NEED HELP MAKING DYNAMICS 365 FOR FINANCIALS SUCCESSFUL?

CLOUD FINANCIALS FOUNDATIONS

Foundations is designed to serve two purposes:

Financial Software

Help you get up and running successfully in the shortest time possible.

Financial Software

Ensure Dynamics 365 for Financials returns maximum benefit with your long-term usage.

FOUNDATIONS

Our Foundations Plan is built for businesses that have standard accounting requirements and have accounting professionals who are experienced with other financial software. You will benefit from our structured Foundations approach designed to help you implement Dynamics 365 for Financials.

Self-Implementation

Foundations, a self-implementation process, is geared at helping make the implementation process go as smoothly as possible. With Foundations, you have the freedom to work on the implementation at your own speed; we understand that this is not your full-time job. During the process, the Cloud Financials team is available to coach and assist you through any questions you may have or roadblocks you may face.

Training Documentation

What we have found is the best way to learn a new application is to work in it. From our experience, the vast majority of customers have the ability to complete the implementation tasks, but they need guidance to help them along the way. For each task, we’ve developed training documentation and or videos to guide you through the process. During the implementation, which typically takes four weeks, you will be given tasks that are broken into four stages (most companies do one stage per week, but you have the freedom to work at your own pace).

Q & A

During each stage, our team will walk you through the required tasks and then let you work as you have time. Within each of the four stages, you have the option to schedule a Q&A call with us to go over any hurdles you may encounter. When you finish all of the tasks for a single stage, you can conveniently use our booking tool to schedule the next stage call.

PLAN TYPES

Foundations offers you the freedom to work at your pace with guidance from us along the way. If you need more assistance than the Foundations plan offers, we have other implementation options available to fit your needs:

Foundations

$2,500
  • Learning Management System
  • General Ledger Setup
  • Master Record Migration of Vendors
  • Master Record Migration of Customers
  • Master Record Migration of Items
  • Customized Forms (logos only)
  • Four Remote Coaching Calls
  • Integration with Email (Office 365)
  • Posting Group Set-up (1)

Foundations +

$5,000
  • Everything in Foundations, plus...
  • Three Additional Remote Coaching Calls
  • Customized Forms (fully branded)
  • Posting Group Set-up (3 additional)
  • Purchase and Payables Set-up

Add-Ons

$1,000 each
  • Fixed Assets
  • Inventory
  • Jobs
  • Opportunity Management
  • Power BI
  • Credit Card Payment Processing
  • Point of Sale System
If you are in need of a more customized solution, please visit the website of our parent company, Innovia Consulting, to learn about additional options.

Want to get maximum value out of your investment in your Dynamics 365 solution?

Adoption Services
  • You need a structured approach to guarantee your businesses gets max Return on Investment, both in the short and long term. We've got you covered.
  • As a unique business, you need activities, step by step instructions, videos, and worksheets designed specifically to help you successfully implement Dynamics 365 for Financials into your business. We've got you covered here, too.

COULD AN INTEGRATED TRAINING SYSTEM MAKE YOUR LIFE EASIER?

Training

We understand that you have different users with different roles, so each employee taking role tailored financial software training for their specific needs just makes sense. Your users can complete Dynamics 365 for Financials training that is specific to their role, decreasing time wasted on irrelevant material and increasing up-time of your new system, using our Learning Management System (LMS). This training can be tracked by an individual within you company to guarantee that everyone completes the require courses. The training includes documentation, videos, and comprehension evaluations.

IS THE IDEA OF A DATA MIGRATION HEADACHE KEEPING YOU FROM CHANGING SYSTEMS?

Data Migrations

If you want to continue to run your business smoothly while changing systems, you need to be able to transfer information about customers, vendors, inventory, and bank accounts between solutions.

Depending on the finance solution that your business uses today, you can start an assisted setup guide that helps you transfer the business data from an Excel file or from other formats.

For example, you can upload data from QuickBooks using our built in QuickBooks conversion tool. If you are running a system other than QuickBooks, contact us to find out about the import template for your application.

Need more details? Contact us.

We are happy to help.