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Proactive ERP Management & Strategic Advisory

Our Premium Support Plan is designed for organizations that rely heavily on Microsoft Dynamics 365 Business Central for mission-critical operations.

This plan goes beyond reactive support. It provides proactive system monitoring, optimization, and strategic ERP advisory services.

Everything in Basic Support, PLUS:

Priority Dynamics 365 Support

• Expedited SLA response times
• Priority ticket handling
• Dedicated support manager

Proactive System Health Checks

• Quarterly Business Central performance review
• Data integrity assessment
• Customization audit
• Environment optimization

Continuous ERP Optimization

• Process improvement recommendations
• Automation enhancements
• Reporting optimization
• Feature adoption guidance

Microsoft Release Management Support

• Guidance during Microsoft release waves
• Impact analysis of new features
• Testing coordination
• Upgrade advisory

Strategic Business Reviews

• Quarterly advisory sessions
• ERP roadmap planning
• Growth and scalability assessment

Advanced User Training

• Feature walkthrough sessions
• Department-specific enablement
• Ongoing knowledge transfer

Who This Plan Is Best For

• Growing companies scaling operations
• Multi-entity or multi-location businesses
• Manufacturing and distribution organizations
• Companies without internal ERP technical teams
• Businesses planning digital transformation initiatives

Cost-Effective ERP Helpdesk & Maintenance

Our Basic Support Plan is ideal for companies that require dependable issue resolution and standard system maintenance following Business Central implementation.

✔ Business Central Helpdesk Support

• Ticket-based support via email or portal
• Functional troubleshooting
• User guidance for standard features
• Configuration corrections
  
  

✔ Issue Resolution & Maintenance

• Error investigation and fixes
• Minor report adjustments
• Workflow corrections
• Basic technical troubleshooting

✔ Standard SLA Response Time

• Defined response time during business hours
• Structured escalation process

✔ Monthly Support Hours

• Fixed allocation of monthly support hours
• Can be used for minor enhancements and system adjustments
  
  

Who This Plan Is Best For

• Small to mid-sized businesses using Business Central
• Organizations with minimal customization
• Companies with internal ERP administrators
• Businesses seeking affordable ERP support services

Advanced Manufacturing & Service Management Capabilities

The Premium License includes everything in Essentials, plus advanced functionality for companies with more complex operational requirements.

This license is designed for businesses with manufacturing, production planning, or service management needs.

Everything in Essentials, PLUS:

✔ Manufacturing management

✔ Production orders

✔ Bills of materials (BOM)

✔ Capacity planning

✔ Assembly management

✔ Service order management

✔ Advanced operational controls

Best For

• Manufacturers
• Distributors with light production
• Service-based organizations
• Companies with production planning requirements

When to Upgrade to Premium

If your business includes production processes, shop floor management, or service order tracking, the Premium license ensures operational visibility and cost control.

Limited Access for Light Users

The Team Member License is designed for users who need limited access to Business Central.

It is significantly more affordable than full licenses and ideal for employees who:

• Read data
• Enter basic information
• Approve workflows
• Update records without full transactional control

Key Capabilities:

✔ Read-only access across the system

✔ Approve workflows

✔ Enter time sheets

✔ Update customer, vendor, or contact information

✔ Access reports

Best For

• Executives needing reporting access
• Sales representatives
• Warehouse staff (basic entry)
• Administrative staff
• Occasional ERP users

Core ERP Functionality for Finance and Operations

The Essentials License provides full access to core ERP capabilities required by most small to mid-sized businesses.

This license is ideal for finance teams, operations managers, and power users who need comprehensive system access.

Key Features Included:

Financial management (GL, AP, AR, budgeting)

Sales and customer management

Purchasing and vendor management

Inventory management

Project management

Basic warehouse management

CRM capabilities

Reporting and dashboards

Best For

• Finance managers and accountants
• Operations managers
• Inventory controllers
• Business analysts
• Users who require full transactional access
  
  

Why Choose Essentials?

The Essentials license covers the majority of business processes without requiring advanced manufacturing or service management features.

For many organizations, this is the most cost-effective full-access ERP license.

The Warehousing Pack provides businesses with the tools to efficiently manage inventory movement, storage, and fulfillment within Dynamics 365 Business Central. 
 
It enables full visibility and control over warehouse operations, helping reduce errors, optimize storage, and streamline order fulfillment. 

This pack is ideal for distributors, e-commerce businesses, and manufacturers who require structured warehouse processes without the complexity of full-scale WMS extensions. 

