Microsoft Dynamics 365 Financials

Prepare Your Finance Team in Advance with Hands-on Training in Dynamics 365 for Financials

When implementing a new financial system in an organization, you want your staff to be prepared for the change in systems and processes. The embedded experience within Office 365 is an incredible feature that will result in a tenfold increase in employee productivity. However, it also presents an adjustment to how your employees do their work everyday. The ability to set up customers and vendors, or create quotes and invoices without leaving Outlook is a process change for everyone. And like anything, it will take some time getting used to.

Dynamics 365 for Financials includes a standard configuration of most financial processes, but you can change the configuration to suit your business requirements. In order to take advantage of customization and other features, which are likely a huge step above your current accounting solution, you need your bookkeepers to understand these core capabilities. This is the reason why BDO is offering 3 different packages that will help you better prepare for Dynamics 365 for Financials.

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Get Ready for Dynamics 365 with Quick start + Financials

One of the top reasons why companies move from accounting software to an ERP solution is for more robust financial capabilities. If you have made the decision to move to Dynamics 365 for Financials, we suggest you consider our next level up in service packages for Dynamics 365: Financials. The Financials Package combines Quick Start deployment planning with hands-on training from BDO experts in the financial foundation of Dynamics 365.

To ensure a smooth implementation with minimal business disruption, one of our Senior Consultants will work with your Finance team or bookkeeper to train them on these areas in Dynamics 365 — Accounts Receivable, Accounts Payable, General Ledger, and Banking. This provides a deep understanding of how to use the system before implementation to ensure they hit the ground running once you Go-Live.

Recognizing the complexity of implementing a new financial system, especially when moving from accounting software to ERP, BDO will also provide access to a comprehensive online video training program only available on the BDO Portal.

Reduce Potential Business Disruption with the Financials Package from BDO

There is always a learning curve when rolling out a new piece of software — and Dynamics 365 for Financials is no exception. Introducing a new business management solution that brings together enterprise-class CRM and ERP with productivity tools like Office 365, Power BI, and Cortana Intelligence requires in-depth planning and training. If you don’t have that on staff, then we can help. Get prepared for the transformation with BDO professionals at your side, every step of the way. Contact BDO today to get started.


Mike Stranz

Mike was a partner with MDKS Solutions Group and McMane Dunkel Kingston Stranz LLP when his firm joined with BDO Canada LLP in July 2009. He has over 15 years experience with accounting software design and implementation, network security, e-commerce and web integration.

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