FAQs

• For CRM: You will need to provide us with your Contacts, Leads, Accounts & Opportunities.
• For ERP: You will need to provide us with your Customers, Vendors (Suppliers) and Bank Accounts.

For ERP

• General Ledger: Opening Balances for each G/L Account (you can post this by previous months if you wish to provide a little extra for reporting)
• Sales Ledger: Any open items for the Customer (including original dates/document no’s/due dates)
• Purchase Ledger: Same as above
• Bank Accounts: An opening balance plus any unreconciled entries

For CRM: You will need to discuss with Advantage exactly what you wish to bring over to your new system

The idea of QuickStart is to get you going as quickly as possible. Additional consultancy packs can be purchased after go-live to setup/configure/train/support you in this new area.

Microsoft Dynamics is super flexible and, as such, can be adapted to work for any industry! We specialise in Professional Services, Financial Services, Logistics & Distribution, Healthcare, Not For Profits & Churches & Religious Institutions & much more – it can work for them all.