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? *

Which Business Central License are you currently utilizing? *

Essentials ($70/user/month)
Premium ($100/user/month)

We are interested in purchasing: *

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

What Reporting Tools are you currently using? *

Today I would describe our reports as: *

Fully embedded into Business Central
Fully outside of the system with external tools
A mix of the two

Do you utilize Change Log Tracking or Field Monitoring? *

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

Do you currently use any AI or Predictive Analytics in your reporting solutions?

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

Check all ISD Functions that you are interested in: *

Sending Invoices - Automatically on Post, From a Dashboard, or from a Job Queue
Sending Credit Memos - Automatically on Post, From a Dashboard, or from a Job Queue
Sending Customer Payment Receipts - Automatically on Post, From a Dashboard, or from a Job Queue
Sending Statements - Scheduled on a Job Queue or From a Dashboard
Automatically Attach Invoice Copies when Sending Statements
Sending Internal AR Aging Reports via Email Each Day
Utilizing the Recurring Order/Invoice Functionality

Do you currently use any tools to allow your customers to pay online with a link, login to a portal, view invoices, save payment methods, enabled autopay, etc.? *

Yes
No

Which AR Automation Tool are you currently using? *

Paystand
iSolutions
EBizCharge
ConnectBooster
Versapay
Other (Not Listed)

Would you like to learn more about how AR Automation Tools can help decrease your Days Sales Outstanding (DSO), get paid quicker, reduce payment friction with clients, and reduce your transaction fees? *

Yes
No

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

Please Mark All Advanced Notifications that you are currently interested in: *

Pop Up Notes
Event/Activity Driven Notes
Ad Hoc User Notes on Documents
Job Queue Failure Notifications
Credit Limit Notifications

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 items 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

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 do 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

Which software are you currently using today to track your work orders? *

Please describe your current work order process *

Do you currently use the out-of-box Business Central Prepayment Functionality? *

Yes
No

We require prepayment tracking at a.... *

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

Do you pay vendors in multiple currencies? *

Yes
No

Which specific Advanced Document Numbering features are you interested in? (Select all that apply) *

Sync Unposted and Posted Document Numbers
Auto Generate Customer Ship To Numbers
Append the Year to a Document Number when posting
We are interested in using this for Sales Documents
We are interested in using this for Purchase Documents
We are interested in using this for Transfer Documents

Which Advanced Document Attachments features are you interested in? (Select all that apply) *

Drag and Drop Documents to Attach
Offload storage to Azure Blob Storage
Easy ability to download documents from Business Central that have been attached

Which Advanced Descriptions and Pictures features are you interested in? (Select all that apply) *

HTML Formatted Item Text for Sales Documents
HTML Formatted Item Text for Purchase Documents
Printing Advanced Descriptions and Images on Sales Documents
Printing Advanced Descriptions and Images on Purchasing Documents
Ability to attach multiple images to an item
Save images in Azure Blob Storage

Which Advanced Purchasing features are you interested in? (Select all that apply) *

Purchase Order Receipt Dashboard
Automatic Vendor Emails for Late Purchase Orders that have not been received
Enhanced Item Vendor Drill Downs
Auto Create Item Vendor Relationships
Enhanced Item Vendor Fact Box
Auto Calculation of Item Vendor Lead Times
Recurring Purchase Orders and/or Purchase Invoices

Are you currently using the BC Warehousing Functions? *

Yes
No

Are you currently using Warehouse Documents? *

Yes
No

Are you currently using any other ISVs to help manage these items? *

Yes
No

Which Distribution Control Center features are you interested in? (Select all that apply) *

Picking
Packing
Shipping
Receiving
Putaways
Inventory and Cycle Counts
Short Pick Notifications
Utilizing Tablets and Handheld Devices
Producing Picking and Packing Slips as well as Shipping Labels

Please describe your current warehouse process *

Are you currently using ShipRush independent of Business Central? *

Yes
No

Please select which of the following you require for shipping (Select all that apply) *

Bill of Lading
Commercial Invoices
HTS Commercial Invoices for Hazardous Materials
Master Packing List
Master Checklist
Pallet and Package List and Labels
Certificate of Origin
Certificate of Compliance
Advanced Shipping Notices (ASN)

Please describe your current process for consolidating multiple sales orders into a single shipment *

Which Dispatch Management features are you interested in? (Select all that apply) *

Please describe your current Delivery process and/or systems *

Which Advanced Assembly BOMs features are you interested in? (Select all that apply) *

Utilize Variants in Assembly BOMs
Utilize Start and End Dates for Assembly BOMs
Utilize Multi-Location Defaults within Assembly BOMs
Utilize Disassembly and Put Back Into Inventory Functionality
Utilize Phantom BOM Functionality – Sub Assemblies that will not exist as independent inventory in Business Central

Which Advanced Item Tracking features are you interested in? (Select all that apply) *

Auto Generate Lot Number and Expiration Dates on Warehouse Receipts
Auto Generate Lot Number and Expiration Dates on Purchase Receipts
Sync Serial Number from Purchase Orders to Sales Orders for Special Orders
Auto Generate Serial Number Series on Sales Shipments
Auto Generate Serial Numbers on Purchase Receipts

