Dynamics 365. Business Central SMB Cloud Optimized Statement of Work

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Dynamics 365

Business Central SMB Cloud

Optimized Statement of Work

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Version Control

Date Author Version Summary Amendments

1/5/20 1.0 Elite Service Provider Version

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Executive Summary

Microsoft Dynamics 365 Business Central Business Central - All-in-one business management for small and medium-sized businesses. When your business has outgrown your existing accounting or ERP software, look no further than Dynamics 365 Business Central to connect your systems and processes. Unlike NetSuite, QuickBooks and traditional ERP systems, Dynamics 365 Business Central is deeply integrated with Office 365 and includes built-in intelligence, so it’s easy to use and helps you make better business decisions.

Selecting an Enterprise Resource Planning (ERP) solution is a major undertaking. Move beyond the outmoded business software feature/function/compliance/risk evaluation process of the last 30 years, and move to a business outcomes based approach to ERP evaluation. Don’t fall prey to buying a system that has technical capabilities but is wholly incapable of delivering the business outcomes you are purchasing your ERP system to deliver. The truth of the matter is that all Tier 1 and Tier 2 ERP software products have a similar offering of features & functions.

Below are statements you won’t hear when you invest in Dynamics 365 Business Central as your business management software: “I have to use Excel to do reporting”, “It’s not user friendly”, “It’s clunky”; “We had to customise it”; and “We needed to get another application to do that.” Dynamics 365 Business Central is ERP-as-a-service. Thanks to the cloud, this means that you can subscribe and use the solution without the overhead of heavy capital expenditure. Free your business from the burden of having to maintain or upgrade hardware, infrastructure and software. Alongside Microsoft, the world’s leading cloud & SaaS (Software as a Service) software provider, we take care if it for you.

Our approach to implementing your new Dynamics 365 Business Central ERP system harnesses the power of the cloud, drives down the cost of the implementation, and gives you a superior time to value of your investment. Our cloud implementation process delivers the right balance of our expert support with your team’s functional ownership at properly sequenced intervals that result in a successful implementation that allows your team to keep on top of their other daily responsibilities. Your team will appreciate how we use today’s meeting technology to have more structured and focused implementation meetings, less in-office disruption, and no longer have to deal with travel logistics or physical boundaries.

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Why Dynamics 365 Business Central:

 Flexible, scalable, and extensible modern ERP solution  Unified and intelligent data and processes

 Rapid deployment, onboarding, and quicker time to value  Run end-to-end business processes all from within Outlook  Trusted Microsoft cloud and security & Complete cloud vision  Only vendor to offer hybrid deployment options

 Trust – 99.9% service SLA

 Rich, global ecosystem of partners

With your business running in the cloud, it’s easy to change and adapt at your own pace without IT. Start with what you need, quickly and easily, then be ready for growth. Only Microsoft delivers a connected technology platform bringing together business applications with tools for productivity, communication, and collaboration.

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Better Together

– The “X” Factor

Microsoft Dynamics 365 Business Central is a business management solution that’s connecting people and processes like never before. From day one, it makes managing your financials, sales, service, and operations easier and faster.

Turn your multiple disconnected systems into one. Boost efficiency with automated tasks and workflows—all from within familiar Office tools like Outlook, Word, and Excel. Get a complete picture of your business and make better business decisions, with built-in intelligence when and where you need it.

When you view your business applications (Dynamics 365) and productivity tools (Office 365) as one, you get the best out of both. No more silos. Just insight from across your business – when you need it. This means you spend less time looking for information and more time managing your business and helping customers, boosting your productivity.

When you give your people the tools they need to work together the potential is massive. Your teams will save time switching between applications, cooperation will come naturally, and productivity will boom. Together, these changes make your business more efficient. You and your customers will win.

“Because it integrates with Office 365, it works in my inbox. I can raise a quote or a sales order on my phone when I'm out and about. And as a small business, it's just vital to be able to increase productivity and actually respond to queries on the go, and know that you've got it all there.”

Helen Olsen Bedford, CEO & Publisher

“If I get an email from a customer inquiring about an order, I just click on the Dynamics 365 add-in withadd-in Outlook. It pulls up all of the ladd-inked documents withadd-in the email message, so I don’t have to go to another app to find the information.”

Christopher Gates, Business Operations Manager

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One-Time Implementation Options

Select one of the following three plans options and purchase the corresponding Dynamics 365 Business Central software licensing to begin your implementation. Once your order is

acknowledged, we’ll get started with a project kick-off call.

