https://store-images.s-microsoft.com/image/apps.43158.23e8b79f-4c73-4769-b20a-eff5cd098d6b.7c3d1001-6d9e-425f-a478-0c7fb9a73548.d4397108-cb9f-420d-b7fc-3594501e8352

Dynamics 365 Sales Starter Pack: Rapid Implementation and Adoption

C5 Insight

Pricing $1

Expedite your Dynamics 365 Sales implementation and adoption with a rapid-deployment solution that streamlines the user experience, enabling sellers to onboard faster and drive pipeline sooner.

The Sales Starter Pack is designed for organizations looking to implement Dynamics 365 Sales ASAP. C5 Insight's rapid solution simplifies the interface and removes unnecessary complexity, decreasing the learning curve, accelerating adoption, and accelerating productivity from day 1.

Key Features

  • Core Table Configuration: Set up Lead, Account, Contact, and Opportunity tables tailored to your sales process.
  • Sales Hub Customization: Create a custom copy of Microsoft’s Sales Hub App, removing unnecessary features for a focused user experience.
  • Rapid Feedback & Updates: Quickly request updates to the standard Sales Starter Pack configuration to fit your business requirements.
  • Simplify Components: Streamline forms, charts, dashboards, and menus for clarity and usability.
  • Optimized Security Roles: Ensure users have access only to what they need, reducing confusion and risk.
  • Efficient Navigation: Eliminate redundant options from navigation and menus, helping sellers find what they need faster.

Business Benefits

  • Accelerate CRM Adoption: Reduce onboarding time and complexity for sales teams, so they can start selling sooner.
  • Increase Efficiency: Remove irrelevant navigation options and clutter, allowing sellers to focus on high-value activities.
  • Customizable & Scalable: Start with a minimal viable product and invest in customizations as your business grows.
  • Cost-Effective: Fixed price solution eliminates surprises and helps you plan your CRM investment.
  • Enhanced User Experience: A clean, intuitive interface decreases user frustration and increases their productivity.

Optional Add-On: Activity Accelerator

Take your sales process further with the Activity Accelerator (additional fee):

  • Configure Activity, Task, Email, Appointment, and Phone Call tables
  • Update Outlook app, forms, timeline panel, views, and charts
  • Configure Copilot settings
  • Custom Power Automate flows to accurately date and sort timeline activities

Ready to streamline your sales operations and empower your team?

Contact C5 Insight to schedule a demo or request a quote.

At a glance

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https://store-images.s-microsoft.com/image/apps.17461.23e8b79f-4c73-4769-b20a-eff5cd098d6b.7c3d1001-6d9e-425f-a478-0c7fb9a73548.f9bf64d7-59c7-478d-85ef-03eb86db8aac