Dynamics 365 Sales: Standard 10-Wk Implementation

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

Deliverables

• Activate and provision Dynamics 365 Sales environment
• License, configure, and assign security rights for first 10 Dynamics 365 Sales users
• Configure Exchange Online integration in Dynamics 365 Sales using Microsoft Dynamics App for Outlook loaded by customer, if applicable (one email account per user)
• Configure SharePoint Online integration with Account Entity in Dynamics 365 Sales, if applicable
• Add up to 10 custom fields within the solution
• Review and conduct training workshop on Business Process Flows (one Business Process Flow for Opportunity 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

Assumptions

• Up to 10 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