1-Hr Assessment - Readiness Form

  • Dynamics 365 Assessment - Readiness Form

    Get a 10% discount on your project just for filling out this 10-min form!

  • Which of these best describes your industry?*

  • Is there a panel involved in the decision making?*

  • What product(s) are you interested in?*

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            • To read more about our implementations plans, click here: https://www.randgroup.com/microsoft/dynamics-365/business-central/business-central-rapid-implementation-plans/

               

            • Optional distribution features that may interest you (click on all that apply)

            • These questions will make sure that we can get into the meat and potatoes of your assessment.

            • What is the budget for your system implementation?

            • Final Questions

            • Would you be interested in providing us with more information about the specific features you're interested in?

            • We want to thank you in advanced for providing us with more information! This will help us better prepare for your meeting and ensure that we don't waste your time.

              Please fill out the information to the best of your abilities.

            • General Ledger

              In addition to chart of accounts, allocations, financial reporting by dimensions and budgeting, Do you also require the following:

            • Do you have multiple companies which require intercompany processing ?*
            • Do you require multicurrency management?*
            • General Ledger
            • Financial Reporting
            • Bank Reconciliation

            • Bank Reconciliation

            • Do you have a high volume of bank transactions each month, and therefore require a link to your bank account for electronic bank reconciliation?*

            • Payables Management and Purchase Order Processing

            • Do you use Purchase Orders? *
            • How do you pay your vendors?

            • Do you accept expense reports from your employees?*
            • In addition to regular purchase orders, do you use blanket POs or drop shipments?*
            • Do you require a purchase order approval workflow based on the dollar amount?*

            • Receivables Management

            • How do you receive payments from your customers?*

            • Do you have large national customers that pay for child accounts on their behalf?*
            • Do you maintain credit limits for your customers?*

            • Sales Order Processing

            • Which of the following do you use?*
            • Do you need integration to a CRM system?*

            • Inventory

            • Do you require warehouse management?*
            • Inventory by bin?*
            • Do you maintain a list of inventory items?*
            • Do you create or sell kits or small assemblies?*
            • Do you track serial numbers for your items?*
            • Do you track lot numbers for your items?*

            • Supply Chain Management

            • Do you currently maintain bills of materials, routings and work centres for your manufacturing facility?*
            • Do you want to or currently collect labour on the shop floor for costing purposes?*
            • Do you currently run MRP?*
            • Do you currently forecast your inventory demand?*

            • Job Costing

            • Do you currently track or maintain costs via projects/jobs?*
            • Do you track work in process and deferred revenue for projects?*

            • Fixed Assets and Payroll

            • Outsourced Payroll*
            • Fixed Assets*
            • Payables Management
            • Purchase Order Processing
            • Receivables Management
            • Inventory
            • Supply Chain Management
            • Job Costing

            • Dynamics 365 for Sales Information

            • Do you manage a sales funnel?*
            • Do you need to track emails and interactions with leads, opportunities,accounts?*
            • Do you qualify opportunities?*
            • Does your sales team generate and send quotes and orders?*
            • Does your sales team or Customer Service team manage servicecalls/tickets/cases?*
            • Do you have a customer service team?*
            • Do you need to track sales performance on a dashboard?*
            • Do you need to track customer service tickets/cases on adashboard?*
            • Do you need to track Service level agreements (SLAs)?*
            • Do you require integration with your accounting/ERP system?*
            • Does this project include a new ERP system?*
            • Does your CRM maintain/or need access to the list of items/products to be sold?*
            • Do you need to create email templates?*
            • Sales
            • Marketing
            • Customer Service
            • Configuration
            • Should be Empty: