Microsoft Dynamics 365 for Small Business

Equip Your Employees with In-Depth Training on Finance and Supply Chain in Dynamics 365 for Financials

Change management is an essential piece of implementing a new financial system. Your employees have been working at maximum efficiency with their old accounting system, knowing every shortcut and quick fix along the way. With Dynamics 365, you are introducing a whole new way of business. Although it will be easier to adopt with the Office 365 interface, there are brand new features and capabilities your employees have never seen or used.

The key to a successful implementation is knowledge. If you prepare your team with the knowledge and training they need to use Dynamics 365 in their role, the easier it will be get up and running quickly. Which is why BDO has created 3 different service offerings to choose from that will ease the transition from accounting software to Dynamics 365.

BDO’s CRM Small Business Program for Microsoft Dynamics 365

Simplify your day-to-day business functions with BDO’s CRM Small Business Program for Microsoft Dynamics 365. We understand the complexities


Prepare Your Business for Dynamics 365 with Quick Start + Financials Training + Supply Chain Training

In order to prepare your staff and minimize business disruption, BDO has developed an all-in-one offering to plan your deployment and provide one-on-one training on the financials and supply chain features in Dynamics 365. This holistic option allows you to get ahead of any adoption issues or disruptions and gets you using the system efficiently right from the start.

Building on the foundation of the Quick Start and Financials Package, our Small Business package includes all services provided in those 2 packages, in addition to full training with a Senior BDO Consultant on the supply chain features in Dynamics 365. Here is a detailed overview of what is included:

  • A tailored Dynamics 365 deployment plan
  • One-on-one training in Financials including: Accounts Receivable, Accounts Payable, General Ledger, and the Banking area in Dynamics 365
  • One-on-one training in Supply Chain including: Sales Quotes, Sales Orders, Sales pricing and discounting, Purchase Quote, Purchase Orders and Inventory. Also includes training in the Fixed Asset module, integration to Outlook for Sales and Purchase transactions, and setup of 1099’s
  • Access to online training videos exclusively available on the BDO Portal

From initial setup to a complete training program in financials and supply chain, our experienced bookkeepers and consultants work directly with your company to develop a plan and train your staff on how to use in Dynamics 365. By choosing the Small Business package, we can guarantee a shorter implementation period, minimal downtime, and optimal results. With your staff already on board, they can start leveraging the advanced analytics and business intelligence built-in Dynamics 356 right from the beginning.

Dynamics 365 Business Edition Demo

See how easy it is to connect your business processes with familiar Microsoft productivity tools, like Outlook and Excel, in this free preview



Guarantee a Successful Transition to Dynamics 365 with the Small Business Package from BDO

Dynamics 365 for Financials is an ideal transition software solution for a company upgrading from basic accounting software to ERP. There is no other solution on the market that brings together enterprise-class CRM and ERP with Microsoft’s best technology (Office 365, Power BI, Cortana Intelligence) – all in one SMB solution. Take advantage of this cloud platform and become an expert with the in-depth training offered in our Small Business package. Expand your knowledge and start optimizing your Dynamics 365 solution today with BDO.


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.

Ask Mike a Question Or Call (519) 772-0334

Click below to learn about our other Dynamics 365 implementation services offered.