Get up and running quickly with Dynamics 365 Business Central Rapid Implementation for accelerated business growth.
Microsoft Dynamics 365 Business Central Rapid Implementation is a streamlined and accelerated approach to deploying the Business Central ERP system. It focuses on efficiently setting up and configuring the system to meet your organization's specific needs and enables a faster time-to-value
By choosing Microsoft Dynamics 365 Business Central Rapid Implementation, you can benefit from a faster, efficient, and cost-effective deployment of the ERP system. It allows your organization to quickly leverage the capabilities of Business Central, streamline processes, and drive operational efficiency and growth.
System Setup and Configuration:
Setting up Sandbox and Production Instances
- Provisioning and configuring a sandbox environment: A sandbox is a testing environment that allows you to experiment with new features and configurations without affecting your production data. To set up a sandbox, you will need to:
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- Install Business Central on a separate server or virtual machine.
- Create a new company in the sandbox.
- Import your data from your legacy system.
- Configure the sandbox to match your production environment.
- Setting up a production environment: A production environment is the environment where you will run your live Business Central system. To set up a production environment, you will need to:
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- Install Business Central on a production server.
- Create a new company in the production environment.
- Import your data from your sandbox.
- Configure the production environment to match your business needs.
Admin Configuration and Settings
- Configuring system-wide settings and preferences: You can configure system-wide settings and preferences to match your organization's needs. Some of the settings that you can configure include:
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- Regional settings
- Default language
- Time zone
- Email notifications
- Security
- Defining user roles and permissions: You can define user roles and permissions to control access to Business Central. User roles define the tasks that users can perform in Business Central. Permissions define the data that users can access in Business Central.
Chart of Accounts Configuration and Upload
- Designing and configuring the chart of accounts structure: The chart of accounts is a list of all the accounts that your company uses to track its financial transactions. You can design and configure the chart of accounts to match your organization's financial reporting needs.
- Mapping and uploading account codes, names, and other relevant details: Once you have designed the chart of accounts, you can map and upload account codes, names, and other relevant details to populate the chart of accounts in Business Central.
Customer, Vendor, and Item Master Data Upload
- Preparing and cleansing customer, vendor, and item data from the legacy system: Before you can upload customer, vendor, and item data to Business Central, you will need to prepare and cleanse the data from your legacy system. This may involve removing duplicate records, correcting errors, and standardizing the data format.
- Mapping and uploading essential information: Once you have prepared the data, you can map and upload essential information, including names, addresses, contact details, pricing, and any custom fields.
Payment Terms and Methods Configuration
- Defining and configuring payment terms: You can define and configure payment terms to specify the due dates, discounts, and late payment charges for customers.
- Configuring payment methods: You can configure payment methods, such as cash, credit card, or bank transfer, along with any associated bank account details.
These subsections focus on the initial setup and configuration steps required to establish the foundation of your Business Central system. They involve configuring system preferences, defining core data structures, and uploading essential master data to ensure a functional starting point for your organization's financial and operational processes.
Key Benefits:
Quick Deployment
With the rapid implementation approach, you can get up and running with Business Central in a fraction of the time it would take with a traditional implementation. This means you can start using the system and benefiting from its features and functionality sooner, which can help you grow your business faster.
Standardized Processes
The rapid implementation package includes the configuration of standard processes for customer management, sales, purchases, accounting, and finance. This ensures that your organization is using best practices and standardized workflows, which can lead to increased efficiency and streamlined operations.
Train-the-Trainer Model
The rapid implementation approach uses a train-the-trainer model, which means that key users within your organization are trained on the system so that they can then train their respective departments. This reduces the training time and costs associated with training every end-user individually.
Data Migration and Verification
The rapid implementation package includes data migration activities such as uploading closing balances and importing historical transaction data. This ensures that your financial and operational data is accurately transferred to Business Central, allowing for continuity and historical analysis.
Customized Reporting
The report customization component enables you to tailor external reports, such as purchase orders and order confirmations, to meet your specific reporting requirements. This enhances visibility and provides meaningful insights into your business processes.
Post-Implementation Support
The rapid implementation package includes a post-implementation support period, which means that you will have access to support from the implementation team for a period of time after go-live. This ensures that any issues or concerns that arise after implementation are promptly addressed, minimizing disruptions to your business operations.
Cost-Effectiveness
The rapid implementation approach is designed to be cost-effective by focusing on essential configurations and streamlined processes. It eliminates unnecessary customizations and lengthy implementation timelines, resulting in cost savings for your organization.
Hypercare Support
Hypercare support section of a rapid implementation of Microsoft Dynamics 365 Business Central:
Additional 1 Week of Post Go-Live Support: After the go-live date, it's important to have an additional week of dedicated support available to address any issues or concerns raised by end-users. This will help to ensure a smooth transition and maximize user satisfaction.
Issue Identification and Tracking: End-users should be able to easily report any issues or concerns they encounter while using Business Central. There should be a system in place for tracking and categorizing reported issues so that they can be prioritized and addressed effectively.
Issue Resolution and Troubleshooting: A dedicated team of support resources should be assigned to investigate and troubleshoot reported issues. They should collaborate with end-users to gather additional information and replicate reported problems, if necessary. Issues should be resolved in a timely manner, applying necessary fixes or configurations to ensure smooth system operation.
Communication and User Guidance: Open communication channels should be maintained with end-users to provide regular updates on issue resolution progress. Guidance and workarounds should be offered to users for any known issues or temporary solutions while awaiting permanent fixes. Clear instructions and user documentation should be provided to help users navigate through any challenges they encounter.