Included Capabilities: 

• Warehouse Setup & Configuration 

• Location & Bin Management 

• Item Tracking by Location & Bin 

• Put-away & Pick Strategies 

• Warehouse Receipt & Shipment Processing 

• Item Reservations & Allocation Management 

• Inventory Adjustments & Cycle Counting 

• Warehouse Documents & Work Instructions 

• Cross-Docking & Warehouse Movement Orders 

• Integration with Sales & Purchase Orders 

• Real-Time Stock Availability & Updates 

• Warehouse Reports & Standard Views 

• Item Tracking with Serial & Lot Numbers 

• Basic Warehouse Workflows for Staff Efficiency 

• Inventory Posting Integration with General Ledger 

Price includes 15% Project Management fee. 

The Stock Pack provides businesses with the tools to efficiently manage inventory, pricing, and stock movements within Dynamics 365 Business Central. 
It ensures accurate tracking of items across multiple locations, smooth transfers, and full visibility of stock levels and costs. 

Included Capabilities: 

• Inventory Item Master Data Setup 

• Item Categories & Extended Descriptions 

• Sales Prices & Price Lists Management 

• Locations & Bin Setup 

• Stock Availability & Real-Time Updates 

• Inventory Transfers Between Locations 

• Stock Adjustment Journals 

• Serial Number Tracking 

• Lot Number Tracking 

• Stock Reservations & Allocation 

• Item Cost Tracking & Valuation 

• Integration with Sales & Purchase Orders 

• Inventory Reporting & Standard Views 

• Transfer Orders Processing 

• Basic Stock Alerts & Notifications 

Price includes 15% Project Management fee. 

The Starter PLUS Pack enhances the core foundation of Dynamics 365 Business Central by adding stronger financial controls, better visibility, and readiness for growth. 
It is designed for organizations that want more than a basic setup—without moving into a full, enterprise-scale implementation. 

This pack is ideal for businesses that need structured financial management, reporting clarity, and scalable system configuration from the start. 

Included Capabilities: 

• All features from the Standard Starter Pack 

• Advanced Chart of Accounts Structuring 

• Multi-Dimension Setup & Reporting 

• Advanced Posting Groups Configuration 

• Bank Account Setup & Bank Reconciliation 

• Cash Flow Forecast Setup 

• Financial Budget Setup & Monitoring 

• Intercompany Setup (Basic) 

• VAT / Tax Setup & Posting Configuration 

• Financial Controls & Validation Rules 

• User Roles, Profiles & Permission Sets 

• Financial Reporting Enhancements 

• Audit Trail & Change Log Setup 

• Period Close & Year-End Readiness 

Price includes 15% Project Management fee. 

The Starter Pack is a mandatory component for all Business Central implementations (except for the KickStart Pack, which already includes it). 

It provides the foundation for setting up a single trading company and includes all the core functionalities required to manage general ledger, banking, tax, and multi-currency operations—making it the essential starting point for any Business Central build. 

Included Capabilities: 

• Single Company Setup 

• Chart of Accounts (up to 10,000 records imported) 

• G/L Account Categories and Subcategories 

• G/L Account Extended Texts 

• Balance Sheet and Income Statement Reporting 

• Standard VAT Reporting, VAT Returns, and HMRC Integration (Making Tax Digital) 

• Reporting Dimensions & Values 

• Analysis by Dimension & Account Schedule Reporting 

• G/L Journals (including Importing Payroll Data) 

• Recurring & Reversing Journals 

• G/L Budgets 

• G/L Approvals 

• Cash Flow Management & Forecasting 

• General Journal Approvals 

• Purchase Approvals (Quote/Order/Return Order/Invoice/Credit) 

• Sales Approvals (Quote/Order/Return Order/Invoice/Credit) 

• G/L, Sales Ledger & Purchase Ledger Opening Balances 

• Bank Accounts 

• Bank Account Reconciliations 

• Bank Integration – Cash Receipt & Statement Import / Payment Export 

• Payment Reconciliations & Registrations 

• Multi-Currency for Sales Ledger, Purchase Ledger, and Bank with Automatic Currency Exchange Rate Updates 

• 1 Additional G/L Reporting Currency 

• Currency Revaluation for Bank Account Balance and Open Sales and Purchase Ledger Entries 

• Outlook Integration 

• Excel Integration 

• User Accounts, Permission Groups, and Permission Sets 

• User Personalisation 

• User Posting Date Control 

• Emailing Documents from Business Central (Invoices, Order Confirmations, Quotes, Purchase Orders, Remittance Advices) 

• System Audit Trail 

Price includes 15% Project Management fee. 

The Purchase PLUS Pack extends the core purchasing capabilities of Dynamics 365 Business Central with advanced controls, automation, and visibility across the procure-to-pay process. 

