Dynamics 365 Quick Start: 10-Day Implementation

Jibe365 consultants will be working with your team to get you using Dynamics 365 for Sales or Customer Service as quickly as possible.

Deliverables

The engagement includes the following items:

• Initial setup of the Dynamics 365 organization
• Administrator training on system administration and configuration
• End-user training for up to 10 users on use of the web client
• Import of accounts, contacts, and leads
• Server-side synchronization with Exchange for tracking of email and activities
• Server-side synchronization of Microsoft SharePoint for document management

Agenda

The agenda is flexible and will be tailored to your availability. A typical implementation is as follows:

Week 1

• Acquisition of licenses and organization setup
• Setup of server-side synch for Exchange and SharePoint
• Import of account, contact and lead records

Week 2

• Administrator Training
• End-User Training
• Go-Live