Dynamics 365 Sales Accelerator

TrellisPoint's Dynamics 365 Sales Accelerator is a fixed-fee, fixed-scope deployment of Microsoft Dynamics 365 Sales with Microsoft 365 Copilot Sales activated from day one. Built for B2B sales organizations that need to modernize their CRM without a lengthy implementation project, the Accelerator is offered in four tiers with a fixed base price that includes a set number of users. Additional users are priced per seat at a decreasing rate as you move up tiers. What's included

• Best-practice Dynamics 365 Sales configuration: out-of-box entities, a 4-stage Business Process Flow (Qualify, Develop, Propose, Close), 3 security roles, 2 interactive dashboards, 5 email templates, and Power Automate flows.
• Data migration from your current CRM (Salesforce, HubSpot, Zoho, Pipedrive, Excel exports, or legacy systems). Accounts, contacts, leads, and open opportunities are mapped and moved. Included in Standard tier and above.
• Microsoft 365 Copilot Sales activated and configured in your Microsoft 365 tenant: AI-generated email drafts, meeting prep, and opportunity summaries on day one.
• AI-powered lead scoring at Advanced tier. Forecasting plus lead scoring at Transform tier.
• Role-based training for sellers, sales managers, and admins on the platform and Microsoft 365 Copilot Sales capabilities.
• Go-live and early adoption support through stabilization.

Delivery rhythm

1. Scoping and Alignment: confirm configuration, data sources, and training plan. Sign off on the fixed fee before any build starts.
2. Configure, Migrate, and Enable: best-practice configuration is stood up, data is migrated (Standard and above), Microsoft 365 Copilot Sales is activated.
3. Go-Live and Enablement: users are trained by role, go-live is supported in real time, and early adoption is monitored through stabilization.

Tiers

• Essentials ($25,000 base, up to 10 users, 3-4 weeks): OOB deployment with standard pipeline, 2 dashboards, Copilot activation, and basic training. No migration, no custom entities, no integrations.
• Standard ($38,000 base, 15 users included, $400/user beyond, 6-8 weeks): configured deployment with 1 BPF, territory and team setup, up to 15 custom fields, 3 dashboards, Copilot with custom prompts, 3 Power Automate flows, and migration from 1 source.
• Advanced ($68,000 base, 25 users included, $350/user beyond, 10-12 weeks): extended deployment with up to 2 BPFs, up to 3 custom entities, 30 custom fields, 5 dashboards, 1 Power BI report, 5 Power Automate flows, 1 pre-approved integration, migration from 2 sources, and Copilot with lead scoring model.
• Transform ($105,000 base, 40 users included, $300/user beyond, 14-16 weeks): full deployment with up to 3 BPFs, up to 8 custom entities, 50 custom fields, 8 dashboards, 2 Power BI reports, 8 Power Automate flows, 2 pre-approved integrations, migration from 3 sources, Copilot with forecasting and lead scoring, and multi-BU security.

Why TrellisPoint TrellisPoint has 17+ years of Dynamics 365 implementation experience. We deliver fixed-fee, fixed-scope engagements with AI activated from day one. The Accelerator is step one in a long-term relationship: most clients move from go-live into Dynamics 365 Evolve for ongoing customization informed by real usage. Talk to a Dynamics 365 Advisor to confirm tier sizing, integration scope, and timeline. Final pricing is locked before signing.