Dynamics 365 Business Central Quick Start

- Cloud Accounting

$70 USD/User/Mo License

A comprehensive business management & financial solution (ERP) optimized to enable small and mid-sized businesses to streamline processes, make smarter decisions & accelerate growth.

Help SMBs get started quickly with Tier 1 ERP functionality with Microsoft technology that delivers superior business outcomes.

 Dynamics 365 Business Central Essentials License

 Core Dynamics 365 Business Central Out of the Box Installation & Configuration  Standard Office 365, Teams, SharePoint integrations

 Ideal for companies looking for more functionality than entry-level packages offer  2-4 Week Implementation

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Dynamics 365 Business Central Quick Start

- Cloud Accounting

$8,500 USD

 Core Dynamics 365 Business Central Out of the Box Installation & Configuration  Activate and provision Dynamics 365 Business Central environment

 License, configure, and assign standard security rights for D365 users

 Configure Exchange Online integration in D365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)

 Create 1 production company database  Rapid Implementation

 Ideal for businesses with a simple financial setup. Includes a fixed chart of accounts, a basic sales and purchase ledger to post invoices. Out the box financial statements.  2 cycle of data import- master data and opening balances - (3,000 records - 1 test & 1

Production load)

 Admin/Super-User OnDemand Video Training

 1st_{& 3}rd_{Party ISV solutions available at an additional monthly charge}

 Data Conversion & scope limitations apply

Out of Scope: Custom report creation, migration of transactional historical data, no custom functionality, no custom coding, no implementation of additional D365 modules, no

implementation of additional 1st_{or 3}rd_{party ISV solutions}

Additional Services Options: Half-Day/Full-Day Blocks of Time or Specialized Service Units ideal for additional customization & configuration available as additional charges.

Additional ISV Solution Options: Monthly Recurring Industry Specialization Unit charges for 1st/3rd party Apps to further customize the functionality of your new D365 Business Central business system available as additional charges.

D365 Business Central Right Start Cloud

Accounting & Operations

$70 USD/User/Mo License

A comprehensive business management & financial solution (ERP) optimized to enable small and mid-sized businesses to streamline processes, make smarter decisions & accelerate growth.

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 Standard Office 365, Teams, SharePoint integrations

 Ideal for a business who needs a robust financial system. Includes core financials, full accounts receivable & accounts payable. Advanced reporting in multiple currencies.  2-4 Week Implementatio

D365 BC Right Start Cloud

Accounting Implementation

$17,500 USD

 SMB Optimized Dynamics 365 Business Central Quick Start Implementation  Activate and provision Dynamics 365 Business Central environment (D365)  License, configure, and assign security rights for D365 users

 Create 1 production company database

 Core Financials, General Ledger, sales with AR, purchasing with AP, Inventory & Reporting  Out of the box standard financial statements

 Includes setup of up to 3 companies with same chart of accounts  Sales Order Processing, Purchase Order Processing, Basic Inventory  Standard Office 365 integrations

 2 cycle of data import- master data and opening balances - (6,000 records - 1 test & 1 Production load)

 Standard D365 Customer Engagement CRM Integration  2 hours end user training & Online Training Video Access

 1st_{& 3}rd_{Party ISV solutions available at an additional monthly charge}

 Data Conversion & scope limitations apply (outlined in Scope of Work)

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D365 Business Central Specialized Start

– Professional Services

$70 USD/User/Mo

A comprehensive business management & financial solution (ERP) optimized to enable small and mid-sized professional services businesses to streamline processes, make smarter decisions & accelerate growth.

 Core Dynamics 365 Business Central Out of the Box Installation & Configuration  Standard Office 365, Teams, SharePoint integrations

 Ideal for a professional service business who needs a robust financial system. Includes core financials, full accounts receivable & accounts payable. Job management, job reporting and time capture. Advanced reporting in multiple currencies.

 4-8 Week Implementation

D365 BC Specialized Start

– Professional Services Implementation

$21,500 USD

 SMB Optimized Dynamics 365 Business Central Quick Start Implementation  Activate and provision Dynamics 365 Business Central environment (D365)  License, configure, and assign security rights for D365 users

 Create 1 production company database

 Core Financials, General Ledger, Sales with AR, Purchasing with AP, Jobs, Reporting  Out of the box standard financial statements

 Includes setup of up to 3 companies with same chart of accounts

 2 cycle of data import- master data and opening balances - (6,000 records - 1 test & 1 Production load)

 Time Capture/Reporting & Job Costing  Standard Office 365 integrations

 Standard D365 Customer Engagement CRM Integration  4 hours end user training & Online Training Video Access  Requires additional Power BI License

 Professional Services Specialization IP Pack Required & other 1st_{& 3}rd_{Party ISV solutions}

available at an additional monthly charge  Data Conversion & scope limitations apply

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Implementation Terms

 Costs exclude applicable taxes

 All additional services provided on request and will be charged separately  All work is subject to the Elite Service Provider “Terms and Conditions”.  Global Admin access will be set up for the Elite Service Provider following the

provisioning of the licences

 Please click on the following links to ensure you meet the minimum supported versions of Office and hardware that work with Dynamics 365: https://docs.microsoft.com/en-gb/power-platform/admin/web-application-requirements

 IMPORTANT NOTE: The Elite Service Provider requires either: o Delegated admin rights to the end customers tenant to properly

implement/support/service the customer environment – OR –

o A dedicated full Dynamics User License with administrative rights exclusively for the Elite Service Provider usage. This option will require you some

additional work to administer the product at the application level either through your own effort or via your technology partner.

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Implementation Assumptions

 The SMB Optimized Skin includes pre-defined configuration of the Site Map.

 All system configuration will be done primarily via the SMB Optimized Skin and access to self-directed videos and 1 consultant call.

 If the selected implementation plan includes a Custom Entity, it will be limited to no more than 20 fields and must be related to the Sales Process.

 If the selected implementation plan includes Business Process Flows and/or Workflows: o 1 Process Flow - limited to out-of-box entities.

o Workflows limited to single level  For data migration:

o Client shall provide data conversion elements in a timely manner. o The Elite Service Provider is not responsible for data cleansing.

o The Elite Service Provider will review the data and find “glaring” or “obvious” syntax errors and duplicates, but it is ultimately your responsibility to provide “clean” data for conversion.

o You will provide a single spreadsheet for Accounts, Contacts, Opportunities, and, if your plan provides for it, Leads with up to the total number of records listed in the selected implementation plan.

o More complex migration needs will be considered out-of-scope and may be addressed as a separate project with a separate charge.

 All training included in your selected implementation plan will be delivered remotely over the web.

 Office365 connections include standard SharePoint, Outlook, and Teams.

 All work will be done remotely with any onsite options available as out-of-scope and for an additional charge.

 No project, data import or training documentation will be created.

Data Conversion Clause

Client shall provide data conversion elements in a timely manner. Elite Service Provider is not responsible for data cleansing. Elite Service Provider will review the data and find “glaring” or “obvious” syntax errors and duplicates, but it is ultimately the Client’s responsibility to provide “clean” data for conversion. Elite Service Provider will only perform 2 data loads (1 test and 1 production) as part of this data conversion process. Any additional data imports will result in additional fees. Elite Service Provider will provide data conversion templates to the Client in Excel or .csv formats for easy input.

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Subscription Support

Pack Options - Monthly

You are required to pick one of the following three Support Plans for a minimum of twelve months. The Support Plans are designed to ensure the successful adoption of your Microsoft Dynamics 365 licenses and related services.

Select either the Basice Support Pack, Success Support Pack, or Winning Support Pack plans for the appropriate number system users.

Monthly Support Pack Plans

Basic Support Pack - Option 1 - $100 USD/User/month (3 user min)

8-hour Response SLA, Same Day Email/Digital Support, Unlimited Outage Based Microsoft Cloud Support, does not include system integration/customization/optimization/personalization services, 1 assigned user to log tickets in case management system

Success Support Pack Option 2 - $150 USD/User/month (3 user min)

4-hour Response SLA, Same Day Email/Digital Only Support, Unlimited Outage Based

Microsoft Cloud Support, access to how-to videos & knowledge base, Up to 2-hour Optimization Service via phone (Can be used for consultancy, modifications and online training – No Roll-Over Hours), does not include system integration/customization/optimization/personalization services, 2 assigned user to log tickets in case management system

Winning Support Pack – Option 3 - $299 USD/User/month (3 user min)

2-hour Response SLA, Same Day Email/Digital Only Support, Unlimited Outage Based Microsoft Cloud Support, Up to 2-hour Optimization Service via phone (Can be used for

consultancy, modifications and online training – No Roll-Over Hours), access to how-to videos & knowledge base, does not include system

integration/customization/optimization/personalization services, 3 assigned user to log tickets in case management system, Quarterly Business Impact Review with dedicated customer success manager

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Terms of Engagement

 All work is subject to the Elite Service Provider “Terms and Conditions”

 All work is undertaken remotely and uses web-based screen sharing where required.  Support is unlimited within the functionality of the initial implementation.

 The plans do not cover customizations or extensions to the initial implementation functionality unless otherwise stated above.