It is designed for organizations with higher purchasing volumes, multi-step approvals, and the need for tighter cost and vendor management. 

Included Capabilities: 

• All features from the Standard Purchase Pack, plus: 

• Advanced Vendor Master Data Configuration 

• Purchase Requisition Setup & Processing 

• Purchase Approval Workflows 

• Purchase Price & Line Discount Management 

• Vendor-Specific Purchasing Conditions 

• Blanket Purchase Orders 

• Drop Shipment Processing 

• Purchase Order Change Tracking & Audit Trail 

• Landed Cost Setup & Allocation 

• Purchase Charge Management 

• Commitment Tracking & Accrual Visibility 

• Vendor Performance & Purchase Analysis Reports 

• Integration with Inventory & General Ledger 

• Enhanced Purchase Reporting & Standard Views 

Price includes 15% Project Management fee. 

The Purchase Pack covers everything you need to manage your purchasing process—from vendors and purchase orders to the purchase ledger and accounts payable. 

It includes the essential tools to track expenses, manage supplier relationships, and keep your payables organized with confidence. 

Included Capabilities: 

• Vendor Master Data (up to 10,000 records imported) 

• Vendor Specific Layouts 

• Vendor Opening Balances 

• Purchase Quote Processing 

• Purchase Order & Return Processing (including Purchase Receipts) 

• Purchase Blanket Order Processing 

• Purchase Invoice & Credit Processing 

• Standard Purchase Codes (Recurring Purchase Invoice Lines) 

• Payment Journals (including Bank Payment Exports) 

• Aged Accounts Payable Report 

• Allocation of Purchase Invoices, Payments, and Credits 

• Purchase Proformas and Prepayments 

• Payment Terms 

• Purchase Discounts 

• Purchase Deferrals 

• Purchase Extended Texts 

Price includes 15% Project Management fee. 

The Planning Pack helps organizations plan, forecast, and control inventory supply using Dynamics 365 Business Central planning capabilities. 

It enables smarter purchasing and production decisions by aligning demand, supply, and availability—reducing stockouts, excess inventory, and manual planning efforts. 

This pack is ideal for distributors, manufacturers, and growing businesses that need better visibility into future demand and replenishment requirements. 

Included Capabilities: 

• Item Planning Setup 

• Reordering Policies (Reorder Point, Lot-for-Lot, Fixed Reorder Quantity) 

• Safety Stock & Lead Time Configuration 

• Demand Forecast Setup & Management 

• Planning Parameters per Item 

• Item Availability & Planning Worksheets 

• Supply Planning (Purchase & Assembly Recommendations) 

• Planning Worksheet Review & Action Messages 

• Automated Creation of Purchase Orders & Assembly Orders 

• Exception Messages & Planning Alerts 

• Planning by Location & Variant 

• Inventory Level Optimization 

• Planning Reports & Standard Forecast Views 

• Integration with Inventory, Purchasing & Assembly 

• Real-Time Impact on Inventory & Financials 

Price includes 15% Project Management fee. 

The Kickstart Bundle is designed for businesses that want to get up and run on Dynamics 365 Business Central quickly and cost-effectively. 

It brings together the Starter Pack, Sales Pack, and Purchase Pack into one streamlined implementation—giving you all the essentials to manage customers, vendors, and core transactions from day one. 

This bundle is ideal for organizations transitioning from spreadsheets or legacy systems and looking for a structured, low-risk entry into Business Central. 

Included Packs & Capabilities: 

Starter Pack 

• Company Setup & Base Configuration 

• Chart of Accounts Setup 

• Posting Groups & Dimensions 

• User Roles & Security Setup 

• General Ledger Journals 

• Financial Periods & Opening Balances 

• Basic Financial Reporting 

Sales Pack 

• Customer Master Data Setup 

• Sales Quotes, Orders & Returns 

• Sales Shipments, Invoices & Credits 

• Accounts Receivable Setup & Reporting 

• Payment Terms, Discounts & Deferrals 

• Sales Journals & Cash Receipt Processing 

Purchase Pack 

• Vendor Master Data Setup 

• Purchase Quotes, Orders & Returns 

• Purchase Receipts, Invoices & Credits 

• Accounts Payable Setup & Reporting 

• Payment Terms & Vendor Ledger Management 

• Purchase Journals & Payment Processing 

Bundle Benefits: 

• Discounted pricing compared to individual packs 

• Faster go-live with a structured implementation approach 

• End-to-end visibility across sales, purchasing, and finance 

• Scalable foundation for future packs (Inventory, Jobs, Assembly, etc.) 
  
  

Price includes 15% Project Management fee. 
 