Knowledge Transfer and Training: Recurring issues or user errors should be identified during the hypercare period. Targeted training sessions or additional user guides can be provided to address these issues and improve user proficiency.
Continuous Improvement: Feedback from end-users regarding their experience with Business Central and the support provided during the hypercare period should be collected. Lessons learned should be evaluated and documented to improve future implementations or system updates. Any outstanding issues or concerns should be addressed even after the hypercare period ends, ensuring user satisfaction and system stability.
User Training:
Training steps for a rapid implementation of Microsoft Dynamics 365 Business Central:
Key User Training using a Train-the-Trainer Model
- Identify key users. Who are the people in your organization who are most likely to use Business Central on a regular basis? These are the people who will be your key users.
- Conduct comprehensive training sessions. The training sessions for key users should be comprehensive and cover all of the key features and functionality of Business Central.
- Provide hands-on training. It's important to give key users the opportunity to practice using Business Central and perform common tasks. This will help them to get up to speed quickly and be able to train others effectively.
- Ensure that key users have a thorough understanding of Business Central. Your key users should be able to answer questions from other users and help them to get the most out of the system.
Department-Specific Training Sessions
- Schedule department-specific training sessions. Once your key users are trained, you can schedule department-specific training sessions. These sessions can be tailored to the specific needs of each department and will help to ensure that everyone is using Business Central in the most effective way possible.
- Customize the training content. The training content for each department should be customized to align with the specific requirements of that department. This will help to ensure that the training is relevant and engaging for the participants.
- Conduct interactive training sessions. The training sessions should be interactive and allow participants to ask questions and get feedback. This will help to ensure that everyone understands the material and is able to use Business Central effectively.
- Provide training materials. In addition to the training sessions, you should also provide participants with training materials, such as user manuals, job aids, or online resources. This will help them to refer to the material as needed and will help them to learn at their own pace.
Training Delivery Methods
- Determine the most effective training delivery methods. There are a variety of training delivery methods that can be used, such as in-person workshops, virtual training sessions, e-learning modules, or video tutorials. The best method for your organization will depend on a variety of factors, such as the size of your organization, the location of your users, and the preferences of your users.
- Consider a mix of training approaches. You may want to consider using a mix of training approaches, such as in-person workshops and virtual training sessions. This will allow you to reach a wider audience and provide participants with a variety of learning options.
- Utilize training tools and platforms. There are a variety of training tools and platforms that can be used to facilitate training delivery and tracking of progress. These tools can help you to ensure that the training is effective and that participants are making progress.
Ongoing Support and Reinforcement
- Offer ongoing support to end-users. Even after the initial training sessions, it's important to offer ongoing support to end-users. This can be done through dedicated channels, such as a help desk, email support, or user forums.
- Encourage end-users to provide feedback. Encourage end-users to provide feedback on the system and training process. This feedback can be used to improve the training and make it more effective.
- Reinforce training. It's important to reinforce training by providing refresher sessions, job-specific training, or advanced training for power users. This will help to ensure that everyone is using Business Central in the most effective way possible.
Reports Customization:
Report Customization section of a rapid implementation of Microsoft Dynamics 365 Business Central with a human touch:
Identifying Report Requirements
- Review the organization's reporting needs. This includes understanding what data is needed, how it should be formatted, and who needs to see it.
- Identify the specific reports to be customized. This may include standard reports, custom reports, or both.
- Gather requirements for each report. This includes understanding the data elements, formatting, filters, and any specific calculations or visualizations required.
Designing Report Layout
- Create a layout design for each report. This includes considering factors such as branding, readability, and ease of use.
- Define the report structure, including headers, footers, sections, and grouping of data.
- Incorporating appropriate data fields, tables, and visual elements into the report layout.
Data Mapping and Querying
- Map the required data fields from the underlying Business Central tables and entities to the report design.
- Construct data queries or use existing report datasets to retrieve the necessary information for each report.
Report Development and Customization
- Use the available report development tools in Business Central, such as Report Designer or Visual Studio Code, to create or modify the report layouts.
- Customize the report design based on the defined requirements, including adding calculated fields, conditional formatting, subtotals, and grouping.
Testing and Validation
- Generate sample data for testing purposes to validate the report outputs.
- Review and refine the customized reports based on feedback and testing results.
- Ensure that the reports accurately reflect the desired information and align with the organization's reporting needs.
Deployment and Distribution
- Deploy the customized reports to the production environment in Business Central.
- Configure access permissions and security settings for the reports.
- Establish the distribution channels and schedules for delivering the reports to the relevant stakeholders.
Process Configuration:
Here are the steps involved in process configuration for rapid implementation of Microsoft Dynamics 365 Business Central:
Why Choose Us:
Our team of experienced professionals has a deep understanding of Microsoft Dynamics 365 Business Central and best practices for implementation. We can help you get up and running quickly and efficiently, and we'll be there to support you every step of the way.
Our rapid implementation approach gets you up and running with Business Central faster than traditional methods. We'll work with you to understand your specific needs and tailor the implementation to your specific business processes. This ensures that you're getting the most out of Business Central from day one.
We understand that no two businesses are alike. That's why we tailor our implementations to meet your specific needs. We'll work with you to understand your unique requirements and develop a solution that's right for you.
Our rapid implementation package includes comprehensive support throughout the entire process. We'll help you migrate your data, customize your reports, train your users, and provide ongoing support after go-live.
Our rapid implementation approach is designed to be cost-effective without sacrificing quality. We'll work with you to identify and eliminate unnecessary costs, so you can get the most out of your investment in Business Central.
We're committed to customer satisfaction. We'll work with you every step of the way to ensure that you're happy with your implementation. We value open communication, collaboration, and transparency, so you're always informed about the progress of your project.
