Dynamics 365 BC Setup & Automation
Budget: ₹1,250 – ₹2,500 INR
I’m rolling out Microsoft Dynamics 365 Business Central from a completely clean slate and need someone who can own the journey end-to-end.
Phase 1 – Configuration & Migration
You’ll design a best-practice accounting setup, then migrate everything that currently lives in Intuit QuickBooks: chart of accounts, item master, open sales orders, open purchase orders, plus all open sales and purchase invoices. Data integrity, reconciliation and audit trails are non-negotiable.
Phase 2 – Power Platform Workflow
Next, I want friction-free processes built with Power Apps and Power Automate so staff can:
• create new sales orders and purchase orders
• add customers, vendors and items to the master data
• issue sales and purchase invoices with minimal clicks
Phase 3 – Reporting
Power BI dashboards must deliver weekly and monthly snapshots that finance and operations can trust straight out of the box.
Knowledge Transfer
Accounting, material master, sales, purchasing—every module you touch needs a concise hand-over and a live walkthrough. You’ll be my single point of contact, so clear documentation and Q&A sessions are part of the deliverable.
If you’ve taken companies from QuickBooks to Business Central before and are comfortable weaving the Power Platform into the mix, I’d love to map out a timeline with you.
Phase 1 – Configuration & Migration
You’ll design a best-practice accounting setup, then migrate everything that currently lives in Intuit QuickBooks: chart of accounts, item master, open sales orders, open purchase orders, plus all open sales and purchase invoices. Data integrity, reconciliation and audit trails are non-negotiable.
Phase 2 – Power Platform Workflow
Next, I want friction-free processes built with Power Apps and Power Automate so staff can:
• create new sales orders and purchase orders
• add customers, vendors and items to the master data
• issue sales and purchase invoices with minimal clicks
Phase 3 – Reporting
Power BI dashboards must deliver weekly and monthly snapshots that finance and operations can trust straight out of the box.
Knowledge Transfer
Accounting, material master, sales, purchasing—every module you touch needs a concise hand-over and a live walkthrough. You’ll be my single point of contact, so clear documentation and Q&A sessions are part of the deliverable.
If you’ve taken companies from QuickBooks to Business Central before and are comfortable weaving the Power Platform into the mix, I’d love to map out a timeline with you.