Dynamics 365 Sales & Customer Service Implementation for SMBs

3K Technologies provides end-to-end implementation services for Microsoft Dynamics 365 Sales and Customer Service, designed to help small and mid-sized businesses build stronger customer relationships, streamline sales processes, and deliver consistent service experiences.

Our structured implementation approach ensures a smooth transition from legacy systems or first-time CRM adoption, with minimal disruption to business operations.

Scope of Services:

• Business requirements analysis and CRM solution design
• Dynamics 365 Sales and Customer Service setup and configuration
• Lead, opportunity, and pipeline management configuration
• Account, contact, and activity management setup
• Case management, service queues, SLA, and entitlement configuration
• Role-based security and user access setup
• Integration with Microsoft 365 tools (Outlook, Teams)
• User training and knowledge transfer
• User acceptance testing (UAT) and go-live support
• Post go-live stabilisation support

This offer is ideal for organisations seeking improved visibility, structure, and efficiency in their sales and customer service operations through a scalable CRM solution.

Note: Microsoft Dynamics 365 licenses are not included and must be purchased separately.