Sales Quickstart: 1-Wk Implementation

Dynamics 365 Sales is a robust CRM platform with full Sales and Marketing capabilities and seamless integration to all other business processes and data analytics reporting.

Deliverables

You provide:

• Overview of your current Sales system solution
• Core sales structure, hierarchy, access rights, and sales processes
• Sales process pain points and growth goals
• Core data requirements for business operations

We provide:

• Recommendation for implementation process
• SOW with core customizations, data migration, and user acceptance test, and deployment
• Initial system setup with admin functions and license provisioning
• User account setup including individual user permissions and roles
• Email integration using Microsoft Dynamics 365 App for Outlook
• Live demo of application for basic orientation training
• Basic go-live training

Available at additional cost:

• Data and Email migrations
• Dynamics 365 Training and Support packages
• Dynamics 365 Implementation and Integration packages
• Customization of leads, opportunities, accounts, contacts and cases
• Customization of forms, fields and workflows
• Configuration of custom objects
• Email template configuration
• Activity tracking (tasks, appointments, phone calls, emails)
• Custom reports and dashboards
• Sales process optimization assessment and customizations