IT Partner implements Dynamics 365 Business Central online for one company in one production environment, on Essentials or Premium licensing, and takes it to go-live in about 6 weeks. The scope covers the chart of accounts, dimensions, posting groups and tax setup, import of your customers, vendors and items from completed templates, sales and purchasing documents, bank reconciliation, user permissions, opening balances and go-live week support. Standard scope is one tenant, one environment, one company and up to 500 users; multi-company, multi-environment or legacy-ERP transaction history is quoted in writing. Priced from $6,950 per project. Business Central licenses, additional environments, extra storage and any Microsoft Marketplace app subscriptions are purchased by you and billed by Microsoft or the publisher.
Dynamics 365 Business Central is Microsoft's cloud ERP for small and mid-size companies: general ledger, receivables, payables, inventory, sales and purchasing in one application, hosted and updated by Microsoft and sold per user on the Essentials or Premium tier. Most companies arriving at Business Central come from QuickBooks, Dynamics GP, Dynamics NAV, Sage or a spreadsheet-and-invoicing-tool mix, and the hard part is not switching the software on. It is the finance design that has to be right on day one: how the chart of accounts is structured, which analysis dimensions replace the segmented account numbers or class fields you used before, how general, customer, vendor, inventory and bank posting groups route every transaction to the ledger, and how US sales tax (or VAT in other localizations) is set up so documents post correctly. This service does that design with your finance lead, configures it in one Business Central production environment for one company, imports your customers, vendors and items from the templates we issue, configures sales and purchasing documents and report layouts, sets up bank accounts and statement-import reconciliation, assigns permission sets to your users, loads opening balances at a cut-over date you choose, and supports your team through go-live week. Essentials and Premium are both in scope for the processes listed here; the Manufacturing and Service Management modules that Premium adds are configured as separate, quoted work. Custom AL extensions, Power BI reporting and connections to other systems are also separate services, and we link to them below so you can see the full path rather than discover it after go-live. Microsoft gives every Essentials or Premium subscription one production environment and three sandbox environments at no extra charge at the time of writing; we build in a sandbox first, validate with you, then promote the configuration to production.
Confirm the tier (Essentials or Premium), the company, the cut-over date and the user list. Run the design workshop on the chart of accounts, dimensions, posting groups, tax setup, number series and payment terms. Confirm licenses are assigned in the Microsoft 365 admin center and create the sandbox and production environments.
Configure company information, accounting periods, the chart of accounts, dimensions and values, general posting setup, tax setup, posting groups, number series, payment terms, currencies and bank account cards. Issue the customer, vendor and item templates.
Validate your completed templates, load customers, vendors and items through configuration packages, review the import log and exception list with your finance lead, and set dimension defaults and posting groups on the imported records.
Configure sales and purchases setup, document defaults and report layouts with your logo, item pricing basics, the bank statement import format, and post a full test cycle of sales and purchase documents and a bank statement reconciliation.
Create users from Microsoft Entra ID, map licenses, assign permission sets and role centers, hand over the acceptance test scripts for order-to-cash, procure-to-pay and bank reconciliation, and fix in-scope defects.
Promote the validated configuration to production, re-import master data if it changed, post opening balances at the cut-over date, reconcile to your previous system, open the production environment to users and support the in-scope processes through go-live week. Deliver the configuration handover document.
From $6,950 per project for the standard scope: one tenant, one production environment, one company and up to 500 users, covering the chart of accounts, dimensions, posting groups, tax setup, master data import, sales and purchasing, bank reconciliation, permissions, opening balances and go-live week. The written quote fixes the figure for your scope before work begins, and you pay after you approve delivery. Business Central licenses are separate and billed by Microsoft.
Essentials covers finance, sales, purchasing, inventory, projects and basic warehousing. Premium adds Service Management and Manufacturing (production orders, bills of materials, routings, capacity). If you do not run a service desk or production floor inside the ERP, Essentials is the usual answer. We confirm the tier in the scoping call and again in the design workshop, because changing tiers later means re-licensing every full user.
