will perform all master record data imports (Customers, Vendors, etc.)
  • Customer will perform most configuration settings (e.g. Chart of Accounts, Tax Schedules, Payment Terms, Dimensions, Attributes, etc.)
  • All custom functionality and reports are not included and quoted separately

Tier 2 – Business Implementation Package

Dynamics 365 business implementation plan

$5,000

Our Tier 2 Implementation Package includes everything in the Tier 1 Implementation Package, but also requires implementation services of the Financial Modules. TMC will assist customers to create a robust implementation of Dynamics 365 for Financials as follows:

This plan includes 40 hours of TMC assistance and consulting efforts.
($155/hour additional services)

Some of the tasks that TMC will do for the customer are:

  • High level Business Process Review on the Financial Modules with recommendations
  • Create up to 6 users to connect to Dynamics 365 for Financials and train client how to setup
  • Create Production Company database and basic configuration of Dynamics 365 for Financials along with GL Account Structure
  • Provide Import templates for Vendor, Customer, and Chart of Accounts Master Records
  • Import Master Vendors and Customers from Customer provided populated templates
  • Modify User Security
  • Setup System and Company settings
  • 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)
  • Go-Live review

Assumptions:

  • All custom functionality and reports are not included and quoted separately
  • There is no test company, so all configurations will be done in Go-Live

Tier 3 – First Class Implementation Package

Dynamics 365 first class implementation plan

$12,500

Our Tier 3 Implementation Package builds upon both the Tier 1 and Tier 2 Implementation Packages but is for when a customer is implementing the Distribution modules of Purchase Order, Sales Order and Inventory.

This plan includes 100 hours of TMC assistance and consulting efforts. 
($145/hour additional services)

TMC will be assisting the customer in implementing the entire Dynamics 365 suite of modules.

  • High level Business Process Review on the Financial Modules with recommendations
  • Create up to 15 users to connect to Dynamics 365 for Financials and train client how to setup additional users
  • Create Test Company database and configure Dynamics 365 for Financials based on the Business Process Review
  • Review Chart of Accounts Structure
  • Create Production Company database and configure Dynamics 365 for Financials along with GL Account Structure
  • Provide Import templates for Vendor, Customer, and Chart of Accounts Master Records
  • Import Master Vendors and Customers from Customer provided populated templates
  • Setup System and Company settings along with modifying security-Train the Customer
  • Format Check and Invoice (two of each)
  • Format 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)
  • Train the trainer on the Distribution Modules (SO, PO, Inv)
  • Go-Live review and Post Go Live Checklist

Assumptions:

All custom functionality and reports are not included and quoted separately

To learn more about our Implementation Plans, please, fill out the form below.



Dynamics 365 user license