Dynamics 365 Sales: 20-Week Implementation

We will guide clients to create a proper foundation of Dynamics 365 for Sales as follows:

Deliverables

• Activate and provision Dynamics 365 for Sales environment
• License, configure, and assign security rights for Dynamics 365 users (first 25 users)
• Configure Exchange Online integration in Dynamics 365 using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
• Activate and configure Insights by Inside View
• Configure SharePoint Online integration with Account Entity in Dynamics 365, if applicable
• Add up to 30 custom fields within the solution
• Review and conduct training workshop on Business Process Flows (two Business Process Flows with up to 8 stages and 5 tasks delivered) - one session, up to 2 hours total
• Deliver two client on-boarding and adoption training sessions to a Power User within your organization - up to 4 hours total
• Activate Dynamics 365 Learning Path and provide a BCS approved training guide
• Provide guidance on how to migrate data from the following systems: Zoho, Insightly, Act, Salesforce
• Configure Dynamics 365 off-the-shelf forms, views, charts, reports and a 4-panel dashboard showing standard views
• Load up to a combined total of 5,000 leads, opportunities, contacts, or accounts
• Train one Power User within your organization to function as an Administrator - up to 4 hours total

Assumptions

• Exchange Online or Exchange Server required for Outlook integration
• Up to 25 users (additional scope required for more users)
• Customer provides clean data for upload based on standard templates provided by BCS
• This offer does not include system analysis, fit/gap process, system modifications or integrations but are available if requested for additional fees.
• Dynamics 365 for Sales licensing required