The Jobs Pack enables organizations to plan, execute, and monitor project-based work using Dynamics 365 Business Central Job Management. 
It provides full visibility into job profitability by tracking costs, revenues, and progress—while seamlessly integrating financials for accurate, real-time reporting. 

This pack is ideal for service-based businesses, project-driven teams, and organizations that need tight control over budgets, costs, and billing. 

Included Capabilities: 

• Job Master Data Setup 

• Job Task Structure & Phases 

• Job Budget Setup (Cost & Revenue) 

• Budget vs. Actual Tracking 

• Job Costing (Labor, Materials, Expenses & Overheads) 

• Job Planning Lines 

• Time & Expense Tracking 

• Timesheet Setup & Approval Workflows 

• Job Resource & Cost Rate Management 

• Job Billing & Revenue Recognition 

• Job Integration with General Ledger 

• Work in Progress (WIP) Methods & Setup 

• WIP Calculations & Posting 

• Job Variance Analysis 

• Job Profitability & Margin Reporting 

• Job Status Monitoring & Standard Job Reports 

Price includes 15% Project Management fee. 

Fixed Assets Pack provides a centralized and fully integrated way to manage your organization’s fixed assets within Dynamics 365 Business Central. 
It allows you to track the complete lifecycle of assets—from acquisition and depreciation to disposal—while ensuring accurate financial reporting and compliance. 

This pack is ideal for organizations that need clear visibility into asset values, depreciation, and fixed asset-related postings without relying on external spreadsheets or disconnected systems. 

Included Capabilities: 

• Fixed Asset Master Data Setup 

• Integrated Fixed Asset Register 

• Fixed Asset Classes & Subclasses 

• Fixed Asset Posting Groups 

• Fixed Asset Acquisition & Capitalization 

• Multiple Depreciation Books (e.g., Financial & Tax) 

• Depreciation Methods (Straight-Line, Declining Balance, etc.) 

• Depreciation Calculation & Posting 

• Fixed Asset Journals 

• Fixed Asset Revaluation 

• Fixed Asset Transfers (Location, Department, Responsibility Center) 

• Fixed Asset Maintenance & Insurance Tracking 

• Fixed Asset Disposal, Write-Off & Sale Processing 

• Fixed Asset Integration with General Ledger 

• Fixed Asset Reporting & Standard Depreciation Schedules 

• Net Book Value & Asset History Tracking 

Price includes 15% Project Management fee. 

Assembly Pack is designed to help businesses efficiently manage light manufacturing and kitting processes using Dynamics 365 Business Central Assembly Management.

It enables you to define, build, and track assembled items with full visibility into components, costs, and output—without the complexity of full-scale manufacturing. 

 This pack is ideal for organizations that assemble finished goods from multiple components, whether for stock or on demand. 

Included Capabilities: 

• Assembly Item Setup 

• Assembly Bill of Materials (BOM) Configuration 

• Assembly BOM Component Management 

• Assembly Routing (Basic Assembly Steps) 

• Assembly Order Creation (Make-to-Stock & Make-to-Order) 

• Assembly Order Posting (Consumption & Output) 

• Automatic Component Reservation & Availability Checks 

• Assembly Cost Calculation & Roll-Up 

• Assembly Order Variance Tracking 

• Item Consumption Posting from Assembly Orders 

• Output Posting to Finished Goods Inventory 

• Partial Assembly Order Posting 

• Assembly Order Status Management 

• Assembly Order Reporting & Standard Views 

• Integration with Sales Orders (Assemble-to-Order Scenarios) 

• Inventory Impact & Real-Time Stock Updates 
  
  

Price includes 15% Project Management fee. 

The Sales Pack brings together everything you need to manage your sales process—from customers and sales orders to the sales ledger and accounts receivable. 

It includes the essential tools to track revenue, manage customer relationships, and stay on top of receivables with ease. 

Included Capabilities: 

• Customer Master Data (up to 10,000 records imported) 

• Customer Specific Layouts 

• Customer Opening Balances 

• Customer Ship-To Address List 

• Sales Quote Processing 

• Sales Order & Return Processing 

• Sales Shipments & Returns of Stock 

• Sales Invoice & Credit Processing 

• Standard Sales Codes (Recurring Sales Invoice Lines) 

• Sales Journals (including Cash Receipt Reconciliations & Payment Registrations) 

• Aged Accounts Receivable Report and Customer Statements 

• Allocation of Sales Invoices, Payments, and Credits 

• Sales Proformas & Prepayments 

• Payment Terms 

• Payment Discounts 

• Sales Deferrals 

• Sales Extended Texts 
  Price includes 15% Project Management fee.