D365 Commerce Implementation and Training

Estado: Open
Premio: $800
Propuestas recibidas: 18

Resumen del concurso

Project Requirement: Implementation of Dynamics 365 Commerce (Modern Point of Sale)
Project Overview
The client is transitioning from QuickBooks Point of Sales Desktop to Dynamics 365 Commerce, with a focus on utilizing the Modern Point of Sale (MPOS) module. The migration involves setting up a single company entity with one retail location and ensuring seamless configuration and training for the client team.
The client has specified that no historical data (e.g., sales history, inventory counts, or customer balances) will be imported. However, the current inventory list and customer list from QuickBooks Point of Sales will need to be imported into D365 Commerce.
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Consultant Scope of Work
1. Company Entity and Retail Location Setup
o Create and configure a single company entity in Dynamics 365 Commerce.
o Set up one retail location within the D365 Commerce environment.
2. Dynamics 365 Commerce Configuration
o Configure the core Dynamics 365 Commerce system to meet the client’s operational requirements.
o Ensure the system aligns with the needs of a single retail location.
3. User Setup
o Create and set up accounts for 4-5 administrative users with appropriate access levels and permissions.
4. POS Screen Configuration
o Design and configure the Point of Sale (POS) screen layout to enhance user experience.
o Tailor the interface to match the client’s operational flow.
5. Data Import
o Migrate the inventory list and customer list from QuickBooks Point of Sales Desktop into Dynamics 365 Commerce.
6. Testing
o Conduct thorough system testing to ensure all configurations and imports function as expected.
o Validate the POS system's performance and usability.
7. Training
o Provide training sessions for administrative users to ensure they are proficient in using the system.
o Cover key functionalities, including inventory management, sales operations, and basic troubleshooting.
8. Go-Live Support
o Offer support during the go-live phase to address any immediate issues.
o Ensure smooth transition and operational continuity.
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Deliverables
• Configured Dynamics 365 Commerce system for a single retail location.
• User accounts set up for 4-5 administrative users.
• Designed and customized POS screens.
• Imported inventory and customer lists.
• Training materials and sessions for admin users.
• Comprehensive testing report and resolved issues before go-live.
• Post-go-live support for a seamless transition.
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Assumptions
• The client will provide the necessary inventory and customer data in a compatible format for import.
• The client will be responsible for acquiring the necessary Dynamics 365 licenses and infrastructure before the project begins.
• Training will be conducted remotely or onsite based on mutual agreement.
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Timeline
The project timeline, including setup, testing, training, and go-live, will be determined collaboratively during the initial planning phase. A tentative completion timeline is estimated to be 4-6 weeks from project initiation.