Sales & Service Enhanced: 9-Day Implementation
Dynamic Objects
Start tracking sales leads, opportunities, cases, service requests and analytics in just nine days.
Agenda
This 9-day implementation covers the following:
Day 1
Focuses on setting up your Dynamics 365 environment and a quick tour of the application.
Day 2
Covers gathering data for sales customization, sales process implementation, automatic notifications and data mappings.
Day 3
Covers gathering data for customer service customization, service process implementation, automatic notifications and data mappings.
Day 4
Covers system customization & configuration for sales
Day 5
Covers system customization & configuration for customer service
Day 6
Fine tuning and reworks
Day 7
Online end-user training for Sales
Day 8
Online end-user training for Customer Service
Day 9
Go live, remote support, and guidance.
Deliverables
By the end of the implementation you will have a sales and customer service system in place tailored to your needs.
Note
The full implementation is offered remotely and training sessions are conducted online.