How to Get Started with Dynamics 365 Finance in Just 90 Days!

Are you ready to jump start your success with an implementation of Dynamics 365 Finance in just 90 days? Western Computer is excited to offer you an opportunity to get started quickly with powerful financial and inventory management as you build a scalable foundation for future.

Dynamics 365 Finance enables your business to grow and compete and Western Computer accelerates the entire process so you can get to the next level faster than you imagined. How can we implement such a powerful ERP solution in a matter of days? More than 30 years of tried-and-true methodologies and a nationwide team of senior-level experts with a proven track record of customer success.

Your 90-day Dynamics 365 Finance Deployment Includes:

Dedicated Project Manager

An essential element of our success with rapid deployments is providing you with a dedicated Project Manager who will streamline and facilitate the process for you, including:

• Project kickoff meeting
• Deliverables, resources and schedules
• Weekly status meetings
• Your go-live checklist and cutover process

System Configuration

We will ensure your Dynamics 365 Finance core functionality is properly set up for your business, including:

• General Ledger
• Accounts Payable
• Accounts Receivable
• Cash and Bank Management
• Product Information Management
• Inventory Management

Data Migration

We eliminate the complexities of data migration by providing you with simple Excel templates where you can easily work with your data to ensure it is clean and matches Dynamics 365 Finance specifications. Our consultants will then load your data into your test and production environments.

• Main Accounts
• Account Categories
• Historical Trial Balances (Reversing Entry and Year End)
• Customers
• Open Customer Invoices (GL Journal Entry)
• Vendors
• Open Vendor Invoices (GL Journal Entry or Invoice Journal)
• Open/Uncleared Vendor Checks (GL Journal Entry or a Check Entity)
• Open/Uncleared Customer Checks
• Items
• Inventory

Training

It’s critical your users feel confident using your new system to increase adoption and success. We provide up to 100 hours of training with your 90-day deployment in the areas of:

• General System Navigation
• Accounting
• Operations 
  • Sales
  • Purchasing
  • Inventory
  • Picking & Shipping

Go-Live Support

Our consultants coordinate closely with Microsoft to complete your go-live checklist and provision your production environment. We also perform the following activities for your go-live cutover:

• Load open balances (GL, AR, AP, inventory)
• Assist with final inventory count or reconciliation
• Load open checks
• Ship first several sales orders and post invoices
• Receive first several purchase orders and process AP invoices

Post Go-Live Support

With Western Computer, your support never ends with your implementation. After you go live, we will also:

• Provide a project closure report with a summary of how your implementation went and personalized recommendations for next steps
• Discuss long-term goals and support options
• Work with you on future initiatives

Ready to get started with Dynamics 365 Finance in 90 days?

You can learn more about this offer on AppSource or get in touch with a Western Computer expert to ask questions and start your transformation.

About the Author

Katherine Turner-Lawrence, Vice President of Sales & Marketing at Western Computer, continuously uses her passion for helping prospective clients to understand how they can benefit from adopting ERP solutions. Her extensive knowledge of CRM systems has allowed her to plan, develop, and implement a wide variety of successful marketing initiatives.

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