Dynamics 365 Sales: Microsoft Copilot and CRM Starter Pack in 6 Weeks or Less

We fast-track your Dynamics 365 Sales implementation with Microsoft Copilot, to go live in 6 weeks or less .

Deliverables

• Discovery sessions & CRM use case mapping (1 week) to pinpoint your top 3-5 sales pain points and align Dynamics 365 Sales + Microsoft Copilot features to measurable outcomes
• Rapid Microsoft Copilot enablement (2-3 weeks) by configuring Microsoft Copilot, personalizing prompts, and integrating AI assistance into Microsoft Outlook and Teams and Dynamics 365 Sales.
• Quick-win automations (2-3 weeks) by automating for 1-2 critical processes (quote reminders, pipeline nudges) and training sellers on daily Microsoft Copilot usage to boost productivity.
• A roadmap of results to track KPIs (time saved, pipeline hygiene, follow-up rates) and a plan for scaling AI in sales & forecasting

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 Sales licensing required