While the implementation packages provide a cost savings over non-client hourly rates, the packages mainly serve as a convenience compared to paying multiple invoices over the span of an implementation. The implementation packages also serve as a concise guide to what should be accomplished during the various phases of an implementation.
10 hours with a CPA and Microsoft Dynamics 365 for Financials expert. This can be done by telephone, or through a screen sharing arrangement. This time can be used over a period of several days or weeks. You can utilize our assistance in any manner you choose, but we suggest you consider using it to achieve the following priorities: Introduction to Dynamics 365 for Financials, initial company setup, general accounting setup, invoicing, purchasing, A/P, inventory setups, and data migration.
20 hours with a CPA and Microsoft Dynamics 365 for Financials expert. Intermediate setup covers everything included in the "Beginner Setup" package, with the following suggested priorities: interfacing with Outlook, connecting to your bank, choosing and implementing extensions, implementing financial reporting, connecting to Power BI, and accessing Dynamics 365 for Financials via mobile devices.
30 hours with a CPA and Microsoft Dynamics 365 for Financials expert. Advanced setup covers everything included in the "Beginner Setup" and "Intermediate Setup" packages, with the following suggested priorities: managing users and permissions, interfacing with CRM, interfacing with a sales tax solution provider, project management setup, implementing fixed assets functionality, Role Center modification, BOM functionality, managing report and document layouts, approval workflows.
We show two levels of pricing, here. We charge $135/hr. to clients who maintain their "Business Edition" subscriptions through us. We charge $165/hr. to clients who maintain their "Business Edition" subscriptions through another CSP.
This includes all services (including sales tax support), This also includes the development of single or multi-tenant extensions in the new VS Code/AL language.
This includes all services related to developing reports, apps, etc. with these tools. This also includes administration, when desired.
All activities associated with initial setup, on-going administration, and support for an organization's Microsoft Office 365 implementation
These services are primarily related to pre-Dynamics 365 solutions
This includes all services associated with supporting QuickBooks, QuickBooks Payroll, sales tax, tax filings and related accounting functions
This includes all services from initial implementation, managing the sales tax process, filing sales tax returns, and audit support
This includes all services associated with supporting and extending these Microsoft on-premise legacy ERP solutions.