Not inside one environment. At the time of writing Microsoft's licensing guide requires every full user in an environment to be on the same tier; Essentials and Premium may run in separate environments on the same tenant, with each user licensed for the environment they use. Team Members licenses can sit alongside either tier for light users.
Team Members is the low-cost Business Central license for people who read data, approve documents or make limited entries (for example time sheets or expense lines) but do not run sales, purchasing or finance processes. Anyone who creates sales or purchase documents, posts journals or manages items needs Essentials or Premium. We map every named user to a license in week 5 and the permission sets enforce the boundary.
A Microsoft Entra ID tenant, one Essentials or Premium license assigned to at least one user so the production environment can be created, licenses for the remaining users, and a Global Administrator or Dynamics 365 Administrator account to create environments in the Business Central admin center. You can buy the licenses through IT Partner's CSP at Microsoft's published list prices or from any other source; the service price is the same either way.
About 6 weeks from kickoff to go-live for the standard scope: design in week 1, core configuration in week 2, master data import in week 3, sales, purchasing and bank reconciliation in week 4, permissions and acceptance testing in week 5, cut-over and go-live in week 6. The dates that move the schedule are your sign-off of the design workbook and the arrival of the completed templates and opening balances.
Customers, vendors and items come across through the templates in this scope, and opening balances are posted at the cut-over date. Microsoft also provides a QuickBooks data migration extension for the assisted setup, which can bring across master data and open balances from QuickBooks Online and QuickBooks Desktop; Microsoft documents its desktop export tool for QuickBooks 2017 and 2018 only, so whether we use the extension or the templates is decided in the scoping call based on your QuickBooks version and how clean the file is. Historical transactions are not migrated in the standard scope; most companies keep QuickBooks read-only for look-ups.
It is the right service for the implementation, and the data path is decided separately. Microsoft's cloud migration tool can move an on-premises GP or NAV database into Business Central online, and whether that or a fresh start with templates and opening balances is the better route depends on the version, the customizations and how much history you need in the new system. We review the database and quote the migration in writing; the implementation scope on this page stays the same.
Dimensions are the analysis tags on every transaction, such as department, project, region or cost center, and they replace the segmented account numbers or class fields most legacy systems use. Business Central has two global dimensions, which filter every report and list, and up to eight shortcut dimensions. Designing them in week 1 keeps the chart of accounts short and the reporting flexible; adding them after go-live means re-tagging history, which is why the design workbook is the first deliverable.
Business Central reconciles bank account ledger entries against a bank statement imported in a file format your bank exports (for example CSV or CAMT); we configure the statement import format for your bank and reconcile a real statement in acceptance testing. For banks in the United States and Canada, Business Central online also includes Microsoft's Envestnet Yodlee Bank Feeds extension, which imports statements automatically once a bank account is linked; we can enable it as additional scope. Bank-feed connectors from other publishers are separate subscriptions you would license directly.
Not in this scope. Approval workflows, per-tenant AL extensions, Power Automate flows and connections to e-commerce, CRM or other systems are delivered by our Dynamics 365 Business Central Integration Development service, and Power BI reporting by our Power BI Dashboard and Report Development service. We flag anything in the design workshop that needs them so you can scope it in parallel rather than after go-live.
Yes, as a quoted extension. Business Central supports multiple companies in one environment, and a second company that shares the chart of accounts and posting groups is less work than a first; intercompany postings and consolidations add design time. Tell us the company count in the scoping call and the written quote covers all of them.
Microsoft releases two major waves a year (spring and fall) and monthly minor updates to Business Central online, and the admin center lets you choose the update window within the period Microsoft allows. We set the window during the project and show your administrator where to manage it. Testing each release against your configuration is part of ongoing administration, which Dynamics 365 Administrator on Demand covers if you want us to do it.
Yes. The design workshop reviews what exists against the design workbook, and we either correct the configuration in place or rebuild the company in a fresh sandbox and promote it, whichever is cleaner given the transactions already posted. The scope and price on this page apply to one company and one environment either way; a tenant with posted history that must be preserved is reviewed first and quoted in writing.