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What is our Business Starter Kit Gold Package?


Our Business Starter Kit Gold package gives you quick and cost-effective access to a basic Dynamics 365 CRM with a leading marketing automation solution, a leading sales engagement solution & a leading marketing intelligence solution, a basic Dynamics 365 Business Central ERP complete with pre-designed Power BI reports for sales, finance & operations & Power BI customised dashboards for Operational & Executives/Sales, Finance & Marketing as well as integration between the two systems.  

 

Furthermore, you will get Office 365 licensing for up to 5 users along with advanced email security, cyber awareness training with phishing simulation, password manager, Cloud Backups for Office 365, unlimited IT support during UK Business Hours & Proactive Desktop Care including AV. This package is available from £6 per user per month and can be implemented for £29,995

 

Perfect for businesses looking to get up & running fast & those businesses looking to keep up with rapid growth in their business. Our goal is to equip you with a well-rounded and fully integrated CRM, ERP & Office 365 solution that will save your business valuable time and enable you to focus on other activities across your business. 

How much does our Business Starter Kit Gold package cost & what is included?


Our Business Starter Kit Gold Package is available from £6 per user per month and can be implemented for £29,995*.This package will include the following activities:


The Office 365 element will include the following activities: 

  • Setting up the new Office 365 tenant for 1 domain for up to 5 users (doesn’t include any migrations or PC setups) 
  • Advanced Email Security
  • Cyber Awareness Training & Phishing Simulation
  • Password Manager
  • Cloud Backups for Office 365
  • Setup
  • Unlimited IT Support during Business Hours (UK)
  • Proactive Desktop Care including AV

The Quick Start Dynamics 365 CRM element will include the following activities: 

 
  • Authorise Cloud Solution Provider for your business’s Microsoft Cloud Account.
  • Setup sandbox and production environments.
  • Refine your requirements based on answers given in provided questionnaire.
  • Data Import Review: We will provide your business with Excel Templates for Lead, Contact, Account & Opportunity entities for your business to complete.
  • Basic customisation of Leads, Contacts, Accounts and Opportunity entities (maximum of 50 custom fields across all entities).
  • Creation of up to two custom entities if required (maximum of 50 custom fields across all entities).
  • Basic customisation/creation of custom views (maximum of 5 views).
  • Creation of up to two sales dashboards if required.
  • Handover of solution for UAT testing.
  • One round of amendments from UAT testing (within the Quick Start framework).
  • Deliver a basic CRM training session to help your team to get the maximum benefit from Dynamics 365.

Plus

  • A leading comprehensive marketing automation solution built within Microsoft Dynamics that offers a single unified marketing, analytics and services to help transform the way you do marketing.  
  • A leading marketing intelligence solution that provides an unbeatable combination of highly-scalable omnichannel data integration, stunning visualisations and machine learning-powered storytelling. 

  • A leading comprehensive marketing automation solution built within Microsoft Dynamics that offers a single unified marketing, analytics and services to help transform the way you do marketing.  

The Quick Start Dynamics Business Central ERP element will include the following activities: 

1) Financial Management

Single Company Setup based on Advantage “Best Practice” Template

General Ledger

  • Custom Chart of accounts (Rapid Start Templates supplied with instructions)
  • G/L Account Categories, Subcategories & Extended texts + 1 additional G/L Reporting Currency
  • Balance Sheet, Income Statement & Account Schedule reporting
  • Dimension Analysis (profit and cost centres) & Budgeting
  • Workflows for business processes such as approvals
  • Cashflow Management & Forecasting + Recurring and Reversing Journals such as General, Cash receipts and payments.

Cash Management

  • Bank Accounts, Bank Account Reconciliations & Bank Integration – Cash Receipt & Statement Import / Payment Export
  • Payment Reconciliations, Registrations & Multi-Currency for Sales Ledger, Purchase Ledger and automated Exchange Rate updates
  • Currency Revaluation for Bank and Open Sales/Purchase Entries (GL Revaluation available as additional ABS Module)

Other

  • Standard VAT Reporting, VAT Returns and HMRC Integration (MTD)
2) Sales Management
  • Sales Invoicing, Proformas, Prepayments & Approvals (Quote/Order/Return Order/Invoice/Credit)
  • Payment Terms with calculated Discounts & Receivables Management
3) Purchasing Management
  • Purchase Invoicing & Approvals (Quote/Order/Return order/Invoice/Credit)
  • Payables Management

Plus

  • Pre-designed Power BI Reports that will allow you to get in-depth insights into your business’s sales, finance & operations. 
  • Power BI driven customised dashboards for the following areas:  
    • Operational & Executives
    • Sales, Finance & Marketing

Please Note: Our Business Starter Kit Gold package may not be right for all businesses. If you are looking to purchase a Quick Start Dynamics 365/CRM package or a Quick Start Dynamics 365 Business Central package or Office 365 separately then please get in touch with our team today by calling the below number or filling out our contact form.

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Transform the way you work

The technology you use to power your business should be helping you succeed, not getting in your way. If you want to transform the way you work and get the most out of your business, get in touch with Advantage today.

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