Microsoft Dynamics Business Central Implementation Partner Services

The Vendor is required to provide to Microsoft Dynamics 365 and streamline and optimize key operational processes, including:
• Simplifying and improving the general ledger and chart of accounts structure for enhanced clarity and efficiency.
• Enhancing the cost of assets under construction and non-capital projects to improve the accuracy of financial tracking and reporting.
• Strengthening capital asset management to ensure optimal tracking and utilization of organizational assets.
• Modernizing procurement and contract management to streamline purchasing processes.
• Improving employee expense management to simplify and automate the process with workflow functionality.
• Optimizing standard accounting processes such as Accounts Payable and Receivables.
- Provide for the full implementation lifecycle of Microsoft Dynamics 365 (D365) Finance and Operations (F&O).
- Data Migration:
• Proposals should include a detailed plan for migrating two years' worth of historical data from the prior system, ensuring accuracy, integrity, and seamless integration with the new platform.
• Develop and execute a data migration plan for master and data.
• Ensure data integrity and accurate transfer from the existing system.
- System Configuration:
• Configure D365 modules based on business needs identified in the business process review.
• Develop and configure workflows, reporting, and dashboards.
• Develop policies with respect to security, and privacy for external access.
• Provide recommendations for backup.
- Integrate D365 with existing third-party systems, including:
1. Solver Cloud
• Solver Cloud is the budget, forecasting and reporting software that overlays financial systems. Solver Hybrid Agent allows organizations to create a secured connection between Solver Cloud and supported, on-premises data sources (“supported ERPS”) including Sage Software and Version 9.0+ Business Central
2. Dayforce
• Dayforce is a comprehensive human capital management (HCM) cloud based platform developed by Ceridian, designed to streamline HR, payroll, workforce management, and talent operations in a unified system. 
• It enables real-time data access and automation, supporting better decision making and compliance across the employee lifecycle.
• Potential use cases include Payroll, time & attendance, learning, workforce management, performance management, and HR data sync.
• Need secure integration with the Dayforce system, while ensuring PII protection principles in transit and at rest.
3. Microsoft 365 Entra ID
• Entra ID is Microsoft’s cloud-based identity and access management service that enables secure access to resources across Microsoft 365, Azure, SaaS Apps, and custom business applications.
- Sage Software 300 Premium (Version 2023)
1. Accounts Payable
• Ability to send remittance advice to suppliers via email as currently all correspondence with vendors is done outside of the system.
• Ability to print cheques with digital signatures as currently utilize a print boss fob system.
• Ability to Integrate with our bank for cheques, wires and EFT payments as currently automatic payments cannot be made in the system and are done manually.
2. Accounts Receivable
• Ability to receive payments via cash, cheque, credit card as currently only able to payments via cash, cheque and eTransfer after a request has been sent.
• Ability to send invoices and statements directly from the system or a customer portal as all correspondence with customers is done outside of the system.
3. Cash and Bank Management
• Ability to utilize CSV2OFX program to create an import into the financial system.
4. General Ledger
• Looking to completely revise the current chart of accounts and all structures within dimensions.
5. Employee Expense Management
• Excel based template that is manually populated by employees with all correspondence and digitization to Finance is done outside of the system.
• Finance manually enters, reviews, posts all expense claims within the financial system.
6. Fixed Assets
• Except for payment of invoices, all fixed assets live outside of the financial system.
7. Project Management
• Except for payment of invoices, all project management lives outside of the financial system.
- Provide on-site or remote post-go-live support for one (1) year.
- Contract Period/Term: 1 year
- Questions/Inquires Deadline: July 3, 2025