Professional Services for Dynamics 365 Sales from an industry leading technology firm with experience in CRM.

Eide Bailly is a top 15 U.S. business advisory, tax and accounting firm committed to helping our clients grow, thrive, and embrace opportunities and innovation.

In an ever-changing and evolving environment, we will be there with inspired ideas and solutions to tackle risk and propel you forward.

Our Microsoft Dynamics Sales implementation service leverages Microsoft Dynamics Customer Engagement technology to transform sales operations.

Dynamics 365 Sales is a powerful tool for sales teams, improving processes and customer relationships. It merges CRM and ERP capabilities to support company sales efforts. Below are its functionalities and benefits including:

• Enhanced Sales Productivity • Improved Customer Insights • AI Assistance • Customization and Scalability • Email Engagement and Collaboration • Forecasting and Reporting

Dynamics 365 Sales can meet the specific requirements of various organizations as its flexibility allows it to be customized and adapted to industry-specific needs. Implementing Dynamics 365 Sales can be particularly beneficial for manufacturing, logistics and transportation, energy companies, professional services, construction, financial services, and technology. Our implementation package includes steps to ensure a successful deployment and helps you get started quickly without significant disruption.

Our step-by-step Implementation Methodology is the following:

Planning: The planning step will take us from the signed statement of work through the project kick off. Though this process, resources will be assigned on both sides of the team and responsibilities will be established.
Analysis & Design: This is one of the more important steps. During the analysis, multiple discovery sessions will be held to gather information and provide a project plan and a validated scope of work. These tools assist in communicating the plan and the structure of the project including a timeline and other resources required for the project. Each project is tailored to the needs to individual needs for sales stages, probability models, sales metrics, and other requirements.
Execute: This step in the project includes the configuration, data importing, custom development/integration, user acceptance testing and training. As with the Execute step, these requirements will be tailored to your specific business needs.
Deployment: In this step, we will help you prepare for and execute the deployment of Dynamics 365 Sales to your production environment successfully. This will include the coordination of your go-live date, required post go-live support to ensure a smooth transition.
Nonstop support: We will be here to assist you today and into the future. We make it easy for you to contact us for whatever support you may require including additional training, customizations, or coordination with other Microsoft tools and products which will benefit you and your team.

With over 100 years of success in supporting businesses - both large and small - Eide Bailly is uniquely positioned to help your company succeed with our broad portfolio of services. Our deep knowledge across industries, including Healthcare, Manufacturing and Distribution, Financial Institutions, as well as our knowledge of Microsoft technology allows us to bring both a business-focused conversation paired with a technology alignment that ensures the greatest business value for your needs.

Professional Services

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