Client Name *

Microsoft BC Partner Name *

Email *

Are you using the Cloud Version of D365 Business Central? *

Yes
No

Which Localization(s) are you using? *

Are you Currently Live on D365 Business Central? *

Yes
No

What is your anticipated Go Live Date? *

We are interested in purchasing: *

Dashboards (FDB, SDB, WDB, HAS)
Invoice and Statement Delivery
Advanced Accounting
Advanced Notifications
Advanced CRM
Project Management
Advanced Prepayments
Payment Plans
Advanced User Management
Auto Create Dimensions
Advanced Document Numbering
Advanced Assembly BOMs
Advanced Item Tracking
Advanced Purchasing
Distribution Control Center
ShipRush Integration
Consolidated Shipping
Dispatch Management
Advanced Data Imports
Advanced RMA
Learning Management
Time Clock
Work Orders
Advanced Document Attachments
Help Desk

Please describe any additional requirements not mentioned above *

What Reporting Tools are you currently using? *

Do you utilize Change Log Tracking or Field Monitoring? *

Yes
No, but we want to
No, and we are not interested

Check all that apply related to your Customer Invoicing Process *

We currently send invoices manually (snail mail)
We currently send invoices via email
We email customer statements monthly
We have recurring orders and/or invoices
We would like to automatically send late invoice/payment reminders

Do you currently print checks? *

Yes
No'

Which banks do you need to print checks from? *

Do you currently use ACH Export Functionality? *

Yes
No, but we want to
No, and we are not interested

Are you currently using ShipRush independent of Business Central? *

Yes
No

We require prepayment tracking at a.... *

Vendor Level
Purchase Order/Invoice Level
Customer Level
Sales Order/Invoice Level
Job Level

Client Industry *

Are you currently using the jobs module? *

Yes
No

How long do projects typically last? *

Do your projects have phases and tasks that need to be assigned to members of the project? *

Yes
No

Do you require that your clients prepay for projects *

Yes
No

Is your billing T&M based or Milestone Based *

Time and Materials Based
Milestone Based
A combination of both

How to you need your labor costs allocated? *

Based on Payroll Data
Loaded rate based on resource

Do you bill your clients for materials, labor, and/or expenses? *

Material
Labor
Expenses

Do materials spend more than a few days in house (WIP) *

Yes - we have to calculate WIP
Yes - because it is our only options
No

Do you use timesheets from employees or 1099 employees *

Yes - Both
Yes - Employees Only
Yes - 1099s Only
No

Do you use purchase invoices to record and pay contractors for their time? *

Yes
No

Do you pass through expenses at cost, or mark them up? *

Pass through expenses at cost
Pass through expenses with markup
Pass through is a combination of both depending on the project
We do not bill expenses back to the client

What do you currently use to track your sales leads and opportunities? *

How many Sales Reps and Managers will be using the system *

Do you have any custom CRM workflows today? If so, please describe them below. *

How do you currently track your CRM Pipeline? *

Describe your process of tracking tasks, calls, meetings, and emails in your system today. *

Please check the below if they are a requirement for your CRM *

Email and Marketing Automation
Task Tracking
Quoting
Rep and Manager Dashboarding
Outbound Email Integration
Inbound Email Tracking

Customer Onboarding Form