Frequently asked questions - Edocation

Self-implementation of D365BC: FAQ

The frequently asked questions (FAQs) below are to help companies implement Microsoft Dynamics 365 Business Central (D365BC)

To learn about how to save on D365BC, the available discounts & promotions, the best practices around planning its implementation; its license types and their prices; the industries and sectors it serves; the self-implementation pros/cons and resources or to estimate its implementation cost with a Partner, visit the corresponding page or contact us.

  1. Q: Is it possible to implement D365BC by yourself?
  2. A: Yes, for the most part, but licenses and support from Microsoft have to be obtained through a Partner such as Edocation as with respect to ERP systems, Microsoft only works through an official Partner. Companies choosing to work with a Partner, it is possible to save by following these simple tips.

  3. Q: What are the pros and cons of self-implementation?
  4. A: It is usually cheaper to self-implement, but the risk of a reimplementation (which is both costly and time-consuming) is typically much higher. To learn more, visit the self-implementation pros and cons page.

  5. Q: Do professionals recommend a self-implementation?
  6. A: Professionals usually do not recommend self-implementing D365BC due to the complexity of the system. Edocation encourages a high level of engagement of users in their implementations to save money and time, but also recommends that a plan should be made as to how the Partner should be involved throughout the project to provide useful insights that save both time and money.

  7. Q: Which of our teams should be working on our self-implementation?
  8. A: Contrary to a popular belief that most of the work is to be performed by IT departments, other departments should be involved too, including the key accounting people (e.g. GL, AP, AR) and other key decision makers (e.g. controller, inventory manager, project manager).

  9. Q: How to ensure we do succeed in our self-implementation?
  10. A: To quote Will Smith, “read and run”. That is, do your research and implement at a reasonably fast and steady pace. Another good idea is to get a Partner involved – this can be minimal, but is to get timely advice on the best practices.

  11. Q: One of our employees was a controller working with D365BC (or NAV) before, do we still need a Partner?
  12. A: Microsoft sells D365BC licenses and provides support only through an official Partner. Therefore, you still need one. Moreover, controllers often have experience only with one or two versions of the system and only with a limited number of functions which means that their experience alone may be insufficient to self-implement. At the same time, they can be your key SME (subject matter expert) working with the Partner and the front-line support person for your team to optimize savings.

  13. Q: We work with a GP Partner, can they help us implement D365BC?
  14. A: It depends. If they have D365BC practice and have done this successfully before, they may be able to help. Generally speaking, however, GP is a different Microsoft product and the knowledge and experience between these two systems is largely non-transferable.

  15. Q: What modules should we implement first?
  16. A: The backbone of an ERP system is the financial module – this is an excellent start. If you are self-implementing it may be a good idea to implement other modules in Phase II (after the success with the financial module – usually a month or two after the initial Go-Live).

  17. Q: For which modules of the system do we need Partner’s help?
  18. A: It is a good idea to get a Partner involved in all modules, at least to a certain extent to benefit from their experience. Inventory, Jobs, Advanced Warehousing, Service and Manufacturing modules are complex modules where Partner’s assistance may be even more important for your success.

  19. Q: Do we need Dimensions?
  20. A: Yes. 100% of the companies we have worked with needed Dimensions for efficient and effective financial reporting; therefore, your company is most likely to need them too, even if in the past you used a segmented COA (chart of accounts) instead as is the case, for example, in GP.

  21. Q: Should we use “Edit in Excel” function or Configuration Packages / Configuration Worksheet for data migration and balance import?
  22. A: We recommend Configuration Packages / Configuration Worksheet for data migration and balance import. The “Opening Balance” (Prepare Journal) function can be used as an alternative method of importing balances. The “Edit in Excel” function is useful for mass deleting records (e.g. if a wrong Customer list has been imported) as otherwise, the records must be updated (or deleted) manually one at a time.

  23. Q: How much can we save by self-implementing?
  24. A: A successful D365BC implementation should involve a Partner, even if the involvement is minimal. Depending on the project scope, the preparedness and availability (the more they are available to work with the Partner, the more the savings are) of your team, you may be able to save around 70% – see the packages and visit our discounts and promotions page to estimate your savings.

If you have more questions or would like to discuss your ERP requirements with one of our certified Microsoft ERP specialists, contact us.