Dyn365 JumpStart for Sales: 2-Wk Implementation

Our Dyn365 JumpStart engagement delivers a sales-ready CRM system - including configuration and training in 2 weeks or less! You will work with a dedicated project manager, certified on Dynamics 365, with the deep expertise required to build a solid Dynamics 365 platform that you can use to grow your business and delight your customers.

Agenda

• We will begin with an executive discovery session to communicate your business process and unique requirements.
• After discovery, we will design and configure the system, including customization of forms, fields and workflows.
• Next, we set up user accounts, including individual user permissions and roles.
• Finally, we deploy the system and provide live user training and post go-live support.

Deliverables

• Explore and document business process and requirements
• Provision 1 new Dynamics 365 online system
• Create 1 lead-to-cash Business Process Flow
• Customize standard forms
• Create additional fields
• Configure CRM workflows
• Configure personalized dashboard
• Modify system views
• Setup user accounts
• Configure individual user permissions and roles
• Deploy system and perform live remote training
• Provide post go-live support

Note

• Any services outside the scope of this Dyn365 JumpStart can be provided on a time and materials basis.
• Software licenses sold separately.