Which Advanced RMA features are you interested in? (Select all that apply) *

Track Returns from Customers
Track Returns to Vendors
Generating Return Material Authorization (RMA) documents for Customer and Vendors
Track RMA Timeline and Communications with Customers and Vendors
Attach Additional Documents to RMA (Pictures, Receipts, Documentation, etc)
Ability to Automatically Create Customer Credits and Refunds on Returns
Ability to create Replacement Orders from RMAs

Please describe your current RMA process *

Which Help Desk features are you interested in? (Select all that apply) *

Create Internal Help Desk Tickets (with links to specific BC Pages)
Create External Help Desk Tickets from Clients
Drag and Drop Emails to Create New Tickets
Apply Time to Tickets
Generate Invoices for External Tickets

Please describe your current Help Desk and Ticketing process *

Which Advanced User Management features are you interested in? (Select all that apply) *

Which Data Imports and Migration features are you interested in? (Select all that apply) *

Migrating Historical General Ledger Data
Migrating Historical Open Accounts Receivable Data
Migrating Historical Open Accounts Payable Data
Ongoing Journal Entry Loads for Day to Day Entries
Utilize the GL Account Mapping from Historical System to Business Central for GL Conversion
Ability to Migrate data in 10% of the time of a configuration package

Which Auto Create Dimensions features are you interested in? (Select all that apply) *

Auto Create Dimensions from Customer Data
Auto Create Dimensions from Vendor Data
Auto Create Dimensions from Inventory Data
Auto Create Dimensions for Resource or Employee Data
Auto Create Dimensions for Salesperson or Purchaser Data
Locking Default Dimensions from being Edited

Which Learning Management features are you interested in? (Select all that apply) *

Create Training Courses and Videos Directly Embedded in Business Central
Ability to Link Tutorial Videos to Pages in Business Central
Create Tests and Quizzes for Users to Take After Classes/Courses
Ability to Create Course Completion Certifications with Expiration Dates

Which Time Clock features are you interested in? (Select all that apply) *

Allow Users to Clock In and Out
Allow Users to Book Sick Time, Vacation Time, Etc.
Book Time for Work Orders
Book Time for Projects

Please describe your current time tracking process *

Which Expense Sheets features are you interested in? (Select all that apply) *

Entering Expenses Directly in Business Central
Track Reimbursable Expenses
Track Corporate Card Expenses
Ability to Upload Receipt Attachments
Ability to Bill Expenses Back to Customers
Ability to Create Expense Categories tied to General Ledger Accounts
Ability to Pay Reimbursable Expenses back to Employees or Contractors

Please describe your current expense management process *

Which Rental Management features you are interested in? (Select all that apply) *

Ability to Serialize Rental Units
Ability to Drop off and Pick up Rental Units
Ability to Service Rental Items and Create Work Orders
Ability to Track Current Location of Each Rental Item
Ability to Track Rental Items per Customer
Ability to Geo-Locate Exact Coordinates of Each Individual Unit
Ability to Generate Bar Codes and QR Codes for Rental Items
Ability to View Rental and Work Order History

Please describe your current rental management process *

Which Commissions Management features are you interested in? (Select all that apply) *

Tracking Commissions for Internal Employees
Tracking Commissions for External Vendors and 1099 Contractors
Ability to group Salespeople into Commissions Groups
Ability to create a Commissions Matrix based on various commissions rules
Ability to split commissions between multiple salespeople on a given order
Ability to apply different commissions rules against different sales document lines
Ability to see pending commissions lines
Ability to report on posted document commissions payment (to be paid, and previously paid)
Ability to create employee and vendor payments based on commissions earned

Please describe your current Commissions Tracking Process and please upload any supporting documentation you have for your Commissions Matrix or Commissions Tracking below *

Would you like to learn more about how we can streamline your AR and AP Processing and help get paid faster, reduce transaction fees, and give your customers and vendors more visibility and self-management capabilities?

Yes
No

Related to your Vendor Payments - Please Select all that Apply:

We currently pay vendors directly out of Business Central
We use a 3rd Party Tool to Pay Vendors External to Business Central
We Pay Vendors in Multiple Countries
We have Multi-Currency Requirements for Paying Vendors
We currently use the batch ACH NACHA Export Function from Business Central and then load that file to our bank

Related to your Customer Payments - Please Select all that Apply:

We currently manually apply all customer payments that we receive
We currently utilize a 3rd party application to collect payments from customers, but it does not integrate with Business Central
We currently utilize a 3rd party application to collect payments from customers, and it is fully integrated to Business Central
We would like to reduce our transaction fees
We would like for customer payments to automatically apply and close out Customer Ledger Entries
We would like to add "Pay Now" Links to our Invoices and Emails
We would like to enable Auto-Pay for our Customers
We would like to have a portal where customers can self manage payment methods
We would like to have a portal where customers can see their invoice and payment history

Please describe any additional requirements or requests not mentioned above *

Please upload supporting documentation below

Choose file or drag here

Supported format: JPG, JPEG, PNG, GIF, SVG.

temp-for-19582-file2-1_

Customer Onboarding Form

Process to Fully Generate Demo Keys and Full License Keys

1. Generate Demo Key

2. Copy/Paste Activation Tenant ID into the form above

3. Enter Activation Tenant ID upon receipt

4. Date will update with the expiration date of your key.

For a step by step walk-through please watch the video above.