 Most customers do request additional customizations varying in size, complexity, and costs. These will be addressed as out-of-scope with a separate charge.

 If you have a plan that allows for tweaks to the system, the Elite Service Provider consultant will determine if the tweak is covered within the plan or is considered out-of-scope and require a separate charge.

 If any tweaks, issues, configuration, or questions will take more than 1 hour in duration to resolve, we reserve the right to consider these out-of-scope and provide you with a separate project and charge to proceed.

 System issues or breaks created by environmental changes may be considered out-of-scope and require a separate project and charge to proceed.

 System issues or breaks resulting from changes you have made to the system may be considered out-of-scope and require a separate project and charge to proceed.  Changes that may affect the design and architecture of the solution or require advice

about your processes should be planned separately with a consultant and are not covered by these plans.

 Support requests will be logged and tracked via the Support Portal to ensure timely responses and proper queuing.

 If Support requests are not of a business-critical priority, they may be scheduled to be undertaken at a mutually convenient time.

 We reserve the right to terminate the support contract at any time.  For ease of reference our Privacy Policy is here

 Support covers core functionality provided in your selected Dynamics 365 Business Central license. It does not cover any other Microsoft products, customizations, or third-party add-ons.

 Hardware and Platform issues are excluded from this contract (including unsupported browser issues).

 Custom code and Plug-Ins must be tested prior to upgrades and are not included in this support contract.

 We reserve the right to change the terms of this contract at any time.  Support is defined at the discretion of the Elite Service Provider.

 Elite Service Provider will own any work product created for you, including any Intellectual Property Rights to this work product.

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 Elite Service Provider will own any pre-existing work product built by Elite Service Provider used by you, including any Intellectual Property Rights to this work product.  Elite Service Provider agrees that Customer shall have an unconditional, perpetual,

worldwide, non-revocable, fully paid, royalty-free, transferable, non-exclusive, sub-licensable license to use and distribute any pre-existing work product while you remain on a paid plan.

 In the event you drop from the paid support plan, you will cease using any pre-existing work product and allow the Elite Service Provider to disable any such product unless otherwise authorized in writing by Elite Service Provider.

 IMPORTANT NOTE: The Elite Service Provider requires either: o Delegated admin rights to the end customers tenant to properly

implement/support/service the customer environment – OR –

o A dedicated full Dynamics User License with administrative rights exclusively for the Elite Service Provider usage. This option will require you some

additional work to administer the product at the application level either through your own effort or via your technology partner.

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Payment

Payment of 100% in advance of the commencement of implementation services to commence. As an option, 50% of payment is due at signing to confirm your project, and the remaining 50% prior to project commencement. The first month of support must be ordered and provisioned (on net terms) prior to the project commencement as it is a means by which our support structure will communicate during and after the implementation phase.

Expected Response Times

Priority levels are assessed and if required reassigned. Cases are prioritised and maximum expected SLA’s according to the support plan chosen:

 Basic Support Pack expected response time is 8 hours.  Success Support Pack expected response time is 4 hours.  Winning Support Pack expected response time is 2 hours.

All response times are based on initial responses and are based on business hours between 9 am to 5 pm Central Time.

Termination of Support

After the initial twelve months, you may choose to terminate the plan by logging a Support Ticket indicating your desire. This will serve as 30-day notice for termination. No refunds will be made for past or partial months.

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Confirmation

to Proceed with Implementation

and Support Plans

Please sign below and either fax the document to or email the document to . I hereby agree to the terms and services described within this agreement:

Provider Name: Customer Name: Signature: Signature: Name: Name: Date: Date:

Dynamics 365. Business Central SMB Cloud Optimized Statement of Work

Dynamics 365

Business Central SMB Cloud

Optimized Statement of Work

Version Control

Contents

Executive Summary

Better Together

– The “X” Factor

One-Time Implementation Options

Dynamics 365 Business Central Quick Start

- Cloud Accounting

$70 USD/User/Mo License

Dynamics 365 Business Central Quick Start

- Cloud Accounting

$8,500 USD

D365 Business Central Right Start Cloud

Accounting & Operations

$70 USD/User/Mo License

D365 BC Right Start Cloud

Accounting Implementation

$17,500 USD

D365 Business Central Specialized Start

– Professional Services

$70 USD/User/Mo

D365 BC Specialized Start

– Professional Services Implementation

$21,500 USD

Implementation Terms

Implementation Assumptions

Data Conversion Clause

Subscription Support

Pack Options - Monthly

Monthly Support Pack Plans

Terms of Engagement

Payment

Expected Response Times

Termination of Support

Confirmation

to Proceed with Implementation

and Support Plans