Which app, and what the license looks like
Business Central is the usual start when the pain is invoices, inventory, and the books. It is sold in Essentials and Premium editions. Essentials covers finance and the basic sales and purchasing most small companies need. Premium adds service management and manufacturing. We do not choose Premium unless you run those processes. Dynamics 365 Sales fits a pipeline that currently lives in a spreadsheet and a shared inbox. Customer Service fits a team that tracks cases. We license the app you need, not the whole catalog.
Licensing is per app and per user, on a monthly or annual term, billed through our direct CSP agreement. We do not quote a per-user price on this page. The figure we send is the one Microsoft will bill for that SKU, for a tenant in the United States or Canada. Nonprofit offers exist for some Dynamics apps and not others. We check the current list before you commit to a term.
What the first phase includes
We do not start by turning on every module. We write down the process you run today: how a quote becomes an invoice, or how a customer, donor, or client moves from first contact to a record someone else can open. The environment is created in your tenant. Users are the same Microsoft 365 accounts where the app allows it, so people are not handed a second password they do not need.
Lists move from the spreadsheet or the old system you name, in a scope we agree. Opening balances and the live customer list are a different project from converting ten years of transactions. We say which one the quote covers. Cutover is a window you can spare, not a surprise. We reconcile a sample of records with you before anyone is told to stop using the spreadsheet.
Training and the desk afterward
Training is on your company data. One real customer, one real item, one real invoice. The person who posts payments sits in that session. A slide tour of the Dynamics catalog is not the session. We leave written notes of the steps those people will repeat on Monday.
After go-live, license changes and questions about opening the company go to support@true.org. A typical reply is one business day. We are the CSP for the licenses and the people who configured the first company. We are not a substitute for your accountant or your auditor. If a change will add a paid user, we say so before we assign the seat.
Questions we answer before a quote
Should we buy Business Central or Dynamics 365 Sales?
Business Central when the problem is the books, inventory, or invoices. Sales when the problem is the pipeline and the activities around it. Some companies need both. We will say if you do, and we will not sell both because they share a brand.
Can you import our spreadsheet?
Yes, for the lists we scope: customers, vendors, items, and opening balances are the usual set. A full history of every old transaction is a larger project, and the quote will say if that is included.
Do our Microsoft 365 users automatically get Dynamics?
No. Dynamics is its own license on top of Microsoft 365. People sign in with the same account where the app supports it, but the seat is purchased separately.
How do license changes work later?
Email support@true.org with the tenant and the person to add or remove. If the seat costs money, we confirm before we assign it. Support is email, for the US and Canada.